Choice Wealth Advisors LLC
All 13F Filings
- Location
- Waterville, ME
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 284,956
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 35 | 284,956 | 13F-HR | Choice Wealth Advisors LLC |
| Q1 2026 | 4/8/2026 | 35 | 254,789 | 13F-HR | Choice Wealth Advisors LLC |
| Q4 2025 | 1/8/2026 | 33 | 252,939 | 13F-HR | Choice Wealth Advisors, LLC |
| Q3 2025 | 11/6/2025 | 32 | 233,305 | 13F-HR | Choice Wealth Advisors, LLC |
| Q2 2025 | 7/8/2025 | 30 | 221,287 | 13F-HR | Choice Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.77 K | 32.2% | 2.551 K | 0 | 2.551 K |
| ETFs | 174.9 K | 61.4% | 27 K | 0 | 27 K |
| Debt | 18.25 K | 6.4% | 615 | 0 | 615 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
284,956
Holdings
35
QoQ value change ($000)
30,167
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.