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INSIGNEO ADVISORY SERVICES, LLC

Q1 2026 13F Holdings

  • Location
    miami, FL
  • Num holdings

    745

  • Value ($000)

    $1,407,546

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001964958
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$98.95M
7 %

389,900

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$80.94M
6 %

124,461

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$53.63M
4 %

307,496

A
AMZN

AMAZON COM INC

COM
023135106
$44.82M
3 %

215,208

M
MSFT

MICROSOFT CORP

COM
594918104
$39.25M
3 %

106,030

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$37.59M
3 %

87,368

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$33.9M
2 %

70,753

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$31.06M
2 %

108,011

---

TRANE TECHNOLOGIES PLC

SHS
G8994E103
$29.83M
2 %

71,575

M
META

META PLATFORMS INC

CL A
30303M102
$29.01M
2 %

50,705

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