Checchi Capital Advisers, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Checchi Capital Advisers, LLC reported 546 stock positions worth $1.5 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 4.4% of the portfolio, followed by Apple (AAPL, 3.0%) and iShares MSCI Emerging Market (EEM, 2.7%). Compared with Q3 2025, it opened 18 new positions, sold out of 23, added to 153 and reduced 354. The biggest buy was iShares MSCI Emerging Market (EEM, shares +98%) and the biggest sale Van Morst SML-Cap Gro-Usd (VBK, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001598186
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001598186-26-000001 ↗ filed Jan 27, 2026
Holdings Value
Holdings 546 stocks · $1.5B
| VUG Vanguard Mrngstar GR ETF-Sui | 4.36% | 131,460 | $64.1M | Reduce -3.4% |
| AAPL Apple Inc. | 3.00% | 161,991 | $44.0M | Reduce -0.8% |
| EEM iShares MSCI Emerging Market | 2.66% | 714,098 | $39.1M | Add +98.2% |
| MSFT Microsoft Corp. | 2.55% | 77,614 | $37.5M | Reduce -3.7% |
| BWX SS SPDR BB Intl Treasury BD | 2.35% | 1,532,256 | $34.5M | Reduce -8.4% |
| NVDA Nvidia Corp. | 2.26% | 178,459 | $33.3M | Reduce -3.1% |
| IAU iShares Gold Trust | 1.98% | 358,431 | $29.1M | Reduce -13.6% |
| JNK SS SPDR BB High Yield Bond | 1.85% | 280,465 | $27.3M | Add +3.2% |
| IGOV iShares International Treasu | 1.75% | 617,443 | $25.7M | Add +7.2% |
| LEMB iShares JP Morgan Em Local C | 1.74% | 616,576 | $25.6M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 1.67% | 457,797 | $24.6M | Add +25.4% |
| VGLT Vanguard Long-Term Treasury | 1.55% | 408,943 | $22.8M | Add +10.5% |
| IBND SS SPDR BB Intl Corp. BD ETF | 1.54% | 705,423 | $22.7M | Add +1.0% |
| EMB iShares JP Morgan Usd Emergi | 1.51% | 230,949 | $22.2M | Reduce -1.7% |
| PICB Invesco International Corpor | 1.43% | 879,424 | $21.0M | Add +2.1% |
| EMLC Vaneck JPM Em Local Curr BND | 1.40% | 794,627 | $20.5M | Reduce -0.3% |
| GLD SPDR Gold Shares | 1.39% | 51,492 | $20.4M | Reduce -13.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.35% | 294,878 | $19.9M | Add +6.0% |
| EFV iShares MSCI Eafe Value ETF | 1.32% | 271,956 | $19.4M | Reduce -1.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.29% | 718,922 | $19.0M | Add +1.1% |
| BWZ State Street SPDR Bloomberg | 1.11% | 594,355 | $16.3M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 1.08% | 68,711 | $15.9M | Reduce -0.9% |
| TSLA Tesla Inc. | 1.06% | 34,621 | $15.6M | Reduce -0.0% |
| PGX Invesco Preferred ETF | 1.03% | 1,345,619 | $15.1M | Reduce -13.2% |
| AMLP Alerian MLP ETF | 1.02% | 320,098 | $15.1M | Add +0.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.97% | 184,372 | $14.3M | Reduce -3.5% |
| ISHG iShares -3 Year Internationa | 0.96% | 188,399 | $14.2M | Add +0.2% |
| MBB iShares MBS ETF | 0.94% | 145,307 | $13.8M | Reduce -0.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.93% | 170,484 | $13.7M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 0.93% | 43,568 | $13.7M | Reduce -2.7% |
| VCIT Vanguard Int-Term Corporate | 0.92% | 161,947 | $13.6M | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 0.90% | 42,129 | $13.2M | Reduce -2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.89% | 61,834 | $13.1M | Reduce -11.2% |
| IEMG iShares Core MSCI Emerging | 0.89% | 194,403 | $13.1M | Add +19.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.89% | 114,480 | $13.0M | Reduce -0.0% |
| AVGO Broadcom Inc. | 0.87% | 37,099 | $12.8M | Reduce -3.4% |
| EEMS iShares MSCI Emerging MKT SM | 0.84% | 182,126 | $12.3M | Reduce -16.9% |
| EFA iShares MSCI Eafe ETF | 0.75% | 115,365 | $11.1M | Reduce -0.2% |
| AVDV Avantis Intl S/C Value ETF | 0.73% | 114,501 | $10.8M | Add +6.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.73% | 134,584 | $10.7M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.70% | 9,642 | $10.4M | Reduce -2.1% |
| TLT iShares 20+ Year Treasury BD | 0.68% | 115,134 | $10.0M | Add +34.4% |
| META Meta Platforms Inc. Class A | 0.67% | 14,862 | $9.8M | Reduce -1.6% |
| DGS Wisdomtree Em Small Cap | 0.66% | 169,987 | $9.7M | Add +12.7% |
| JPM JPMorgan Chase & Co. | 0.64% | 29,404 | $9.5M | Reduce -3.5% |
| VNQ Vanguard Real Estate ETF | 0.63% | 104,399 | $9.2M | Add +1.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.61% | 62,952 | $9.0M | Add +1.3% |
| GS Goldman Sachs Group Inc. | 0.59% | 9,890 | $8.7M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.52% | 8,858 | $7.6M | Reduce -4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 15,068 | $7.6M | Reduce -7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 11,000 | $7.5M | Reduce -2.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.50% | 61,419 | $7.3M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.46% | 20,678 | $6.8M | Reduce -4.1% |
| INDA iShares MSCI India ETF | 0.46% | 125,608 | $6.8M | Reduce -2.3% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.45% | 293,126 | $6.6M | Reduce -1.0% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.43% | 55,980 | $6.3M | Add +12.8% |
| WMT Walmart Inc. | 0.42% | 55,080 | $6.1M | Reduce -2.3% |
| PSK SS SPDR Ice Pref Sec ETF | 0.41% | 189,721 | $6.0M | New |
| VEA Vanguard Ftse Developed ETF | 0.39% | 91,937 | $5.7M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.39% | 27,479 | $5.7M | Reduce -1.6% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.39% | 70,000 | $5.7M | Reduce -10.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.38% | 104,646 | $5.6M | Reduce -0.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.37% | 13,315 | $5.5M | Reduce -9.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 66,273 | $5.5M | Reduce -3.0% |
| IWB iShares Russell 1000 ETF | 0.36% | 14,342 | $5.4M | Add +10.9% |
| ORCL Oracle Corp. | 0.36% | 27,178 | $5.3M | Reduce -5.7% |
| VGIT Vanguard Intermediate-Term T | 0.34% | 83,312 | $5.0M | Add +4.2% |
| APLD Applied Digital Corp. | 0.33% | 199,073 | $4.9M | Add +951.1% |
| V Visa Inc. Class A | 0.32% | 13,584 | $4.8M | Reduce -7.3% |
| WFC Wells Fargo & Co. | 0.31% | 49,625 | $4.6M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.31% | 19,741 | $4.5M | Reduce -0.7% |
| EWT iShares MSCI Taiwan ETF | 0.31% | 70,801 | $4.5M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.30% | 36,997 | $4.5M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 0.30% | 7,681 | $4.4M | Reduce -3.4% |
| APO Apollo Global Management Inc. | 0.30% | 30,068 | $4.4M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 0.28% | 38,873 | $4.2M | Add +100.9% |
| EWX State Street SPDR S&P Emergi | 0.28% | 62,083 | $4.1M | Add +8.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 15,624 | $4.0M | Add +4.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.27% | 85,087 | $4.0M | Reduce -0.6% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.27% | 109,939 | $4.0M | Reduce -13.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.27% | 28,085 | $4.0M | Reduce -0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 70,475 | $3.9M | Add +0.1% |
| VCLT Vanguard Long-Term Corp. Bond | 0.26% | 51,066 | $3.9M | Add +24.1% |
| USIG iShares Broad Usd Investment | 0.26% | 73,731 | $3.8M | Reduce -1.8% |
| CRM Salesforce Inc. | 0.26% | 14,156 | $3.8M | Reduce -6.5% |
| IEV iShares Europe ETF | 0.25% | 54,079 | $3.7M | Reduce -0.6% |
| IYR iShares US Real Estate ETF | 0.24% | 36,932 | $3.5M | Add +31.8% |
| KO The Coca-Cola Co. | 0.23% | 47,578 | $3.3M | Reduce -0.6% |
| HD Home Depot Inc. | 0.22% | 9,584 | $3.3M | Reduce -6.3% |
| CVX Chevron Corp. | 0.21% | 20,645 | $3.1M | Reduce -5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 10,273 | $3.1M | Add +3.6% |
| EWY iShares MSCI South Korea ETF | 0.21% | 31,924 | $3.1M | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.21% | 40,290 | $3.1M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.20% | 21,006 | $3.0M | Reduce -11.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 10,727 | $3.0M | Reduce -1.5% |
| VGT Vanguard Info Tech ETF | 0.20% | 3,939 | $3.0M | Reduce -3.2% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.20% | 58,467 | $2.9M | Add +1.1% |
| NFLX Netflix Inc. | 0.20% | 31,143 | $2.9M | Reduce -2.4% |
| CAT Caterpillar Inc. | 0.20% | 5,042 | $2.9M | Reduce -4.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 15,663 | $2.8M | Reduce -0.7% |
Options reported separately and not counted above: QQQ puts ($295.7M), SPY puts ($165.4M), EFA puts ($24.6M), EEM puts ($1.6M), VT puts ($451K).
Portfolio Sells Q3 2025 → Q4 2025
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -83.9% | 0.09% | −0.44 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.41 |
| MSFT Microsoft Corp. | Reduce -3.7% | 2.55% | −0.31 |
| IWN iShares Russell 2000 Value E | Reduce -69.8% | 0.14% | −0.31 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -8.4% | 2.35% | −0.30 |
| PGX Invesco Preferred ETF | Reduce -13.2% | 1.03% | −0.21 |
| ORCL Oracle Corp. | Reduce -5.7% | 0.36% | −0.20 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -16.9% | 0.84% | −0.19 |
| PFF iShares Preferred & Income S | Reduce -50.9% | 0.14% | −0.15 |
| SCJ iShares MSCI Japan Small-Cap | Sold out | 0.00% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.4% | 4.36% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.2% | 0.89% | −0.11 |
| NVDA Nvidia Corp. | Reduce -3.1% | 2.26% | −0.10 |
| IAU iShares Gold Trust | Reduce -13.6% | 1.98% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.67% | −0.09 |
| KSA Ishrs MSCI Saudi Arabia ETF | Reduce -13.4% | 0.27% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -4.9% | 0.52% | −0.07 |
| NFLX Netflix Inc. | Reduce -2.4% | 0.20% | −0.06 |
| GLD SPDR Gold Shares | Reduce -13.4% | 1.39% | −0.06 |
| HD Home Depot Inc. | Reduce -6.3% | 0.22% | −0.06 |
| BWZ State Street SPDR Bloomberg | Reduce -2.0% | 1.11% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.8% | 0.52% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -4.1% | 0.46% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -11.9% | 0.20% | −0.05 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -10.6% | 0.39% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -3.5% | 0.97% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -9.2% | 0.37% | −0.03 |
| FXY Invesco Currencyshares Japan | Reduce -51.0% | 0.03% | −0.03 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Reduce -11.9% | 0.16% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -8.6% | 0.09% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -38.7% | 0.04% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -6.3% | 0.10% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.0% | 0.93% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.7% | 1.51% | −0.02 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -12.0% | 0.07% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| TPR Tapestry Inc. | Reduce -36.1% | 0.05% | −0.02 |
| ITW Illinois Tool Works | Reduce -20.9% | 0.06% | −0.02 |
| V Visa Inc. Class A | Reduce -7.3% | 0.32% | −0.02 |
| PHM Pultegroup Inc. | Reduce -15.3% | 0.06% | −0.02 |
| LIN Linde PLC | Reduce -11.5% | 0.07% | −0.02 |
| ADP Automatic Data Processing | Reduce -4.3% | 0.09% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -13.0% | 0.05% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.6% | 0.07% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -19.1% | 0.04% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -5.9% | 0.10% | −0.02 |
| NOW ServiceNow Inc. | Reduce -6.9% | 0.06% | −0.02 |
| CVX Chevron Corp. | Reduce -5.0% | 0.21% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| EEM iShares MSCI Emerging Market | Add +98.2% | 2.66% | +1.33 |
| PSK SS SPDR Ice Pref Sec ETF | New | 0.41% | +0.41 |
| VWO Vanguard Ftse Emerging Marke | Add +25.4% | 1.67% | +0.31 |
| APLD Applied Digital Corp. | Add +951.1% | 0.33% | +0.30 |
| TLT iShares 20+ Year Treasury BD | Add +34.4% | 0.68% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +19.0% | 0.89% | +0.15 |
| MUB iShares National Muni Bond E | Add +100.9% | 0.28% | +0.14 |
| VGLT Vanguard Long-Term Treasury | Add +10.5% | 1.55% | +0.11 |
| MLPA Global X MLP ETF | New | 0.10% | +0.10 |
| TLH iShares 10-20 Year Treasury | Add +179.9% | 0.13% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | Add +6.6% | 0.73% | +0.07 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +6.0% | 1.35% | +0.07 |
| DGS Wisdomtree Em Small Cap | Add +12.7% | 0.66% | +0.07 |
| IGOV iShares International Treasu | Add +7.2% | 1.75% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +12.8% | 0.43% | +0.05 |
| IYR iShares US Real Estate ETF | Add +31.8% | 0.24% | +0.05 |
| VCLT Vanguard Long-Term Corp. Bond | Add +24.1% | 0.26% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +77.0% | 0.09% | +0.04 |
| EWY iShares MSCI South Korea ETF | Add +2.9% | 0.21% | +0.04 |
| IWB iShares Russell 1000 ETF | Add +10.9% | 0.36% | +0.04 |
| USHY iShares Broad Usd High Yield | New | 0.04% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +5.6% | 0.92% | +0.04 |
| AMD Advanced Micro Devices | Add +0.4% | 0.11% | +0.03 |
| AMAT Applied Materials Inc. | Add +1.3% | 0.13% | +0.03 |
| JNK SS SPDR BB High Yield Bond | Add +3.2% | 1.85% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.6% | 0.21% | +0.02 |
| LITE Lumentum Holdings Inc. | New | 0.02% | +0.02 |
| PICB Invesco International Corpor | Add +2.1% | 1.43% | +0.02 |
| AA Alcoa Corp. | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | Add +0.1% | 0.13% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +2.6% | 0.10% | +0.02 |
| TM Toyota Motor Corp. -Spon ADR | Add +2.6% | 0.14% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.9% | 0.14% | +0.02 |
| CMA Comerica Inc. | New | 0.02% | +0.02 |
| MTD Mettler-Toledo International | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | Add +8.1% | 0.12% | +0.02 |
| AFG American Financial Group Inc. | New | 0.01% | +0.01 |
| RTX RTX Corp. | Add +0.5% | 0.17% | +0.01 |
| CFG Citizens Financial Group | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.26% | +0.01 |
| AVY Avery Dennison Corp. | New | 0.01% | +0.01 |
| ALLY Ally Financial Inc. | New | 0.01% | +0.01 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.01% | +0.01 |
| TER Teradyne Inc. | New | 0.01% | +0.01 |
| LVS Las Vegas Sands Corp. | New | 0.01% | +0.01 |
| MUSA Murphy USA Inc. | New | 0.01% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +0.6% | 0.14% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +10.1% | 0.13% | +0.01 |
| EWX State Street SPDR S&P Emergi | Add +8.5% | 0.28% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | put | Add +6.2% | 481,300 | $295.7M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -5.3% | 242,600 | $165.4M |
| EFA iShares MSCI Eafe ETF | put | Reduce -1.2% | 256,500 | $24.6M |
| EEM iShares MSCI Emerging Market | put | Add +0.7% | 29,100 | $1.6M |
| VT Vanguard Tot World STK ETF | put | Add +60.0% | 3,200 | $451K |
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 |