Choice Wealth Advisors LLC 13F Portfolio

CIK 1842357 Filing since Q4 2020 Q3 2026 filed Oct 16, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 16, 2026.

Portfolio Snapshot

9 positions · Q3 2026

Choice Wealth Advisors LLC reported 9 positions worth $28.50M for the quarter ended Sep 30, 2026, up 2.6% on the prior quarter. It opened 0 new positions, added to 0, trimmed 3 and exited 2. Its largest holding is Apple Inc. at 37.9% of the portfolio.

Portfolio Value
$28.50M
+2.6% QoQ · +20.0% YoY
Positions
9
0 new · 2 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
AAPL 37.9%
Apple Inc.
Net Buying
-$1.41M
$0.00 bought · $1.41M sold
Turnover
0%
of the portfolio traded
Top Sector
Technology
54.9% of value
Track Record
24
quarters on file since Q4 2020

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

5 sectors
54.92%
Technology
Technology54.92%
Consumer Discretionary35.31%
Financial Services6.65%
Industrials2.12%
Energy0.993%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer DiscretionaryFinancial ServicesIndustrialsEnergyHealthcareCommunication Services

Largest Buys

Q3 2026

No positions were added to this quarter.

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
TER Teradyne, Inc -1,790 -100.0% $866.31K Exited
UPS United Parcel Service Inc -2,715 -100.0% $291.84K Exited
AAPL Apple Inc. -634 -1.9% $211.13K 37.85%
BRK-B Berkshire Hathaway Inc -54 -3.6% $26.89K 2.52%
AMZN Amazon Com Inc -72 -0.2% $17.94K 30.77%

New Positions

Q3 2026

No new positions this quarter.

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
TER Teradyne, Inc -1,790 $866.31K 3.12%
UPS United Parcel Service Inc -2,715 $291.84K 1.05%
Holdings · Q3 2026

9 Positions

As ofSep 30, 2026
Value$28.50M
Top 10100%
Avg position$3.17M
# Activity
Showing all 9 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Choice Wealth Advisors.

About Choice Wealth Advisors LLC’s 13F Portfolio

What are Choice Wealth Advisors LLC’s largest holdings?

As of its Q3 2026 13F filing, Choice Wealth Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 37.9%, Amazon Com Inc (AMZN) at 30.8%, Nvidia Corp (NVDA) at 17.1%, Tesla, Inc. (TSLA) at 4.5%, State Street Corp (STT) at 4.1% of the reported portfolio.

How much is Choice Wealth Advisors LLC’s portfolio worth?

Choice Wealth Advisors LLC reported a 13F portfolio worth $28.50M across 9 positions for Q3 2026. That is up 2.6% from the previous quarter.

What did Choice Wealth Advisors LLC sell in Q3 2026?

Its largest sales by value were Teradyne, Inc ($866.31K), United Parcel Service Inc ($291.84K), Apple Inc. ($211.13K). It exited 2 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Choice Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.