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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 1 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 1,016,084.0 $499.6M 6.37% NEW $491.69 -82.4%
2 VTV VANGUARD INDEX FDS 2,117,942.0 $407.4M 5.19% NEW $192.37 +7.2%
3 IWF ISHARES TR 644,156.0 $307.2M 3.91% NEW $476.95 -74.1%
4 AAPL APPLE INC Technology 911,166.0 $248.8M 3.17% NEW $273.08 +9.6%
5 IEFA ISHARES TR 2,037,050.0 $183.1M 2.33% NEW $89.87 +6.2%
6 VBR VANGUARD INDEX FDS 800,045.0 $171.2M 2.18% NEW $213.93 +5.8%
7 NVDA NVIDIA CORPORATION Technology 893,813.0 $167.6M 2.14% NEW $187.54 +17.9%
8 VOO VANGUARD INDEX FDS 256,152.0 $161.8M 2.06% NEW $631.72 +6.9%
9 BND VANGUARD BD INDEX FDS 2,158,395.0 $160.3M 2.04% NEW $74.27 -2.5%
10 VBK VANGUARD INDEX FDS 523,404.0 $159.7M 2.04% NEW $305.11 +8.4%
11 VWO VANGUARD INTL EQUITY INDEX 2,920,472.0 $157.2M 2.00% NEW $53.81 +7.3%
12 MSFT MICROSOFT CORP Technology 312,019.0 $152.1M 1.94% NEW $487.48 -12.7%
13 BAC BANK AMERICA CORP Financial Services 1,971,365.0 $109.0M 1.39% NEW $55.28 -8.3%
14 IVV ISHARES TR 136,512.0 $94.2M 1.20% NEW $689.92 +6.9%
15 AMZN AMAZON COM INC Consumer Cyclical 370,101.0 $86.1M 1.10% NEW $232.54 +12.1%
16 IWD ISHARES TR 398,421.0 $84.4M 1.08% NEW $211.94 +9.0%
17 SPY SPDR S&P 500 ETF TR Financial Services 354,325.0 $84.3M 1.07% NEW $238.01 +208.5%
18 VEA VANGUARD TAX-MANAGED FDS 1,329,679.0 $83.5M 1.06% NEW $62.79 +9.8%
19 GOOGL ALPHABET INC Communication Services 236,189.0 $74.1M 0.94% NEW $313.85 +25.2%
20 IEMG ISHARES INC 1,090,462.0 $73.5M 0.94% NEW $67.39 +15.9%
Page 1 of 79  ·  1,575 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 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%