INSIGNEO ADVISORY SERVICES, LLC

Est. AUM

$1.41B

13F long equity, this entity only

Positions

745

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$99.0M	389900	7.03%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$80.9M	124461	5.75%	SOLE
3	NVIDIA CORPORATION	COM	$53.6M	307496	3.81%	SOLE
4	AMAZON COM INC	COM	$44.8M	215208	3.18%	SOLE
5	MICROSOFT CORP	COM	$39.2M	106030	2.79%	SOLE
6	SPDR GOLD TR	GOLD SHS	$37.6M	87368	2.67%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$33.9M	70753	2.41%	SOLE
8	ALPHABET INC	CAP STK CL A	$31.1M	108011	2.21%	SOLE
9	TRANE TECHNOLOGIES PLC	SHS	$29.8M	71575	2.12%	SOLE
10	META PLATFORMS INC	CL A	$29.0M	50705	2.06%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$28.8M	49920	2.05%	SOLE
12	ISHARES SILVER TR	ISHARES	$27.6M	404376	1.96%	SOLE
13	ALPHABET INC	CAP STK CL C	$18.8M	65604	1.34%	SOLE
14	TESLA INC	COM	$16.6M	44705	1.18%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.4M	25751	1.09%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$14.4M	74862	1.02%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$13.1M	20128	0.93%	SOLE
18	JPMORGAN CHASE & CO	COM	$10.4M	35286	0.74%	SOLE
19	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$10.0M	261236	0.71%	SOLE
20	NETFLIX INC.	COM	$9.5M	98766	0.67%	SOLE
21	BROADCOM INC	COM	$9.5M	30546	0.67%	SOLE
22	ISHARES TR	CORE US AGGBD ET	$9.3M	93818	0.66%	SOLE
23	AMPLIFY ETF TR	AMPLIFY JUNIOR S	$9.0M	302443	0.64%	SOLE
24	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$8.8M	360967	0.63%	SOLE
25	NORTHERN LTS FD TR III	COUNTERPOINT QUA	$8.7M	209367	0.62%	SOLE
26	ELEVATION SERIES TRUST	CLOUGH HEDGED EQ	$8.6M	298921	0.61%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$8.4M	8474	0.60%	SOLE
28	EXXON MOBIL CORP	COM	$8.1M	47631	0.57%	SOLE
29	MICRON TECHNOLOGY INC	COM	$7.3M	21485	0.52%	SOLE
30	VISA INC	COM CL A	$7.2M	23979	0.51%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$7.1M	22264	0.51%	SOLE
32	MASTERCARD INCORPORATED	CL A	$7.0M	13944	0.49%	SOLE
33	PALANTIR TECHNOLOGIES INC	CL A	$6.9M	47268	0.49%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$6.5M	33370	0.47%	SOLE
35	WALMART INC	COM	$6.5M	52194	0.46%	SOLE
36	FIDELITY COVINGTON TRUST	FUNDAMENTAL LARG	$6.4M	125235	0.46%	SOLE
37	ELI LILLY & CO	COM	$6.0M	6549	0.43%	SOLE
38	STATE STR SPDR DOW JONES IND	UT SER 1	$5.9M	12795	0.42%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL A	$5.7M	8	0.41%	SOLE
40	HONEYWELL INTL INC	COM	$5.5M	24121	0.39%	SOLE
41	JOHNSON & JOHNSON	COM	$5.4M	21892	0.38%	SOLE
42	VANGUARD STAR FDS	VG TL INTL STK F	$5.3M	68221	0.37%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$5.2M	25672	0.37%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.2M	15295	0.37%	SOLE
45	ISHARES GOLD TR	ISHARES NEW	$5.0M	57114	0.36%	SOLE
46	ALLEGION PLC	ORD SHS	$4.8M	33051	0.34%	SOLE
47	BANK AMERICA CORP	COM	$4.5M	92555	0.32%	SOLE
48	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.5M	79436	0.32%	SOLE
49	ISHARES TR	MSCI USA QLT FCT	$4.5M	23256	0.32%	SOLE
50	CHEVRON CORPORATION	COM	$4.5M	21562	0.32%	SOLE

1–50 of 745

1 / 15

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.