Checchi Capital Advisers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Checchi Capital Advisers, LLC reported 598 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 2.8% of the portfolio, followed by iShares MSCI Emerging Market (EEM, 2.6%) and Nvidia (NVDA, 2.3%). Compared with Q4 2025, it opened 66 new positions, sold out of 14, added to 405 and reduced 105. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +1231%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001598186
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001598186-26-000002 ↗ filed May 4, 2026
Holdings Value
Holdings 598 stocks · $1.5B
| AAPL Apple Inc. | 2.75% | 157,981 | $40.1M | Reduce -2.5% |
| EEM iShares MSCI Emerging Market | 2.65% | 678,710 | $38.5M | Reduce -5.0% |
| NVDA Nvidia Corp. | 2.25% | 188,065 | $32.8M | Add +5.4% |
| BWX SS SPDR BB Intl Treasury BD | 2.16% | 1,433,737 | $31.5M | Reduce -6.4% |
| MSFT Microsoft Corp. | 2.04% | 80,329 | $29.7M | Add +3.5% |
| JNK SS SPDR BB High Yield Bond | 1.95% | 296,086 | $28.3M | Add +5.6% |
| IAU iShares Gold Trust | 1.92% | 316,911 | $27.9M | Reduce -11.6% |
| VGLT Vanguard Long-Term Treasury | 1.69% | 444,810 | $24.6M | Add +8.8% |
| IGOV iShares International Treasu | 1.66% | 588,155 | $24.1M | Reduce -4.7% |
| LEMB iShares JP Morgan Em Local C | 1.57% | 561,406 | $22.9M | Reduce -8.9% |
| IBND SS SPDR BB Intl Corp. BD ETF | 1.51% | 709,148 | $22.0M | Add +0.5% |
| EMB iShares JP Morgan Usd Emergi | 1.47% | 227,616 | $21.4M | Reduce -1.4% |
| EMLC Vaneck JPM Em Local Curr BND | 1.46% | 847,031 | $21.3M | Add +6.6% |
| VWO Vanguard Ftse Emerging Marke | 1.43% | 385,513 | $20.8M | Reduce -15.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.36% | 91,277 | $19.8M | Add +47.6% |
| PICB Invesco International Corpor | 1.33% | 835,786 | $19.3M | Reduce -5.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.32% | 293,661 | $19.3M | Reduce -0.4% |
| EFV iShares MSCI Eafe Value ETF | 1.22% | 239,807 | $17.8M | Reduce -11.8% |
| IEV iShares Europe ETF | 1.20% | 258,074 | $17.5M | Add +377.2% |
| BWZ State Street SPDR Bloomberg | 1.18% | 640,878 | $17.3M | Add +7.8% |
| GLD SPDR Gold Shares | 1.15% | 38,872 | $16.7M | Reduce -24.5% |
| AMLP Alerian MLP ETF | 1.08% | 297,605 | $15.7M | Reduce -7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.07% | 79,117 | $15.5M | Add +1231.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.05% | 581,341 | $15.3M | Reduce -19.1% |
| PGX Invesco Preferred ETF | 1.04% | 1,389,774 | $15.1M | Add +3.3% |
| AMZN Amazon.com Inc. | 1.03% | 72,298 | $15.1M | Add +5.2% |
| TLT iShares 20+ Year Treasury BD | 1.02% | 171,613 | $14.9M | Add +49.1% |
| MBB iShares MBS ETF | 0.96% | 147,860 | $14.0M | Add +1.8% |
| VCIT Vanguard Int-Term Corporate | 0.96% | 169,301 | $14.0M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 0.95% | 199,294 | $13.9M | Add +2.5% |
| ISHG iShares -3 Year Internationa | 0.93% | 182,137 | $13.5M | Reduce -3.3% |
| TSLA Tesla Inc. | 0.92% | 36,076 | $13.4M | Add +4.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.91% | 169,123 | $13.3M | Reduce -8.3% |
| GOOGL Alphabet Inc. Class A | 0.89% | 45,303 | $13.0M | Add +7.5% |
| GOOG Alphabet Inc. Class C | 0.89% | 45,356 | $13.0M | Add +4.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.83% | 151,793 | $12.1M | Reduce -11.0% |
| AVGO Broadcom Inc. | 0.83% | 38,941 | $12.1M | Add +5.0% |
| AVDV Avantis Intl S/C Value ETF | 0.81% | 117,683 | $11.8M | Add +2.8% |
| EEMS iShares MSCI Emerging MKT SM | 0.77% | 161,555 | $11.2M | Reduce -11.3% |
| EFA iShares MSCI Eafe ETF | 0.75% | 113,000 | $11.0M | Reduce -2.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.72% | 94,559 | $10.5M | Reduce -17.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.72% | 132,314 | $10.5M | Reduce -1.7% |
| VNQ Vanguard Real Estate ETF | 0.66% | 108,858 | $9.7M | Add +4.3% |
| DGS Wisdomtree Em Small Cap | 0.66% | 159,151 | $9.6M | Reduce -6.4% |
| COST Costco Wholesale Corp. | 0.63% | 9,227 | $9.2M | Add +4.2% |
| META Meta Platforms Inc. Class A | 0.63% | 16,054 | $9.2M | Add +8.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.63% | 62,813 | $9.2M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.62% | 9,863 | $9.1M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.61% | 30,244 | $8.9M | Add +2.9% |
| GS Goldman Sachs Group Inc. | 0.58% | 10,058 | $8.5M | Add +1.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.51% | 24,422 | $7.4M | Add +486.8% |
| IEI iShares 3-7 Year Treasury Bo | 0.50% | 61,077 | $7.2M | Reduce -0.6% |
| WMT Walmart Inc. | 0.49% | 57,077 | $7.1M | Add +3.6% |
| JNJ Johnson & Johnson | 0.48% | 28,524 | $7.0M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 14,509 | $7.0M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 10,628 | $6.9M | Reduce -3.4% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.47% | 60,077 | $6.9M | Add +7.3% |
| XOM Exxon Mobil Corp. | 0.45% | 38,466 | $6.5M | Add +4.0% |
| VGK Vanguard Ftse Europe ETF | 0.41% | 72,244 | $6.0M | Add +1860.5% |
| UNH Unitedhealth Group Inc. | 0.40% | 21,329 | $5.8M | Add +3.1% |
| IWB iShares Russell 1000 ETF | 0.38% | 15,583 | $5.6M | Add +8.7% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 85,487 | $5.5M | Reduce -7.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 65,968 | $5.4M | Reduce -0.5% |
| PSK SS SPDR Ice Pref Sec ETF | 0.37% | 174,827 | $5.4M | Reduce -7.8% |
| INDA iShares MSCI India ETF | 0.35% | 108,648 | $5.1M | Reduce -13.5% |
| MUB iShares National Muni Bond E | 0.34% | 47,229 | $5.0M | Add +21.5% |
| EWT iShares MSCI Taiwan ETF | 0.34% | 70,515 | $5.0M | Reduce -0.4% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.34% | 223,175 | $5.0M | Reduce -23.9% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.33% | 59,259 | $4.8M | Reduce -15.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.33% | 90,210 | $4.8M | Reduce -13.8% |
| VGIT Vanguard Intermediate-Term T | 0.33% | 79,943 | $4.8M | Reduce -4.0% |
| ABBV Abbvie Inc. | 0.30% | 20,386 | $4.4M | Add +3.3% |
| CVX Chevron Corp. | 0.30% | 21,384 | $4.4M | Add +3.6% |
| EWC iShares MSCI Canada ETF | 0.30% | 78,541 | $4.3M | New |
| V Visa Inc. Class A | 0.29% | 14,102 | $4.3M | Add +3.8% |
| VCLT Vanguard Long-Term Corp. Bond | 0.29% | 56,179 | $4.2M | Add +10.0% |
| EPP iShares MSCI Pacific Ex Japa | 0.28% | 77,722 | $4.1M | Add +710.0% |
| ORCL Oracle Corp. | 0.28% | 27,950 | $4.1M | Add +2.8% |
| WFC Wells Fargo & Co. | 0.28% | 51,424 | $4.1M | Add +3.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.28% | 28,051 | $4.1M | Reduce -0.1% |
| EWX State Street SPDR S&P Emergi | 0.27% | 60,264 | $4.0M | Reduce -2.9% |
| MA Mastercard Inc. Class A | 0.27% | 7,957 | $4.0M | Add +3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 14,962 | $3.9M | Reduce -4.2% |
| KSA Ishrs MSCI Saudi Arabia ETF | 0.27% | 98,388 | $3.9M | Reduce -10.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.26% | 81,095 | $3.8M | Reduce -4.7% |
| USIG iShares Broad Usd Investment | 0.26% | 73,458 | $3.8M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.26% | 20,156 | $3.8M | Add +42.4% |
| KO The Coca-Cola Co. | 0.26% | 49,379 | $3.8M | Add +3.8% |
| APLD Applied Digital Corp. | 0.26% | 158,073 | $3.8M | Reduce -20.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 8,568 | $3.7M | Reduce -93.5% |
| CAT Caterpillar Inc. | 0.26% | 5,280 | $3.7M | Add +4.7% |
| EWY iShares MSCI South Korea ETF | 0.25% | 29,577 | $3.6M | Reduce -7.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 73,370 | $3.6M | Add +4.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 10,315 | $3.5M | Add +0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.23% | 9,222 | $3.4M | Reduce -30.7% |
| CSCO Cisco Systems Inc. | 0.23% | 43,057 | $3.3M | Add +6.9% |
| IYR iShares US Real Estate ETF | 0.23% | 34,843 | $3.3M | Reduce -5.7% |
| HD Home Depot Inc. | 0.22% | 9,919 | $3.3M | Add +3.5% |
| NFLX Netflix Inc. | 0.22% | 33,041 | $3.2M | Add +6.1% |
| LRCX Lam Research Corp. | 0.22% | 14,690 | $3.1M | Add +5.8% |
Options reported separately and not counted above: SPY calls ($201.3M), SPY puts ($149.7M), QQQ puts ($145.7M), EFA puts ($23.3M), EEM puts ($1.7M), VT puts ($443K).
Portfolio Sells Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -93.5% | 0.26% | −4.10 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -19.1% | 1.05% | −0.24 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.8% | 1.43% | −0.24 |
| AAPL Apple Inc. | Reduce -2.5% | 2.75% | −0.24 |
| GLD SPDR Gold Shares | Reduce -24.5% | 1.15% | −0.24 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -6.4% | 2.16% | −0.19 |
| LEMB iShares JP Morgan Em Local C | Reduce -8.9% | 1.57% | −0.17 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -17.4% | 0.72% | −0.16 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -30.7% | 0.23% | −0.14 |
| INDA iShares MSCI India ETF | Reduce -13.5% | 0.35% | −0.11 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -11.0% | 0.83% | −0.11 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -23.9% | 0.34% | −0.10 |
| PICB Invesco International Corpor | Reduce -5.0% | 1.33% | −0.10 |
| EFV iShares MSCI Eafe Value ETF | Reduce -11.8% | 1.22% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.09 |
| IGOV iShares International Treasu | Reduce -4.7% | 1.66% | −0.09 |
| APO Apollo Global Management Inc. | Reduce -7.3% | 0.21% | −0.08 |
| APLD Applied Digital Corp. | Reduce -20.6% | 0.26% | −0.07 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -11.3% | 0.77% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -63.1% | 0.04% | −0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -8.3% | 0.91% | −0.06 |
| IAU iShares Gold Trust | Reduce -11.6% | 1.92% | −0.06 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -15.3% | 0.33% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -13.8% | 0.33% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -17.1% | 0.16% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.4% | 1.47% | −0.04 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -7.8% | 0.37% | −0.04 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -18.4% | 0.16% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.7% | 0.48% | −0.04 |
| ISHG iShares -3 Year Internationa | Reduce -3.3% | 0.93% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 0.47% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -21.5% | 0.11% | −0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -0.4% | 1.32% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -16.8% | 0.17% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -7.0% | 0.05% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -15.2% | 0.11% | −0.02 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.02 |
| TRI Thomson Reuters Corp. | Reduce -17.7% | 0.02% | −0.02 |
| VIS Vanguard Industrials ETF | Reduce -21.8% | 0.08% | −0.02 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.02 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -1.4% | 0.19% | −0.02 |
| HUM Humana Inc. | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.0% | 0.38% | −0.01 |
| AFG American Financial Group Inc. | Sold out | 0.00% | −0.01 |
| DCI Donaldson Co. Inc. | Sold out | 0.00% | −0.01 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1231.5% | 1.07% | +0.99 |
| IEV iShares Europe ETF | Add +377.2% | 1.20% | +0.95 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +47.6% | 1.36% | +0.47 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +486.8% | 0.51% | +0.42 |
| VGK Vanguard Ftse Europe ETF | Add +1860.5% | 0.41% | +0.39 |
| TLT iShares 20+ Year Treasury BD | Add +49.1% | 1.02% | +0.34 |
| EWC iShares MSCI Canada ETF | New | 0.30% | +0.30 |
| EPP iShares MSCI Pacific Ex Japa | Add +710.0% | 0.28% | +0.25 |
| XOM Exxon Mobil Corp. | Add +4.0% | 0.45% | +0.15 |
| VGLT Vanguard Long-Term Treasury | Add +8.8% | 1.69% | +0.14 |
| COST Costco Wholesale Corp. | Add +4.2% | 0.63% | +0.11 |
| JNJ Johnson & Johnson | Add +3.8% | 0.48% | +0.09 |
| JNK SS SPDR BB High Yield Bond | Add +5.6% | 1.95% | +0.09 |
| CVX Chevron Corp. | Add +3.6% | 0.30% | +0.09 |
| BWZ State Street SPDR Bloomberg | Add +7.8% | 1.18% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | Add +2.8% | 0.81% | +0.08 |
| WMT Walmart Inc. | Add +3.6% | 0.49% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +2.5% | 0.95% | +0.07 |
| EMLC Vaneck JPM Em Local Curr BND | Add +6.6% | 1.46% | +0.07 |
| MUB iShares National Muni Bond E | Add +21.5% | 0.34% | +0.06 |
| CAT Caterpillar Inc. | Add +4.7% | 0.26% | +0.06 |
| AMAT Applied Materials Inc. | Add +6.7% | 0.18% | +0.05 |
| LRCX Lam Research Corp. | Add +5.8% | 0.22% | +0.05 |
| MPC Marathon Petroleum Corp. | Add +2.9% | 0.13% | +0.05 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +7.3% | 0.47% | +0.05 |
| GLW Corning Inc. | Add +6.7% | 0.11% | +0.05 |
| COP Conocophillips | Add +9.3% | 0.11% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +4.5% | 0.96% | +0.04 |
| IWN iShares Russell 2000 Value E | Add +20.6% | 0.17% | +0.04 |
| GEV GE Vernova Inc. | Add +12.1% | 0.11% | +0.04 |
| KLAC KLA Corp. | Add +4.1% | 0.17% | +0.04 |
| MRK Merck & Co. Inc. | Add +5.5% | 0.20% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +4.3% | 0.66% | +0.03 |
| NEE Nextera Energy Inc. | Add +8.5% | 0.16% | +0.03 |
| TLH iShares 10-20 Year Treasury | Add +24.4% | 0.16% | +0.03 |
| VLO Valero Energy Corp. | Add +3.9% | 0.09% | +0.03 |
| KO The Coca-Cola Co. | Add +3.8% | 0.26% | +0.03 |
| STX Seagate Technology Holdings | Add +8.8% | 0.09% | +0.03 |
| LMT Lockheed Martin Corp. | Add +4.7% | 0.12% | +0.03 |
| MU Micron Technology Inc. | Add +9.9% | 0.12% | +0.03 |
| NOC Northrop Grumman Corp. | Add +3.2% | 0.15% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 0.24% | +0.03 |
| CF CF Industries Holdings Inc. | New | 0.03% | +0.03 |
| VZ Verizon Communications Inc. | Add +14.1% | 0.09% | +0.03 |
| VCLT Vanguard Long-Term Corp. Bond | Add +10.0% | 0.29% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| AMGN Amgen Inc. | Add +8.8% | 0.16% | +0.02 |
| DE Deere & Co. | Add +5.0% | 0.11% | +0.02 |
| ADI Analog Devices Inc. | Add +5.6% | 0.12% | +0.02 |
| MBB iShares MBS ETF | Add +1.8% | 0.96% | +0.02 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 309,600 | $201.3M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -5.1% | 230,200 | $149.7M |
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -47.5% | 252,500 | $145.7M |
| EFA iShares MSCI Eafe ETF | put | Reduce -6.7% | 239,400 | $23.3M |
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 |