account_balance
Investment manager · 13F filer · SEC CIK 1399794
Choate Investment Advisors
Reported value$5.8Bas of Sep 30, 2026
Positions467 13 new, 18 sold out
Top 10 weight63.7%IVV alone is 34%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
34.2%
VEUVanguard Intl Equity Index F
4.9%Added +5%
IEMGiShares Inc
4.7%Added +10%
GVIiShares Tr
4.1%
AAPLApple Inc.
3.4%
OAKMHarris Oakmark ETF Trust
2.9%
MSFTMicrosoft Corp
2.8%
NVDANVIDIA Corp
2.4%Trimmed −2%
SPYXSPDR Series Trust
2.4%Trimmed −3%
AMZNAmazon.com Inc
2.0%
GOOGLAlphabet Inc.
1.6%
SPY1.3%IVViShares Tr
34.2%
VEUVanguard Intl Equity Index F
4.9%
IEMGiShares Inc
4.7%
GVI4.1%
AAPL3.4%OAKM2.9%
MSFT2.8%NVDA2.4%SPYX2.4%
AMZN2.0%GOOGLSPYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 34.2% Held
VEU Vanguard Intl Equity Index F 4.9% Added +5%
IEMG iShares Inc 4.7% Added +10%
GVI iShares Tr 4.1% Held
AAPL Apple Inc. 3.4% HeldOAKM Harris Oakmark ETF Trust 2.9% Held
MSFT Microsoft Corp 2.8% HeldNVDA NVIDIA Corp 2.4% Trimmed −2%SPYX SPDR Series Trust 2.4% Trimmed −3%
AMZN Amazon.com Inc 2.0% HeldGOOGL Alphabet Inc. 1.6% Trimmed −5%SPY SPDR S&P 500 ETF Trust 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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