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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $9.1B AUM 1,690 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 194 New 626 Added 674 Reduced 117 Exited
Page 1 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 6,247,469.0 $538.3M 5.91% +5.2M +500.7% $86.16 +1.6%
2 VTV VANGUARD INDEX FDS 2,228,830.0 $485.7M 5.33% +52K +2.4% $217.93 +4.2%
3 IWF ISHARES TR 2,534,323.0 $314.7M 3.45% +1.9M +288.7% $124.17 -1.9%
4 IEFA ISHARES TR 2,309,310.0 $223.0M 2.45% +109K +4.9% $96.58 +5.0%
5 VOO VANGUARD INDEX FDS 291,051.0 $199.9M 2.19% +11K +4.0% $686.81 +2.6%
6 VBK VANGUARD INDEX FDS 535,483.0 $195.8M 2.15% +4K +0.7% $365.70 -2.4%
7 BND VANGUARD BD INDEX FDS 2,662,171.0 $195.4M 2.14% +223K +9.1% $73.41 -1.2%
8 NVDA NVIDIA CORPORATION Technology 935,158.0 $187.1M 2.05% +21K +2.4% $200.08 +6.3%
9 SPY STATE STR SPDR S&P 500 ETF T Financial Services 375,074.0 $107.1M 1.18% +4K +1.0% $285.64 +168.5%
10 IEMG ISHARES INC 1,195,834.0 $99.1M 1.09% +50K +4.3% $82.84 -0.8%
11 AMZN AMAZON COM INC Consumer Cyclical 371,646.0 $88.6M 0.97% +2K +0.6% $238.35 +9.4%
12 RSP INVESCO EXCHANGE TRADED FD T 375,104.0 $79.8M 0.88% +14K +3.8% $212.77 +4.5%
13 GOOG ALPHABET INC 215,763.0 $76.2M 0.84% +3K +1.2% $353.19
14 MUB ISHARES TR 450,490.0 $48.5M 0.53% +12K +2.8% $107.62 -1.9%
15 IWO ISHARES TR 114,055.0 $44.9M 0.49% +824.0 +0.7% $393.96 -2.0%
16 SCHG SCHWAB STRATEGIC TR 1,252,805.0 $42.4M 0.47% +15K +1.2% $33.84 +4.5%
17 TSLA TESLA INC Consumer Cyclical 93,777.0 $39.4M 0.43% +5K +5.2% $420.59 -17.1%
18 IWM ISHARES TR 173,234.0 $39.3M 0.43% +4K +2.5% $226.85 +32.1%
19 LLY ELI LILLY & CO Healthcare 29,798.0 $35.7M 0.39% +391.0 +1.3% $1199.46 +0.4%
20 VIGI VANGUARD WHITEHALL FDS 308,892.0 $28.8M 0.32% +3K +0.9% $93.38 +6.0%
Page 1 of 32  ·  626 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 21.0%
Industrials 10.3%
Consumer Cyclical 9.2%
Healthcare 8.6%
Communication Services 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Utilities 2.3%
Basic Materials 1.9%