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Checchi Capital Advisers, LLC Top Holdings and 13F Report (2026)

About Checchi Capital Advisers, LLC

Investment Activity

  • Checchi Capital Advisers, LLC has $1.98 billion in total holdings as of March 31, 2026.
  • Checchi Capital Advisers, LLC owns shares of 598 different stocks, but just 90 companies or ETFs make up 80% of its holdings.
  • Approximately 16.02% of the portfolio was purchased this quarter.
  • About 12.46% of the portfolio was sold this quarter.
  • This quarter, Checchi Capital Advisers, LLC has purchased 546 new stocks and bought additional shares in 406 stocks.
  • Checchi Capital Advisers, LLC sold shares of 103 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Invesco QQQ
$146,261,174
Apple
$40,094,101

Largest New Holdings this Quarter

464286509 - iShares MSCI Canada ETF
$4,303,261 Holding
G0593M107 - AstraZeneca
$1,895,325 Holding
125269100 - CF Industries
$391,727 Holding
921909768 - Vanguard Total International Stock ETF
$358,947 Holding
674599105 - Occidental Petroleum
$323,895 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
296,828 shares (about $193.04M)
Vanguard Value ETF
73,175 shares (about $14.36M)
iShares Europe ETF
203,995 shares (about $13.86M)
Vanguard Small-Cap Value ETF
29,443 shares (about $6.40M)
Vanguard Small-Cap Growth ETF
20,260 shares (about $6.12M)

Largest Sales this Quarter

Invesco QQQ
230,349 shares (about $132.95M)
Vanguard Growth ETF
122,892 shares (about $53.68M)
SPDR Gold Shares
12,620 shares (about $5.43M)
Vanguard FTSE Emerging Markets ETF
72,284 shares (about $3.91M)
iShares Gold Trust
41,520 shares (about $3.66M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChecchi Capital Advisers, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$357,965,408$193,039,155 117.0%550,42818.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$146,261,174$132,952,583 -47.6%253,4077.4%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$40,196,530$2,009,685 -4.8%707,8102.0%Finance
Apple Inc. stock logo
AAPL
Apple
$40,094,101$1,017,701 -2.5%157,9812.0%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$34,228,645$1,890,637 -5.2%352,4001.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$32,798,453$1,675,282 5.4%188,0651.7%Computer and Technology
SPDR Bloomberg International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg International Treasury Bond ETF
$31,470,527$2,162,492 -6.4%1,433,7371.6%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$29,735,413$1,005,012 3.5%80,3291.5%Computer and Technology
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$28,341,352$1,495,242 5.6%296,0861.4%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$27,938,874$3,660,403 -11.6%316,9111.4%Finance
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$24,622,458$1,985,418 8.8%444,8101.2%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$24,149,624$1,202,564 -4.7%588,1551.2%ETF
iShares J.P. Morgan EM Local Currency Bond ETF stock logo
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
$22,905,378$2,250,937 -8.9%561,4061.2%ETF
IBND
SPDR Bloomberg International Corporate Bond ETF
$22,040,306$115,773 0.5%709,1481.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$21,379,965$313,069 -1.4%227,6161.1%ETF
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$21,268,956$1,315,865 6.6%847,0311.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$20,836,978$3,906,950 -15.8%385,5131.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$19,829,928$6,396,492 47.6%91,2771.0%ETF
PICB
Invesco International Corporate Bond ETF
$19,306,657$1,008,038 -5.0%835,7861.0%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$19,290,591$79,945 -0.4%293,6611.0%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$17,829,650$2,390,278 -11.8%239,8070.9%ETF
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$17,533,548$13,859,421 377.2%258,0740.9%ETF
BWZ
SPDR Bloomberg Short Term International Treasury Bond ETF
$17,252,436$1,252,399 7.8%640,8780.9%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$16,726,233$5,430,260 -24.5%38,8720.8%Finance
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$15,665,927$1,184,032 -7.0%297,6050.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$15,522,755$14,356,935 1,231.5%79,1170.8%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$15,289,268$3,618,380 -19.1%581,3410.8%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$15,120,741$480,406 3.3%1,389,7740.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,057,504$747,064 5.2%72,2980.8%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$14,877,131$4,896,165 49.1%171,6130.8%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$14,039,291$242,407 1.8%147,8600.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$14,009,631$608,542 4.5%169,3010.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$13,900,757$341,147 2.5%199,2940.7%ETF
iShares 1-3 Year International Treasury Bond ETF stock logo
ISHG
iShares 1-3 Year International Treasury Bond ETF
$13,511,688$464,541 -3.3%182,1370.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$13,411,346$540,900 4.2%36,0760.7%Auto/Tires/Trucks
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$13,260,926$1,195,673 -8.3%169,1230.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,027,368$912,718 7.5%45,3030.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$13,010,822$512,906 4.1%45,3560.7%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$12,076,651$1,487,056 -11.0%151,7930.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$12,052,523$570,112 5.0%38,9410.6%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$11,751,824$317,755 2.8%117,6830.6%ETF
iShares MSCI Emerging Markets Small-Cap ETF stock logo
EEMS
iShares MSCI Emerging Markets Small-Cap ETF
$11,176,375$1,423,102 -11.3%161,5550.6%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$10,531,036$2,218,602 -17.4%94,5590.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$10,488,565$179,943 -1.7%132,3140.5%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$9,655,705$395,513 4.3%108,8580.5%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$9,564,975$651,244 -6.4%159,1510.5%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,194,209$367,689 4.2%9,2270.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,185,118$681,990 8.0%16,0540.5%Computer and Technology
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$9,157,507$20,265 -0.2%62,8130.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,071,831$203,272 2.3%9,8630.5%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,896,490$247,092 2.9%30,2440.4%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8,509,066$142,128 1.7%10,0580.4%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$7,381,550$6,123,585 486.8%24,4220.4%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$7,243,689$40,561 -0.6%61,0770.4%ETF
WALMART INC
$7,093,521$248,187 3.6%57,0770.4%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,972,293$255,436 3.8%28,5240.4%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,952,473$267,864 -3.7%14,5090.4%Finance
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$6,867,982$468,368 7.3%60,0770.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$6,526,218$249,233 4.0%38,4660.3%Energy
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$5,955,073$5,651,318 1,860.5%72,2440.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,771,321$176,151 3.1%21,3290.3%Medical
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$5,556,381$442,499 8.7%15,5830.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,478,033$413,318 -7.0%85,4870.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$5,446,978$25,184 -0.5%65,9680.3%Manufacturing
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$5,391,665$459,331 -7.9%174,8270.3%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$5,089,061$794,405 -13.5%108,6480.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$5,013,358$886,989 21.5%47,2290.3%ETF
iShares MSCI Taiwan ETF stock logo
EWT
iShares MSCI Taiwan ETF
$5,000,924$20,283 -0.4%70,5150.3%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$4,996,888$1,566,203 -23.9%223,1750.3%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$4,829,609$875,392 -15.3%59,2590.2%Finance
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$4,800,976$768,284 -13.8%90,2100.2%Manufacturing
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$4,760,606$200,624 -4.0%79,9430.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$4,433,721$140,280 3.3%20,3860.2%Medical
Chevron Corporation stock logo
CVX
Chevron
$4,424,256$152,896 3.6%21,3840.2%Energy
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$4,303,261$4,303,261 New Holding78,5410.2%ETF
Visa Inc. stock logo
V
Visa
$4,262,101$156,557 3.8%14,1020.2%Business Services
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$4,197,659$382,040 10.0%56,1790.2%Manufacturing
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$4,130,147$3,620,269 710.0%77,7220.2%Finance
Oracle Corporation stock logo
ORCL
Oracle
$4,111,731$113,569 2.8%27,9500.2%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,093,825$143,217 3.6%51,4240.2%Finance
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$4,065,992$4,928 -0.1%28,0510.2%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$3,984,656$120,272 -2.9%60,2640.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$3,975,589$137,899 3.6%7,9570.2%Business Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,918,800$173,389 -4.2%14,9620.2%ETF
iShares MSCI Saudi Arabia ETF stock logo
KSA
iShares MSCI Saudi Arabia ETF
$3,910,923$459,152 -10.5%98,3880.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$3,807,410$187,424 -4.7%81,0950.2%ETF
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$3,763,253$13,986 -0.4%73,4580.2%Manufacturing
Salesforce Inc. stock logo
CRM
Salesforce
$3,762,474$1,120,006 42.4%20,1560.2%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$3,755,243$136,965 3.8%49,3790.2%Consumer Staples
Applied Digital Corporation stock logo
APLD
Applied Digital
$3,752,653$973,340 -20.6%158,0730.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,742,417$53,678,001 -93.5%8,5680.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,740,822$168,620 4.7%5,2800.2%Industrials
iShares MSCI South Korea ETF stock logo
EWY
iShares MSCI South Korea ETF
$3,638,275$288,705 -7.4%29,5770.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$3,576,778$141,131 4.1%73,3700.2%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,485,785$14,193 0.4%10,3150.2%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$3,388,532$1,503,932 -30.7%9,2220.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,340,809$214,693 6.9%43,0570.2%Computer and Technology
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$3,294,754$197,536 -5.7%34,8430.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,262,309$110,180 3.5%9,9190.2%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$3,176,844$182,490 6.1%33,0410.2%Consumer Discretionary

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