Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHOREO, LLC (CIK 1679031) reported $8.15B across 1,596 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($454.3M, 5.58%), VTV ($427.1M, 5.24%), IWF ($278.0M, 3.41%), AAPL ($233.7M, 2.87%), IEFA ($199.2M, 2.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $454.3M | 5.58% | 1.0M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $427.1M | 5.24% | 2.2M | Added |
| 3 | IWF | ISHARES TR | $278.0M | 3.41% | 651,929 | Added |
| 4 | AAPL | APPLE INC | $233.7M | 2.87% | 920,961 | Added |
| 5 | IEFA | ISHARES TR | $199.2M | 2.45% | 2.2M | Added |
| 6 | BND | VANGUARD BD INDEX FDS | $179.6M | 2.21% | 2.4M | Added |
| 7 | VBR | VANGUARD INDEX FDS | $178.6M | 2.19% | 822,036 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $175.3M | 2.15% | 3.2M | Added |
| 9 | VOO | VANGUARD INDEX FDS | $167.3M | 2.05% | 279,939 | Added |
| 10 | VBK | VANGUARD INDEX FDS | $160.7M | 1.97% | 531,766 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $159.3M | 1.96% | 913,707 | Added |
| 12 | MSFT | MICROSOFT CORP | $114.8M | 1.41% | 310,205 | Trimmed |
| 13 | BAC | BANK AMERICA CORP | $95.8M | 1.18% | 2.0M | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $91.0M | 1.12% | 371,432 | Added |
| 15 | IVV | ISHARES TR | $91.3M | 1.12% | 139,767 | Added |
| 16 | SCHF | SCHWAB STRATEGIC TR | $87.5M | 1.07% | 3.5M | Added |
| 17 | IWD | ISHARES TR | $86.1M | 1.06% | 402,812 | Added |
| 18 | SCHX | SCHWAB STRATEGIC TR | $85.6M | 1.05% | 3.3M | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $85.4M | 1.05% | 1.3M | Added |
| 20 | IEMG | ISHARES INC | $79.9M | 0.98% | 1.1M | Added |
| 21 | DFIV | DIMENSIONAL ETF TRUST | $77.7M | 0.95% | 1.5M | Added |
| 22 | AMZN | AMAZON COM INC | $77.0M | 0.95% | 369,607 | Trimmed |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $69.3M | 0.85% | 361,254 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $69.6M | 0.85% | 242,116 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $67.3M | 0.83% | 209,912 | Added |
Source: SEC Form 13F filings · as of 2026-03-31