Checchi Capital Advisers, LLC
RIA/Wealth
Checchi Capital Advisers, LLC is a RIA/Wealth based in Beverly Hills, CA led by Adam Dean Checchi, reporting $2.3B in AUM as of Q3 2025 with 55% ETF concentration.
Managing PartnerAdam Dean Checchi
- Portfolio Value
- $1.5B
- Positions
- 551
- Top Holding
- VUG at 4.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Checchi Capital Advisers, LLC's portfolio (24.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $65.3M | 4.48% | +$60.6M Bought | — 136.1K shares | |
Software - Infrastructure Technology | $41.7M | 2.87% | -$3.5M Sold | 0.00% 80.6K shares | |
Consumer Electronics Technology | $41.6M | 2.86% | -$3.8M Sold | 0.00% 163.4K shares | |
ETF ETF | $38.5M | 2.64% | +$1.0M Bought | — 1.7M shares | |
Semiconductors Technology | $34.4M | 2.36% | -$4.9M Sold | 0.00% 184.2K shares | |
Unknown Unknown | $30.2M | 2.07% | +$2.9M Bought | — 414.8K shares | |
ETF ETF | $26.6M | 1.83% | +$2.8M Bought | — 271.8K shares | |
ETF ETF | $25.6M | 1.76% | -$318.2K Sold | — 620.3K shares | |
ETF ETF | $24.5M | 1.69% | +$2.0K Bought | — 576.1K shares | |
ETF ETF | $22.5M | 1.55% | +$1.6M Bought | — 698.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Checchi Capital Advisers, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+1,291.8% | |
+853.55% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Checchi Capital Advisers, LLC
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