Holders — by stockHoldings — by fund
INSIGNEO ADVISORY SERVICES, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1964958
$2.67B
disclosed book value
884
positions
5.7%
largest position share
Positions, as of 2026-06-30
top 100 of 884 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 521,460 | $150.9M | 5.7% |
| 2 | SPYSTATE STR SPDR S&P 500 ETF T | 170,726 | $127.5M | 4.8% |
| 3 | NVDANVIDIA CORPORATION | 518,796 | $103.8M | 3.9% |
| 4 | AMZNAMAZON COM INC | 360,322 | $85.9M | 3.2% |
| 5 | GOOGLALPHABET INC | 217,885 | $77.9M | 2.9% |
| 6 | MSFTMICROSOFT CORP | 200,596 | $74.8M | 2.8% |
| 7 | QQQINVESCO QQQ TR | 95,878 | $70.6M | 2.6% |
| 8 | METAMETA PLATFORMS INC | 115,706 | $65.2M | 2.4% |
| 9 | MUMICRON TECHNOLOGY INC | 53,106 | $61.3M | 2.3% |
| 10 | AVGOBROADCOM INC | 130,878 | $49.4M | 1.9% |
| 11 | GLDSPDR GOLD TR | 133,182 | $49.1M | 1.8% |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 85,570 | $42.8M | 1.6% |
| 13 | AMDADVANCED MICRO DEVICES INC | 73,374 | $42.6M | 1.6% |
| 14 | ASML HLDG NV | 18,107 | $36.0M | 1.3% |
| 15 | TRANE TECHNOLOGIES PLC | 71,256 | $35.0M | 1.3% |
| 16 | JPMJPMORGAN CHASE & CO | 104,033 | $34.1M | 1.3% |
| 17 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 70,050 | $33.5M | 1.3% |
| 18 | LLYELI LILLY & CO | 26,099 | $31.3M | 1.2% |
| 19 | GOOGALPHABET INC | 87,321 | $30.9M | 1.2% |
| 20 | ABBVABBVIE INC | 115,953 | $29.2M | 1.1% |
| 21 | BACBANK OF AMER CORP | 477,043 | $27.2M | 1% |
| 22 | CATCATERPILLAR INC | 25,517 | $27.2M | 1% |
| 23 | NFLXNETFLIX INC. | 354,981 | $25.3M | 0.9% |
| 24 | GSGOLDMAN SACHS GROUP INC | 24,445 | $24.7M | 0.9% |
| 25 | ORCLORACLE CORP | 160,799 | $23.6M | 0.9% |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 82,135 | $23.1M | 0.9% |
| 27 | APHAMPHENOL CORP | 129,995 | $22.9M | 0.9% |
| 28 | DISDISNEY WALT CO | 229,592 | $22.1M | 0.8% |
| 29 | BBARRICK MNG CORP | 599,497 | $22.0M | 0.8% |
| 30 | TSLATESLA INC | 50,181 | $21.1M | 0.8% |
| 31 | RSPINVESCO EXCHANGE TRADED FD T | 94,469 | $20.1M | 0.8% |
| 32 | NUENUCOR CORP | 89,249 | $19.9M | 0.7% |
| 33 | VOOVANGUARD INDEX FDS | 28,895 | $19.8M | 0.7% |
| 34 | SLVISHARES SILVER TR | 313,087 | $16.7M | 0.6% |
| 35 | IVVISHARES TR | 20,466 | $15.3M | 0.6% |
| 36 | SMHVANECK ETF TRUST | 22,846 | $15.0M | 0.6% |
| 37 | NORTHERN LTS FD TR III | 263,897 | $13.7M | 0.5% |
| 38 | PANWPALO ALTO NETWORKS INC | 37,734 | $12.9M | 0.5% |
| 39 | XSMOINVESCO EXCHANGE TRADED FD T | 135,692 | $12.7M | 0.5% |
| 40 | ELEVATION SERIES TRUST | 364,221 | $12.4M | 0.5% |
| 41 | IBITISHARES BITCOIN TRUST ETF | 355,281 | $11.8M | 0.4% |
| 42 | EFAISHARES TR | 107,973 | $11.2M | 0.4% |
| 43 | AMATAPPLIED MATLS INC | 15,084 | $10.9M | 0.4% |
| 44 | FIDELITY COVINGTON TRUST | 184,959 | $10.9M | 0.4% |
| 45 | QUALISHARES TR | 47,889 | $10.5M | 0.4% |
| 46 | COSTCOSTCO WHOLESALE CORPORATION | 10,975 | $10.3M | 0.4% |
| 47 | VVISA INC | 28,157 | $9.7M | 0.4% |
| 48 | PHYSSPROTT ASSET MANAGEMENT LP | 309,862 | $9.3M | 0.4% |
| 49 | AGGISHARES TR | 92,175 | $9.1M | 0.3% |
| 50 | VTIVANGUARD INDEX FDS | 23,716 | $8.8M | 0.3% |
| 51 | PSLVSPROTT ASSET MANAGEMENT LP | 449,742 | $8.5M | 0.3% |
| 52 | SILJAMPLIFY ETF TR | 308,194 | $8.0M | 0.3% |
| 53 | IAUISHARES GOLD TR | 101,985 | $7.7M | 0.3% |
| 54 | MAMASTERCARD INCORPORATED | 14,737 | $7.6M | 0.3% |
| 55 | VTVVANGUARD INDEX FDS | 33,920 | $7.4M | 0.3% |
| 56 | WMTWALMART INC | 65,232 | $7.4M | 0.3% |
| 57 | LRCXLAM RESEARCH CORP | 16,988 | $7.4M | 0.3% |
| 58 | DIASTATE STR SPDR DOW JONES IND | 13,968 | $7.3M | 0.3% |
| 59 | AXPAMERICAN EXPRESS CO | 20,602 | $7.0M | 0.3% |
| 60 | EXMOCEXXON MOBIL CORP | 49,939 | $6.8M | 0.3% |
| 61 | PLTRPALANTIR TECHNOLOGIES INC | 56,381 | $6.6M | 0.2% |
| 62 | CSCOCISCO SYS INC | 54,636 | $6.4M | 0.2% |
| 63 | GLWCORNING INC | 25,073 | $6.4M | 0.2% |
| 64 | EWJISHARES INC | 68,273 | $6.4M | 0.2% |
| 65 | CRWDCROWDSTRIKE HLDGS INC | 8,306 | $6.3M | 0.2% |
| 66 | VXUSVANGUARD STAR FDS | 73,418 | $6.3M | 0.2% |
| 67 | ACWXISHARES TR | 82,012 | $6.2M | 0.2% |
| 68 | BRK/ABERKSHIRE HATHAWAY INC DEL | 8 | $6.0M | 0.2% |
| 69 | JNJJOHNSON & JOHNSON | 22,580 | $5.7M | 0.2% |
| 70 | CIBRFIRST TR EXCHANGE-TRADED FD | 61,198 | $5.5M | 0.2% |
| 71 | IVWISHARES TR | 39,381 | $5.4M | 0.2% |
| 72 | VCITVANGUARD SCOTTSDALE FDS | 65,509 | $5.4M | 0.2% |
| 73 | VGTVANGUARD WORLD FD | 44,940 | $5.4M | 0.2% |
| 74 | SCHDSCHWAB STRATEGIC TR | 167,883 | $5.3M | 0.2% |
| 75 | SHYGISHARES TR | 125,264 | $5.3M | 0.2% |
| 76 | JEPIJ P MORGAN EXCHANGE TRADED F | 93,704 | $5.3M | 0.2% |
| 77 | GLOBAL X FDS | 173,881 | $5.3M | 0.2% |
| 78 | AMGNAMGEN INC | 14,538 | $5.3M | 0.2% |
| 79 | FRDMEA SERIES TRUST | 71,505 | $5.2M | 0.2% |
| 80 | SPYMSPDR SERIES TRUST | 59,269 | $5.2M | 0.2% |
| 81 | QTUMETF SER SOLUTIONS | 31,009 | $5.1M | 0.2% |
| 82 | MGKVANGUARD WORLD FD | 57,170 | $5.0M | 0.2% |
| 83 | IWMISHARES TR | 16,399 | $4.9M | 0.2% |
| 84 | TIDAL TRUST II | 49,719 | $4.9M | 0.2% |
| 85 | MELIMERCADOLIBRE INC | 2,815 | $4.8M | 0.2% |
| 86 | BABOEING CO | 21,711 | $4.7M | 0.2% |
| 87 | ALLEGION PLC | 33,308 | $4.7M | 0.2% |
| 88 | XLCSELECT SECTOR SPDR TR | 43,296 | $4.6M | 0.2% |
| 89 | MRKMERCK & CO INC | 36,076 | $4.6M | 0.2% |
| 90 | HDHOME DEPOT INC | 13,124 | $4.6M | 0.2% |
| 91 | XLVSELECT SECTOR SPDR TR | 28,946 | $4.6M | 0.2% |
| 92 | VEUVANGUARD INTL EQUITY INDEX F | 54,373 | $4.6M | 0.2% |
| 93 | ACWIISHARES TR | 28,780 | $4.5M | 0.2% |
| 94 | GRIDFIRST TR EXCHANGE-TRADED FD | 23,521 | $4.5M | 0.2% |
| 95 | ANETARISTA NETWORKS INC | 26,276 | $4.5M | 0.2% |
| 96 | ANGLVANECK ETF TRUST | 151,173 | $4.4M | 0.2% |
| 97 | JQUAJ P MORGAN EXCHANGE TRADED F | 60,739 | $4.4M | 0.2% |
| 98 | MPCMARATHON PETE CORP | 16,934 | $4.3M | 0.2% |
| 99 | CCITIGROUP INC | 30,520 | $4.3M | 0.2% |
| 100 | KOCOCA COLA CO | 52,032 | $4.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.