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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 2 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 371,646.0 $88.6M 0.97% +2K +0.6% $238.35 +9.5%
22 GOOGL ALPHABET INC Communication Services 242,977.0 $86.8M 0.95% $357.37 -2.9%
23 DFIV DIMENSIONAL ETF TRUST 1,477,472.0 $79.8M 0.88% $54.02 +8.1%
24 RSP INVESCO EXCHANGE TRADED FD T 375,104.0 $79.8M 0.88% +14K +3.8% $212.77 +4.2%
25 VTI VANGUARD INDEX FDS 210,467.0 $77.9M 0.85% $370.02 +2.2%
26 DFUS DIMENSIONAL ETF TRUST 935,798.0 $76.7M 0.84% $81.94 +2.1%
27 GOOG ALPHABET INC 215,763.0 $76.2M 0.84% +3K +1.2% $353.19
28 DFUV DIMENSIONAL ETF TRUST 1,283,006.0 $70.6M 0.77% $55.01 +4.2%
29 VB VANGUARD INDEX FDS 204,425.0 $62.0M 0.68% $303.12 -0.0%
30 BERKSHIRE HATHAWAY INC DEL 80.0 $59.9M 0.66% $748850.00
31 IWB ISHARES TR 139,506.0 $57.1M 0.63% -2K -1.6% $409.49 +2.5%
32 AVGO BROADCOM INC Technology 149,152.0 $56.4M 0.62% -2K -1.4% $377.81 -5.6%
33 IVW ISHARES TR 402,802.0 $55.4M 0.61% -7K -1.8% $137.53 +0.9%
34 IWN ISHARES TR 243,333.0 $53.8M 0.59% $221.20 +1.6%
35 BERKSHIRE HATHAWAY INC DEL 106,292.0 $53.2M 0.58% -2K -1.6% $500.38
36 JPM JPMORGAN CHASE & CO Financial Services 159,145.0 $52.1M 0.57% -7K -4.1% $327.33 +9.0%
37 SCHD SCHWAB STRATEGIC TR 1,613,157.0 $51.2M 0.56% -47K -2.9% $31.73 +10.7%
38 EFA ISHARES TR 479,052.0 $49.8M 0.55% -32K -6.3% $103.88 +4.7%
39 MUB ISHARES TR 450,490.0 $48.5M 0.53% +12K +2.8% $107.62 -1.9%
40 META META PLATFORMS INC Communication Services 79,853.0 $45.0M 0.49% -3K -3.3% $563.17 +1.2%
Page 2 of 85  ·  1,690 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%