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 $9.11B across 1,680 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($538.3M, 5.91%), VTV ($485.7M, 5.33%), IWF ($314.7M, 3.45%), AAPL ($263.3M, 2.89%), IEFA ($223.0M, 2.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $538.3M | 5.91% | 6.2M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $485.7M | 5.33% | 2.2M | Added |
| 3 | IWF | ISHARES TR | $314.7M | 3.45% | 2.5M | Added |
| 4 | AAPL | APPLE INC | $263.3M | 2.89% | 909,913 | Trimmed |
| 5 | IEFA | ISHARES TR | $223.0M | 2.45% | 2.3M | Added |
| 6 | VOO | VANGUARD INDEX FDS | $199.9M | 2.19% | 291,051 | Added |
| 7 | VBR | VANGUARD INDEX FDS | $198.1M | 2.17% | 815,364 | Trimmed |
| 8 | VBK | VANGUARD INDEX FDS | $195.8M | 2.15% | 535,483 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $195.4M | 2.14% | 2.7M | Added |
| 10 | NVDA | NVIDIA CORPORATION | $187.1M | 2.05% | 935,158 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $182.6M | 2.00% | 3.1M | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $114.1M | 1.25% | 306,090 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $107.1M | 1.18% | 375,074 | Added |
| 14 | BAC | BANK OF AMER CORP | $105.4M | 1.16% | 1.8M | Trimmed |
| 15 | IEMG | ISHARES INC | $99.1M | 1.09% | 1.2M | Added |
| 16 | IVV | ISHARES TR | $98.9M | 1.09% | 132,103 | Trimmed |
| 17 | IWD | ISHARES TR | $98.1M | 1.08% | 404,733 | Added |
| 18 | SCHX | SCHWAB STRATEGIC TR | $97.2M | 1.07% | 3.3M | Trimmed |
| 19 | SCHF | SCHWAB STRATEGIC TR | $96.2M | 1.06% | 3.5M | Trimmed |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $95.1M | 1.04% | 1.3M | Added |
| 21 | AMZN | AMAZON COM INC | $88.6M | 0.97% | 371,646 | Added |
| 22 | GOOGL | ALPHABET INC | $86.8M | 0.95% | 242,977 | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $79.8M | 0.88% | 375,104 | Added |
| 24 | DFIV | DIMENSIONAL ETF TRUST | $79.8M | 0.88% | 1.5M | Added |
| 25 | VTI | VANGUARD INDEX FDS | $77.9M | 0.85% | 210,467 | Added |
Source: SEC Form 13F filings · as of 2026-06-30