13F Insight
DOSSIER · 13F-HR · Q1 2026

INSIGNEO ADVISORY SERVICES, LLC

$1.4B in tracked AUM across 745 positions as of Q1 2026.

IA
CIK 0001964958 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
745
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

INSIGNEO ADVISORY SERVICES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$99M390K7.0%02
SPY
STATE STR SPDR S&P 500 ETF T
$81M124K5.8%03
NVDA
NVIDIA CORPORATION
$54M307K3.8%04
AMZN
AMAZON COM INC
$45M215K3.2%05
MSFT
MICROSOFT CORP
$39M106K2.8%06
GLD
SPDR GOLD TR
$38M87K2.7%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$34M71K2.4%08
GOOGL
ALPHABET INC
$31M108K2.2%09
G8994E103
TRANE TECHNOLOGIES PLC
$30M72K2.1%10
META
META PLATFORMS INC
$29M51K2.1%

Filing history

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 positionsLocked2025Q1Mar 31
$969M▲ 0.1%
634 positionsLocked2024Q4Dec 31
$968M▼ 2.4%
626 positionsLocked2024Q3Sep 30
$992M▲ 11.6%
636 positionsLocked2024Q2Jun 30
$888M▲ 5.5%
589 positionsLocked2024Q1Mar 31
$842M▲ 18.5%
485 positionsLocked2023Q4Dec 31
$710M▲ 44.5%
436 positionsLocked2023Q3Sep 30
$491M▼ 5.8%
388 positionsLocked2023Q2Jun 30
$522M▲ 66.2%
339 positionsLocked
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