First seen by DFX
Sep 12, 2026
date not stated
Choate Investment Advisors: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 106109, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
First seen by DFX
Sep 12, 2026
date not stated
Choate Investment Advisors named as in-care-of on C F Adams Charitable Trust ($88,738,914 in assets)
Choate Investment Advisors reported $5,110,006,630 across 438 13(f) positions for the quarter ended 2026-03-31
Choate Investment Advisors increased Vanguard Index Fds 4,553 -> 10,744 shares ($1,174,343 -> $2,813,963)
Choate Investment Advisors increased Seaboard Corp Del 115 -> 361 shares ($511,154 -> $2,041,101)
Choate Investment Advisors increased Uber Technologies Inc 91,079 -> 152,261 shares ($7,442,059 -> $10,952,128)
Choate Investment Advisors reduced Ishares Tr 1,165,513 -> 717,755 shares ($124,838,097 -> $76,189,693)
Choate Investment Advisors reduced Harris Oakmark Etf Trust 9,026,210 -> 6,094,109 shares ($255,983,316 -> $167,984,120)
Choate Investment Advisors increased Citigroup Inc 9,191 -> 18,487 shares ($1,072,498 -> $2,096,611)
Choate Investment Advisors reduced EOG Res Inc 27,560 -> 19,587 shares ($2,894,050 -> $2,831,657)
Choate Investment Advisors reduced Qualcomm Inc 12,576 -> 7,452 shares ($2,151,125 -> $959,669)
Choate Investment Advisors reduced Fiserv Inc 37,803 -> 15,105 shares ($2,539,228 -> $842,859)
Choate Investment Advisors opened a $7,493,057 position in Global X Fds (203,136 shares)
Choate Investment Advisors increased Ishares Gold Tr 39,324 -> 53,409 shares ($3,191,929 -> $4,708,537)
Choate Investment Advisors increased Ishares Inc 37,779 -> 2,819,485 shares ($2,539,504 -> $196,659,079)
Choate Investment Advisors increased Ishares Gold Tr 42,634 -> 53,698 shares ($1,832,836 -> $2,507,697)
Choate Investment Advisors opened a $7,722,263 position in Ishares Tr (96,468 shares)
Choate Investment Advisors increased Ishares Tr 9,374 -> 24,232 shares ($776,355 -> $2,000,836)
Choate Investment Advisors opened a $5,890,424 position in Ishares Inc (49,288 shares)
Choate Investment Advisors increased Netflix Inc. 39,019 -> 106,431 shares ($3,658,403 -> $10,233,321)
Choate Investment Advisors increased Oracle Corp 24,154 -> 30,332 shares ($4,707,774 -> $4,462,101)
Choate Investment Advisors reduced Vontier Corporation 75,809 -> 45,817 shares ($2,818,579 -> $1,625,129)
Choate Investment Advisors increased Broadcom Inc 52,050 -> 73,585 shares ($18,014,497 -> $22,775,286)
Choate Investment Advisors reduced Alcon Ag 69,000 -> 49,519 shares ($5,437,890 -> $3,731,257)
Choate Investment Advisors reduced Iqvia Hldgs Inc 10,354 -> 3,838 shares ($2,333,895 -> $654,533)
Choate Investment Advisors increased Global X Fds 18,333 -> 163,918 shares ($1,507,462 -> $12,810,192)
Choate Investment Advisors reported $5,095,590,832 across 444 13(f) positions for the quarter ended 2025-12-31
Choate Investment Advisors reduced Ishares Tr 43,627 -> 15,861 shares ($5,184,200 -> $1,906,175)
Choate Investment Advisors reduced Ishares Tr 21,677 -> 7,135 shares ($2,173,120 -> $712,644)
Choate Investment Advisors reduced EOG Res Inc 78,884 -> 27,560 shares ($8,844,470 -> $2,894,050)
Choate Investment Advisors opened a $21,769,645 position in Vanguard Star Fds (288,569 shares)
Choate Investment Advisors reduced Allstate Corp 20,368 -> 9,284 shares ($4,371,990 -> $1,932,465)
Choate Investment Advisors reduced Alcon Ag 101,151 -> 69,000 shares ($7,536,680 -> $5,437,890)
Choate Investment Advisors reduced Vanguard Index Fds 18,114 -> 8,107 shares ($5,320,810 -> $2,352,814)
Choate Investment Advisors reduced Vanguard Index Fds 103,935 -> 44,986 shares ($63,647,800 -> $28,212,159)
Choate Investment Advisors reduced Qualcomm Inc 20,417 -> 12,576 shares ($3,396,570 -> $2,151,125)
Choate Investment Advisors reduced Novo-Nordisk a S 120,569 -> 36,221 shares ($6,690,360 -> $1,842,914)
Choate Investment Advisors reduced Aptargroup Inc 74,595 -> 40,618 shares ($9,970,320 -> $4,953,728)
Choate Investment Advisors opened a $5,083,963 position in Newmont Corp (50,916 shares)
Choate Investment Advisors opened a $2,552,767 position in Illumina Inc (19,463 shares)