13F filer

Choate Investment Advisors

As of Jun 30, 2026 Filed Aug 11, 2026 CIK 1399794 SEC filings ↗

13F Value

$5.69B

Positions

472

Top Position

IVV33.8%

Top 5

50.3%

Latest filing changes

vs Mar 31, 2026

1 IEMG iShares Core MSCI Emerging Markets ETF +7.5%+$17.4M

2 VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares +4.4%+$11.6M

3 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +10.2%+$6.4M

4 XOM ExxonMobil +35.1%+$6.0M

5 GVI iShares Intermediate Government/Credit Bond ETF +2.5%+$5.8M

Holdings472

#
1	IVV iShares Core S&P 500 ETF	33.8%	$1.92B	-0.4%	2.57M	32.9%	ETF
2	VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares	4.8%	$271.6M	+4.4%	3.24M	4.6%	ETF
3	IEMG iShares Core MSCI Emerging Markets ETF	4.4%	$251.0M	+7.5%	3.03M	3.8%	ETF
4	GVI iShares Intermediate Government/Credit Bond ETF	4.2%	$239.8M	+2.5%	2.26M	4.6%	ETF
5	AAPL Apple	3.1%	$175.3M	-3.0%	605.8K	3.1%	Common Stock
6	OAKM Oakmark U.S. Large Cap ETF	2.9%	$163.9M	-4.5%	5.82M	3.3%	ETF
7	SPYX State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF	2.4%	$139.2M	-4.2%	2.28M	2.5%	ETF
8	NVDA NVIDIA	2.2%	$126.3M	-1.6%	631.1K	2.2%	Common Stock
9	MSFT Microsoft	2.1%	$119.2M	-1.6%	319.5K	2.4%	Common Stock
10	AMZN Amazon	1.9%	$110.7M	-1.9%	464.5K	1.9%	Common Stock
11	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 290,662 reported quantity $103,873,840 reported value	1.8%	$103.9M	-2.2%	290.7K	1.7%	Common Stock
12	GOOG Alphabet Class C	1.3%	$75.5M	-2.6%	213.6K	1.2%	Common Stock
13	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.2%	$70.3M	+2.1%	94.1K	1.2%	ETF
14	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.2%	$69.3M	+10.2%	187.4K	1.1%	ETF
15	TSM Taiwan Semiconductor Manufacturing	1.1%	$64.6M	+1.4%	135.3K	0.9%	ADR
16	LLY Eli Lilly	1.1%	$60.9M	+0.0%	50.8K	0.9%	Common Stock
17	MUB iShares National Muni Bond ETF	1.0%	$58.9M	-23.7%	547.4K	1.5%	ETF
18	JPM JPMorgan Chase	0.9%	$52.3M	-0.6%	159.9K	0.9%	Common Stock
19	JNJ Johnson & Johnson	0.8%	$46.9M	-1.5%	184.8K	0.9%	Common Stock
20	WMT Walmart	0.8%	$46.4M	-1.6%	409.3K	1.0%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.