Top 50 Checchi Capital Advisers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 3.99% | 727.8K | $62.7M | +1315.75%(+676.40K) | $77.90(+14.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.88% | 156.7K | $45.3M | -0.84%(-1.33K) | $86.33(+253.75%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.37% | 544.6K | $37.3M | -19.76%(-134.13K) | $49.21(+37.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.35% | 184.4K | $36.9M | -1.94%(-3.64K) | $18.10(+1149.12%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.13% | 444.4K | $33.6M | +40.23%(+127.48K) | $50.48(+64.41%) | 2026-06-30 | |
| BWX | SPDR SERIES TRUST | 1.99% | 1.45M | $31.4M | +0.87%(+12.53K) | $23.14(-5.56%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 1.86% | 304.0K | $29.3M | +2.68%(+7.93K) | $97.20(-1.27%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.81% | 76.5K | $28.5M | -4.75%(-3.82K) | $131.95(+268.37%) | 2026-06-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 1.73% | 494.1K | $27.3M | +11.08%(+49.31K) | $61.12(-13.74%) | 2026-06-30 | |
| IGOV | ISHARES TR | 1.53% | 587.3K | $24.1M | -0.15%(-880) | $45.74(-9.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.88% | +25.55% | +1.03% | +5.27% |
| Top 20 Holdings Unweighted | +8.16% | +26.52% | +1.11% | +5.68% |
Checchi Capital Advisers, LLC reports $2.22B in US-listed equity holdings across 603 positions in its most recent 13F filing. Its largest disclosed positions are VUG (4.0%), AAPL (2.9%) and EEM (2.4%). The top 20 holdings account for 35.38% of reported assets. Its disclosed equity book has returned +25.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Checchi Capital Advisers, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Checchi Capital Advisers, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1598186). View Checchi Capital Advisers, LLCโs 13F filings on SEC