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Choreo, LLC
Larry Miles · Investment Advisor · Multi-Strategy
Choreo, LLC is an independent investment advisory and wealth management firm headquartered in the United States. Originally launched over 20 years ago as a subsidiary of the accounting firm RSM US LLP, Choreo became an independent entity in early 2022 following an acquisition by its management team and Parthenon Capital. The firm provides a comprehensive range of services, including holistic financial planning, tax strategy, and investment management, tailored for individuals, families, and business owners. With over 40 locations nationwide and approximately $27 billion in assets under management and advisement as of early 2025, Choreo focuses on delivering integrated solutions that combine fiduciary advice with deep expertise in tax and estate planning.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.5% |
| YTD return | +11.2% |
| Sharpe ratio | 2.06 |
| Win rate | 65% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://choreoadvisors.com/ |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 18.0% | +27.8% |
| NVDA | NVIDIA Corporation | 12.8% | +20.9% |
| GOOGL | Alphabet Inc Class A | 10.0% | +34.0% |
| MSFT | Microsoft Corporation | 9.4% | +3.7% |
| BAC | Bank of America Corp | 7.3% | +23.9% |
| BRK-A | Berkshire Hathaway Inc | 7.1% | +2.3% |
| AMZN | Amazon.com Inc | 6.1% | +16.4% |
| JPM | JPMorgan Chase & Co | 3.6% | +17.2% |
| AVGO | Broadcom Inc | 3.5% | +5.2% |
| META | Meta Platforms Inc. | 2.8% | -13.6% |
| JNJ | Johnson & Johnson | 2.4% | +46.7% |
| LLY | Eli Lilly and Company | 2.4% | +31.8% |
| TSLA | Tesla Inc | 2.2% | -13.7% |
| THO | Thor Industries Inc | 2.0% | -27.1% |
| MU | Micron Technology Inc | 1.9% | +17.8% |
| CVX | Chevron Corp | 1.8% | +23.7% |
| V | Visa Inc. Class A | 1.8% | +17.3% |
| ABBV | AbbVie Inc | 1.8% | +4.9% |
| PM | Philip Morris International Inc | 1.7% | +15.6% |
| KO | The Coca-Cola Company | 1.4% | -2.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | BAC | 7.3% → 7.3% |
| Aug 24, 2026 | BUY | CVX | 1.6% → 1.8% |
| Aug 24, 2026 | SELL | GOOGL | 10.2% → 10.0% |
| Aug 24, 2026 | SELL | MSFT | 9.6% → 9.4% |
| Aug 24, 2026 | BUY | THO | 1.9% → 2.0% |
Investment Style Analysis
Choreo, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Choreo, LLC made a significant move by increasing exposure to BAC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Choreo follows a planning-first investment philosophy that integrates wealth management with tax and estate planning. The firm emphasizes building long-term, low-cost, and tax-efficient portfolios tailored to the specific risk tolerance and financial objectives of each client. By leveraging its deep roots in the tax professional community, Choreo provides a holistic approach that seeks to translate complex financial lives into clear, goal-oriented strategies for families, entrepreneurs, and institutions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Choreo, LLC.
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Frequently asked questions
How is the simulated portfolio for Choreo, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Choreo, LLC's largest holding?
As of the latest filing, Choreo, LLC's top position is Apple Inc (AAPL), representing 18.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Choreo, LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.5% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 2.06, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Choreo, LLC primarily invest in?
Choreo, LLC has a strong preference for the Semiconductors sector, which makes up 18.2% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Choreo, LLC's portfolio concentrated or diversified?
Choreo, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Choreo, LLC performed in 2026?
Our AI-simulated model portfolio for Choreo, LLC tracks a Year-to-Date (YTD) return of +11.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Larry Miles manage Choreo, LLC directly?
Yes, Larry Miles serves as the key portfolio manager for Choreo, LLC, overseeing the investment strategy and final capital allocation decisions.