Q2 2026 13F · SEC CIK 1399794

Choate Investment Advisors

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.7B
Reported positions: 472
Top holdings a year, 3 yrs: +17.4%
Assets under management: $10.0B

Choate Investment Advisors is a wealth manager that reported 472 positions worth $5.7B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 33.8%), Vanguard FTSE All (VEU, 4.8%), Ishares (IEMG, 4.4%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Choate Investment Advisors holdings largest 50 of 472 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Choate Investment Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	33.8%	32.9%	2,567,736	-0.4%	$1.9B
VEUVanguard FTSE All	4.8%	4.6%	3,242,810	+4.4%	$271.6M
IEMGIshares	4.4%	3.8%	3,029,806	+7.5%	$251.0M
GVIIshares Tr	4.2%	4.6%	2,259,954	+2.5%	$239.8M
AAPLApple Inc	3.1%	3.1%	605,835	-3.0%	$175.3M
OAKMOakmark U.s. Large Cap ETF	2.9%	3.3%	5,819,404	-4.5%	$163.9M
SPYXSPDR S&P 500 Fossil Fuel Reserv	2.4%	2.5%	2,278,337	-4.2%	$139.2M
NVDANvidia Corporation Com	2.2%	2.2%	631,150	-1.6%	$126.3M
MSFTMicrosoft Corp	2.1%	2.4%	319,518	-1.6%	$119.2M
AMZNAmazon Com Inc Com	1.9%	1.9%	464,512	-1.9%	$110.7M
GOOGLAlphabet Inc	1.8%	1.7%	290,662	-2.2%	$103.9M
GOOGAlphabet Inc	1.3%	1.2%	213,613	-2.6%	$75.5M
SPYSpdr S&p 500 ETF Tr	1.2%	1.2%	94,139	+2.1%	$70.3M
VTIVanguard Index Fds	1.2%	1.1%	187,376	+10.2%	$69.3M
TSMTaiwan Semiconductor Manufac	1.1%	0.9%	135,313	+1.4%	$64.6M
LLYLilly Eli & Co	1.1%	0.9%	50,791	+0.0%	$60.9M
MUBIshares National Muni Bond ETF	1.0%	1.5%	547,382	-23.7%	$58.9M
JPMJpmorgan Chase & Co	0.9%	0.9%	159,923	-0.6%	$52.3M
JNJJohnson & Johnson	0.8%	0.9%	184,823	-1.5%	$46.9M
WMTWalmart Inc	0.8%	1.0%	409,349	-1.6%	$46.4M
VEAVanguard Tax-Managed Fds	0.8%	0.8%	647,439	+4.0%	$46.1M
HDHome Depot Inc Com	0.8%	0.8%	124,683	-5.5%	$44.0M
TJXTjx Cos Inc New Com	0.7%	0.8%	244,317	-1.9%	$37.0M
VVisa Inc Com Cl A	0.6%	0.6%	102,208	-3.2%	$35.1M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	67,929	+0.4%	$34.0M
AVGOBroadcom Inc	0.5%	0.4%	82,004	+11.4%	$31.0M
VOOVanguard S&p 500 ETF	0.5%	0.5%	44,351	-2.6%	$30.5M
MAMastercard Inc.	0.5%	0.5%	54,084	-0.6%	$27.8M
VXUSVanguard Star Fds Vanguard Total Intl St	0.4%	0.4%	286,869	+0.0%	$24.5M
METAMeta Platforms Inc Class A	0.4%	0.5%	42,598	-8.0%	$24.0M
XOMExxon Mobil Corp	0.4%	0.4%	169,482	+35.1%	$23.2M
LINLinde PLC	0.4%	0.4%	42,924	+2.8%	$22.3M
ABTAbbott Laboratories	0.4%	0.6%	234,440	-22.9%	$21.3M
PWRQuanta Svcs Inc Com	0.4%	0.3%	29,378	-0.3%	$21.2M
QQQInvesco Qqq Tr	0.4%	0.3%	27,760	+12.0%	$20.4M
MRSHMarsh	0.4%	0.4%	121,874	+0.0%	$20.3M
PGProcter & Gamble Co Com	0.3%	0.4%	130,732	-12.9%	$19.2M
IWFIshares Russell 1000 Growth ETF	0.3%	0.3%	153,044	+302.0%	$19.0M
CATHGlobal X Fds	0.3%	—	207,035	—	$18.3M
ABBVAbbvie Inc	0.3%	0.3%	71,634	-4.1%	$18.0M
WCNWaste Connections Inc	0.3%	0.3%	104,059	-1.7%	$17.3M
VTVanguard Total World Stock Index Fund Et	0.3%	0.3%	105,217	+6.6%	$16.5M
KOCoca Cola Co	0.3%	0.3%	200,743	+0.5%	$16.3M
AMATApplied Matls Inc	0.3%	—	22,451	—	$16.2M
MGCVanguard Mega Cap ETF Total	0.3%	0.3%	58,067	+0.0%	$15.9M
AXPAmerican Express Co Com	0.3%	0.3%	46,033	-2.6%	$15.6M
GLDSpdr Gold Shares	0.3%	0.3%	41,746	+12.6%	$15.4M
MSCIMSCI Inc	0.3%	0.3%	26,781	+0.2%	$15.0M
BKNGBooking Holdings Inc Com	0.3%	0.3%	82,770	+2357.5%	$14.8M
PGRProgressive Corp.	0.2%	—	64,822	—	$14.2M

What Choate Investment Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc Com+2357.5% shares
IWF Ishares Russell 1000 Growth ETF+302.0% shares
XOM Exxon Mobil Corp+35.1% shares
GLD Spdr Gold Shares+12.6% shares
QQQ Invesco Qqq Tr+12.0% shares
AVGO Broadcom Inc+11.4% shares
VTI Vanguard Index Fds+10.2% shares
IEMG Ishares+7.5% shares

Reduced

MUB Ishares National Muni Bond ETF-23.7% shares
ABT Abbott Laboratories-22.9% shares
PG Procter & Gamble Co Com-12.9% shares
META Meta Platforms Inc Class A-8.0% shares
HD Home Depot Inc Com-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.4% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.7B	472
Q1 2026	$5.1B	438
Q4 2025	$5.1B	444
Q3 2025	$4.8B	424
Q2 2025	$4.6B	477
Q1 2025	$4.0B	395
Q4 2024	$4.2B	402
Q3 2024	$3.9B	383
Q2 2024	$3.8B	377
Q1 2024	$3.7B	405
Q4 2023	$3.2B	379
Q3 2023	$2.6B	431

Questions about Choate Investment Advisors's portfolio

What stocks does Choate Investment Advisors own?

Choate Investment Advisors's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 472 positions worth $5.7B. The largest are Ishares Core S&p 500 ETF (IVV) at 33.8%, Vanguard FTSE All (VEU) at 4.8%, Ishares (IEMG) at 4.4%, Ishares Tr (GVI) at 4.2% and Apple Inc (AAPL) at 3.1%.

What did Choate Investment Advisors buy last quarter?

In Q2 2026, Choate Investment Advisors added Booking Holdings Inc Com (BKNG) (+2357.5% shares), Ishares Russell 1000 Growth ETF (IWF) (+302.0% shares) and Exxon Mobil Corp (XOM) (+35.1% shares), compared with its Q1 2026 filing.

What did Choate Investment Advisors sell last quarter?

In Q2 2026, Choate Investment Advisors cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Etfs Gold Tr (SGOL), cut from its top 50 Canadian Natl Ry Co (CNI), Ishares National Muni Bond ETF (MUB) (-23.7% shares), Abbott Laboratories (ABT) (-22.9% shares) and Procter & Gamble Co Com (PG) (-12.9% shares), compared with its Q1 2026 filing.

How has Choate Investment Advisors's portfolio performed?

A portfolio copying Choate Investment Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.4% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is Choate Investment Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Choate Investment Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Choate Investment Advisors manage?

Choate Investment Advisors reported $10.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.7B.