AiSiWhale

AI & tech investing

Checchi Capital Advisers, LLC

CIK 1598186

13F filing for Q2 2026・No. 1,534

Holdings
US$2.22B
Quarter change
+US$240.99M
Entries
609
Net bought (estimate)
+US$2.1M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 50
  • Sold out 45
  • Cut 332
  • Added 193
  • Corporate actions 4
  • Unchanged 28

Largest holdings

603 stocks worth US$1.57B, options and bonds left out.

StockThis quarterValueWeight
VUGVANGUARD INDEX FDSGROWTH ETFAddedUS$62.69M3.99%
AAPLAppleCOMCutUS$45.33M2.88%
EEMISHARES TRMSCI EMG MKT ETFCutUS$37.25M2.37%
NVDANvidiaCOMCutUS$36.9M2.35%
ISHARES GOLD TRISHARES NEWAddedUS$33.56M2.13%
SPDR SERIES TRUSTST INTL BBG ETFAddedUS$31.36M1.99%
JNKSPDR SERIES TRUSTST BLOO HIGH ETFAddedUS$29.3M1.86%
MSFTMicrosoftCOMCutUS$28.54M1.81%
VANGUARD SCOTTSDALE FDSLONG TERM TREASAddedUS$27.27M1.73%
ISHARES TRINTL TREA BD ETFCutUS$24.1M1.53%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.