13F Filings History of Choice Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$252,939,163
Signature - Title
Christopher Markos - Chief Compliance Officer
Location
Waterville, ME
Summary
This page shows a list of all the recent 13F filings made by Choice Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Choice Wealth Advisors, LLC reported 33 stock holdings with total value $252,939,163 as of Q4 2025. Top holdings included SPYV, DGRW, SPYG, JIRE, and IHDG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $252,939,163 +$19,837,125 -$4,096,293 +$15,740,832 SPYV, DGRW, SPYG, JIRE, IHDG 13F-HR 08 Jan 2026, 08:54
Q3 2025 32 $233,304,878 +$11,528,617 -$12,344,816 -$816,199 SPYV, DGRW, SPYG, JIRE, IHDG 13F-HR 06 Nov 2025, 16:39
Q2 2025 30 $221,286,584 +$17,227,799 -$1,945,868 +$15,281,931 SPYV, DGRW, SPYG, JIRE, J P MORGAN EXCHANGE TRADED F 13F-HR 08 Jul 2025, 16:13
Q1 2025 29 $191,888,625 +$2,208,828 -$1,361,505 +$847,323 SPYV, DGRW, SPYG, JIRE, IHDG 13F-HR 11 Apr 2025, 09:44
Q4 2024 29 $195,819,608 +$3,969,424 -$6,261,544 -$2,292,120 SPYV, DGRW, SPYG, JIRE, IHDG 13F-HR 15 Jan 2025, 16:43
Q3 2024 30 $200,130,573 +$2,808,945 -$1,584,300 +$1,224,645 SPYV, DGRW, JIRE, SPYG, IHDG 13F-HR 07 Oct 2024, 08:08
Q2 2024 29 $188,533,034 +$31,124,490 -$8,508,065 +$22,616,425 DGRW, SPYV, SPYG, JIRE, IHDG 13F-HR 15 Jul 2024, 09:36
Q1 2024 26 $165,146,126 +$2,167,948 -$8,975,873 -$6,807,925 SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 18 Apr 2024, 11:35
Q4 2023 28 $161,495,268 +$7,617,365 -$1,401,776 +$6,215,589 SPYV, DGRW, SPYG, IHDG, EELV 13F-HR 11 Jan 2024, 20:26
Q3 2023 23 $141,569,051 +$2,824,231 -$1,303,086 +$1,521,145 SPYV, DGRW, SPYG, IHDG, EELV 13F-HR 10 Oct 2023, 10:42
Q2 2023 23 $146,959,746 +$4,463,812 -$3,329,592 +$1,134,220 SPYV, DGRW, SPYG, IHDG, EELV 13F-HR 14 Jul 2023, 11:02
Q1 2023 23 $137,527,903 +$2,753,291 -$5,621,191 -$2,867,900 SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 06 Apr 2023, 12:47
Q4 2022 25 $133,257,572 +$8,816,057 -$1,331,250 +$7,484,807 SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 25 Jan 2023, 10:27
Q3 2022 22 $119,563,000 +$116,524,294 -$120,175,667 -$3,651,373 SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 09 Nov 2022, 11:49
Q2 2022 35 $123,446,000 +$122,566,089 -$118,843,266 +$3,722,823 DGRO, IVV, VO, DFAT, QQQ 13F-HR 09 Aug 2022, 12:26
Q1 2022 23 $126,070,000 +$26,424,401 -$27,345,980 -$921,579 SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 12 Apr 2022, 10:59
Q4 2021 25 $136,001,000 +$15,865,559 -$13,496,171 +$2,369,388 SPYV, RESP, SPYG, IHDG, JHMM 13F-HR 14 Feb 2022, 08:39
Q3 2021 26 $123,311,000 +$8,793,106 -$23,645,493 -$14,852,387 SPYV, RESP, SPYG, IHDG, JHMM 13F-HR 13 Oct 2021, 08:36
Q2 2021 27 $139,198,000 +$20,156,714 -$8,927,261 +$11,229,453 SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 23 Jul 2021, 12:34
Q1 2021 22 $121,082,000 +$15,428,980 -$10,080,921 +$5,348,059 SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 16 Apr 2021, 08:16
Q4 2020 23 $110,782,000 $0 $0 $0 SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 11 Feb 2021, 19:34