Investor
Choice Wealth Advisors, LLC
CIK 0001842357 · filed 2026-04-09 · SEC filing
13F book
$254.8M
Positions
35
5 new · 3 sold
Largest name
12.1%
Spdr Series Trust
Est. mark
−$2.41M
Price effect on 30 names still held. Flow $4.26M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 542.7K | $30.7M | 12.1% | −$123K | Added$346K |
| Wisdomtree Tr | — | 328K | $28.8M | 11.3% | −$513K | Added−$42.6K |
| Spdr Series Trust | — | 235.7K | $23.1M | 9.1% | −$2.02M | Added−$1.45M |
| J P Morgan Exchange Traded F | — | 302.8K | $22.9M | 9.0% | $258.6K | Added$413.8K |
| J P Morgan Exchange Traded F | — | 327.9K | $17.6M | 6.9% | — | New |
| J P Morgan Exchange Traded F | — | 324.6K | $16.6M | 6.5% | −$18.9K | Added$435.6K |
| Wisdomtree Tr | — | 336.5K | $14.8M | 5.8% | — | New |
| John Hancock Exchange Traded | — | 201.1K | $13.5M | 5.3% | $327.3K | Added$430.9K |
| J P Morgan Exchange Traded F | — | 234.9K | $11.9M | 4.7% | $4.57K | Added$417K |
| American Centy Etf Tr | — | 139.2K | $11.2M | 4.4% | $486.9K | Added$684.1K |
| First Tr Exchange Traded Fd | — | 57.4K | $9.12M | 3.6% | −$526.1K | Added−$293.5K |
| First Tr Exchange Trad Fd Vi | — | 291.8K | $8.38M | 3.3% | $1.6M | Cut$1.5M |
| Apple Inc. | AAPL | 33K | $8.37M | 3.3% | −$595.9K | Cut−$613.5K |
| American Centy Etf Tr | — | 129.5K | $8.07M | 3.2% | — | New |
| Amazon Com Inc | AMZN | 32.3K | $6.73M | 2.6% | −$728.3K | Held |
| Nvidia Corp | NVDA | 21K | $3.66M | 1.4% | −$253.9K | Cut−$280K |
| Invesco Exch Traded Fd Tr Ii | — | 95.2K | $2.67M | 1.0% | — | New |
| Wisdomtree Tr | — | 50.9K | $2.45M | 1.0% | −$25.9K | Cut−$15M |
| J P Morgan Exchange Traded F | — | 36.2K | $2.42M | 0.9% | $86.5K | Cut−$7.73M |
| Invesco Exchange Traded Fd T | — | 40.4K | $2.33M | 0.9% | $38.4K | Cut−$52.7K |
| First Tr Exchange Traded Fd | — | 40.4K | $2.27M | 0.9% | −$166.8K | Added−$148.3K |
| Tesla, Inc. | TSLA | 3.65K | $1.36M | 0.5% | −$284.6K | Held |
| State Str Corp | — | 6.75K | $854.3K | 0.3% | −$16.5K | Held |
| Berkshire Hathaway Inc Del | — | 1.53K | $734.1K | 0.3% | −$35.9K | Cut−$62.1K |
| Invesco Qqq Tr | — | 1.13K | $653.4K | 0.3% | −$42K | Cut−$103.5K |
| Spdr S&P 500 Etf Tr | — | 875 | $569.3K | 0.2% | −$27.1K | Cut−$145.7K |
| Teradyne, Inc | TER | 1.79K | $530.6K | 0.2% | $184K | Added$184.3K |
| J P Morgan Exchange Traded F | — | 9.13K | $456.5K | 0.2% | −$4.66K | Held |
| Ishares Tr | — | 3.68K | $325.6K | 0.1% | −$3.74K | Added$12.4K |
| Ge Aerospace | — | 1.1K | $311.9K | 0.1% | −$26.7K | Held |
| J P Morgan Exchange Traded F | — | 5.9K | $300.8K | 0.1% | $236 | Held |
| United Parcel Service Inc | UPS | 2.98K | $293.5K | 0.1% | −$2.31K | Added$743 |
| Shell Plc | — | 2.98K | $276.8K | 0.1% | $58.1K | Held |
| First Tr Exchange Traded Fd | — | 4.39K | $275K | 0.1% | −$38.5K | Held |
| GE Vernova Inc. | GEV | 274 | $239.2K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.