CW
Choice Wealth Advisors LLC
13F filer · CIK 0001842357Reported Jul 9, 2026
Net seller this quarter
13F portfolio value$285MU.S. long equity reported on 13F
Positions130 new · 1 closed
Net flow last quarter-$7.15MBuys minus sells
Top 10 positions weight10.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 9, 202613 positions | |||||
| $9.56M | 3.35% | 0.00% | +0.1% | Q4 2020 | |
| $8.41M | 2.95% | 0.00% | +9.2% | Q4 2020 | |
| $4.26M | 1.50% | 0.00% | +1.5% | Q2 2021 | |
| $1.54M | 0.54% | 0.00% | Not reported | Q2 2021 | |
| $1.14M | 0.40% | 0.00% | Not reported | Q4 2020 | |
| $866K | 0.30% | 0.00% | Not reported | Q4 2020 | |
| $841K | 0.30% | Not reported | +0.9% | Q4 2020 | |
| $748K | 0.26% | Not reported | -2.5% | Q3 2021 | |
| $655K | 0.23% | Not reported | +0.2% | Q3 2024 | |
| $411K | 0.14% | 0.00% | Not reported | Q3 2024 | |
| $322K | 0.11% | 0.00% | Not reported | Q1 2026 | |
| $292K | 0.10% | 0.00% | -9.0% | Q4 2020 | |
| $231K | 0.08% | 0.00% | Not reported | Q2 2024 | |
| Q1 2026Reported Apr 9, 202614 positions | |||||
| $8.38M | 3.29% | Not reported | -1.5% | Q3 2022 | |
| $8.37M | 3.28% | 0.00% | -0.2% | Q4 2020 | |
| $6.73M | 2.64% | 0.00% | Not reported | Q4 2020 | |
| $3.66M | 1.44% | 0.00% | -0.7% | Q2 2021 | |
| $1.36M | 0.53% | 0.00% | Not reported | Q2 2021 | |
| $854K | 0.34% | 0.00% | Not reported | Q4 2020 | |
| $734K | 0.29% | Not reported | -3.3% | Q3 2021 | |
| $653K | 0.26% | Not reported | -8.1% | Q4 2020 | |
| $569K | 0.22% | Not reported | -16.6% | Q3 2024 | |
| $531K | 0.21% | 0.00% | +0.1% | Q4 2020 | |
| $312K | 0.12% | 0.00% | Not reported | Q3 2024 | |
| $294K | 0.12% | 0.00% | +1.1% | Q4 2020 | |
| $277K | 0.11% | 0.00% | Not reported | Q2 2024 | |
| $239K | 0.09% | 0.00% | New | Q1 2026 | |
| Q4 2025Reported Jan 8, 202614 positions | |||||
| $8.98M | 3.55% | 0.00% | -2.1% | Q4 2020 | |
| $7.45M | 2.95% | 0.00% | +2.1% | Q4 2020 | |
| $6.88M | 2.72% | Not reported | +2.3% | Q3 2022 | |
| $3.94M | 1.56% | 0.00% | Not reported | Q2 2021 | |
| $1.64M | 0.65% | 0.00% | Not reported | Q2 2021 | |
| $871K | 0.34% | 0.00% | Not reported | Q4 2020 | |
| $796K | 0.31% | Not reported | -2.6% | Q3 2021 | |
| $757K | 0.30% | Not reported | -1.3% | Q4 2020 | |
| $715K | 0.28% | Not reported | -5.2% | Q3 2024 | |
| $346K | 0.14% | 0.00% | +0.1% | Q4 2020 | |
| PRPKSTPeakstone Realty Trust | $342K | 0.14% | 0.06% | -7.4% | Q2 2023 |
| $339K | 0.13% | 0.00% | Not reported | Q3 2024 | |
| $293K | 0.12% | 0.00% | +1.2% | Q4 2020 | |
| $219K | 0.09% | 0.00% | Not reported | Q2 2024 | |
| Q3 2025Reported Nov 6, 202514 positions | |||||
| $8.6M | 3.68% | 0.00% | Not reported | Q4 2020 | |
| $7.49M | 3.21% | Not reported | +1.9% | Q3 2022 | |
| $6.95M | 2.98% | 0.00% | -1.9% | Q4 2020 | |
| $3.94M | 1.69% | 0.00% | +0.2% | Q2 2021 | |
| $1.62M | 0.70% | 0.00% | Not reported | Q2 2021 | |
| $818K | 0.35% | Not reported | -3.8% | Q3 2021 | |
| $783K | 0.34% | 0.00% | Not reported | Q4 2020 | |
| $749K | 0.32% | Not reported | Not reported | Q4 2020 | |
| $737K | 0.32% | Not reported | +0.2% | Q3 2024 | |
| PRPKSTPeakstone Realty Trust | $338K | 0.14% | 0.07% | -3.1% | Q2 2023 |
| $331K | 0.14% | 0.00% | Not reported | Q3 2024 | |
| $246K | 0.11% | 0.00% | Not reported | Q4 2020 | |
| $244K | 0.10% | 0.00% | +1.4% | Q4 2020 | |
| $213K | 0.09% | 0.00% | Not reported | Q2 2024 | |
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