Choreo, LLC
Choreo, LLC is a US-based investment advisory and wealth management firm headquartered in Rockford, Illinois, with a legacy as the former RSM US Wealth Management LLC. The firm became independent in early 2022 after acquisition by Parthenon Capital, with Larry Miles as CEO. Choreo specializes in serving individuals, families, and closely held businesses, offering financial planning, investment management, tax, insurance, and estate planning. The firm counts over 200 employees and serves more than 3,600 families nationwide.
Investment Strategy
Choreo delivers integrated wealth management solutions tailored to individual and family needs, with a focus on holistic financial planning including investment management, tax strategy, risk mitigation, estate, and legacy planning. The firm prioritizes diversification and prudent risk management across asset classes, aiming to preserve and grow client wealth through personalized, goals-based strategies. Choreo invests in leading technology and seeks opportunities for organic expansion and strategic acquisitions to better serve client needs.
Latest 13F Filing Activity
Choreo, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,493 equity positions with a total 13F market value of $7B. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Microsoft Corp. among other positions. Choreo, LLC reduced exposure to Apple Inc., Schwab Strategic TR, Ishares TR among others.
Top Holdings
Equity Positions (1,493)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 6.27% | $449.6M | 1,024,392 | $184.47 | $438.40 | +$74.9M |
V VTV | VANGUARD INDEX FDS | 5.23% | $374.9M | 2,109,740 | $126.50 | $176.74 | +$4.6M |
I IWF | ISHARES TR | 3.90% | $279.5M | 658,277 | $218.14 | $424.58 | +$43.1M |
A AAPL | APPLE INC | 2.64% | $189.1M | 921,480 | $185.42 | $205.17 | -$16.8M |
M MSFT | MICROSOFT CORP | 2.18% | $156.6M | 314,788 | $381.28 | $497.41 | +$44.5M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
 | Associate | Petaluma, CA , United States | |
B Brandon Baker | Associate | VA , United States | |
E Ehsan Faraz | Senior Associate | CA , United States | |
 | Associate | Fort Collins, CO , United States | |
 | Senior Associate | Mount Airy, MD , United States | |
 | Senior Associate | Reno, NV , United States | |
 | Senior Associate | Norman, OK , United States | |
R Roberta Counley | Senior Associate | Rockford, IL , United States | |
R Roxanne McNamer | Senior Associate | Saint Paul, MN , United States | |
S Sydney Cross | Senior Associate | United States |