Checchi Capital Advisers, LLC
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$2B
Holdings
597
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 512.6k shares)
18.1%
02
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 906.4k shares)
7.4%
03
$EEM
ISHARES TR
Q4 2025: Exited (was 57.8k shares)
2.0%
04
$AAPL
APPLE INC
Q4 2025: Exited (was 163.4k shares)
2.0%
05
$EFA
ISHARES TR
Q4 2025: Exited (was 519.2k shares)
1.7%
06
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 184.2k shares)
1.7%
07
$BWX
SPDR SERIES TRUST
Q4 2025: Exited (was 1.67M shares)
1.6%
08
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 80.6k shares)
1.5%
09
$JNK
SPDR SERIES TRUST
Q4 2025: Exited (was 271.8k shares)
1.4%
10
$IAU
ISHARES GOLD TR
Q4 2025: Exited (was 414.8k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:14 UTC.