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CIK: 0001679031
Total reported value
$9.1B
$9.1B
1569 檔
17.4%
At the close of Q3 2025, Choreo, LLC disclosed equity holdings valued at approximately $9.1B, spread across 1569 reported holdings.
In Q3 2025, Choreo, LLC displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IWF) accounted for 17.4% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 1569 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.37% | +0.33% | -0.63% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.11% | +0.09% | -0.74% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.91% | +0.04% | -2.65% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.02% | +2.32% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | +0.09% | +1.11% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.16% | +1.29% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.15% | -0.02% | +1.03% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.15% | — | +9.10% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.98% | +0.18% | -0.59% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | -0.15% | -0.39% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.79% | -0.07% | +24.55% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.14% | +6.75% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.48% | -0.02% | -8.76% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.03% | -0.43% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.02% | +1.09% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.06% | -0.75% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | -0.01% | -0.70% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.03% | +0.02% | -1.42% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.89% | +0.11% | +1.93% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.89% | +0.03% | -6.26% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.02% | -1.94% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.85% | -0.01% | -2.32% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | +0.03% | -1.80% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.09% | -1.24% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.80% | -0.07% | -12.25% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.79% | -0.05% | -1.23% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.76% | +0.01% | -6.08% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.10% | +1.06% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.06% | +0.70% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.03% | -1.51% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.04% | -3.10% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.09% | +3.18% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.65% | +0.01% | -1.83% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.65% | -0.06% | +1.58% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.05% | +0.64% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | +0.02% | -0.01% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.54% | +0.02% | -0.13% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.51% | +0.02% | -9.23% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | +7.09% | |
| 40 | THO | Thor Industries Inc | Stock-Consumer Disc | 0.48% | -0.07% | +0.12% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.07% | +2.39% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.46% | +0.05% | -4.11% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.45% | -0.04% | -2.78% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.07% | -2.56% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.05% | +0.62% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.01% | -4.53% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.04% | +1.23% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.36% | -0.01% | +0.23% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | — | -2.98% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.35% | -0.01% | -1.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +1.11% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.7% | +24.55% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.6% | -0.63% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +6.75% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +9.10% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +1.29% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +0.64% | Add |
| 8 | IWF | Ishares Russell 1000 Growth | +0.2% | -2.65% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.06% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +3.18% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +7.09% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | +0.46% | Add |
| 13 | SCHG | Schwab US Large-cap Growth | +0.1% | -0.96% | Add |
| 14 | FENI | Fidelity Enhanced Intl ETF | +0.1% | -0.82% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.93% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -1.24% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | +0.15% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.09% | Add |
| 19 | THO | Thor Industries Inc | +0.1% | +0.12% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -1.51% | Add |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | -0.01% | Trim |
| 22 | VONE | Vanguard Russell 1000 | +0.1% | +5.64% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.10% | Add |
| 24 | NFLX | Netflix Inc | 0% | -1.99% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.62% | Trim |
| 26 | IWO | Ishares Russell 2000 Growth | 0% | -4.11% | Trim |
| 27 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.39% | Add |
| 28 | SCHC | Schwab Intl Small-cap Equity | 0% | -2.78% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | — | -0.43% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.75% | Add |
| 31 | IWN | Ishares Russell 2000 Value E | — | -0.13% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | -3.10% | Trim |
| 33 | VBK | Vanguard Small-cap Grwth ETF | 0% | -0.59% | Trim |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.39% | Trim |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.94% | Trim |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | +1.58% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | -0.70% | Trim |
| 38 | SCHF | Schwab Intl Equity ETF | -0.1% | -2.32% | Trim |
| 39 | AAPL | Apple Inc | -0.1% | +2.32% | Add |
| 40 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -6.26% | Trim |
| 41 | BAC | Bank Of America CORP | -0.1% | -8.76% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.1% | +3.25% | Add |
| 43 | VBR | Vanguard Small-cap Value ETF | -0.1% | +1.03% | Trim |
| 44 | ENPH | Enphase Energy Inc | -0.1% | +0.07% | Trim |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -4.53% | Trim |
| 46 | FISV | Fiserv Inc | -0.2% | +2.54% | Add |
| 47 | SCHX | Schwab US Large-cap ETF | -0.2% | -9.23% | Trim |
| 48 | DFUV | Dimensional US Marketwide Va | -0.3% | -6.08% | Trim |
| 49 | VTV | Vanguard Value ETF | -0.6% | -0.74% | Trim |
| 50 | CGBD | Carlyle Secured Lending Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Choreo, LLC reported a total U.S. public equity portfolio value of $9.1B across 1569 disclosed positions in Q3 2025.
During Q3 2025, Choreo, LLC's top holdings by market value included VUG (6.4%)、VTV (5.1%)、IWF (3.9%). The largest single position, VUG, represented 6.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CGBD
市值: $18.8M
Top Position Liquidated / Trimmed
VUG
前期市值: $374.7M
In Q3 2025, Choreo, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 20 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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