Choice Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Waterville, ME
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$289,305
Net value change ($000)
+4,349 (1.5%)
New positions
2
Sold out positions
2
Turnover %
10.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
JPLD 16,879 NEW
PULS 11,540 NEW
HGER 1,664 14.2%
AAPL 1,231 12.9%
SPYG 1,071 3.9%
DGRW 1,025 3.2%
NVDA 603 14.1%
SPYV 467 1.4%
AMZN 364 4.3%
DDWM 342 2.1%
Top Reduces (Value $000, Stocks/ETFs)
JMTG -16,506 -96.6%
JPST -11,307 -95.1%
TER -866 -100.0%
JHMM -604 -4.0%
AVSC -572 -5.7%
UPS -292 -100.0%
TSLA -240 -15.6%
IHDG -186 -8.4%
JMEE -161 -6.5%
RSPN -161 -6.2%
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