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Choate Investment Advisors
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,690,352,490
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $1,922,951,813
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $271,585,339
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $250,989,129
- ISHARES TR · INTRM GOV CR ETF · 464288612 · shares: $239,769,873
- APPLE INC · COM · 037833100 · shares: $175,304,386
- HARRIS OAKMARK ETF TRUST · OAKMARK U S LRG · 41456U106 · shares: $163,932,611
- SPDR SERIES TRUST · ST STR SP500FF · 78468R796 · shares: $139,206,372
- NVIDIA CORPORATION · COM · 67066G104 · shares: $126,286,891
- MICROSOFT CORP · COM · 594918104 · shares: $119,186,591
- AMAZON COM INC · COM · 023135106 · shares: $110,711,795
Reported holdings
472 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,567,736 shares | $1,922,951,813 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 3,242,810 shares | $271,585,339 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 3,029,806 shares | $250,989,129 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 | — | 2,259,954 shares | $239,769,873 |
| APPLE INC | COM | 037833100 | — | 605,835 shares | $175,304,386 |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | 41456U106 | — | 5,819,404 shares | $163,932,611 |
| SPDR SERIES TRUST | ST STR SP500FF | 78468R796 | — | 2,278,337 shares | $139,206,372 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 631,150 shares | $126,286,891 |
| MICROSOFT CORP | COM | 594918104 | — | 319,518 shares | $119,186,591 |
| AMAZON COM INC | COM | 023135106 | — | 464,512 shares | $110,711,795 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 290,662 shares | $103,873,840 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 213,613 shares | $75,475,729 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 94,139 shares | $70,300,280 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 187,376 shares | $69,336,533 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 135,313 shares | $64,621,201 |
| ELI LILLY & CO | COM | 532457108 | — | 50,791 shares | $60,919,817 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 547,382 shares | $58,909,251 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 159,923 shares | $52,347,463 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 184,823 shares | $46,939,380 |
| WALMART INC | COM | 931142103 | — | 409,349 shares | $46,362,868 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 647,439 shares | $46,130,046 |
| HOME DEPOT INC | COM | 437076102 | — | 124,683 shares | $43,973,198 |
| TJX COS INC NEW | COM | 872540109 | — | 244,317 shares | $37,014,026 |
| VISA INC | COM CL A | 92826C839 | — | 102,208 shares | $35,066,533 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 67,929 shares | $33,991,152 |
| BROADCOM INC | COM | 11135F101 | — | 82,004 shares | $30,977,002 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 44,351 shares | $30,460,808 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 54,084 shares | $27,777,320 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 286,869 shares | $24,524,431 |
| META PLATFORMS INC | CL A | 30303M102 | — | 42,598 shares | $23,994,927 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 169,482 shares | $23,171,553 |
| LINDE PLC | SHS | G54950103 | — | 42,924 shares | $22,275,222 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 234,440 shares | $21,273,086 |
| QUANTA SVCS INC | COM | 74762E102 | — | 29,378 shares | $21,153,335 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 27,760 shares | $20,442,508 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 121,874 shares | $20,312,740 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 130,732 shares | $19,170,525 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 153,044 shares | $19,003,473 |
| GLOBAL X FDS | S&P 500 CATHOLIC | 37954Y889 | — | 207,035 shares | $18,322,598 |
| ABBVIE INC | COM | 00287Y109 | — | 71,634 shares | $18,026,018 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 104,059 shares | $17,345,611 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 105,217 shares | $16,513,774 |
| COCA COLA CO | COM | 191216100 | — | 200,743 shares | $16,314,354 |
| APPLIED MATLS INC | COM | 038222105 | — | 22,451 shares | $16,232,073 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | — | 58,067 shares | $15,888,873 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 46,033 shares | $15,570,612 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 41,746 shares | $15,378,391 |
| MSCI INC | COM | 55354G100 | — | 26,781 shares | $14,998,431 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 82,770 shares | $14,752,925 |
| PROGRESSIVE CORP | COM | 743315103 | — | 64,822 shares | $14,160,366 |
| PEPSICO INC | COM | 713448108 | — | 97,704 shares | $13,229,136 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | — | 333,575 shares | $12,752,572 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 102,964 shares | $12,277,385 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 168,971 shares | $12,192,942 |
| MERCK & CO INC | COM | 58933Y105 | — | 94,736 shares | $12,173,541 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 16 shares | $11,981,600 |
| CISCO SYS INC | COM | 17275R102 | — | 100,541 shares | $11,809,546 |
| GLOBAL X FDS | S&P EX US ETF | 37954Y368 | — | 275,628 shares | $10,938,959 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 136,239 shares | $10,505,389 |
| NETFLIX INC. | COM | 64110L106 | — | 144,421 shares | $10,311,645 |
| INTEL CORP | COM | 458140100 | — | 73,659 shares | $10,285,006 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 43,319 shares | $10,250,227 |
| VULCAN MATLS CO | COM | 929160109 | — | 34,624 shares | $10,214,426 |
| EMERSON ELEC CO | COM | 291011104 | — | 71,220 shares | $10,195,122 |
| CATERPILLAR INC | COM | 149123101 | — | 9,496 shares | $10,112,136 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 44,441 shares | $9,952,594 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 106,071 shares | $9,610,033 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 8,232 shares | $9,502,292 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 9,207 shares | $8,613,266 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 229,260 shares | $8,427,584 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 38,971 shares | $8,291,860 |
| ADOBE INC | COM | 00724F101 | — | 39,678 shares | $8,134,784 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 44,770 shares | $8,037,558 |
| GE AEROSPACE | COM NEW | 369604301 | — | 20,910 shares | $7,814,717 |
| DANAHER CORP DEL | COM | 235851102 | — | 40,758 shares | $7,763,584 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 81,098 shares | $7,336,125 |
| DISNEY WALT CO | COM | 254687106 | — | 73,090 shares | $7,034,873 |
| ECOLAB INC | COM | 278865100 | — | 24,990 shares | $6,962,360 |
| RTX CORPORATION | COM | 75513E101 | — | 34,952 shares | $6,631,380 |
| GE VERNOVA INC | COM | 36828A101 | — | 5,548 shares | $6,518,018 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 65,374 shares | $6,305,945 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 69,079 shares | $5,950,426 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 | — | 49,288 shares | $5,925,911 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 20,673 shares | $5,813,481 |
| MCDONALDS CORP | COM | 580135101 | — | 20,733 shares | $5,604,337 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 16,285 shares | $5,553,511 |
| SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | — | 55,232 shares | $5,488,956 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 52,226 shares | $5,429,400 |
| TESLA INC | COM | 88160R101 | — | 12,880 shares | $5,417,328 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 11,540 shares | $5,294,090 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 12,144 shares | $5,262,360 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 50,224 shares | $5,217,269 |
| ANALOG DEVICES INC | COM | 032654105 | — | 12,578 shares | $4,995,604 |
| NEWMONT CORP | COM | 651639106 | — | 52,742 shares | $4,926,103 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 50,878 shares | $4,913,797 |
| CHEVRON CORPORATION | COM | 166764100 | — | 29,366 shares | $4,867,734 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 9,506 shares | $4,765,677 |
| MATTHEWS ASIA FDS | ASIA INNOV ACTIV | 577125826 | — | 81,742 shares | $4,727,982 |
| CHUBB LIMITED | COM | H1467J104 | — | 13,681 shares | $4,661,664 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 29,237 shares | $4,582,029 |