INSIGNEO ADVISORY SERVICES, LLC

CIK 0001964958 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

INSIGNEO ADVISORY SERVICES, LLC reported 884 positions worth $2.67B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (5.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.67B
2026 Q2
Positions
884
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.5%
Est. Net Flow (Q)
2026 Q2
10 / 884 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$150.9M5.65%521,460
2SPYSTATE STR SPDR S&P 500 ETF TSH$127.5M4.78%170,726
3NVDANVIDIA CORPORATIONSH$103.8M3.89%518,796
4AMZNAMAZON COM INCSH$85.9M3.22%360,322
5GOOGLALPHABET INCSH$77.9M2.92%217,885
6MSFTMICROSOFT CORPSH$74.8M2.80%200,596
7QQQINVESCO QQQ TRSH$70.6M2.65%95,878
8METAMETA PLATFORMS INCSH$65.2M2.44%115,706
9MUMICRON TECHNOLOGY INCSH$61.3M2.30%53,106
10AVGOBROADCOM INCSH$49.4M1.85%130,878

The free plan shows the top 10 positions. The remaining 874 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does INSIGNEO ADVISORY SERVICES, LLC hold as of Q2 2026?

INSIGNEO ADVISORY SERVICES, LLC reported 884 positions worth $2.67B in its Q2 2026 13F filing. Largest positions: AAPL (5.7%), SPY (4.8%), NVDA (3.9%), AMZN (3.2%) and GOOGL (2.9%).

What did INSIGNEO ADVISORY SERVICES, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did INSIGNEO ADVISORY SERVICES, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.