1y return+12.9%S&P 500 +20.9%
3y return+36.2%S&P 500 +68.5%
5y return+22.4%S&P 500 +74.5%
10y return+91.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $192 against $357 in the S&P 500.2
Checchi Capital Advisers, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $62.7M | 4.0% | +1315.8% |
| AAPLApple Inc | $45.3M | 2.9% | |
| EEMIshares Tr | $37.3M | 2.4% | −19.8% |
| NVDANvidia Corporation | $36.9M | 2.3% | −1.9% |
| IAUIshares Gold Tr | $33.6M | 2.1% | +40.2% |
| BWXSpdr Series Trust | $31.4M | 2.0% | |
| JNKSpdr Series Trust | $29.3M | 1.9% | +2.7% |
| MSFTMicrosoft Corp | $28.5M | 1.8% | −4.8% |
| VGLTVanguard Scottsdale Fds | $27.3M | 1.7% | +11.1% |
| IGOVIshares Tr | $24.1M | 1.5% | |
| LEMBIshares Inc | $23.7M | 1.5% | |
| IBNDSpdr Series Trust | $22.1M | 1.4% | |
| EMLCVaneck Etf Trust | $21.6M | 1.4% | |
| EMBIshares Tr | $21.5M | 1.4% | −2.0% |
| VWOBVanguard Whitehall Fds | $20.8M | 1.3% | +5.4% |
| PICBInvesco Exch Traded Fd Tr II | $19.3M | 1.2% | |
| VWOVanguard Intl Equity Index F | $18.5M | 1.2% | −19.6% |
| EFVIshares Tr | $18.4M | 1.2% | |
| AMZNAmazon Com Inc | $17.5M | 1.1% | +1.5% |
| PGXInvesco Exch Traded Fd Tr II | $17.0M | 1.1% | +13.0% |
| VBRVanguard Index Fds | $16.7M | 1.1% | −24.7% |
| GOOGLAlphabet Inc | $16.6M | 1.1% | +2.5% |
| BWZSpdr Series Trust | $16.5M | 1.1% | −3.5% |
| GOOGAlphabet Inc | $15.8M | 1.0% | −1.7% |
| AMLPAlps Etf Tr | $15.5M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $36.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $14.9M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $12.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $16.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $15.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $45.3M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $62.7M |
| IAUIshares Gold Tr | September 30, 2022 | +139.5% | $33.6M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $16.7M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $14.1M |
Sold off last quarter
- EWCIshares Inc was $4.3M
- Honeywell Intl IncCUSIP 438516106 was $1.7M
- VXUSVanguard Star Fds was $359K
- CTRACoterra Energy Inc was $358K
- NKENike Inc was $342K
- Thomson Reuters CorpCUSIP 884903808 was $336K
- CTSHCognizant Technology Solutio was $296K
- TSCOTractor Supply Co was $280K
- Willis Towers Watson PLC LtdCUSIP G96629103 was $275K
- CBOECboe Global Mkts Inc was $271K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +4.3% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +3.5% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +4.6% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Checchi Capital Advisers, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1598186&type=13F-HR&dateb=&owner=include&count=40CIK 1598186
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1598186/000159818626000003/Filed August 4, 2026 · accession 0001598186-26-000003