Filed: 5/13/2026ACC: 0001398344-26-009072
📋 What this filing means
CHOATE INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 438 equity positions with a total reported market value of $5.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
438
Positions
$5.11B
Total AUM (reported)
34.21M
Total Shares
Allocation by class
CORE S&P500 ETF$1.68B32.9%
COM$1.47B28.8%
INTRM GOV CR ETF$235.25M4.6%
ALLWRLD EX US$233.17M4.6%
CORE MSCI EMKT$196.66M3.8%
OAKMARK U S LRG$167.98M3.3%
STATE STREET SPD$138.91M2.7%
Portfolio Concentration
Top 3$2.15B42.1%
4–10$979.87M19.2%
11–25$763.18M14.9%
Rest$1.22B23.8%
Top 3 weight
42.1%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 34.21M
Sole
Full voting authority
30.23M
shares
% of voting shares88.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.97M
shares
% of voting shares11.6%
Investment Discretion (by position count)
Sole438
Shared0
Other0
Dominant voting typeSole · 88.4% of voting shares
Institutional Holdings438
Rows:
ISHARES TR
SOLEShares2.58M
TypeSH
Market value$1.68B
32.94%
Sole
2.51M
Shared
0.00
None
65.60K
ISHARES TR
SOLEShares2.21M
TypeSH
Market value$235.25M
4.60%
Sole
2.14M
Shared
0.00
None
63.12K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.10M
TypeSH
Market value$233.17M
4.56%
Sole
2.99M
Shared
0.00
None
112.84K
ISHARES INC
SOLEShares2.82M
TypeSH
Market value$196.66M
3.85%
Sole
2.78M
Shared
0.00
None
42.34K
HARRIS OAKMARK ETF TRUST
SOLEShares6.09M
TypeSH
Market value$167.98M
3.29%
Sole
6.04M
Shared
0.00
None
56.45K
APPLE INC
SOLEShares624.25K
TypeSH
Market value$158.43M
3.10%
Sole
511.58K
Shared
0.00
None
112.67K
SPDR SERIES TRUST
SOLEShares2.38M
TypeSH
Market value$126.09M
2.47%
Sole
2.38M
Shared
0.00
None
369.00
MICROSOFT CORP
SOLEShares324.69K
TypeSH
Market value$120.19M
2.35%
Sole
250.93K
Shared
0.00
None
73.76K
NVIDIA CORPORATION
SOLEShares641.73K
TypeSH
Market value$111.92M
2.19%
Sole
401.50K
Shared
0.00
None
240.23K
AMAZON COM INC
SOLEShares473.42K
TypeSH
Market value$98.60M
1.93%
Sole
330.91K
Shared
0.00
None
142.51K
ALPHABET INC
SOLEShares297.19K
TypeSH
Market value$85.46M
1.67%
Sole
189.47K
Shared
0.00
None
107.73K
ISHARES TR
SOLEShares717.75K
TypeSH
Market value$76.19M
1.49%
Sole
711.96K
Shared
0.00
None
5.80K
ALPHABET INC
SOLEShares219.40K
TypeSH
Market value$62.94M
1.23%
Sole
192.09K
Shared
0.00
None
27.31K
STATE STR SPDR S&P 500 ETF T
SOLEShares92.23K
TypeSH
Market value$59.98M
1.17%
Sole
76.76K
Shared
0.00
None
15.47K
VANGUARD INDEX FDS
SOLEShares170K
TypeSH
Market value$54.54M
1.07%
Sole
93.56K
Shared
0.00
None
76.43K
WALMART INC
SOLEShares416.01K
TypeSH
Market value$51.70M
1.01%
Sole
276.23K
Shared
0.00
None
139.78K
JPMORGAN CHASE & CO
SOLEShares160.83K
TypeSH
Market value$47.31M
0.93%
Sole
145.57K
Shared
0.00
None
15.27K
ELI LILLY & CO
SOLEShares50.79K
TypeSH
Market value$46.71M
0.91%
Sole
38.05K
Shared
0.00
None
12.74K
JOHNSON & JOHNSON
SOLEShares187.56K
TypeSH
Market value$45.85M
0.90%
Sole
127.90K
Shared
0.00
None
59.66K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares133.48K
TypeSH
Market value$45.11M
0.88%
Sole
91.60K
Shared
0.00
None
41.88K
HOME DEPOT INC
SOLEShares131.88K
TypeSH
Market value$43.38M
0.85%
Sole
91.98K
Shared
0.00
None
39.90K
VANGUARD TAX-MANAGED FDS
SOLEShares622.73K
TypeSH
Market value$39.90M
0.78%
Sole
318.23K
Shared
0.00
None
304.50K
TJX COS INC NEW
SOLEShares249.03K
TypeSH
Market value$39.77M
0.78%
Sole
166.45K
Shared
0.00
None
82.59K
BERKSHIRE HATHAWAY INC DEL
SOLEShares67.65K
TypeSH
Market value$32.42M
0.63%
Sole
63.82K
Shared
0.00
None
3.83K
VISA INC
SOLEShares105.63K
TypeSH
Market value$31.92M
0.62%
Sole
43.58K
Shared
0.00
None
62.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.58M | SH | $1.68B 32.94% | 2.51M | 0.00 | 65.60K |
ISHARES TRSOLE | INTRM GOV CR ETF | 2.21M | SH | $235.25M 4.60% | 2.14M | 0.00 | 63.12K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 3.10M | SH | $233.17M 4.56% | 2.99M | 0.00 | 112.84K |
ISHARES INCSOLE | CORE MSCI EMKT | 2.82M | SH | $196.66M 3.85% | 2.78M | 0.00 | 42.34K |
HARRIS OAKMARK ETF TRUSTSOLE | OAKMARK U S LRG | 6.09M | SH | $167.98M 3.29% | 6.04M | 0.00 | 56.45K |
APPLE INCSOLE | COM | 624.25K | SH | $158.43M 3.10% | 511.58K | 0.00 | 112.67K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.38M | SH | $126.09M 2.47% | 2.38M | 0.00 | 369.00 |
MICROSOFT CORPSOLE | COM | 324.69K | SH | $120.19M 2.35% | 250.93K | 0.00 | 73.76K |
NVIDIA CORPORATIONSOLE | COM | 641.73K | SH | $111.92M 2.19% | 401.50K | 0.00 | 240.23K |
AMAZON COM INCSOLE | COM | 473.42K | SH | $98.60M 1.93% | 330.91K | 0.00 | 142.51K |
ALPHABET INCSOLE | CAP STK CL A | 297.19K | SH | $85.46M 1.67% | 189.47K | 0.00 | 107.73K |
ISHARES TRSOLE | NATIONAL MUN ETF | 717.75K | SH | $76.19M 1.49% | 711.96K | 0.00 | 5.80K |
ALPHABET INCSOLE | CAP STK CL C | 219.40K | SH | $62.94M 1.23% | 192.09K | 0.00 | 27.31K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 92.23K | SH | $59.98M 1.17% | 76.76K | 0.00 | 15.47K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 170K | SH | $54.54M 1.07% | 93.56K | 0.00 | 76.43K |
WALMART INCSOLE | COM | 416.01K | SH | $51.70M 1.01% | 276.23K | 0.00 | 139.78K |
JPMORGAN CHASE & COSOLE | COM | 160.83K | SH | $47.31M 0.93% | 145.57K | 0.00 | 15.27K |
ELI LILLY & COSOLE | COM | 50.79K | SH | $46.71M 0.91% | 38.05K | 0.00 | 12.74K |
JOHNSON & JOHNSONSOLE | COM | 187.56K | SH | $45.85M 0.90% | 127.90K | 0.00 | 59.66K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 133.48K | SH | $45.11M 0.88% | 91.60K | 0.00 | 41.88K |
HOME DEPOT INCSOLE | COM | 131.88K | SH | $43.38M 0.85% | 91.98K | 0.00 | 39.90K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 622.73K | SH | $39.90M 0.78% | 318.23K | 0.00 | 304.50K |
TJX COS INC NEWSOLE | COM | 249.03K | SH | $39.77M 0.78% | 166.45K | 0.00 | 82.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 67.65K | SH | $32.42M 0.63% | 63.82K | 0.00 | 3.83K |
VISA INCSOLE | COM CL A | 105.63K | SH | $31.92M 0.62% | 43.58K | 0.00 | 62.05K |
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