EdgeMarket › What Checchi Capital Advisers, Llc reported owning
What Checchi Capital Advisers, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
604Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 40.1M | 2.0% | 158.0K | 309.35 | +36.9% |
| EEM iShares MSCI Emerging Markets ETF | 38.5M | 1.9% | 678.7K | 67.12 | +34.9% |
| NVDA NVIDIA CORP | 32.8M | 1.7% | 188.1K | 214.72 | +22.4% |
| BWX State Street SPDR Bloomberg International Trea | 31.5M | 1.6% | 1.4M | 21.96 | -4.1% |
| MSFT MICROSOFT CORP | 29.7M | 1.5% | 80.3K | 483.24 | -4.4% |
| JNK State Street SPDR Bloomberg High Yield Bond ET | 28.3M | 1.4% | 296.1K | 95.87 | -1.0% |
| IAU ISHARES GOLD TRUST | 27.9M | 1.4% | 316.9K | 86.79 | +37.5% |
| VGLT Vanguard Long-Term Treasury ETF | 24.6M | 1.2% | 444.8K | 52.75 | -4.8% |
| IGOV iShares International Treasury Bond ETF | 24.1M | 1.2% | 588.2K | 41.49 | -1.6% |
| LEMB iShares J.P. Morgan EM Local Currency Bond | 22.9M | 1.2% | 561.4K | 43.34 | +6.6% |
| IBND State Street SPDR Bloomberg International Corp | 22.0M | 1.1% | 709.1K | 31.37 | -2.2% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 21.4M | 1.1% | 227.6K | 94.72 | +0.9% |
| EMLC VanEck J. P. Morgan EM Local Currency Bond ET | 21.3M | 1.1% | 847.0K | 25.85 | +2.3% |
| VWO Vanguard FTSE Emerging Markets ETF | 20.8M | 1.1% | 385.5K | 60.45 | +17.7% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 19.8M | 1.0% | 91.3K | 249.18 | +22.7% |
| PICB Invesco International Corporate Bond ETF | 19.3M | 1.0% | 835.8K | 23.38 | -1.2% |
| VWOB Vanguard Emerging Markets Government Bond ETF | 19.3M | 1.0% | 293.7K | 65.91 | -0.3% |
| EFV iShares MSCI EAFE Value ETF | 17.8M | 0.9% | 239.8K | 82.23 | +21.4% |
| IEV iShares Europe ETF | 17.5M | 0.9% | 258.1K | 75.86 | +16.8% |
| BWZ State Street SPDR Bloomberg Short Term Interna | 17.3M | 0.9% | 640.9K | 27.42 | -0.7% |
| GLD SPDR GOLD TRUST | 16.7M | 0.8% | 38.9K | 423.36 | +37.3% |
| AMLP Alerian MLP ETF | 15.7M | 0.8% | 297.6K | 54.75 | +13.9% |
| VTV Vanguard Morningstar Value ETF | 15.5M | 0.8% | 79.1K | 226.40 | +24.6% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 15.3M | 0.8% | 581.3K | 25.09 | -4.4% |
| PGX Invesco Preferred ETF | 15.1M | 0.8% | 1.4M | 10.60 | -7.7% |
| AMZN AMAZON COM INC | 15.1M | 0.8% | 72.3K | 258.63 | +15.6% |
| TLT iShares 20 Year Treasury Bond ETF | 14.9M | 0.8% | 171.6K | 82.05 | -5.5% |
| MBB iShares MBS ETF | 14.0M | 0.7% | 147.9K | 93.12 | -0.6% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 14.0M | 0.7% | 169.3K | 81.05 | -2.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 13.9M | 0.7% | 199.3K | 81.57 | +31.9% |
| ISHG iShares 1-3 Year International Treasury Bond E | 13.5M | 0.7% | 182.1K | 76.21 | +1.0% |
| TSLA Tesla, Inc. | 13.4M | 0.7% | 36.1K | 362.86 | +12.0% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 13.3M | 0.7% | 169.1K | 86.60 | +14.8% |
| GOOGL Alphabet Inc. | 13.0M | 0.7% | 45.3K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 13.0M | 0.7% | 45.4K | 341.75 | +70.7% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 12.1M | 0.6% | 151.8K | 79.61 | -0.9% |
| AVGO Broadcom Inc. | 12.1M | 0.6% | 38.9K | 368.45 | +26.5% |
| AVDV Avantis International Small Cap Value ETF | 11.8M | 0.6% | 117.7K | 111.95 | +32.8% |
| EEMS iShares MSCI Emerging Markets Small Cap ETF | 11.2M | 0.6% | 161.6K | 74.72 | +13.9% |
| EFA iShares MSCI EAFE ETF | 11.0M | 0.6% | 113.0K | 108.24 | +17.1% |
| EFG iShares MSCI EAFE Growth ETF | 10.5M | 0.5% | 94.6K | 125.70 | +12.3% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 10.5M | 0.5% | 132.3K | 78.59 | -1.3% |
| VNQ Vanguard Real Estate ETF | 9.7M | 0.5% | 108.9K | 98.50 | +8.6% |
| DGS WisdomTree Emerging Market SmallCap Fund | 9.6M | 0.5% | 159.2K | 63.34 | +12.8% |
| COST COSTCO WHOLESALE CORP /NEW | 9.2M | 0.5% | 9.2K | 947.74 | -4.7% |
| META Meta Platforms, Inc. | 9.2M | 0.5% | 16.1K | 549.90 | -26.5% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 9.2M | 0.5% | 62.8K | 160.06 | +15.9% |
| LLY ELI LILLY & Co | 9.1M | 0.5% | 9.9K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 8.9M | 0.4% | 30.2K | 351.58 | +20.3% |
| GS GOLDMAN SACHS GROUP INC | 8.5M | 0.4% | 10.1K | 1,039.28 | +44.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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