Current Market Value 221,286,584
Current Holdings 30
Most Recent File Date 2025-07-08
Total Filings on Record 19
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 30 221,287
2025-04-11 2025-03-31 13F-HR 29 191,889
2025-01-15 2024-12-31 13F-HR 29 195,820
2024-10-07 2024-09-30 13F-HR 30 200,131
2024-07-15 2024-06-30 13F-HR 29 188,533
2024-04-18 2024-03-31 13F-HR 26 165,146
2024-01-12 2023-12-31 13F-HR 28 161,495
2023-10-10 2023-09-30 13F-HR 23 141,569
2023-07-14 2023-06-30 13F-HR 23 146,960
2023-04-06 2023-03-31 13F-HR 23 137,528
2023-01-25 2022-12-31 13F-HR 25 133,258
2022-11-09 2022-09-30 13F-HR 22 119,563
2022-08-09 2022-06-30 13F-HR 35 123,446
2022-04-12 2022-03-31 13F-HR 23 126,070
2022-02-14 2021-12-31 13F-HR 25 136,001
2021-10-13 2021-09-30 13F-HR 26 123,311
2021-07-23 2021-06-30 13F-HR 27 139,198
2021-04-16 2021-03-31 13F-HR 22 121,082
2021-02-12 2020-12-31 13F-HR 23 110,782