Checchi Capital Advisers, LLC

All 13F Filings

Location
Beverly Hills, CA
Most recent 13F
Q2 2026
Holdings value ($000)
2,219,536
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/4/2026 609 2,219,536 13F-HR Checchi Capital Advisers, LLC
Q1 2026 5/4/2026 604 1,978,546 13F-HR Checchi Capital Advisers, LLC
Q4 2025 1/27/2026 551 1,958,154 13F-HR Checchi Capital Advisers, LLC
Q3 2025 11/5/2025 556 1,924,062 13F-HR Checchi Capital Advisers, LLC
Q2 2025 7/22/2025 578 1,788,304 13F-HR Checchi Capital Advisers, LLC
Q2 2014 8/6/2014 257 219,269 13F-HR Checchi Capital Advisers, LLC
Q1 2014 5/6/2014 198 163,003 13F-HR Checchi Capital Advisers, LLC
Q4 2013 1/28/2014 157 128,485 13F-HR Checchi Capital Advisers, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 646.5 K (29.1% of total reported value) · QoQ Δ: +124.4 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 707.8 K 45.0% 73.8 K 0 73.8 K
ETFs 864.7 K 55.0% 43.26 K 0 43.26 K
Debt 485 0.0% 0 242 -242
Other 0 0.0% 0 220 -220
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
2,219,536
Holdings
609
QoQ value change ($000)
240,990 (12.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.