Checchi Capital Advisers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Checchi Capital Advisers, LLC reported 573 stock positions worth $1.4 billion. Its top holding was iShares MSCI Emerging Market (EEM) at 3.4% of the portfolio, followed by Microsoft (MSFT, 3.0%) and SS SPDR BB Intl Treasury BD (BWX, 2.7%). Compared with Q1 2025, it opened 21 new positions, sold out of 26, added to 138 and reduced 387. The biggest buy was iShares MSCI Emerging Market (EEM, shares +148%) and the biggest sale iShares MBS ETF (MBB, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001598186
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001085146-25-004026 ↗ filed Jul 22, 2025
Holdings Value
Holdings 573 stocks · $1.4B
| EEM iShares MSCI Emerging Market | 3.36% | 999,167 | $48.2M | Add +147.6% |
| MSFT Microsoft Corp. | 3.03% | 87,388 | $43.5M | Reduce -2.3% |
| BWX SS SPDR BB Intl Treasury BD | 2.67% | 1,627,532 | $38.2M | Add +1.1% |
| AAPL Apple Inc. | 2.55% | 178,258 | $36.6M | Reduce -6.8% |
| NVDA Nvidia Corp. | 2.32% | 210,385 | $33.2M | Reduce -6.9% |
| IEV iShares Europe ETF | 1.77% | 401,731 | $25.4M | Add +30.6% |
| LEMB iShares JP Morgan Em Local C | 1.77% | 628,039 | $25.4M | Reduce -2.5% |
| IGOV iShares International Treasu | 1.73% | 576,026 | $24.8M | Reduce -5.5% |
| JNK SS SPDR BB High Yield Bond | 1.65% | 243,634 | $23.7M | Add +1.0% |
| IAU iShares Gold Trust | 1.63% | 375,226 | $23.4M | Reduce -14.3% |
| EMB iShares JP Morgan Usd Emergi | 1.50% | 231,476 | $21.4M | Reduce -7.8% |
| IBND SS SPDR BB Intl Corp. BD ETF | 1.48% | 649,084 | $21.2M | Reduce -42.9% |
| PICB Invesco International Corpor | 1.43% | 850,524 | $20.6M | Reduce -1.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.36% | 731,146 | $19.4M | Reduce -21.6% |
| EMLC Vaneck JPM Em Local Curr BND | 1.33% | 750,070 | $19.0M | Reduce -9.3% |
| GLD SPDR Gold Shares | 1.29% | 60,773 | $18.5M | Reduce -14.2% |
| VWO Vanguard Ftse Emerging Marke | 1.25% | 362,537 | $17.9M | Reduce -5.0% |
| EEMS iShares MSCI Emerging MKT SM | 1.24% | 274,931 | $17.8M | Add +52.3% |
| EFV iShares MSCI Eafe Value ETF | 1.23% | 277,154 | $17.6M | Reduce -8.0% |
| AMZN Amazon.com Inc. | 1.21% | 78,983 | $17.3M | Reduce -1.7% |
| VGLT Vanguard Long-Term Treasury | 1.18% | 300,912 | $16.9M | Add +22.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.18% | 258,306 | $16.9M | Add +1.3% |
| PGX Invesco Preferred ETF | 1.13% | 1,457,054 | $16.2M | Add +4.5% |
| BWZ State Street SPDR Bloomberg | 1.12% | 572,833 | $16.1M | Reduce -17.9% |
| ISHG iShares -3 Year Internationa | 1.03% | 192,829 | $14.8M | Reduce -4.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.98% | 174,965 | $14.1M | Reduce -10.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.98% | 192,812 | $14.0M | Reduce -4.2% |
| AMLP Alerian MLP ETF | 0.96% | 281,252 | $13.7M | Reduce -3.5% |
| TSLA Tesla Inc. | 0.94% | 42,418 | $13.5M | Add +1.6% |
| MBB iShares MBS ETF | 0.92% | 139,979 | $13.1M | Reduce -60.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 116,726 | $13.1M | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 0.89% | 17,382 | $12.8M | Reduce -2.9% |
| VGK Vanguard Ftse Europe ETF | 0.85% | 157,706 | $12.2M | Add +188.3% |
| VCIT Vanguard Int-Term Corporate | 0.84% | 144,979 | $12.0M | Reduce -12.6% |
| AVGO Broadcom Inc. | 0.81% | 42,367 | $11.7M | Reduce -9.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.75% | 55,508 | $10.8M | Reduce -24.0% |
| EFA iShares MSCI Eafe ETF | 0.73% | 117,308 | $10.5M | Reduce -9.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.71% | 127,722 | $10.2M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 0.67% | 9,710 | $9.6M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.66% | 32,549 | $9.4M | Reduce -5.8% |
| IEMG iShares Core MSCI Emerging | 0.65% | 154,117 | $9.3M | Reduce -15.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 18,923 | $9.2M | Add +10.8% |
| GOOG Alphabet Inc. Class C | 0.62% | 49,946 | $8.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.60% | 49,103 | $8.7M | Reduce -0.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.60% | 64,194 | $8.6M | Reduce -9.6% |
| AVDV Avantis Intl S/C Value ETF | 0.60% | 108,154 | $8.6M | Add +42.4% |
| DGS Wisdomtree Em Small Cap | 0.59% | 154,085 | $8.5M | Reduce -13.8% |
| LLY Eli Lilly & Co. | 0.58% | 10,656 | $8.3M | Reduce -3.6% |
| VNQ Vanguard Real Estate ETF | 0.56% | 90,745 | $8.1M | Add +1.4% |
| TLT iShares 20+ Year Treasury BD | 0.53% | 86,418 | $7.6M | Reduce -43.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.53% | 63,714 | $7.6M | Reduce -63.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.53% | 26,595 | $7.6M | Add +126.2% |
| GS Goldman Sachs Group Inc. | 0.51% | 10,374 | $7.3M | Reduce -5.4% |
| INDA iShares MSCI India ETF | 0.51% | 130,437 | $7.3M | Add +4.8% |
| UNH Unitedhealth Group Inc. | 0.50% | 22,816 | $7.1M | Add +28.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 11,308 | $7.0M | Add +105.9% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.48% | 92,096 | $6.9M | Reduce -26.9% |
| EPP iShares MSCI Pacific Ex Japa | 0.48% | 139,616 | $6.9M | Add +74.1% |
| EWC iShares MSCI Canada ETF | 0.48% | 148,698 | $6.9M | Add +72.5% |
| ORCL Oracle Corp. | 0.47% | 30,946 | $6.8M | Reduce -1.4% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.46% | 297,857 | $6.6M | Reduce -7.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.41% | 70,627 | $5.9M | Reduce -5.0% |
| WMT Walmart Inc. | 0.41% | 59,695 | $5.8M | Add +2.2% |
| V Visa Inc. Class A | 0.40% | 16,115 | $5.7M | Reduce -0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.40% | 106,477 | $5.7M | Reduce -13.9% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 97,208 | $5.5M | Reduce -12.9% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.36% | 133,387 | $5.1M | Add +3.2% |
| NFLX Netflix Inc. | 0.35% | 3,766 | $5.0M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.34% | 8,804 | $4.9M | Reduce -0.7% |
| VGIT Vanguard Intermediate-Term T | 0.33% | 78,727 | $4.7M | Reduce -12.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.32% | 44,011 | $4.6M | Add +15.2% |
| XOM Exxon Mobil Corp. | 0.32% | 42,487 | $4.6M | Reduce -5.5% |
| JNJ Johnson & Johnson | 0.32% | 29,809 | $4.6M | Reduce -3.3% |
| CRM Salesforce Inc. | 0.31% | 16,358 | $4.5M | Reduce -5.6% |
| APO Apollo Global Management Inc. | 0.31% | 30,848 | $4.4M | Reduce -1.1% |
| TBLA Taboola.com Ltd. | 0.30% | 1,178,014 | $4.3M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 9,777 | $4.3M | Reduce -25.9% |
| PG The Procter & Gamble Co. | 0.30% | 26,581 | $4.2M | Reduce -1.8% |
| WFC Wells Fargo & Co. | 0.29% | 52,744 | $4.2M | Reduce -5.0% |
| EWT iShares MSCI Taiwan ETF | 0.29% | 71,718 | $4.1M | Add +2.1% |
| HD Home Depot Inc. | 0.29% | 11,218 | $4.1M | Reduce -3.4% |
| IWB iShares Russell 1000 ETF | 0.28% | 11,750 | $4.0M | Add +13.4% |
| ABBV Abbvie Inc. | 0.28% | 21,355 | $4.0M | Reduce -10.4% |
| USIG iShares Broad Usd Investment | 0.28% | 76,968 | $4.0M | Reduce -6.6% |
| PFF iShares Preferred & Income S | 0.27% | 127,988 | $3.9M | Reduce -15.2% |
| EWX State Street SPDR S&P Emergi | 0.27% | 62,544 | $3.9M | Add +1.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.26% | 28,786 | $3.8M | Reduce -7.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 81,363 | $3.8M | Add +2.5% |
| KO The Coca-Cola Co. | 0.26% | 52,439 | $3.7M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 15,340 | $3.6M | Reduce -1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 76,039 | $3.6M | Reduce -1.4% |
| INTU Intuit Inc. | 0.25% | 4,487 | $3.5M | Add +0.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.24% | 9,503 | $3.5M | Reduce -9.6% |
| PM Philip Morris International | 0.21% | 16,660 | $3.0M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 0.21% | 43,626 | $3.0M | Reduce -5.3% |
| CVX Chevron Corp. | 0.21% | 21,056 | $3.0M | Reduce -5.3% |
| BKNG Booking Holdings Inc. | 0.21% | 514 | $3.0M | Add +0.8% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.20% | 57,841 | $2.9M | Add +8.4% |
| MCD McDonald's Corp. | 0.20% | 9,726 | $2.8M | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 9,473 | $2.8M | Reduce -3.4% |
Options reported separately and not counted above: QQQ puts ($173.5M), SPY puts ($161.5M), EFA puts ($17.5M), EEM puts ($1.4M), VT puts ($257K).
Portfolio Sells Q1 2025 → Q2 2025
| MBB iShares MBS ETF | Reduce -60.1% | 0.92% | −1.41 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -63.6% | 0.53% | −0.93 |
| IBND SS SPDR BB Intl Corp. BD ETF | Reduce -42.9% | 1.48% | −0.90 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -82.9% | 0.15% | −0.74 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.48 |
| AAPL Apple Inc. | Reduce -6.8% | 2.55% | −0.46 |
| TLT iShares 20+ Year Treasury BD | Reduce -43.1% | 0.53% | −0.45 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -21.6% | 1.36% | −0.44 |
| IEF iShares 7-10 Year Treasury B | Reduce -73.2% | 0.08% | −0.23 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -24.0% | 0.75% | −0.21 |
| IAU iShares Gold Trust | Reduce -14.3% | 1.63% | −0.19 |
| BWZ State Street SPDR Bloomberg | Reduce -17.9% | 1.12% | −0.17 |
| GLD SPDR Gold Shares | Reduce -14.2% | 1.29% | −0.15 |
| SCJ iShares MSCI Japan Small-Cap | Reduce -54.0% | 0.13% | −0.13 |
| VCIT Vanguard Int-Term Corporate | Reduce -12.6% | 0.84% | −0.12 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.8% | 1.50% | −0.11 |
| AMLP Alerian MLP ETF | Reduce -3.5% | 0.96% | −0.11 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -10.4% | 0.98% | −0.11 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -26.9% | 0.48% | −0.11 |
| ABBV Abbvie Inc. | Reduce -10.4% | 0.28% | −0.08 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -9.3% | 1.33% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -3.6% | 0.58% | −0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -13.9% | 0.40% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -32.4% | 0.12% | −0.06 |
| IWN iShares Russell 2000 Value E | Reduce -36.2% | 0.12% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Reduce -22.9% | 0.19% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -5.5% | 0.32% | −0.06 |
| CCI Crown Castle Inc. | Reduce -46.4% | 0.06% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -15.2% | 0.27% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -15.7% | 0.65% | −0.05 |
| CVX Chevron Corp. | Reduce -5.3% | 0.21% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Reduce -12.3% | 0.33% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -25.9% | 0.30% | −0.05 |
| IYR iShares US Real Estate ETF | Reduce -17.7% | 0.19% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.5% | 0.71% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -32.1% | 0.10% | −0.04 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.32% | −0.04 |
| TLH iShares 10-20 Year Treasury | Reduce -42.9% | 0.05% | −0.04 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -7.0% | 0.46% | −0.04 |
| PEP Pepsico Inc. | Reduce -12.9% | 0.11% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -6.9% | 0.14% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -15.8% | 0.12% | −0.03 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.30% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -8.0% | 1.23% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.2% | 0.09% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.0% | 0.41% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -17.7% | 0.14% | −0.03 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -24.7% | 0.03% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| EEM iShares MSCI Emerging Market | Add +147.6% | 3.36% | +2.11 |
| VGK Vanguard Ftse Europe ETF | Add +188.3% | 0.85% | +0.58 |
| EEMS iShares MSCI Emerging MKT SM | Add +52.3% | 1.24% | +0.53 |
| IEV iShares Europe ETF | Add +30.6% | 1.77% | +0.51 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +126.2% | 0.53% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +105.9% | 0.49% | +0.27 |
| EWC iShares MSCI Canada ETF | Add +72.5% | 0.48% | +0.23 |
| EPP iShares MSCI Pacific Ex Japa | Add +74.1% | 0.48% | +0.23 |
| AVDV Avantis Intl S/C Value ETF | Add +42.4% | 0.60% | +0.22 |
| VGLT Vanguard Long-Term Treasury | Add +22.6% | 1.18% | +0.18 |
| BWX SS SPDR BB Intl Treasury BD | Add +1.1% | 2.67% | +0.17 |
| TSLA Tesla Inc. | Add +1.6% | 0.94% | +0.17 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +227.8% | 0.09% | +0.06 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +15.2% | 0.32% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +13.4% | 0.28% | +0.05 |
| INDA iShares MSCI India ETF | Add +4.8% | 0.51% | +0.05 |
| INTU Intuit Inc. | Add +0.2% | 0.25% | +0.05 |
| EWT iShares MSCI Taiwan ETF | Add +2.1% | 0.29% | +0.05 |
| WMT Walmart Inc. | Add +2.2% | 0.41% | +0.04 |
| COF Capital One Financial Corp. | Add +79.8% | 0.08% | +0.04 |
| EWY iShares MSCI South Korea ETF | Add +5.5% | 0.15% | +0.04 |
| BKNG Booking Holdings Inc. | Add +0.8% | 0.21% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | Add +8.7% | 0.07% | +0.03 |
| CEG Constellation Energy | Add +0.9% | 0.08% | +0.03 |
| DIS The Walt Disney Co. | Add +0.3% | 0.15% | +0.03 |
| NOW ServiceNow Inc. | Add +4.8% | 0.12% | +0.03 |
| GE General Electric | Add +0.0% | 0.13% | +0.03 |
| AMD Advanced Micro Devices | Add +5.5% | 0.09% | +0.03 |
| TTD Trade Desk Inc./the Class A | Add +1.7% | 0.11% | +0.03 |
| VST Vistra Corp. | Add +11.6% | 0.06% | +0.03 |
| JNK SS SPDR BB High Yield Bond | Add +1.0% | 1.65% | +0.03 |
| EWX State Street SPDR S&P Emergi | Add +1.9% | 0.27% | +0.02 |
| PGX Invesco Preferred ETF | Add +4.5% | 1.13% | +0.02 |
| AXP American Express Co. | Add +1.1% | 0.14% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +18.5% | 0.04% | +0.02 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +1.3% | 1.18% | +0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +15.7% | 0.10% | +0.02 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.02% | +0.02 |
| MPWR Monolithic Power Systems Inc. | New | 0.02% | +0.02 |
| MELI MercadoLibre Inc. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 0.11% | +0.02 |
| ZS Zscaler Inc. | New | 0.02% | +0.02 |
| SPOT Spotify Technology SA | New | 0.02% | +0.02 |
| STM Stmicroelectronics NV-NY SHS | New | 0.02% | +0.02 |
| WPM Wheaton Precious Metals Corp. | New | 0.02% | +0.02 |
| LECO Lincoln Electric Holdings | New | 0.02% | +0.02 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| SAP Sap SE-Sponsored ADR | Add +0.9% | 0.13% | +0.02 |
Options Activity Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -52.8% | 314,500 | $173.5M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -1.6% | 261,400 | $161.5M |
| EFA iShares MSCI Eafe ETF | put | Reduce -26.5% | 196,200 | $17.5M |
| EEM iShares MSCI Emerging Market | put | Reduce -6.7% | 29,400 | $1.4M |
| VT Vanguard Tot World STK ETF | put | New | 2,000 | $257K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 603 | $1.6B | VUG, AAPL, EEM, NVDA, IAU |
| Q1 2026 | 598 | $1.5B | AAPL, EEM, NVDA, BWX, MSFT |
| Q4 2025 | 546 | $1.5B | VUG, AAPL, EEM, MSFT, BWX |
| Q3 2025 | 551 | $1.5B | VUG, MSFT, AAPL, BWX, NVDA |
| Q2 2025 | 573 | $1.4B | EEM, MSFT, BWX, AAPL, NVDA |
| Q1 2025 | 578 | $1.4B | AAPL, BWX, MSFT, IBND, MBB |
| Q4 2024 | 559 | $1.3B | VUG, AAPL, MSFT, NVDA, BWX |
| Q3 2024 | 577 | $1.3B | BWX, AAPL, MSFT, MBB, IGOV |
| Q2 2024 | 560 | $1.3B | VUG, AAPL, MSFT, EEM, NVDA |
| Q1 2024 | 577 | $1.3B | VUG, MSFT, AAPL, BWX, IGOV |