Arkolith/Funds/Choreo, LLC

Choreo, LLC

CIK 1679031
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Choreo, LLC holds a diversified book of 1690 stocks worth $9.1B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Janus Hender SM Cap GRW Alph and trimmed Apple Inc. Their largest long position is Vanguard Growth ETF at 6% of the equity book.

Opened
271
bought for the first time
Added to
698
already held, bought more
Trimmed
724
sold some, still holds it
Sold out
117
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
31%
Top 20 holdings
43%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

38% mapped to company sectors

ETF / fund or unclassified
62%
Information Technology
15%
Financials
7%
Consumer Discretionary
4%
Industrials
4%
Health Care
3%
Materials
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Choreo, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$812.0B
MORGAN STANLEY80 / 80$660.9B
JPMORGAN CHASE & CO80 / 80$557.3B
BANK OF AMERICA CORP /DE/80 / 80$527.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$207.4B
WELLS FARGO & COMPANY/MN80 / 80$198.8B
ROYAL BANK OF CANADA80 / 80$176.5B
UBS Group AG80 / 80$174.3B

Ranked by how many of Choreo, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,690 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$538.3M6.25M
5.9%
+501%
Added · +5.2M sh
2Vanguard Index FDS
VALUE ETF
$485.7M2.23M
5.3%
+2.4%
Added · +52K sh
3Ishares TR
RUS 1000 GRW ETF
$314.7M2.53M
3.5%
+289%
Added · +1.9M sh
4Apple Inc
COM
$263.3M909.9K
2.9%
−1.2%
Reduced · −11K sh
5Ishares TR
CORE MSCI EAFE
$223.0M2.31M
2.4%
+4.9%
Added · +109K sh
6Vanguard Index FDS
S&P 500 ETF SHS
$199.9M291.1K
2.2%
+4.0%
Added · +11K sh
7Vanguard Index FDS
SM CP VAL ETF
$198.1M815.4K
2.2%
−0.8%
Reduced · −7K sh
8Vanguard Index FDS
SML CP GRW ETF
$195.8M535.5K
2.1%
+0.7%
Added · +4K sh
9Vanguard BD Index FDS
TOTAL BND MRKT
$195.4M2.66M
2.1%
+9.1%
Added · +223K sh
10Nvidia Corporation
COM
$187.1M935.2K
2.1%
+2.3%
Added · +21K sh
11Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$182.6M3.06M
2.0%
−5.7%
Reduced · −184K sh
12Microsoft Corp
COM
$114.1M306.1K
1.3%
−1.3%
Reduced · −4K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$107.1M375.1K
1.2%
+1.0%
Added · +4K sh
14Bank Of Amer Corp
COM
$105.4M1.85M
1.2%
−5.8%
Reduced · −115K sh
15Ishares Inc
CORE MSCI EMKT
$99.1M1.20M
1.1%
+4.3%
Added · +50K sh
16Ishares TR
CORE S&P500 ETF
$98.9M132.1K
1.1%
−5.5%
Reduced · −8K sh
17Ishares TR
RUS 1000 VAL ETF
$98.1M404.7K
1.1%
+0.5%
Added · +2K sh
18Schwab Strategic TR
US LRG CAP ETF
$97.2M3.30M
1.1%
−1.1%
Reduced · −36K sh
19Schwab Strategic TR
INTL EQTY ETF
$96.2M3.47M
1.1%
−1.7%
Reduced · −62K sh
20Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$95.1M1.33M
1.0%
+0.1%
Added · +1K sh
21Amazon Com Inc
COM
$88.6M371.6K
1.0%
+0.6%
Added · +2K sh
22Alphabet Inc
CAP STK CL A
$86.8M243.0K
1.0%
+0.3%
Added · +861 sh
23Dimensional ETF Trust
INTERNATNAL VAL
$79.8M1.48M
0.9%
+0.3%
Added · +5K sh
24Invesco Exchange Traded FD T
S&P500 EQL WGT
$79.8M375.1K
0.9%
+3.8%
Added · +14K sh
25Vanguard Index FDS
TOTAL STK MKT
$77.9M210.5K
0.9%
+0.3%
Added · +555 sh
26Dimensional ETF Trust
US EQUI MARK ETF
$76.7M935.8K
0.8%
+0.2%
Added · +2K sh
27Alphabet Inc
CAP STK CL C
$76.2M215.8K
0.8%
+1.2%
Added · +3K sh
28Dimensional ETF Trust
US MKTWIDE VALUE
$70.6M1.28M
0.8%
+0.3%
Added · +4K sh
29Vanguard Index FDS
SMALL CP ETF
$62.0M204.4K
0.7%
−0.1%
Reduced · −313 sh
30Berkshire Hathaway Inc Del
CL A
$59.9M80
0.7%
Held
31Ishares TR
RUS 1000 ETF
$57.1M139.5K
0.6%
−1.6%
Reduced · −2K sh
32Broadcom Inc
COM
$56.4M149.2K
0.6%
−1.4%
Reduced · −2K sh
33Ishares TR
S&P 500 GRWT ETF
$55.4M402.8K
0.6%
−1.8%
Reduced · −7K sh
34Ishares TR
RUS 2000 VAL ETF
$53.8M243.3K
0.6%
−0.2%
Reduced · −600 sh
35Berkshire Hathaway Inc Del
CL B NEW
$53.2M106.3K
0.6%
−1.6%
Reduced · −2K sh
36JPMorgan Chase & Co
COM
$52.1M159.1K
0.6%
−4.1%
Reduced · −7K sh
37Schwab Strategic TR
US DIVIDEND EQ
$51.2M1.61M
0.6%
−2.9%
Reduced · −47K sh
38Ishares TR
MSCI EAFE ETF
$49.8M479.1K
0.5%
−6.3%
Reduced · −32K sh
39Ishares TR
NATIONAL MUN ETF
$48.5M450.5K
0.5%
+2.8%
Added · +12K sh
40Meta Platforms Inc
CL A
$45.0M79.9K
0.5%
−3.3%
Reduced · −3K sh
41Ishares TR
RUS 2000 GRW ETF
$44.9M114.1K
0.5%
+0.7%
Added · +824 sh
42Schwab Strategic TR
US LCAP GR ETF
$42.4M1.25M
0.5%
+1.2%
Added · +15K sh
43Invesco QQQ TR
UNIT SER 1
$41.7M56.7K
0.5%
−1.3%
Reduced · −758 sh
44Tesla Inc
COM
$39.4M93.8K
0.4%
+5.2%
Added · +5K sh
45Ishares TR
RUSSELL 2000 ETF
$39.3M173.2K
0.4%
+2.5%
Added · +4K sh
46Schwab Strategic TR
INTL SCEQT ETF
$39.2M813.8K
0.4%
−0.5%
Reduced · −4K sh
47Micron Technology Inc
COM
$36.7M31.8K
0.4%
−0.5%
Reduced · −155 sh
48Eli Lilly & Co
COM
$35.7M29.8K
0.4%
+1.3%
Added · +391 sh
49Johnson & Johnson
COM
$35.7M140.6K
0.4%
−1.4%
Reduced · −2K sh
50SPDR Series Trust
ST STR AGGRE ETF
$35.1M1.38M
0.4%
−1.9%
Reduced · −27K sh
Showing 50 of 1,690 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 20261,690$9.1B13F-HR
Q1 2026Mar 31, 2026May 13, 20261,613$8.1B13F-HR
Q4 2025Dec 31, 2025Jan 23, 20261,575$7.8B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20251,569$7.7B13F-HR
Q2 2025Jun 30, 2025Aug 13, 20251,527$7.2B13F-HR
Q1 2025Mar 31, 2025May 6, 20251,440$6.4B13F-HR
Q4 2024Dec 31, 2024Jan 27, 20251,609$7.0B13F-HR
Q3 2024Sep 30, 2024Nov 7, 20241,628$6.8B13F-HR
Q2 2024Jun 30, 2024Aug 7, 20241,516$6.0B13F-HR
Q1 2024Mar 31, 2024May 2, 2024665$3.9B13F-HR
Q4 2023Dec 31, 2023Feb 5, 2024624$3.7B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023462$2.8B13F-HR
Q2 2023Jun 30, 2023Aug 4, 2023469$2.9B13F-HR
Q1 2023Mar 31, 2023May 15, 2023478$2.8B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023237$2.0B13F-HR
Q3 2022Sep 30, 2022Oct 21, 2022211$1.7B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022216$1.8B13F-HR
Q1 2022Mar 31, 2022May 2, 2022237$2.0B13F-HR
Q4 2021Dec 31, 2021Feb 8, 2022233$2.0B13F-HR
Q3 2021Sep 30, 2021Nov 8, 2021221$1.9B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021220$1.9B13F-HR
Q1 2021Mar 31, 2021Apr 29, 2021202$1.6B13F-HR
Q4 2020Dec 31, 2020Feb 4, 2021202$1.4B13F-HR
Q3 2020Sep 30, 2020Nov 3, 2020181$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.