Q2 2026 13F · SEC CIK 1964958

Insigneo Advisory Services, LLC

Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.7B
Reported positions: 834
Top holdings a year, 3 yrs: +23.3%
Assets under management: $5.2B

Insigneo Advisory Services, LLC is an institutional asset manager that reported 834 positions worth $2.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 5.7%), Spdr S&p 500 ETF Tr (SPY, 4.8%), Nvidia Corporation Com (NVDA, 3.9%). A portfolio copying its top holdings returned 23.3% a year over the last 3 years, against 20.4% for the S&P 500.

Insigneo Advisory Services, LLC holdings largest 50 of 834 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Insigneo Advisory Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.7%	7.0%	521,460	+33.7%	$150.9M
SPYSpdr S&p 500 ETF Tr	4.8%	5.8%	170,726	+37.2%	$127.5M
NVDANvidia Corporation Com	3.9%	3.8%	518,796	+68.7%	$103.8M
AMZNAmazon Com Inc Com	3.2%	3.2%	360,322	+67.4%	$85.9M
GOOGLAlphabet Inc	2.9%	2.2%	217,885	+101.7%	$77.9M
MSFTMicrosoft Corp	2.8%	2.8%	200,596	+89.2%	$74.8M
QQQInvesco Qqq Tr	2.7%	2.1%	95,878	+92.1%	$70.6M
METAMeta Platforms Inc Class A	2.4%	2.1%	115,706	+128.2%	$65.2M
MUMicron Technology Inc	2.3%	0.5%	53,106	+147.2%	$61.3M
AVGOBroadcom Inc	1.9%	0.7%	130,878	+328.5%	$49.4M
GLDSpdr Gold Shares	1.8%	2.7%	133,182	+52.4%	$49.1M
BRK-BBerkshire Hathaway Inc Del	1.6%	2.4%	85,570	+20.9%	$42.8M
AMDAdvanced Micro Devices Inc	1.6%	0.4%	73,374	+185.8%	$42.6M
ASMLAsml Hldg NV	1.4%	—	18,107	—	$36.0M
TTTrane Technologies PLC	1.3%	2.1%	71,256	-0.4%	$35.0M
JPMJpmorgan Chase & Co	1.3%	0.7%	104,033	+194.8%	$34.1M
TSMTaiwan Semiconductor Manufac	1.3%	0.4%	70,050	+358.0%	$33.5M
LLYLilly Eli & Co	1.2%	0.4%	26,099	+298.5%	$31.3M
GOOGAlphabet Inc	1.2%	1.3%	87,321	+33.1%	$30.9M
ABBVAbbvie Inc	1.1%	—	115,953	—	$29.2M
BACBank of Amer Corp	1.0%	0.3%	477,043	+415.4%	$27.2M
CATCaterpillar Inc Com	1.0%	—	25,517	—	$27.2M
NFLXNetflix Inc Total	1.0%	0.7%	354,981	+259.4%	$25.3M
GSGoldman Sachs Group Inc	0.9%	—	24,445	—	$24.7M
ORCLOracle Corp	0.9%	—	160,799	—	$23.6M
IBMInternational Business Machs	0.9%	—	82,135	—	$23.1M
APHAmphenol Corp	0.9%	—	129,995	—	$22.9M
DISDisney Walt Co	0.8%	—	229,592	—	$22.1M
BBarrick Mng Corp	0.8%	—	599,497	—	$22.0M
TSLATesla Inc Com	0.8%	1.2%	50,181	+12.2%	$21.1M
RSPInvesco S&p 500 Equal Weight ETF	0.8%	1.0%	94,469	+26.2%	$20.1M
NUENucor Corp	0.7%	—	89,249	—	$19.9M
VOOVanguard S&p 500 ETF	0.7%	1.1%	28,895	+12.2%	$19.8M
SLVIshares Silver Tr	0.6%	2.0%	313,087	-22.6%	$16.7M
IVVIshares Core S&p 500 ETF	0.6%	0.9%	20,466	+1.7%	$15.3M
SMHVaneck Semiconductor ETF	0.6%	—	22,846	—	$15.0M
CPAINorthern Lts Fd Tr III	0.5%	0.6%	263,897	+26.0%	$13.7M
PANWPalo Alto Networks Inc	0.5%	—	37,734	—	$12.9M
XSMOInvesco S&p Smallcap Momentum ETF	0.5%	—	135,692	—	$12.7M
CBLSElevation Series Trust	0.5%	0.6%	364,221	+21.8%	$12.4M
IBITIshares Bitcoin Trust ETF	0.4%	0.7%	355,281	+36.0%	$11.8M
EFAiShs MSCI EAFE	0.4%	—	107,973	—	$11.2M
AMATApplied Matls Inc	0.4%	—	15,084	—	$10.9M
FMILFidelity Fundamental Large Cap Core ETF	0.4%	0.5%	184,959	+47.7%	$10.9M
QUALIshares Msci USA Quality Factor ETF	0.4%	0.3%	47,889	+105.9%	$10.5M
COSTCostco Whsl Corp New	0.4%	0.6%	10,975	+29.5%	$10.3M
VVisa Inc Com Cl A	0.4%	0.5%	28,157	+17.4%	$9.7M
PHYSSprott Asset Management LP	0.4%	—	309,862	—	$9.3M
AGGIshares Tr	0.3%	0.7%	92,175	-1.8%	$9.1M
VTIVanguard Index Fds	0.3%	0.5%	23,716	+6.5%	$8.8M

What Insigneo Advisory Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.9% /yr; S&P 500 +20.1%
3 years: +23.3% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.7B	834
Q1 2026	$1.4B	697
Q4 2025	$1.4B	701
Q3 2025	$1.4B	693
Q2 2025	$1.2B	623
Q1 2025	$968.5M	578
Q4 2024	$967.4M	570
Q3 2024	$990.8M	587
Q2 2024	$887.5M	541
Q1 2024	$841.7M	485
Q4 2023	$710.1M	436
Q3 2023	$491.3M	388

Questions about Insigneo Advisory Services, LLC's portfolio

What stocks does Insigneo Advisory Services, LLC own?

Insigneo Advisory Services, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 834 positions worth $2.7B. The largest are Apple Inc (AAPL) at 5.7%, Spdr S&p 500 ETF Tr (SPY) at 4.8%, Nvidia Corporation Com (NVDA) at 3.9%, Amazon Com Inc Com (AMZN) at 3.2% and Alphabet Inc (GOOGL) at 2.9%.

What did Insigneo Advisory Services, LLC buy last quarter?

In Q2 2026, Insigneo Advisory Services, LLC added Bank of Amer Corp (BAC) (+415.4% shares), Taiwan Semiconductor Manufac (TSM) (+358.0% shares) and Broadcom Inc (AVGO) (+328.5% shares), compared with its Q1 2026 filing.

What did Insigneo Advisory Services, LLC sell last quarter?

In Q2 2026, Insigneo Advisory Services, LLC cut from its top 50 Amplify ETF Tr (SILJ), cut from its top 50 Sprott Asset Management LP (PSLV), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Palantir Technologies Inclass Class A (PLTR) and Ishares Silver Tr (SLV) (-22.6% shares), compared with its Q1 2026 filing.

How has Insigneo Advisory Services, LLC's portfolio performed?

A portfolio copying Insigneo Advisory Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.9% against +20.1%.

When is Insigneo Advisory Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Insigneo Advisory Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Insigneo Advisory Services, LLC manage?

Insigneo Advisory Services, LLC reported $5.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.7B.