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Livermore
Livermore
ZHEN

Choice Wealth Advisors, LLC

SEC CIK
0001842357
Latest filing
Jul 9, 2026

The latest 13F from Choice Wealth Advisors, LLC covers Q2 2026 (filed Jul 9, 2026): 35 long positions worth $285.0M. The top 10 holdings make up 73.4% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 Value ETF at 11.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$11.7M
Added
15
Est. +$4.22M
Reduced
10
Est. −$3.51M
Sold out
1
Est. −$8.38M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 Value ETF78464A508
    11.6%$33.1M
  2. WisdomTree Tr97717X669
    11.1%$31.6M
  3. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    9.6%$27.5M
  4. J P Morgan Exchange Traded F46641Q134
    8.8%$25.2M
  5. J P Morgan Exchange Traded F46654Q716
    6.4%$18.2M

Biggest buys

New and added positions, by estimated amount bought

  1. Harbor ETF Trust41151J505
    +$11.7MNew
  2. WisdomTree Tr97717X263
    +$928.5KAdded
  3. AMZNAmazon Com Inc
    +$707.9KAddedHistory
  4. J P Morgan Exchange Traded F46654Q716
    +$703.6KAdded
  5. J P Morgan Exchange Traded F46654Q575
    +$641.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Harbor ETF Trust41151J505
    +4.11 pp0.0% → 4.1%
  2. American Centy ETF Tr025072323
    +0.34 pp3.2% → 3.5%
  3. AMZNAmazon Com Inc
    +0.31 pp2.6% → 2.9%History
  4. AAPLApple Inc.
    +0.07 pp3.3% → 3.4%History
  5. NVDANVIDIA Corp
    +0.06 pp1.4% → 1.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. First Tr Exchange Trad FD VI33739H101
    −$8.38MSold out
  2. First Tr Exchange-Traded FD33734X176
    −$1.33MReduced
  3. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    −$572.2KReduced
  4. American Centy ETF Tr025072604
    −$564.6KReduced
  5. WisdomTree Tr97717X594
    −$441.0KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. First Tr Exchange Trad FD VI33739H101
    −3.29 pp3.3% → 0.0%
  2. WisdomTree Tr97717X594
    −0.18 pp1.0% → 0.8%
  3. Invesco Exch Traded FD Tr II46138E297
    −0.17 pp1.0% → 0.9%
  4. J P Morgan Exchange Traded F46641Q118
    −0.08 pp0.9% → 0.9%
  5. BRK.BBerkshire Hathaway Inc
    −0.03 pp0.3% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$285.0M
+$30.2M (+11.8%) vs. prior quarter
Positions
35
0 vs. prior quarter
Top 10 concentration
73.4%
Top 10 as share of value
Turnover
4.4%
Q2 2026, one quarter
Average holding period
11.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $285.0M (Q2 2026)

Q1 2021: $115.5MQ2 2021: $139.2MQ3 2021: $117.2MQ4 2021: $136.0MQ1 2022: $126.1MQ2 2022: $123.4MQ3 2022: $119.6MQ4 2022: $133.3MQ1 2023: $137.5MQ2 2023: $147.0MQ3 2023: $141.6MQ4 2023: $161.5MQ1 2024: $165.1MQ2 2024: $188.5MQ3 2024: $200.1MQ4 2024: $195.8MQ1 2025: $191.9MQ2 2025: $221.3MQ3 2025: $233.3MQ4 2025: $252.9MQ1 2026: $254.8MQ2 2026: $285.0M
Q1 2021Q2 2026
13F filings of Choice Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 202635$285.0MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026Apr 9, 202635$254.8MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2025SEC
Q4 2025Jan 8, 202633$252.9MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2025SEC
Q3 2025Nov 6, 202532$233.3MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q2 2025SEC
Q2 2025Jul 8, 202530$221.3MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2025SEC
Q1 2025Apr 11, 202529$191.9MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2024SEC
Q4 2024Jan 15, 202529$195.8MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2024SEC
Q3 2024Oct 7, 202430$200.1MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrJ P Morgan Exchange Traded Fvs. Q2 2024SEC
Q2 2024Jul 15, 202429$188.5MWisdomTree TrState Street SPDR Portfolio S&P 500 Value ETFState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2024SEC
Q1 2024Apr 18, 202426$165.1MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2023SEC
Q4 2023Jan 12, 202428$161.5MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2023SEC
Q3 2023Oct 10, 202323$141.6MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q2 2023SEC
Q2 2023Jul 14, 202323$147.0MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2023SEC
Q1 2023Apr 6, 202323$137.5MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2022SEC
Q4 2022Jan 25, 202325$133.3MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2022SEC
Q3 2022Nov 9, 202222$119.6MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q2 2022SEC
Q2 2022Aug 9, 202235$123.4MiShares Core Dividend Growth ETFiShares Core S&P 500 ETFVanguard Morningstar Mid-Cap ETFvs. Q1 2022SEC
Q1 2022Apr 12, 202223$126.1MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q4 2021SEC
Q4 2021Feb 14, 202225$136.0MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q3 2021SEC
Q3 2021Oct 13, 202126$117.2MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q2 2021SEC
Q2 2021Jul 23, 202127$139.2MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETFvs. Q1 2021SEC
Q1 2021Apr 16, 202122$115.5MState Street SPDR Portfolio S&P 500 Value ETFWisdomTree TrState Street SPDR Portfolio S&P 500 Growth ETF–SEC