Choate Investment Advisors

CIK 1399794 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $5.1B
every reported holding for this filer and quarter, including ones with no disclosed value: 438
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 25
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 31

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: CORE S&P500 ETF · position key `pos:10307` · issuer key `iss:1012`	ADD	+$9.9M	+133,775	$1.7B	$1.7B	2,443,219	2,576,994
—	share class as filed: INTRM GOV CR ETF · position key `pos:17791` · issuer key `iss:1013`	ADD	+$10.1M	+107,675	$225M	$235M	2,097,512	2,205,187
—	share class as filed: ALLWRLD EX US · position key `pos:13994` · issuer key `iss:2480`	ADD	+$14.2M	+128,535	$219M	$233M	2,976,271	3,104,806
—	share class as filed: CORE MSCI EMKT · position key `pos:13905` · issuer key `iss:1016`	ADD	+$194M	+2,781,706	$2.5M	$197M	37,779	2,819,485
—	share class as filed: OAKMARK U S LRG · position key `sid:sec:prov:9e93c101809dfbbc76010cd9ffd4418b` · issuer key `cusip6:41456U`	TRIM	−$88.0M	−2,932,101	$256M	$168M	9,026,210	6,094,109
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	−$11.0M	+880	$169M	$158M	623,374	624,254
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:608b65fc5ca64b7bde5187187a13b30e` · issuer key `iss:2452`	TRIM	−$7.7M	−3,667	$134M	$126M	2,381,460	2,377,793
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$37.2M	−682	$157M	$120M	325,368	324,686
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$8.6M	−4,351	$120M	$112M	646,076	641,725
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	TRIM	−$10.9M	−949	$109M	$98.6M	474,367	473,418
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	TRIM	−$8.4M	−2,615	$93.8M	$85.5M	299,810	297,195
—	share class as filed: NATIONAL MUN ETF · position key `pos:16556` · issuer key `iss:1013`	TRIM	−$48.6M	−447,758	$125M	$76.2M	1,165,513	717,755
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	TRIM	−$6.8M	−2,727	$69.7M	$62.9M	222,127	219,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$3.2M	−421	$63.2M	$60.0M	92,651	92,230
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	ADD	−$2.1M	+1,090	$56.6M	$54.5M	168,906	169,996
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13490` · issuer key `iss:1939`	TRIM	+$3.6M	−15,653	$48.1M	$51.7M	431,661	416,008
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	ADD	+$2.4M	+21,324	$45.0M	$47.3M	139,509	160,833
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15863` · issuer key `iss:1123`	ADD	−$5.1M	+2,603	$51.8M	$46.7M	48,185	50,788
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13599` · issuer key `iss:1035`	TRIM	+$5.5M	−7,554	$40.4M	$45.8M	195,113	187,559
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADS · position key `pos:17467` · issuer key `iss:1751`	TRIM	+$2.9M	−5,281	$42.2M	$45.1M	138,761	133,480

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 80

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UNIT SER 1 · position key `pos:11173` · issuer key `iss:995`	NO CHANGE	−$920K	$15.2M	$14.3M	24,791	24,791
—	share class as filed: MEGA CAP INDEX · position key `sid:sec:prov:562fba1b5020edb2d0b8d70706ee0532` · issuer key `cusip6:921910`	NO CHANGE	−$861K	$14.6M	$13.7M	58,067	58,067
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	NO CHANGE	−$587K	$12.1M	$11.5M	16	16
—	share class as filed: HIGH DIV YLD · position key `pos:12412` · issuer key `iss:2479`	NO CHANGE	+$117K	$3.7M	$3.8M	25,524	25,524
—	share class as filed: CORE S&P TTL STK · position key `pos:11463` · issuer key `iss:1012`	NO CHANGE	−$158K	$3.8M	$3.6M	25,243	25,243
—	share class as filed: SM CP VAL ETF · position key `pos:16562` · issuer key `iss:2483`	NO CHANGE	+$82.3K	$3.2M	$3.3M	15,074	15,074
—	share class as filed: US DIVIDEND EQ · position key `pos:10714` · issuer key `iss:1633`	NO CHANGE	+$335K	$2.8M	$3.2M	103,014	103,014
—	share class as filed: SHRT NAT MUN ETF · position key `pos:17598` · issuer key `iss:1013`	NO CHANGE	−$5.8K	$3.1M	$3.1M	28,825	28,825
—	share class as filed: HEALTH CAR ETF · position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `iss:2481`	NO CHANGE	−$155K	$2.9M	$2.7M	10,018	10,018
—	share class as filed: ISHARES BIOTECH · position key `pos:13874` · issuer key `iss:1012`	NO CHANGE	+$1.2K	$2.6M	$2.6M	15,352	15,352
—	share class as filed: STATE STREET UTI · position key `pos:17300` · issuer key `iss:2454`	NO CHANGE	+$154K	$2.1M	$2.2M	48,240	48,240
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16727` · issuer key `iss:991`	NO CHANGE	+$137K	$1.8M	$1.9M	26,612	26,612
—	share class as filed: STATE STREET SPD · position key `pos:15321` · issuer key `iss:1602`	NO CHANGE	−$82.7K	$2.0M	$1.9M	19,499	19,499
—	share class as filed: STATE STREET SPD · position key `pos:10141` · issuer key `iss:1602`	NO CHANGE	+$72.3K	$1.5M	$1.6M	12,471	12,471
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13198` · issuer key `iss:1490`	NO CHANGE	−$1.1M	$2.7M	$1.6M	61,948	61,948
—	share class as filed: INF TECH ETF · position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `iss:2481`	NO CHANGE	−$121K	$1.6M	$1.5M	2,155	2,155
—	share class as filed: LARGE CAP ETF · position key `pos:11695` · issuer key `iss:2483`	NO CHANGE	−$77.9K	$1.5M	$1.5M	4,883	4,883
—	share class as filed: MEGA GRWTH IND · position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910`	NO CHANGE	−$163K	$1.5M	$1.3M	3,598	3,598
—	share class as filed: STATE STREET CON · position key `pos:12477` · issuer key `iss:2454`	NO CHANGE	+$66.3K	$1.2M	$1.3M	15,420	15,420
—	share class as filed: RUS 1000 ETF · position key `pos:12858` · issuer key `iss:1012`	NO CHANGE	−$59.3K	$1.3M	$1.3M	3,512	3,512
—	share class as filed: RUS 1000 VAL ETF · position key `pos:17700` · issuer key `iss:1012`	NO CHANGE	+$19.3K	$1.2M	$1.2M	5,786	5,786
—	share class as filed: MATERIALS ETF · position key `sid:sec:prov:0efbc7d8375878c220f88f3581748a46` · issuer key `iss:2481`	NO CHANGE	+$94.2K	$1.1M	$1.2M	5,297	5,297
—	share class as filed: MSCI INTL QUALTY · position key `sid:sec:prov:5892083dd5422cc02647a9cefd0e22d9` · issuer key `iss:2405`	NO CHANGE	+$18.5K	$1.1M	$1.1M	23,777	23,777
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11969` · issuer key `iss:268`	NO CHANGE	−$128K	$1.1M	$1.0M	19,527	19,527
—	share class as filed: RUS MD CP GR ETF · position key `pos:18016` · issuer key `iss:1012`	NO CHANGE	−$68.4K	$1.1M	$994K	7,760	7,760
—	share class as filed: HDG MSCI EAFE · position key `sid:sec:prov:d27f2c722aeaa22848f78d13de53539a` · issuer key `iss:2405`	NO CHANGE	+$25.0K	$912K	$937K	22,056	22,056
—	share class as filed: U.S. TECH ETF · position key `pos:11514` · issuer key `iss:1012`	NO CHANGE	−$90.4K	$988K	$898K	4,950	4,950
—	share class as filed: UTILITIES ETF · position key `sid:sec:prov:b00f08276bb93613a202dd40306a3c2a` · issuer key `iss:2481`	NO CHANGE	+$57.4K	$811K	$868K	4,382	4,382
—	share class as filed: SELECT DIVID ETF · position key `pos:11901` · issuer key `iss:1012`	NO CHANGE	+$56.4K	$775K	$831K	5,490	5,490
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:17318` · issuer key `iss:1617`	NO CHANGE	−$97.6K	$920K	$822K	25,946	25,946
—	share class as filed: CONSUM STP ETF · position key `sid:sec:prov:60ffabd9670c9af8e52da3a6a1a7ffbc` · issuer key `iss:2481`	NO CHANGE	+$46.7K	$739K	$786K	3,500	3,500
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12131` · issuer key `iss:1401`	NO CHANGE	+$38.0K	$695K	$733K	6,346	6,346
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM SHS SER C · position key `pos:12620` · issuer key `iss:1116`	NO CHANGE	+$76.7K	$583K	$659K	7,005	7,005
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16107` · issuer key `iss:830`	NO CHANGE	−$3.2K	$658K	$655K	4,706	4,706
—	share class as filed: STATE STREET COM · position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `iss:2454`	NO CHANGE	−$35.5K	$609K	$574K	5,177	5,177
—	share class as filed: EAFE GRWTH ETF · position key `pos:16666` · issuer key `iss:1013`	NO CHANGE	−$13.1K	$586K	$573K	5,148	5,148
—	share class as filed: RAFI US 1000 ETF · position key `pos:13240` · issuer key `iss:1000`	NO CHANGE	+$7.3K	$563K	$570K	12,000	12,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COMMON STOCK · position key `pos:13334` · issuer key `iss:1669`	NO CHANGE	+$72.9K	$472K	$545K	23,615	23,615
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14171` · issuer key `iss:1813`	NO CHANGE	−$79.6K	$620K	$540K	466	466
—	share class as filed: MORNINGSTR US EQ · position key `pos:16198` · issuer key `iss:1012`	NO CHANGE	−$25.9K	$542K	$516K	5,739	5,739
—	share class as filed: DJ INTERNT IDX · position key `sid:sec:prov:52224165749a7cd51f969efbfcab8cf8` · issuer key `iss:2380`	NO CHANGE	−$77.0K	$590K	$513K	2,190	2,190
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UT SER 1 · position key `pos:17452` · issuer key `iss:1604`	NO CHANGE	−$19.1K	$529K	$510K	1,101	1,101
—	share class as filed: CORE S&P US VLU · position key `pos:11640` · issuer key `iss:1012`	NO CHANGE	−$1.3K	$461K	$460K	4,500	4,500
—	share class as filed: CORE MSCI INTL · position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G`	NO CHANGE	+$6.0K	$453K	$459K	5,494	5,494
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14216` · issuer key `iss:1711`	NO CHANGE	−$20.4K	$470K	$450K	6,333	6,333
—	share class as filed: STATE STREET CON · position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `iss:2454`	NO CHANGE	−$41.7K	$478K	$436K	4,000	4,000
—	share class as filed: EQUITY PREMIUM · position key `pos:17400` · issuer key `iss:2408`	NO CHANGE	−$4.2K	$426K	$421K	7,435	7,435
—	share class as filed: US LARGECAP DIVD · position key `pos:17905` · issuer key `iss:1981`	NO CHANGE	+$5.9K	$415K	$421K	4,710	4,710
—	share class as filed: MSCI INFO TECH I · position key `sid:sec:prov:0ae5bcd0e444522ea4393d660bd28246` · issuer key `cusip6:316092`	NO CHANGE	−$31.5K	$426K	$394K	1,895	1,895
—	share class as filed: RUSEL 1000 EQL · position key `sid:sec:prov:aa6916d2aaacb4696a808d2f463cb0e0` · issuer key `iss:2403`	NO CHANGE	+$17.3K	$371K	$388K	7,050	7,050
—	share class as filed: FTSE PACIFIC ETF · position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `iss:2480`	NO CHANGE	+$28.4K	$350K	$379K	3,876	3,876
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16114` · issuer key `iss:1682`	NO CHANGE	+$19.0K	$352K	$371K	1,022	1,022
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11906` · issuer key `iss:1183`	NO CHANGE	−$45.2K	$413K	$368K	192	192
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14555` · issuer key `iss:1996`	NO CHANGE	−$51.1K	$417K	$366K	3,063	3,063
—	share class as filed: STATE STREET SPD · position key `sid:sec:prov:ec46aef002af82b45acef2233f68afee` · issuer key `iss:2452`	NO CHANGE	−$4.7K	$351K	$347K	13,880	13,880
—	share class as filed: SR LN ETF · position key `sid:sec:prov:b5da1899e91159f39d606484b3813f7c` · issuer key `iss:2404`	NO CHANGE	−$9.9K	$353K	$343K	16,810	16,810
—	share class as filed: MSCI INTL VLU FT · position key `sid:sec:prov:eae8f1b8ce41f2d97b35ae8f78ec74d1` · issuer key `cusip6:46435G`	NO CHANGE	+$13.9K	$325K	$339K	8,552	8,552
—	share class as filed: ACTIVEBETA US LG · position key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `iss:2392`	NO CHANGE	−$19.1K	$349K	$330K	2,640	2,640
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15618` · issuer key `iss:1580`	NO CHANGE	−$184K	$512K	$328K	6,700	6,700
—	share class as filed: US BRD MKT ETF · position key `pos:15909` · issuer key `iss:1633`	NO CHANGE	−$14.3K	$331K	$317K	12,630	12,630
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18169` · issuer key `iss:1577`	NO CHANGE	−$16.6K	$325K	$308K	1,905	1,905
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: LP INT UNIT · position key `pos:15985` · issuer key `iss:2059`	NO CHANGE	+$11.5K	$289K	$301K	8,325	8,325
—	share class as filed: STATE STREET SPD · position key `pos:12580` · issuer key `iss:1602`	NO CHANGE	−$26.7K	$324K	$297K	3,033	3,033
—	share class as filed: MSCI EMG MKT ETF · position key `pos:13160` · issuer key `iss:1012`	NO CHANGE	+$10.9K	$286K	$297K	5,222	5,222
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18091` · issuer key `iss:1245`	NO CHANGE	−$300	$287K	$287K	3,000	3,000
—	share class as filed: STATE STREET SPD · position key `pos:17529` · issuer key `iss:1602`	NO CHANGE	+$11.6K	$274K	$286K	2,646	2,646
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10654` · issuer key `iss:844`	NO CHANGE	+$19.1K	$235K	$254K	233	233
—	share class as filed: STATE STREET SPD · position key `pos:12962` · issuer key `iss:1602`	NO CHANGE	−$1.0K	$253K	$252K	4,454	4,454
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15140` · issuer key `iss:1537`	NO CHANGE	+$243	$244K	$244K	316	316
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:17594` · issuer key `iss:1808`	NO CHANGE	−$2.3K	$241K	$239K	2,558	2,558
—	share class as filed: SPONSORED ADR · position key `sid:sec:prov:28aa181b6d7eb8f2a02c1f64e598413e` · issuer key `cusip6:05946K`	NO CHANGE	−$18.2K	$257K	$239K	11,015	11,015
—	share class as filed: STATE STREET SPD · position key `pos:11903` · issuer key `iss:1602`	NO CHANGE	+$10.8K	$204K	$215K	847	847
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10940` · issuer key `iss:1517`	NO CHANGE	−$9.8K	$221K	$212K	2,128	2,128
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADR · position key `pos:13452` · issuer key `iss:320`	NO CHANGE	+$6.7K	$204K	$211K	3,608	3,608
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10783` · issuer key `iss:1822`	NO CHANGE	−$42.3K	$252K	$210K	3,222	3,222
—	share class as filed: COM · position key `pos:10126` · issuer key `iss:2413`	NO CHANGE	+$39.8K	$162K	$201K	10,000	10,000
—	share class as filed: COM · position key `sid:sec:prov:4cd60b606e3ad12449dde44aa9306f5e` · issuer key `cusip6:72200N`	NO CHANGE	−$2.8K	$161K	$158K	18,404	18,404
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADR · position key `pos:14164` · issuer key `iss:1136`	NO CHANGE	−$6.3K	$123K	$117K	23,163	23,163
—	share class as filed: COM · position key `sid:sec:prov:d8f60524e17847197eb01cb995f37f4c` · issuer key `cusip6:55262C`	NO CHANGE	−$14.3K	$81.6K	$67.4K	11,400	11,400
—	share class as filed: COM · position key `sid:sec:prov:7c196419c2b2f2a921d2e63ab22488c6` · issuer key `cusip6:04523Y`	NO CHANGE	+$5.9K	$28.3K	$34.2K	10,000	10,000

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

366 issuers · 438 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

22 positions · 22 reported rows

Rows Choate Investment Advisors reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.7B	2,576,994
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$16.2M	38,072
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$9.9M	146,610
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$7.7M	96,468
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$5.2M	53,681
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$3.6M	25,243
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$3.0M	26,438
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$2.6M	15,352
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$2.0M	24,232
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$1.9M	15,504
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.6M	16,170
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$1.5M	6,033
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$1.3M	3,512
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.2M	5,786
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$994K	7,760
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$898K	4,950
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$831K	5,490
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$633K	6,374
ISHARES TR · MORNINGSTR US EQ CUSIP — src ↗	$516K	5,739
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$460K	4,500
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$436K	1,328
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$297K	5,222

ticker not yet mapped

$1.7B

3,091,458

34.2%

—

ISHARES TR

6 positions · 6 reported rows

Rows Choate Investment Advisors reported for ISHARES TR, as it reported them
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$235M	2,205,187
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$76.2M	717,755
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$3.1M	28,825
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$1.9M	13,438
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$573K	5,148
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$371K	7,056

ticker not yet mapped

$317M

2,977,409

6.2%

—

VANGUARD INTL EQUITY INDEX F

5 positions · 5 reported rows

Rows Choate Investment Advisors reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$233M	3,104,806
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$13.7M	98,733
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$1.5M	27,399
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$928K	11,255
VANGUARD INTL EQUITY INDEX F · FTSE PACIFIC ETF CUSIP 922042866 src ↗	$379K	3,876

ticker not yet mapped

$250M

3,246,069

4.9%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$197M

2,819,485

3.8%

—

HARRIS OAKMARK ETF TRUST · OAKMARK U S LRG CUSIP 41456U106
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$168M

6,094,109

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$158M

624,254

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Choate Investment Advisors reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$85.5M	297,195
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$62.9M	219,400

$148M

516,595

2.9%

—

SPDR SERIES TRUST

4 positions · 4 reported rows

Rows Choate Investment Advisors reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R796 src ↗	$126M	2,377,793
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R523 src ↗	$6.7M	67,021
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$874K	9,541
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408 src ↗	$347K	13,880

ticker not yet mapped

$134M

2,468,235

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$120M

324,686

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$112M

641,725

2.2%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows Choate Investment Advisors reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$54.5M	169,996
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$27.2M	45,552
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$5.1M	11,590
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$3.3M	15,074
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$2.8M	10,744
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$2.6M	12,703
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$2.3M	11,599
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$2.2M	7,687
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$1.5M	8,087
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.5M	16,519
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$1.5M	4,883
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$446K	1,474

ticker not yet mapped

$105M

315,908

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$98.6M

473,418

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$60.0M

92,230

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$51.7M

416,008

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$47.3M

160,833

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$46.7M

50,788

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$45.8M

187,559

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$45.1M

133,480

0.9%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Choate Investment Advisors reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$32.4M	67,648
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$11.5M	16

$43.9M

67,664

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$43.4M

131,885

0.8%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$39.9M

622,729

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$39.8M

249,032

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$31.9M

105,625

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$31.2M

304,222

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$27.2M

54,414

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$26.5M

46,325

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$22.8M

73,585

0.4%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$22.1M

286,869

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$21.7M

150,060

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$21.3M

125,433

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$21.1M

121,874

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$20.7M

41,766

0.4%

—

GLOBAL X FDS

2 positions · 2 reported rows

Rows Choate Investment Advisors reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · S&P 500 CATHOLIC CUSIP 37954Y889 src ↗	$12.8M	163,918
GLOBAL X FDS · S&P EX US ETF CUSIP 37954Y368 src ↗	$7.5M	203,136

ticker not yet mapped

$20.3M

367,054

0.4%

—

VANGUARD WORLD FD

4 positions · 4 reported rows

Rows Choate Investment Advisors reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · MEGA CAP INDEX CUSIP 921910873 src ↗	$13.7M	58,067
VANGUARD WORLD FD · ESG INTL STK ETF CUSIP 921910725 src ↗	$1.8M	25,267
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$1.3M	3,598
VANGUARD WORLD FD · ESG US CORP BD CUSIP 921910691 src ↗	$1.1M	18,075

ticker not yet mapped

$18.0M

105,007

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE CONNECTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$17.2M

105,864

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$16.2M

74,702

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$16.2M

29,467

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$15.9M

37,066

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$15.9M

102,100

0.3%

—

SELECT SECTOR SPDR TR

9 positions · 9 reported rows

Rows Choate Investment Advisors reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$4.7M	32,107
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$3.9M	23,890
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$2.2M	48,240
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$1.3M	9,706
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$1.3M	15,420
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$574K	5,177
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$485K	9,817
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$436K	4,000
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$372K	6,079

ticker not yet mapped

$15.2M

154,436

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$15.2M

199,716

0.3%

—

ETFS GOLD TR · PHYSCL GOLD SHS CUSIP 00326A104
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$15.1M

337,644

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSCI INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$14.4M

26,739

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$14.3M

24,791

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$14.3M

47,270

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$14.2M

3,368

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CANADIAN NATL RY CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$13.1M

127,054

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$12.7M

64,118

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$12.3M

102,005

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$11.2M

46,217

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$11.0M

152,261

0.2%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$10.6M

49,254

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$10.2M

106,431

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$10.0M

76,652

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$9.5M

46,899

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$9.5M

9,556

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VULCAN MATLS CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$9.0M

33,102

0.2%

—

INVESCO EXCHANGE TRADED FD T

2 positions · 2 reported rows

Rows Choate Investment Advisors reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$8.3M	43,206
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$570K	12,000

ticker not yet mapped

$8.9M

55,206

0.2%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$8.8M

231,940

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$8.7M

25,477

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$8.2M

43,016

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$8.1M

103,864

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$7.9M

29,519

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CANADIAN PACIFIC KANSAS CITY · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$7.8M

98,845

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$7.8M

97,061

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$7.7M

80,358

0.2%

—

VANGUARD WORLD FD

6 positions · 6 reported rows

Rows Choate Investment Advisors reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$2.7M	10,018
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$1.5M	2,155
VANGUARD WORLD FD · MATERIALS ETF CUSIP 92204A801 src ↗	$1.2M	5,297
VANGUARD WORLD FD · UTILITIES ETF CUSIP 92204A876 src ↗	$868K	4,382
VANGUARD WORLD FD · CONSUM STP ETF CUSIP 92204A207 src ↗	$786K	3,500
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$461K	1,283

ticker not yet mapped

$7.5M

26,635

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$7.0M

52,908

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$6.9M

22,289

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$6.8M

35,044

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$6.7M

9,446

0.1%

—

ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$6.1M

65,915

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$6.0M

29,120

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$6.0M

21,215

0.1%

—

ISHARES INC · MSCI GBL MIN VOL CUSIP 464286525
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$5.9M

49,288

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$5.8M

53,905

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$5.8M

13,001

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$5.1M

14,455

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$5.0M

11,842

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$5.0M

10,207

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.9M

20,136

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.7M

53,409

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.7M

12,591

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVARTIS AG · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.7M

30,492

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.6M

5,240

0.1%

—

SPDR SERIES TRUST

6 positions · 6 reported rows

Rows Choate Investment Advisors reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.9M	19,499
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.6M	12,471
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$297K	3,033
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$286K	2,646
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$252K	4,454
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$215K	847

ticker not yet mapped

$4.6M

42,950

0.1%

—

ISHARES TR · CORE MSCI EAFE CUSIP 46432F842
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$4.6M

50,291

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.5M

30,332

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.5M

13,681

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HILTON WORLDWIDE HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.1M

13,450

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.0M

144,007

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.0M

12,675

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.0M

16,347

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$4.0M

42,699

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APTARGROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$3.9M

30,753

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$3.9M

23,523

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AFLAC INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$3.9M

35,272

0.1%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

ticker not yet mapped

$3.8M

25,524

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$3.8M

15,956

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALCON AG · ORD SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$3.7M

49,519

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 76.2%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 1,203 bpsabove median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 438 / 438median book 97.5 positions

469 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Choate Investment Advisors's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.