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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 85  ·  1,690 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 +1.4%
2 VTV VANGUARD INDEX FDS 2,228,830.0 $485.7M 5.33% +52K +2.4% $217.93 +4.1%
3 IWF ISHARES TR 2,534,323.0 $314.7M 3.45% +1.9M +288.7% $124.17 -1.9%
4 AAPL APPLE INC Technology 909,913.0 $263.3M 2.89% -11K -1.2% $289.35 +7.1%
5 IEFA ISHARES TR 2,309,310.0 $223.0M 2.45% +109K +4.9% $96.58 +5.0%
6 VOO VANGUARD INDEX FDS 291,051.0 $199.9M 2.19% +11K +4.0% $686.81 +2.5%
7 VBR VANGUARD INDEX FDS 815,364.0 $198.1M 2.17% -7K -0.8% $242.99 +2.2%
8 VBK VANGUARD INDEX FDS 535,483.0 $195.8M 2.15% +4K +0.7% $365.70 -2.6%
9 BND VANGUARD BD INDEX FDS 2,662,171.0 $195.4M 2.14% +223K +9.1% $73.41 -1.0%
10 NVDA NVIDIA CORPORATION Technology 935,158.0 $187.1M 2.05% +21K +2.4% $200.08 +6.5%
11 VWO VANGUARD INTL EQUITY INDEX F 3,059,881.0 $182.6M 2.00% -184K -5.7% $59.69 +1.6%
12 MSFT MICROSOFT CORP Technology 306,090.0 $114.1M 1.25% -4K -1.3% $372.91 +31.9%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 375,074.0 $107.1M 1.18% +4K +1.0% $285.64 +168.1%
14 BAC BANK OF AMER CORP Financial Services 1,849,644.0 $105.4M 1.16% -115K -5.8% $56.98 +9.6%
15 IEMG ISHARES INC 1,195,834.0 $99.1M 1.09% +50K +4.3% $82.84 -1.1%
16 IVV ISHARES TR 132,103.0 $98.9M 1.09% -8K -5.5% $748.86 +2.8%
17 IWD ISHARES TR 404,733.0 $98.1M 1.08% $242.43 +6.5%
18 SCHX SCHWAB STRATEGIC TR 3,302,982.0 $97.2M 1.07% -36K -1.1% $29.43 +2.7%
19 SCHF SCHWAB STRATEGIC TR 3,474,533.0 $96.2M 1.06% -62K -1.8% $27.70 +3.2%
20 VEA VANGUARD TAX-MANAGED FDS 1,334,367.0 $95.1M 1.04% $71.25 +3.6%
Page 1 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%