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Choice Wealth Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 19.08%
This Fund
S&P 500
This Quarter Est. Return
+10.46%
1 Year Est. Return
+19.08%
3 Year Est. Return
+52.34%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$285M
AUM Growth
+$30.2M
Cap. Flow
+$5.05M
Cap. Flow %
1.77%
Top 10 Hldgs %
73.38%
Holding
36
New
1
Increased
15
Reduced
10
Closed
1

Top Buys

Rank Stock Value
1
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$12.5M
2
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$925K
3
AMZN icon
Amazon
AMZN
+$745K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$704K
5
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$642K

Top Sells

Rank Stock Value
1
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$8.38M
2
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.2M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$550K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$540K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$427K

Sector Composition

Rank Sector Weight
1 Technology 5.15%
2 Consumer Discretionary 3.49%
3 Financials 0.66%
4 Industrials 0.36%
5 Energy 0.08%

No holdings matched the selected filter criteria.

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Choice Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Choice Wealth Advisors held 36 positions worth $285M, up 12% from $255M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Choice Wealth Advisors's Q2 2026 filing shows 1 new, 15 increased, 10 reduced and 1 closed positions. Its largest new stake was Harbor Commodity All-Weather Strategy ETF: 398,929 shares worth $11.7M. The largest sale was First Trust Global Tactical Commodity Strategy Fund, an estimated $8.38M.

By sector, the portfolio is most concentrated in Technology at 5.2% of assets, up from 4.9% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Choice Wealth Advisors's largest Q2 2026 buy was Harbor Commodity All-Weather Strategy ETF: 398,929 shares worth $11.7M.
  • Choice Wealth Advisors added most to WisdomTree Dynamic International Equity Fund in Q2 2026, an estimated $925K increase.
  • Choice Wealth Advisors's biggest Q2 2026 reduction was First Trust Technology AlphaDEX Fund, cutting an estimated $1.2M.
  • Choice Wealth Advisors fully exited First Trust Global Tactical Commodity Strategy Fund in Q2 2026, selling an estimated $8.38M.
  • Choice Wealth Advisors's ten largest holdings make up 73% of its $285M portfolio in Q2 2026.
  • Choice Wealth Advisors opened 1 new position and closed 1 in Q2 2026.
  • Choice Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $285M.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.