Choice Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Waterville, ME
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$254,789
Net value change ($000)
+1,850 (0.7%)
New positions
4
Sold out positions
3
Turnover %
18.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DDWM 14,844 NEW
AVSC 8,066 NEW
EELV 2,674 NEW
FTGC 1,498 21.8%
AVEM 684 6.5%
JMTG 436 2.7%
JHMM 431 3.3%
JPST 417 3.6%
JIRE 413 1.8%
SPYV 346 1.1%
Top Reduces (Value $000, Stocks/ETFs)
JCPB -16,033 -100.0%
IHDG -14,977 -85.9%
JMEE -7,730 -76.2%
PXH -2,713 -100.0%
SPYG -1,451 -5.9%
AMZN -729 -9.8%
AAPL -613 -6.8%
PKST -342 -100.0%
FXL -294 -3.1%
TSLA -284 -17.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type