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CIK: 0001679031
Total reported value
$9.1B
$9.1B
1613 檔
17.5%
The Q1 2026 SEC filing reveals that Choreo, LLC held a total portfolio value of $9.1B, covering 1613 public equity positions.
In Q1 2026, Choreo, LLC displayed an active expansion posture, initiating 18 new positions and adding to 117 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IWF) accounted for 17.5% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 1613 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 5.58% | +0.33% | +2.36% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.24% | +0.09% | +2.78% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.41% | +0.04% | +1.21% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.02% | +1.07% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.45% | — | +8.03% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.21% | -0.07% | +13.02% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.19% | -0.02% | +2.75% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.15% | -0.15% | +11.07% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.14% | +9.29% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.97% | +0.18% | +1.60% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.09% | +2.23% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.16% | -0.58% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.18% | -0.02% | -0.35% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | -0.03% | +2.38% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.06% | +4.83% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | -0.01% | +28.51% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.06% | +0.02% | +1.10% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.05% | +0.02% | +157.63% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | -0.01% | +0.27% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.98% | +0.11% | +5.09% | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 0.95% | -0.07% | +3.26% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.02% | -0.13% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.10% | +2.51% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | +0.03% | -0.23% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.02% | +1.19% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.81% | +0.03% | +0.55% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.76% | +0.01% | -1.68% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.09% | +2.73% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.71% | -0.05% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | +0.02% | +11.27% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.06% | +1.06% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.07% | +20.38% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | +0.01% | -1.22% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.06% | -0.74% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.03% | +0.24% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.09% | +2.02% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.05% | +2.96% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | -0.04% | +52.13% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.04% | -2.34% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.57% | +0.02% | -0.15% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.47% | -0.04% | +1.42% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.44% | +0.03% | +157.18% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.44% | -0.05% | +186.09% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.44% | +0.05% | -0.18% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.04% | +2.27% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.05% | +8.09% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.02% | +8.36% | |
| 48 | THO | Thor Industries Inc | Stock-Consumer Disc | 0.39% | -0.07% | -0.30% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | +0.04% | +13.17% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.38% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +0.6% | +157.63% | Add |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.3% | +1044.13% | Add |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | +186.09% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.2% | +157.18% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.2% | +28.51% | Add |
| 6 | SCHV | Schwab US Large-cap Value | +0.2% | +531.96% | Add |
| 7 | MUB | Ishares National Muni Bond E | +0.2% | +52.13% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.2% | +13.02% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +11.07% | Add |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +20.38% | Add |
| 11 | VNQ | Vanguard Real Estate ETF | +0.1% | +302.51% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.03% | Add |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +834.76% | Add |
| 14 | SCHP | Schwab U.s. Tips ETF | +0.1% | +672.01% | Add |
| 15 | DFAC | Dimensional US Core Equity 2 | +0.1% | +278.25% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +1.82% | Add |
| 17 | SUB | Ishares Short-term National | +0.1% | +309.71% | Add |
| 18 | CVX | Chevron CORP | +0.1% | +2.56% | Add |
| 19 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +774.26% | Add |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +43.55% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.27% | Add |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +36.96% | Add |
| 23 | VTV | Vanguard Value ETF | +0.1% | +2.78% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.83% | Add |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | +11.27% | Add |
| 26 | IWM | Ishares Russell 2000 ETF | +0.1% | +13.17% | Add |
| 27 | GLD | Spdr Gold Shares | +0.1% | +60.21% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | +5.09% | Add |
| 29 | DFIV | Dimensional International Va | 0% | +3.26% | Add |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +35.87% | Add |
| 31 | JPIE | Jpmorgan Income ETF | 0% | +46.58% | Add |
| 32 | GOVT | Ishares US Treasury Bond ETF | 0% | +232.90% | Add |
| 33 | MU | Micron Technology Inc | 0% | +19.45% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +1.17% | Add |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +52.05% | Add |
| 36 | SCHA | Schwab US Small-cap ETF | 0% | +192.90% | Add |
| 37 | CAT | Caterpillar Inc | 0% | -2.43% | Trim |
| 38 | ASML | ASML Holding N.V. | 0% | +2.96% | Add |
| 39 | AMAT | Applied Materials Inc | 0% | +7.07% | Add |
| 40 | SMA | Smartstop Self Storage Reit | 0% | +90.70% | Add |
| 41 | SNDK | Sandisk CORP | 0% | +16.37% | Add |
| 42 | VDE | Vanguard Energy ETF | 0% | +0.52% | Add |
| 43 | DUHP | Dimensional US High Profi Et | 0% | +680.42% | Add |
| 44 | LMT | Lockheed Martin CORP | 0% | +9.58% | Add |
| 45 | COP | Conocophillips | 0% | -0.20% | Trim |
| 46 | GEV | GE Vernova Inc | 0% | +2.77% | Add |
| 47 | WMT | Walmart Inc | 0% | -0.49% | Trim |
| 48 | MRK | Merck & Co. Inc. | 0% | +1.70% | Add |
| 49 | DFAX | Dimensional World Ex US Core | 0% | +94.86% | Add |
| 50 | RTX | Rtx CORP | 0% | +5.97% | Add |
According to official SEC Form 13F filings, Choreo, LLC reported a total U.S. public equity portfolio value of $9.1B across 1613 disclosed positions in Q1 2026.
During Q1 2026, Choreo, LLC's top holdings by market value included VUG (5.6%)、VTV (5.2%)、IWF (3.4%). The largest single position, VUG, represented 5.6% 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
USHY
市值: $13.8M
Top Position Liquidated / Trimmed
AZNN
前期市值: $4.7M
In Q1 2026, Choreo, LLC made 199 total portfolio adjustments, initiating 18 new buys, adding to 117 positions, trimming 59 holdings, and fully liquidating 5 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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