Choate Investment Advisors

$5.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1399794 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $5.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 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

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL 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 `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$9.9M	+133,775	$1.7B	$1.7B	2,443,219	2,576,994
position key `pos:17791` · issuer key `iss:1013` INTRM GOV CR ETF	ADD	+$10.1M	+107,675	$225M	$235M	2,097,512	2,205,187
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$14.2M	+128,535	$219M	$233M	2,976,271	3,104,806
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$194M	+2,781,706	$2.5M	$197M	37,779	2,819,485
position key `sid:sec:prov:9e93c101809dfbbc76010cd9ffd4418b` · issuer key `cusip6:41456U` OAKMARK U S LRG	TRIM	−$88.0M	−2,932,101	$256M	$168M	9,026,210	6,094,109
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$11.0M	+880	$169M	$158M	623,374	624,254
position key `sid:sec:prov:608b65fc5ca64b7bde5187187a13b30e` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$7.7M	−3,667	$134M	$126M	2,381,460	2,377,793
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$37.2M	−682	$157M	$120M	325,368	324,686
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$8.6M	−4,351	$120M	$112M	646,076	641,725
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$10.9M	−949	$109M	$98.6M	474,367	473,418
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$8.4M	−2,615	$93.8M	$85.5M	299,810	297,195
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	TRIM	−$48.6M	−447,758	$125M	$76.2M	1,165,513	717,755
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$6.8M	−2,727	$69.7M	$62.9M	222,127	219,400
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$3.2M	−421	$63.2M	$60.0M	92,651	92,230
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	−$2.1M	+1,090	$56.6M	$54.5M	168,906	169,996
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$3.6M	−15,653	$48.1M	$51.7M	431,661	416,008
position key `pos:18039` · issuer key `iss:1025` COM	ADD	+$2.4M	+21,324	$45.0M	$47.3M	139,509	160,833
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$5.1M	+2,603	$51.8M	$46.7M	48,185	50,788
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$5.5M	−7,554	$40.4M	$45.8M	195,113	187,559
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	TRIM	+$2.9M	−5,281	$42.2M	$45.1M	138,761	133,480
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$7.3M	−15,490	$50.7M	$43.4M	147,375	131,885
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$4.3M	+53,007	$35.6M	$39.9M	569,722	622,729
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	−$2.5M	−26,424	$42.3M	$39.8M	275,456	249,032
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$1.2M	+750	$33.6M	$32.4M	66,898	67,648
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$5.2M	−136	$37.1M	$31.9M	105,761	105,625
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$7.1M	−1,754	$38.3M	$31.2M	305,976	304,222
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	−$992K	+566	$28.2M	$27.2M	44,986	45,552
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$4.0M	−157	$31.2M	$27.2M	54,571	54,414
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$1.7M	+3,580	$28.2M	$26.5M	42,745	46,325
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$4.8M	+21,535	$18.0M	$22.8M	52,050	73,585
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	TRIM	+$351K	−1,700	$21.8M	$22.1M	288,569	286,869
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$1.2M	−9,782	$22.9M	$21.7M	159,842	150,060
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$6.4M	+2,034	$14.8M	$21.3M	123,399	125,433
position key `pos:15708` · issuer key `iss:1187` COM	ADD	−$1.5M	+84	$22.6M	$21.1M	121,790	121,874
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$3.5M	+1,405	$17.2M	$20.7M	40,361	41,766
position key `pos:16804` · issuer key `iss:1945` COM	TRIM	−$1.8M	−2,720	$19.0M	$17.2M	108,584	105,864
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$70.4K	+3,288	$16.3M	$16.2M	71,414	74,702
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$2.3M	−1,138	$18.6M	$16.2M	39,210	38,072
position key `pos:13325` · issuer key `iss:1511` COM	ADD	+$4.0M	+505	$12.2M	$16.2M	28,962	29,467
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	TRIM	+$386K	−2,205	$15.6M	$15.9M	39,271	37,066
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$866K	−2,339	$15.0M	$15.9M	104,439	102,100
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$3.1M	+26,782	$12.1M	$15.2M	172,934	199,716
position key `sid:sec:prov:313203439bdea9467d2130d0a7787fcf` · issuer key `cusip6:00326A` PHYSCL GOLD SHS	TRIM	+$836K	−8,739	$14.2M	$15.1M	346,383	337,644
position key `pos:16004` · issuer key `iss:1161` COM	TRIM	−$1.6M	−1,086	$16.0M	$14.4M	27,825	26,739
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$3.2M	−129	$17.5M	$14.3M	47,399	47,270
position key `pos:10854` · issuer key `iss:300` COM	ADD	−$3.1M	+133	$17.3M	$14.2M	3,235	3,368
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	ADD	+$1.1M	+9,540	$12.6M	$13.7M	89,193	98,733
position key `pos:17128` · issuer key `iss:385` COM	TRIM	+$186K	−3,156	$12.9M	$13.1M	130,210	127,054
position key `sid:sec:prov:0c613e0cc8ba1bf5fad8f218daf3395a` · issuer key `cusip6:37954Y` S&P 500 CATHOLIC	ADD	+$11.3M	+145,585	$1.5M	$12.8M	18,333	163,918
position key `pos:11683` · issuer key `iss:1491` COM	ADD	−$1.7M	+925	$14.4M	$12.7M	63,193	64,118
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$1.9M	+3,505	$10.4M	$12.3M	98,500	102,005
position key `pos:17290` · issuer key `iss:39` COM	TRIM	−$7.3M	−6,846	$18.6M	$11.2M	53,063	46,217
position key `pos:12696` · issuer key `iss:1845` COM	ADD	+$3.5M	+61,182	$7.4M	$11.0M	91,079	152,261
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$519K	−1,305	$11.1M	$10.6M	50,559	49,254
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$6.6M	+67,412	$3.7M	$10.2M	39,019	106,431
position key `pos:16185` · issuer key `iss:647` COM	TRIM	−$425K	−2,224	$10.5M	$10.0M	78,876	76,652
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	+$196K	−429	$9.7M	$9.9M	147,039	146,610
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$2.7M	−805	$12.3M	$9.5M	47,704	46,899
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$532K	−869	$9.0M	$9.5M	10,425	9,556
position key `pos:12141` · issuer key `iss:1933` COM	ADD	+$815K	+4,358	$8.2M	$9.0M	28,744	33,102
position key `pos:13340` · issuer key `iss:666` COM	TRIM	+$249K	−34,051	$8.5M	$8.8M	265,991	231,940
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$2.3M	+398	$6.4M	$8.7M	25,079	25,477
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	TRIM	−$1.0M	−5,437	$9.3M	$8.3M	48,643	43,206
position key `pos:15144` · issuer key `iss:556` COM	ADD	−$1.6M	+419	$9.8M	$8.2M	42,597	43,016
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$126K	+877	$7.9M	$8.1M	102,987	103,864
position key `pos:16716` · issuer key `iss:633` COM	TRIM	−$626K	−2,779	$8.5M	$7.9M	32,298	29,519
position key `pos:10423` · issuer key `iss:387` COM	ADD	+$531K	+456	$7.2M	$7.8M	98,389	98,845
position key `pos:16440` · issuer key `iss:637` COM	TRIM	−$1.4M	−10,866	$9.2M	$7.8M	107,927	97,061
position key `pos:17095` · issuer key `iss:588` COM	ADD	−$1.3M	+731	$9.1M	$7.7M	79,627	80,358
position key `pos:15179` · issuer key `iss:1012` EXPANDED TECH	NEW	+$7.7M	+96,468	$0	$7.7M	—	96,468
position key `sid:sec:prov:c992e615bfbfebe611139da3b037169e` · issuer key `cusip6:37954Y` S&P EX US ETF	NEW	+$7.5M	+203,136	$0	$7.5M	—	203,136
position key `pos:15035` · issuer key `iss:505` COM	TRIM	+$1.5M	−6,113	$5.5M	$7.0M	59,021	52,908
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$183K	−976	$7.1M	$6.9M	23,265	22,289
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$1.2M	+4,746	$5.6M	$6.8M	30,298	35,044
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$1.3M	+86	$5.4M	$6.7M	9,360	9,446
position key `sid:sec:prov:5c429580673062c7889d7a9b25b3a6b0` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$1.0M	−10,509	$7.7M	$6.7M	77,530	67,021
position key `sid:sec:prov:ead4136001e20c053d7f45b14bcdc536` · issuer key `cusip6:46429B` MSCI USA MIN VOL	ADD	+$424K	+5,493	$5.7M	$6.1M	60,422	65,915
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$761K	−5,418	$5.3M	$6.0M	34,538	29,120
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$577K	−203	$6.6M	$6.0M	21,418	21,215
position key `sid:sec:prov:93673132b7011a41d94f86fefb9a34ca` · issuer key `cusip6:464286` MSCI GBL MIN VOL	NEW	+$5.9M	+49,288	$0	$5.9M	—	49,288
position key `pos:13933` · issuer key `iss:1307` COM	ADD	+$751K	+2,989	$5.1M	$5.8M	50,916	53,905
position key `pos:16809` · issuer key `iss:119` COM	TRIM	−$720K	−250	$6.5M	$5.8M	13,251	13,001
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$483K	+4,414	$4.7M	$5.2M	49,267	53,681
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$315K	−120	$4.8M	$5.1M	14,575	14,455
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$955K	−744	$6.0M	$5.1M	12,334	11,590
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$1.6M	−940	$6.7M	$5.0M	12,782	11,842
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$979K	−141	$6.0M	$5.0M	10,348	10,207
position key `pos:10136` · issuer key `iss:990` COM	ADD	−$915K	+570	$5.8M	$4.9M	19,566	20,136
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	ADD	+$1.5M	+14,085	$3.2M	$4.7M	39,324	53,409
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	TRIM	−$426K	−1,056	$5.1M	$4.7M	33,163	32,107
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$1.4M	−831	$6.0M	$4.7M	13,422	12,591
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	TRIM	+$363K	−655	$4.3M	$4.7M	31,147	30,492
position key `pos:17386` · issuer key `iss:806` COM	TRIM	+$1.1M	−3	$3.4M	$4.6M	5,243	5,240
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$574K	+5,820	$4.0M	$4.6M	44,471	50,291
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$246K	+6,178	$4.7M	$4.5M	24,154	30,332
position key `pos:11267` · issuer key `iss:2257` COM	TRIM	+$136K	−170	$4.3M	$4.5M	13,851	13,681
position key `pos:11521` · issuer key `iss:914` COM	TRIM	+$106K	−419	$4.0M	$4.1M	13,869	13,450
position key `pos:10790` · issuer key `iss:1444` COM	TRIM	+$386K	−2,883	$3.7M	$4.0M	146,890	144,007
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$269K	−1,201	$3.8M	$4.0M	13,876	12,675
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$529K	+1,490	$3.4M	$4.0M	14,857	16,347

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
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	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 `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	NO CHANGE	−$920K	$15.2M	$14.3M	24,791	24,791
position key `sid:sec:prov:562fba1b5020edb2d0b8d70706ee0532` · issuer key `cusip6:921910` MEGA CAP INDEX	NO CHANGE	−$861K	$14.6M	$13.7M	58,067	58,067
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$587K	$12.1M	$11.5M	16	16
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$117K	$3.7M	$3.8M	25,524	25,524
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	NO CHANGE	−$158K	$3.8M	$3.6M	25,243	25,243
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	NO CHANGE	+$82.3K	$3.2M	$3.3M	15,074	15,074
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	NO CHANGE	+$335K	$2.8M	$3.2M	103,014	103,014
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	NO CHANGE	−$5.8K	$3.1M	$3.1M	28,825	28,825
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	NO CHANGE	−$155K	$2.9M	$2.7M	10,018	10,018
position key `pos:13874` · issuer key `iss:1012` ISHARES BIOTECH	NO CHANGE	+$1.2K	$2.6M	$2.6M	15,352	15,352
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	NO CHANGE	+$154K	$2.1M	$2.2M	48,240	48,240
position key `pos:16727` · issuer key `iss:991` COM	NO CHANGE	+$137K	$1.8M	$1.9M	26,612	26,612
position key `pos:15321` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$82.7K	$2.0M	$1.9M	19,499	19,499
position key `pos:10141` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$72.3K	$1.5M	$1.6M	12,471	12,471
position key `pos:13198` · issuer key `iss:1490` COM	NO CHANGE	−$1.1M	$2.7M	$1.6M	61,948	61,948
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	NO CHANGE	−$121K	$1.6M	$1.5M	2,155	2,155
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	NO CHANGE	−$77.9K	$1.5M	$1.5M	4,883	4,883
position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910` MEGA GRWTH IND	NO CHANGE	−$163K	$1.5M	$1.3M	3,598	3,598
position key `pos:12477` · issuer key `cusip6:81369Y` STATE STREET CON	NO CHANGE	+$66.3K	$1.2M	$1.3M	15,420	15,420
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	NO CHANGE	−$59.3K	$1.3M	$1.3M	3,512	3,512
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	NO CHANGE	+$19.3K	$1.2M	$1.2M	5,786	5,786
position key `sid:sec:prov:0efbc7d8375878c220f88f3581748a46` · issuer key `cusip6:92204A` MATERIALS ETF	NO CHANGE	+$94.2K	$1.1M	$1.2M	5,297	5,297
position key `sid:sec:prov:5892083dd5422cc02647a9cefd0e22d9` · issuer key `cusip6:46434V` MSCI INTL QUALTY	NO CHANGE	+$18.5K	$1.1M	$1.1M	23,777	23,777
position key `pos:11969` · issuer key `iss:268` COM	NO CHANGE	−$128K	$1.1M	$1.0M	19,527	19,527
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	NO CHANGE	−$68.4K	$1.1M	$994K	7,760	7,760
position key `sid:sec:prov:d27f2c722aeaa22848f78d13de53539a` · issuer key `cusip6:46434V` HDG MSCI EAFE	NO CHANGE	+$25.0K	$912K	$937K	22,056	22,056
position key `pos:11514` · issuer key `iss:1012` U.S. TECH ETF	NO CHANGE	−$90.4K	$988K	$898K	4,950	4,950
position key `sid:sec:prov:b00f08276bb93613a202dd40306a3c2a` · issuer key `cusip6:92204A` UTILITIES ETF	NO CHANGE	+$57.4K	$811K	$868K	4,382	4,382
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	NO CHANGE	+$56.4K	$775K	$831K	5,490	5,490
position key `pos:17318` · issuer key `iss:1617` COM CL A	NO CHANGE	−$97.6K	$920K	$822K	25,946	25,946
position key `sid:sec:prov:60ffabd9670c9af8e52da3a6a1a7ffbc` · issuer key `cusip6:92204A` CONSUM STP ETF	NO CHANGE	+$46.7K	$739K	$786K	3,500	3,500
position key `pos:12131` · issuer key `iss:1401` COM	NO CHANGE	+$38.0K	$695K	$733K	6,346	6,346
position key `pos:12620` · issuer key `iss:1116` COM SHS SER C	NO CHANGE	+$76.7K	$583K	$659K	7,005	7,005
position key `pos:16107` · issuer key `iss:830` COM	NO CHANGE	−$3.2K	$658K	$655K	4,706	4,706
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	NO CHANGE	−$35.5K	$609K	$574K	5,177	5,177
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	NO CHANGE	−$13.1K	$586K	$573K	5,148	5,148
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	NO CHANGE	+$7.3K	$563K	$570K	12,000	12,000
position key `pos:13334` · issuer key `iss:1669` COMMON STOCK	NO CHANGE	+$72.9K	$472K	$545K	23,615	23,615
position key `pos:14171` · issuer key `iss:1813` COM	NO CHANGE	−$79.6K	$620K	$540K	466	466
position key `pos:16198` · issuer key `iss:1012` MORNINGSTR US EQ	NO CHANGE	−$25.9K	$542K	$516K	5,739	5,739
position key `sid:sec:prov:52224165749a7cd51f969efbfcab8cf8` · issuer key `cusip6:33733E` DJ INTERNT IDX	NO CHANGE	−$77.0K	$590K	$513K	2,190	2,190
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NO CHANGE	−$19.1K	$529K	$510K	1,101	1,101
position key `pos:11640` · issuer key `iss:1012` CORE S&P US VLU	NO CHANGE	−$1.3K	$461K	$460K	4,500	4,500
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	NO CHANGE	+$6.0K	$453K	$459K	5,494	5,494
position key `pos:14216` · issuer key `iss:1711` COM	NO CHANGE	−$20.4K	$470K	$450K	6,333	6,333
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	NO CHANGE	−$41.7K	$478K	$436K	4,000	4,000
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	NO CHANGE	−$4.2K	$426K	$421K	7,435	7,435
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	NO CHANGE	+$5.9K	$415K	$421K	4,710	4,710
position key `sid:sec:prov:0ae5bcd0e444522ea4393d660bd28246` · issuer key `cusip6:316092` MSCI INFO TECH I	NO CHANGE	−$31.5K	$426K	$394K	1,895	1,895
position key `sid:sec:prov:aa6916d2aaacb4696a808d2f463cb0e0` · issuer key `cusip6:46138E` RUSEL 1000 EQL	NO CHANGE	+$17.3K	$371K	$388K	7,050	7,050
position key `sid:sec:prov:5248ee4dfbb553978de6970665a45b85` · issuer key `cusip6:922042` FTSE PACIFIC ETF	NO CHANGE	+$28.4K	$350K	$379K	3,876	3,876
position key `pos:16114` · issuer key `iss:1682` COM	NO CHANGE	+$19.0K	$352K	$371K	1,022	1,022
position key `pos:11906` · issuer key `iss:1183` COM	NO CHANGE	−$45.2K	$413K	$368K	192	192
position key `pos:14555` · issuer key `iss:1996` COM	NO CHANGE	−$51.1K	$417K	$366K	3,063	3,063
position key `sid:sec:prov:ec46aef002af82b45acef2233f68afee` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	−$4.7K	$351K	$347K	13,880	13,880
position key `sid:sec:prov:b5da1899e91159f39d606484b3813f7c` · issuer key `cusip6:46138G` SR LN ETF	NO CHANGE	−$9.9K	$353K	$343K	16,810	16,810
position key `sid:sec:prov:eae8f1b8ce41f2d97b35ae8f78ec74d1` · issuer key `cusip6:46435G` MSCI INTL VLU FT	NO CHANGE	+$13.9K	$325K	$339K	8,552	8,552
position key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `cusip6:381430` ACTIVEBETA US LG	NO CHANGE	−$19.1K	$349K	$330K	2,640	2,640
position key `pos:15618` · issuer key `iss:1580` CL A	NO CHANGE	−$184K	$512K	$328K	6,700	6,700
position key `pos:15909` · issuer key `iss:1633` US BRD MKT ETF	NO CHANGE	−$14.3K	$331K	$317K	12,630	12,630
position key `pos:18169` · issuer key `iss:1577` COM	NO CHANGE	−$16.6K	$325K	$308K	1,905	1,905
position key `pos:15985` · issuer key `iss:2059` LP INT UNIT	NO CHANGE	+$11.5K	$289K	$301K	8,325	8,325
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$26.7K	$324K	$297K	3,033	3,033
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	NO CHANGE	+$10.9K	$286K	$297K	5,222	5,222
position key `pos:18091` · issuer key `iss:1245` COM	NO CHANGE	−$300	$287K	$287K	3,000	3,000
position key `pos:17529` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$11.6K	$274K	$286K	2,646	2,646
position key `pos:10654` · issuer key `iss:844` COM	NO CHANGE	+$19.1K	$235K	$254K	233	233
position key `pos:12962` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$1.0K	$253K	$252K	4,454	4,454
position key `pos:15140` · issuer key `iss:1537` COM	NO CHANGE	+$243	$244K	$244K	316	316
position key `pos:17594` · issuer key `iss:1808` COM NEW	NO CHANGE	−$2.3K	$241K	$239K	2,558	2,558
position key `sid:sec:prov:28aa181b6d7eb8f2a02c1f64e598413e` · issuer key `cusip6:05946K` SPONSORED ADR	NO CHANGE	−$18.2K	$257K	$239K	11,015	11,015
position key `pos:11903` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$10.8K	$204K	$215K	847	847
position key `pos:10940` · issuer key `iss:1517` COM	NO CHANGE	−$9.8K	$221K	$212K	2,128	2,128
position key `pos:13452` · issuer key `iss:320` SPONSORED ADR	NO CHANGE	+$6.7K	$204K	$211K	3,608	3,608
position key `pos:10783` · issuer key `iss:1822` COM	NO CHANGE	−$42.3K	$252K	$210K	3,222	3,222
position key `pos:10126` · issuer key `cusip6:483497` COM	NO CHANGE	+$39.8K	$162K	$201K	10,000	10,000
position key `sid:sec:prov:4cd60b606e3ad12449dde44aa9306f5e` · issuer key `cusip6:72200N` COM	NO CHANGE	−$2.8K	$161K	$158K	18,404	18,404
position key `pos:14164` · issuer key `iss:1136` SPONSORED ADR	NO CHANGE	−$6.3K	$123K	$117K	23,163	23,163
position key `sid:sec:prov:d8f60524e17847197eb01cb995f37f4c` · issuer key `cusip6:55262C` COM	NO CHANGE	−$14.3K	$81.6K	$67.4K	11,400	11,400
position key `sid:sec:prov:7c196419c2b2f2a921d2e63ab22488c6` · issuer key `cusip6:04523Y` COM	NO CHANGE	+$5.9K	$28.3K	$34.2K	10,000	10,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 366 issuers · $5.1B disclosed value over 438 rows · 0 undisclosed-value 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

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 76.2%below median 80.0%
Concentration index: 1,203 bpsabove median 446 bps
Positions with value: 438 / 438median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 76.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 1,203 · QoQ moves: 469

Filing history

AVAILABLE QUARTERS

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

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

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

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

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 been changed or closed before you ever see it, and is older still by however long ago that 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 with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), 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 (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).