Checchi Capital Advisers, LLC

All 13F Filings

Location
Beverly Hills, CA
Most recent 13F
Q4 2025
Holdings value ($000)
1,958,154
Description
Website
Founded
Chairman
CEO
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
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): 487.8 K (24.9% of total reported value) · QoQ Δ: +18.89 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 974.9 K 66.3% 9.716 K 0 9.716 K
ETFs 472 K 32.1% 5.057 K 0 5.057 K
Debt 473 0.0% 0 4 -4
Other 22.99 K 1.6% 419 0 419
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Fund Snapshot

Q4 2025
Latest filed
1/27/2026
Total value ($000)
1,958,154
Holdings
551
QoQ value change ($000)
34,092 (1.8%)
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.