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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $8.1B AUM 1,613 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New 689 Added 579 Reduced 113 Exited
Page 2 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFUS DIMENSIONAL ETF TRUST 933,545.0 $66.2M 0.81% +5K +0.6% $70.91 +12.7%
22 GOOG ALPHABET INC Communication Services 213,222.0 $61.2M 0.75% +6K +2.7% $286.87 +34.8%
23 VB VANGUARD INDEX FDS 204,738.0 $53.6M 0.66% +21K +11.3% $261.92 +6.9%
24 BERKSHIRE HATHAWAY INC DEL 108,001.0 $51.8M 0.64% +1K +1.1% $479.19
25 SCHD SCHWAB STRATEGIC TR 1,660,526.0 $51.0M 0.63% +281K +20.4% $30.70 +4.7%
26 META META PLATFORMS INC Communication Services 82,582.0 $47.3M 0.58% +2K +2.0% $572.75 +5.4%
27 AVGO BROADCOM INC Technology 151,300.0 $46.8M 0.57% +4K +3.0% $309.56 +33.4%
28 MUB ISHARES TR 438,228.0 $46.5M 0.57% +150K +52.1% $106.15 -0.4%
29 SCHC SCHWAB STRATEGIC TR 817,753.0 $38.2M 0.47% +11K +1.4% $46.74 +6.1%
30 SCHG SCHWAB STRATEGIC TR 1,237,941.0 $36.1M 0.44% +757K +157.2% $29.13 +16.6%
31 SPAB SPDR SERIES TRUST 1,402,017.0 $35.9M 0.44% +912K +186.1% $25.62 -1.7%
32 JNJ JOHNSON & JOHNSON Healthcare 142,648.0 $34.9M 0.43% +3K +2.3% $244.44 -6.0%
33 QQQ INVESCO QQQ TR Financial Services 57,460.0 $33.2M 0.41% +4K +8.1% $577.18 +22.0%
34 TSLA TESLA INC Consumer Cyclical 89,177.0 $33.2M 0.41% +7K +8.4% $371.75 +8.0%
35 IWM ISHARES TR 169,038.0 $31.4M 0.39% +20K +13.2% $185.78 +47.5%
36 XOM EXXON MOBIL CORP Energy 182,802.0 $31.0M 0.38% +3K +1.8% $169.66 -4.5%
37 EFG ISHARES TR 268,620.0 $29.9M 0.37% +20K +8.0% $111.37 +6.5%
38 CVX CHEVRON CORPORATION Energy 143,205.0 $29.6M 0.36% +4K +2.6% $206.90 -5.2%
39 SCHM SCHWAB STRATEGIC TR 886,907.0 $27.5M 0.34% +809K +1044.1% $30.96 +8.8%
40 VIGI VANGUARD WHITEHALL FDS 306,211.0 $27.1M 0.33% +2K +0.6% $88.46 +5.8%
Page 2 of 35  ·  689 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 26.6%
Financial Services 21.1%
Industrials 9.8%
Consumer Cyclical 9.6%
Healthcare 8.5%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 4.7%
Utilities 2.4%
Basic Materials 2.2%