Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1,922,951,813 | 33.8% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $271,585,339 | 4.8% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $250,989,129 | 4.4% |
| iShares TRINTRM GOV CR ETF | INTRM GOV CR ETF | $239,769,873 | 4.2% |
| Apple Inc.COM | COM | $175,304,386 | 3.1% |
| Harris Oakmark ETF TrustOAKMARK U S LRG | OAKMARK U S LRG | $163,932,611 | 2.9% |
| SPDR Series TrustST STR SP500FF | ST STR SP500FF | $139,206,372 | 2.4% |
| Nvidia CorporationCOM | COM | $126,286,891 | 2.2% |
| Microsoft Corp.COM | COM | $119,186,591 | 2.1% |
| Amazon Com Inc.COM | COM | $110,711,795 | 1.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $103,873,840 | 1.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $75,475,729 | 1.3% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $70,300,280 | 1.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $69,336,533 | 1.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $64,621,201 | 1.1% |
| Eli Lilly & COCOM | COM | $60,919,817 | 1.1% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $58,909,251 | 1.0% |
| JPMORGAN Chase & COCOM | COM | $52,347,463 | 0.9% |
| Johnson & JohnsonCOM | COM | $46,939,380 | 0.8% |
| Walmart Inc.COM | COM | $46,362,868 | 0.8% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $46,130,046 | 0.8% |
| Home Depot Inc.COM | COM | $43,973,198 | 0.8% |
| TJX Cos Inc. NewCOM | COM | $37,014,026 | 0.7% |
| Visa Inc.COM CL A | COM CL A | $35,066,533 | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $33,991,152 | 0.6% |
| Broadcom Inc.COM | COM | $30,977,002 | 0.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $30,460,808 | 0.5% |
| Mastercard IncorporatedCL A | CL A | $27,777,320 | 0.5% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $24,524,431 | 0.4% |
| Meta Platforms Inc.CL A | CL A | $23,994,927 | 0.4% |
| Exxon Mobil Corp.COM | COM | $23,171,553 | 0.4% |
| Linde PLCSHS | SHS | $22,275,222 | 0.4% |
| Abbott LaboratoriesCOM | COM | $21,273,086 | 0.4% |
| Quanta Svcs Inc.COM | COM | $21,153,335 | 0.4% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $20,442,508 | 0.4% |
| Marsh & Mclennan Cos Inc.COM | COM | $20,312,740 | 0.4% |
| Procter & Gamble COCOM | COM | $19,170,525 | 0.3% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $19,003,473 | 0.3% |
| Global X FdsS&P 500 CATHOLIC | S&P 500 CATHOLIC | $18,322,598 | 0.3% |
| Abbvie Inc.COM | COM | $18,026,018 | 0.3% |
| Waste Connections Inc.COM | COM | $17,345,611 | 0.3% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $16,513,774 | 0.3% |
| Coca Cola COCOM | COM | $16,314,354 | 0.3% |
| Applied Matls Inc.COM | COM | $16,232,073 | 0.3% |
| Vanguard World FDMEGA CAP INDEX | MEGA CAP INDEX | $15,888,873 | 0.3% |
| American Express COCOM | COM | $15,570,612 | 0.3% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $15,378,391 | 0.3% |
| MSCI Inc.COM | COM | $14,998,431 | 0.3% |
| Booking Holdings Inc.COM | COM | $14,752,925 | 0.3% |
| Progressive Corp.COM | COM | $14,160,366 | 0.2% |
iShares TRCORE S&P500 ETF$1,922,951,813
- Class
- CORE S&P500 ETF
- Share
- 33.8%
Vanguard Intl Equity Index FALLWRLD EX US$271,585,339
- Class
- ALLWRLD EX US
- Share
- 4.8%
iShares Inc.CORE MSCI EMKT$250,989,129
- Class
- CORE MSCI EMKT
- Share
- 4.4%
iShares TRINTRM GOV CR ETF$239,769,873
- Class
- INTRM GOV CR ETF
- Share
- 4.2%
Apple Inc.COM$175,304,386
- Class
- COM
- Share
- 3.1%
Harris Oakmark ETF TrustOAKMARK U S LRG$163,932,611
- Class
- OAKMARK U S LRG
- Share
- 2.9%
SPDR Series TrustST STR SP500FF$139,206,372
- Class
- ST STR SP500FF
- Share
- 2.4%
Nvidia CorporationCOM$126,286,891
- Class
- COM
- Share
- 2.2%
Microsoft Corp.COM$119,186,591
- Class
- COM
- Share
- 2.1%
Amazon Com Inc.COM$110,711,795
- Class
- COM
- Share
- 1.9%
Alphabet Inc.CAP STK CL A$103,873,840
- Class
- CAP STK CL A
- Share
- 1.8%
Alphabet Inc.CAP STK CL C$75,475,729
- Class
- CAP STK CL C
- Share
- 1.3%
State Str SPDR S&P 500 ETF TTR UNIT$70,300,280
- Class
- TR UNIT
- Share
- 1.2%
Vanguard Index FdsTOTAL STK MKT$69,336,533
- Class
- TOTAL STK MKT
- Share
- 1.2%
Taiwan Semiconductor ManufacSPONSORED ADS$64,621,201
- Class
- SPONSORED ADS
- Share
- 1.1%
Eli Lilly & COCOM$60,919,817
- Class
- COM
- Share
- 1.1%
iShares TRNATIONAL MUN ETF$58,909,251
- Class
- NATIONAL MUN ETF
- Share
- 1.0%
JPMORGAN Chase & COCOM$52,347,463
- Class
- COM
- Share
- 0.9%
Johnson & JohnsonCOM$46,939,380
- Class
- COM
- Share
- 0.8%
Walmart Inc.COM$46,362,868
- Class
- COM
- Share
- 0.8%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$46,130,046
- Class
- VAN FTSE DEV MKT
- Share
- 0.8%
Home Depot Inc.COM$43,973,198
- Class
- COM
- Share
- 0.8%
TJX Cos Inc. NewCOM$37,014,026
- Class
- COM
- Share
- 0.7%
Visa Inc.COM CL A$35,066,533
- Class
- COM CL A
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$33,991,152
- Class
- CL B NEW
- Share
- 0.6%
Broadcom Inc.COM$30,977,002
- Class
- COM
- Share
- 0.5%
Vanguard Index FdsS&P 500 ETF SHS$30,460,808
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
Mastercard IncorporatedCL A$27,777,320
- Class
- CL A
- Share
- 0.5%
Vanguard Star FdsVG TL INTL STK F$24,524,431
- Class
- VG TL INTL STK F
- Share
- 0.4%
Meta Platforms Inc.CL A$23,994,927
- Class
- CL A
- Share
- 0.4%
Exxon Mobil Corp.COM$23,171,553
- Class
- COM
- Share
- 0.4%
Linde PLCSHS$22,275,222
- Class
- SHS
- Share
- 0.4%
Abbott LaboratoriesCOM$21,273,086
- Class
- COM
- Share
- 0.4%
Quanta Svcs Inc.COM$21,153,335
- Class
- COM
- Share
- 0.4%
Invesco Qqq TRUNIT SER 1$20,442,508
- Class
- UNIT SER 1
- Share
- 0.4%
Marsh & Mclennan Cos Inc.COM$20,312,740
- Class
- COM
- Share
- 0.4%
Procter & Gamble COCOM$19,170,525
- Class
- COM
- Share
- 0.3%
iShares TRRUS 1000 GRW ETF$19,003,473
- Class
- RUS 1000 GRW ETF
- Share
- 0.3%
Global X FdsS&P 500 CATHOLIC$18,322,598
- Class
- S&P 500 CATHOLIC
- Share
- 0.3%
Abbvie Inc.COM$18,026,018
- Class
- COM
- Share
- 0.3%
Waste Connections Inc.COM$17,345,611
- Class
- COM
- Share
- 0.3%
Vanguard Intl Equity Index FTT WRLD ST ETF$16,513,774
- Class
- TT WRLD ST ETF
- Share
- 0.3%
Coca Cola COCOM$16,314,354
- Class
- COM
- Share
- 0.3%
Applied Matls Inc.COM$16,232,073
- Class
- COM
- Share
- 0.3%
Vanguard World FDMEGA CAP INDEX$15,888,873
- Class
- MEGA CAP INDEX
- Share
- 0.3%
American Express COCOM$15,570,612
- Class
- COM
- Share
- 0.3%
SPDR Gold TRGOLD SHS$15,378,391
- Class
- GOLD SHS
- Share
- 0.3%
MSCI Inc.COM$14,998,431
- Class
- COM
- Share
- 0.3%
Booking Holdings Inc.COM$14,752,925
- Class
- COM
- Share
- 0.3%
Progressive Corp.COM$14,160,366
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 472 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1399794
- File number
- 028-12523
- Options
- 0 call, 0 put
- In the 25 largest
- 76.7%
- Prior quarter
- $5,110,006,630 at 31 March 2026
- Positions opened
- 50
- Positions closed
- 16
Common questions
What are Choate Investment Advisors’ 13F holdings worth?
$5,690,352,490 across 472 positions for the quarter ended 30 June 2026.
What is Choate Investment Advisors’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $1,922,951,813, or 33.8% of reported 13F value, as of 30 June 2026.
How concentrated is Choate Investment Advisors’ 13F portfolio?
The ten largest positions accounted for 61.9% of reported value and the twenty-five largest for 76.7%, across 472 positions as of 30 June 2026.
Does Form 13F show everything Choate Investment Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Choate Investment Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.