§ 13F · FUND PROFILE
INSIGNEO ADVISORY SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 748Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 390K | $99M | 7.0% | +2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 124K | $81M | 5.8% | +3% |
| 3 | NVDA | NVIDIA CORPORATION | 307K | $54M | 3.8% | −1% |
| 4 | AMZN | AMAZON COM INC | 215K | $45M | 3.2% | +4% |
| 5 | MSFT | MICROSOFT CORP | 106K | $39M | 2.8% | +8% |
| 6 | GLD | SPDR GOLD TR | 87K | $38M | 2.7% | +14% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 71K | $34M | 2.4% | +5% |
| 8 | GOOGL | ALPHABET INC | 108K | $31M | 2.2% | ±0% |
| 9 | TT | TRANE TECHNOLOGIES PLC | 72K | $30M | 2.1% | ±0% |
| 10 | META | META PLATFORMS INC | 51K | $29M | 2.1% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSIGNEO SIGNAL
AC read
INSIGNEO ADVISORY SERVICES, LLC is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 748 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed