DOSSIER · 13F-HR · Q1 2026

CHOREO, LLC

CHOREO's family office based in New York, NY $8.1B in tracked AUM across 1,613 positions as of Q1 2026.

C
CHOREO·New York, NY·Family Office
CIK 0001679031 · last filed Mar 31, 2026
Total AUM
$8.1B
18.4%
vs prior
Holdings
1,613
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
1. Portfolio Overview

The SEC 13F filing for CHOREO, LLC reveals a dramatic transformation in the firm's portfolio structure and scale during the quarter ending December 31, 2025. The total portfolio value surged by 219.8%, growing from $2.45 billion to $7.85 billion. This substantial increase in assets under management (AUM) suggests significant capital inflows or a major restructuring event, such as a strategy migration or the acquisition of a large block of assets.

The portfo...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$454M1.0M5.6%
02
VTV
VANGUARD INDEX FDS
$427M2.2M5.2%
03
IWF
ISHARES TR
$278M652K3.4%
04
AAPL
APPLE INC
$234M921K2.9%
05
IEFA
ISHARES TR
$199M2.2M2.4%
06
BND
VANGUARD BD INDEX FDS
$180M2.4M2.2%
07
VBR
VANGUARD INDEX FDS
$179M822K2.2%
08
VWO
VANGUARD INTL EQUITY INDEX F
$175M3.2M2.2%
09
VOO
VANGUARD INDEX FDS
$167M280K2.1%
10
VBK
VANGUARD INDEX FDS
$161M532K2.0%

Filing history

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