Filed: 8/11/2026ACC: 0001398344-26-014036
📋 What this filing means
CHOATE INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 472 equity positions with a total reported market value of $5.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
472
Positions
$5.69B
Total AUM (reported)
34.59M
Total Shares
Allocation by class
CORE S&P500 ETF$1.92B33.8%
COM$1.57B27.7%
ALLWRLD EX US$271.59M4.8%
CORE MSCI EMKT$250.99M4.4%
INTRM GOV CR ETF$239.77M4.2%
OAKMARK U S LRG$163.93M2.9%
ST STR SP500FF$139.21M2.4%
Portfolio Concentration
Top 3$2.45B43.0%
4–10$1.07B18.9%
11–25$845.26M14.9%
Rest$1.33B23.3%
Top 3 weight
43.0%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 34.59M
Sole
Full voting authority
30.64M
shares
% of voting shares88.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.95M
shares
% of voting shares11.4%
Investment Discretion (by position count)
Sole472
Shared0
Other0
Dominant voting typeSole · 88.6% of voting shares
Institutional Holdings472
Rows:
ISHARES TR
SOLEShares2.57M
TypeSH
Market value$1.92B
33.79%
Sole
2.51M
Shared
0.00
None
54.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares3.24M
TypeSH
Market value$271.59M
4.77%
Sole
3.06M
Shared
0.00
None
185.31K
ISHARES INC
SOLEShares3.03M
TypeSH
Market value$250.99M
4.41%
Sole
3M
Shared
0.00
None
27.67K
ISHARES TR
SOLEShares2.26M
TypeSH
Market value$239.77M
4.21%
Sole
2.19M
Shared
0.00
None
71.68K
APPLE INC
SOLEShares605.84K
TypeSH
Market value$175.30M
3.08%
Sole
496.98K
Shared
0.00
None
108.86K
HARRIS OAKMARK ETF TRUST
SOLEShares5.82M
TypeSH
Market value$163.93M
2.88%
Sole
5.76M
Shared
0.00
None
56.32K
SPDR SERIES TRUST
SOLEShares2.28M
TypeSH
Market value$139.21M
2.45%
Sole
2.28M
Shared
0.00
None
368.00
NVIDIA CORPORATION
SOLEShares631.15K
TypeSH
Market value$126.29M
2.22%
Sole
405.86K
Shared
0.00
None
225.29K
MICROSOFT CORP
SOLEShares319.52K
TypeSH
Market value$119.19M
2.09%
Sole
247.35K
Shared
0.00
None
72.16K
AMAZON COM INC
SOLEShares464.51K
TypeSH
Market value$110.71M
1.95%
Sole
324.54K
Shared
0.00
None
139.98K
ALPHABET INC
SOLEShares290.66K
TypeSH
Market value$103.87M
1.83%
Sole
188.56K
Shared
0.00
None
102.10K
ALPHABET INC
SOLEShares213.61K
TypeSH
Market value$75.48M
1.33%
Sole
187.32K
Shared
0.00
None
26.30K
STATE STR SPDR S&P 500 ETF T
SOLEShares94.14K
TypeSH
Market value$70.30M
1.24%
Sole
78.90K
Shared
0.00
None
15.24K
VANGUARD INDEX FDS
SOLEShares187.38K
TypeSH
Market value$69.34M
1.22%
Sole
112.03K
Shared
0.00
None
75.34K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares135.31K
TypeSH
Market value$64.62M
1.14%
Sole
90.08K
Shared
0.00
None
45.24K
ELI LILLY & CO
SOLEShares50.79K
TypeSH
Market value$60.92M
1.07%
Sole
37.88K
Shared
0.00
None
12.91K
ISHARES TR
SOLEShares547.38K
TypeSH
Market value$58.91M
1.04%
Sole
541.13K
Shared
0.00
None
6.26K
JPMORGAN CHASE & CO
SOLEShares159.92K
TypeSH
Market value$52.35M
0.92%
Sole
140.79K
Shared
0.00
None
19.14K
JOHNSON & JOHNSON
SOLEShares184.82K
TypeSH
Market value$46.94M
0.82%
Sole
128.10K
Shared
0.00
None
56.72K
WALMART INC
SOLEShares409.35K
TypeSH
Market value$46.36M
0.81%
Sole
275.41K
Shared
0.00
None
133.94K
VANGUARD TAX-MANAGED FDS
SOLEShares647.44K
TypeSH
Market value$46.13M
0.81%
Sole
342.36K
Shared
0.00
None
305.07K
HOME DEPOT INC
SOLEShares124.68K
TypeSH
Market value$43.97M
0.77%
Sole
89.10K
Shared
0.00
None
35.58K
TJX COS INC NEW
SOLEShares244.32K
TypeSH
Market value$37.01M
0.65%
Sole
165.69K
Shared
0.00
None
78.63K
VISA INC
SOLEShares102.21K
TypeSH
Market value$35.07M
0.62%
Sole
42.45K
Shared
0.00
None
59.76K
BERKSHIRE HATHAWAY INC DEL
SOLEShares67.93K
TypeSH
Market value$33.99M
0.60%
Sole
64.24K
Shared
0.00
None
3.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.57M | SH | $1.92B 33.79% | 2.51M | 0.00 | 54.18K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 3.24M | SH | $271.59M 4.77% | 3.06M | 0.00 | 185.31K |
ISHARES INCSOLE | CORE MSCI EMKT | 3.03M | SH | $250.99M 4.41% | 3M | 0.00 | 27.67K |
ISHARES TRSOLE | INTRM GOV CR ETF | 2.26M | SH | $239.77M 4.21% | 2.19M | 0.00 | 71.68K |
APPLE INCSOLE | COM | 605.84K | SH | $175.30M 3.08% | 496.98K | 0.00 | 108.86K |
HARRIS OAKMARK ETF TRUSTSOLE | OAKMARK U S LRG | 5.82M | SH | $163.93M 2.88% | 5.76M | 0.00 | 56.32K |
SPDR SERIES TRUSTSOLE | ST STR SP500FF | 2.28M | SH | $139.21M 2.45% | 2.28M | 0.00 | 368.00 |
NVIDIA CORPORATIONSOLE | COM | 631.15K | SH | $126.29M 2.22% | 405.86K | 0.00 | 225.29K |
MICROSOFT CORPSOLE | COM | 319.52K | SH | $119.19M 2.09% | 247.35K | 0.00 | 72.16K |
AMAZON COM INCSOLE | COM | 464.51K | SH | $110.71M 1.95% | 324.54K | 0.00 | 139.98K |
ALPHABET INCSOLE | CAP STK CL A | 290.66K | SH | $103.87M 1.83% | 188.56K | 0.00 | 102.10K |
ALPHABET INCSOLE | CAP STK CL C | 213.61K | SH | $75.48M 1.33% | 187.32K | 0.00 | 26.30K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 94.14K | SH | $70.30M 1.24% | 78.90K | 0.00 | 15.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 187.38K | SH | $69.34M 1.22% | 112.03K | 0.00 | 75.34K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 135.31K | SH | $64.62M 1.14% | 90.08K | 0.00 | 45.24K |
ELI LILLY & COSOLE | COM | 50.79K | SH | $60.92M 1.07% | 37.88K | 0.00 | 12.91K |
ISHARES TRSOLE | NATIONAL MUN ETF | 547.38K | SH | $58.91M 1.04% | 541.13K | 0.00 | 6.26K |
JPMORGAN CHASE & COSOLE | COM | 159.92K | SH | $52.35M 0.92% | 140.79K | 0.00 | 19.14K |
JOHNSON & JOHNSONSOLE | COM | 184.82K | SH | $46.94M 0.82% | 128.10K | 0.00 | 56.72K |
WALMART INCSOLE | COM | 409.35K | SH | $46.36M 0.81% | 275.41K | 0.00 | 133.94K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 647.44K | SH | $46.13M 0.81% | 342.36K | 0.00 | 305.07K |
HOME DEPOT INCSOLE | COM | 124.68K | SH | $43.97M 0.77% | 89.10K | 0.00 | 35.58K |
TJX COS INC NEWSOLE | COM | 244.32K | SH | $37.01M 0.65% | 165.69K | 0.00 | 78.63K |
VISA INCSOLE | COM CL A | 102.21K | SH | $35.07M 0.62% | 42.45K | 0.00 | 59.76K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 67.93K | SH | $33.99M 0.60% | 64.24K | 0.00 | 3.69K |
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