Choate Investment Advisors ETF holdings
Boston, MA
Reported $3.6B in 127 ETFs in its Form 13F for June 30, 2026.
ETF value
$3.6B
ETFs held
127
Change from prior quarter
+12.7%
With price moves
ETFs as a share of its 13F
63.8%
of $5.7B
Top 10 of 127 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $1.9B | 2,567,736 | −9,258 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $271.6M | 3,242,810 | +138,004 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $251.0M | 3,029,806 | +210,321 shares |
| GVI | iShares Intermediate Government/Credit Bond ETF | $239.8M | 2,259,954 | +54,767 shares |
| OAKM | Oakmark U.S. Large Cap ETF | $163.9M | 5,819,404 | −274,705 shares |
| SPYX | State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | $139.2M | 2,278,337 | −99,456 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $70.3M | 94,139 | +1,909 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $69.3M | 187,376 | +17,380 shares |
| MUB | iShares National Muni Bond ETF | $58.9M | 547,382 | −170,373 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $46.1M | 647,439 | +24,710 shares |
117 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001399794. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Choate Investment Advisors own?
Choate Investment Advisors reported 127 ETF positions worth $3.6B in its Form 13F for June 30, 2026. The largest was IVV, at $1.9B.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.