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Mr. Adam Checchi

Checchi Capital Advisers, Llc

Assets Managed
$1.979B
Holdings
598
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
1.05%(2Q avg: 1.41%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Checchi Capital Advisers, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 598 positions.

Assets under management

The assets under management (AUM) of Checchi Capital Advisers, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.979B in assets, with a quarterly growth rate of 1.05% and a 2-quarter average growth rate of 1.41%. The portfolio is managed by Mr. Adam Checchi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 117.05%
18.1%
$357.965M
550,428 shares@ $650.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -47.61%
7.4%
$146.261M
253,407 shares@ $577.18 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -4.76%
2.04%
$40.197M
707,810 shares@ $56.8 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.47%
2.03%
$40.094M
157,981 shares@ $253.8 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -5.23%
1.73%
$34.229M
352,400 shares@ $97.14 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.39%
1.66%
$32.798M
188,065 shares@ $174.4 avg price
BWX
Spdr Bloomberg Int Treasury
Recent Activity
Decreased -6.42%
1.6%
$31.471M
1.434M shares@ $21.95 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.5%
1.51%
$29.735M
80,329 shares@ $370.18 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 5.57%
1.44%
$28.341M
296,086 shares@ $95.73 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -11.58%
1.42%
$27.939M
316,911 shares@ $88.17 avg price

1-10 of 598