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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 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 909,913.0 $263.3M 2.89% -11K -1.2% $289.35 +7.1%
2 VBR VANGUARD INDEX FDS 815,364.0 $198.1M 2.17% -7K -0.8% $242.99 +2.2%
3 VWO VANGUARD INTL EQUITY INDEX F 3,059,881.0 $182.6M 2.00% -184K -5.7% $59.69 +1.6%
4 MSFT MICROSOFT CORP Technology 306,090.0 $114.1M 1.25% -4K -1.3% $372.91 +31.9%
5 BAC BANK OF AMER CORP Financial Services 1,849,644.0 $105.4M 1.16% -115K -5.8% $56.98 +9.6%
6 IVV ISHARES TR 132,103.0 $98.9M 1.09% -8K -5.5% $748.86 +2.8%
7 SCHX SCHWAB STRATEGIC TR 3,302,982.0 $97.2M 1.07% -36K -1.1% $29.43 +2.7%
8 SCHF SCHWAB STRATEGIC TR 3,474,533.0 $96.2M 1.06% -62K -1.8% $27.70 +3.2%
9 IWB ISHARES TR 139,506.0 $57.1M 0.63% -2K -1.6% $409.49 +2.5%
10 AVGO BROADCOM INC Technology 149,152.0 $56.4M 0.62% -2K -1.4% $377.81 -5.6%
11 IVW ISHARES TR 402,802.0 $55.4M 0.61% -7K -1.8% $137.53 +0.9%
12 BERKSHIRE HATHAWAY INC DEL 106,292.0 $53.2M 0.58% -2K -1.6% $500.38
13 JPM JPMORGAN CHASE & CO Financial Services 159,145.0 $52.1M 0.57% -7K -4.1% $327.33 +9.0%
14 SCHD SCHWAB STRATEGIC TR 1,613,157.0 $51.2M 0.56% -47K -2.9% $31.73 +10.7%
15 EFA ISHARES TR 479,052.0 $49.8M 0.55% -32K -6.3% $103.88 +4.7%
16 META META PLATFORMS INC Communication Services 79,853.0 $45.0M 0.49% -3K -3.3% $563.17 +1.2%
17 QQQ INVESCO QQQ TR Financial Services 56,702.0 $41.7M 0.46% -758.0 -1.3% $736.04 -3.4%
18 JNJ JOHNSON & JOHNSON Healthcare 140,570.0 $35.7M 0.39% -2K -1.5% $253.98 +7.5%
19 SPAB SPDR SERIES TRUST 1,375,441.0 $35.1M 0.39% -27K -1.9% $25.52 -1.0%
20 EFG ISHARES TR 266,739.0 $33.2M 0.36% -2K -0.7% $124.42 +1.4%
Page 1 of 34  ·  674 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%