Checchi Capital Advisers, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.91 Billion distributed in 551 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $63.6M, Apple Inc. with a value of $43.3M, Microsoft Corp with a value of $39.4M, Ishares Msci Emerging Markets with a value of $39.2M, and Spdr Bloomberg International T with a value of $34.6M.

Examining the 13F form we can see an increase of $7.11M in the current position value, from $1.91B to 1.91B.

Checchi Capital Advisers, LLC is based out at Beverly Hills, CA

Below you can find more details about Checchi Capital Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.91 Billion
ETFs: $1.34 Billion
Technology: $185 Million
Financial Services: $95.4 Million
Consumer Cyclical: $58.8 Million
Healthcare: $56.3 Million
Communication Services: $48.2 Million
Industrials: $41.7 Million
Consumer Defensive: $29.6 Million
Other: $55.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 551
  • Current Value $1.91 Billion
  • Prior Value $1.91 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 20 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 349 stocks
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