DOSSIER · 13F-HR · Q2 2026

INSIGNEO ADVISORY SERVICES, LLC

$2.7B in tracked AUM across 1,104 positions as of Q2 2026.

IA
CIK 0001964958 · last filed Jun 30, 2026
Total AUM
$2.7B
as of Q2 2026
Holdings
1,104
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

INSIGNEO ADVISORY SERVICES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$151M521K5.7%
02
SPY
STATE STR SPDR S&P 500 ETF T
$127M171K4.8%
03
NVDA
NVIDIA CORPORATION
$104M519K3.9%
04
AMZN
AMAZON COM INC
$86M360K3.2%
05
GOOGL
ALPHABET INC
$78M218K2.9%
06
MSFT
MICROSOFT CORP
$75M201K2.8%
07
QQQ
INVESCO QQQ TR
$71M96K2.6%
08
META
META PLATFORMS INC
$65M116K2.4%
09
MU
MICRON TECHNOLOGY INC
$61M53K2.3%
10
AVGO
BROADCOM INC
$49M131K1.9%

Filing history

2026Q2Jun 30
$2.7B 89.6%
1,104 positionsView →
2026Q1Mar 31
$1.4B 1.0%
745 positionsView →
2025Q4Dec 31
$1.4B 2.1%
759 positionsView →
2025Q3Sep 30
$1.4B 22.3%
748 positionsView →
2025Q2Jun 30
$1.2B 20.1%
678 positionsLocked
2025Q1Mar 31
$969M 0.1%
634 positionsLocked
2024Q4Dec 31
$968M 2.4%
626 positionsLocked
2024Q3Sep 30
$992M 11.6%
636 positionsLocked
2024Q2Jun 30
$888M 5.5%
589 positionsLocked
2024Q1Mar 31
$842M 18.5%
485 positionsLocked
2023Q4Dec 31
$710M 44.5%
436 positionsLocked
2023Q3Sep 30
$491M 5.8%
388 positionsLocked
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