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Christopher Markos

Choice Wealth Advisors Llc

Assets Managed
$284.956M
Holdings
35
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.84%(2Q avg: 6.29%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Choice Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Choice Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 284.956M in assets, with a quarterly growth rate of 11.84% and a 2-quarter average growth rate of 6.29%. The portfolio is managed by Christopher Markos, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 0.34%
11.62%
$33.103M
544,554 shares@ $60.8 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.92%
11.11%
$31.648M
330,979 shares@ $95.63 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -2.04%
9.65%
$27.471M
230,868 shares@ $119.0 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Increased 0.96%
8.85%
$25.213M
305,647 shares@ $82.5 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 4.02%
6.41%
$18.247M
341,073 shares@ $53.51 avg price
JMTG
Mortgage-backed Securities
Recent Activity
Increased 3.9%
6%
$17.091M
337,241 shares@ $50.69 avg price
DDWM
Wisdomtree Dy Cur Hdg Intl
Recent Activity
Increased 5.98%
5.78%
$16.469M
356,619 shares@ $46.18 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Increased 0.07%
5.3%
$15.087M
201,271 shares@ $74.97 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -4.2%
4.52%
$12.869M
133,375 shares@ $96.5 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 0.13%
4.18%
$11.895M
235,220 shares@ $50.58 avg price

1-10 of 35