Filed: 11/12/2025ACC: 0001964958-25-000009
📋 What this filing means
INSIGNEO ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 748 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
748
Positions
$1.42B
Total AUM (reported)
16.13M
Total Shares
Allocation by class
COM$594.35M41.7%
TR UNIT$82.21M5.8%
CL A$65.86M4.6%
SHS$42.83M3.0%
UNIT SER 1$36.19M2.5%
CL B NEW$35.35M2.5%
GOLD SHS$31.17M2.2%
Portfolio Concentration
Top 3$264.72M18.6%
4–10$264.08M18.5%
11–25$209.00M14.7%
Rest$686.53M48.2%
Top 3 weight
18.6%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 16.13M
Sole
Full voting authority
16.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole748
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings748
Rows:
APPLE INC
SOLEShares412.27K
TypeSH
Market value$104.98M
7.37%
Sole
412.27K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares122.84K
TypeSH
Market value$81.83M
5.75%
Sole
122.84K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares417.60K
TypeSH
Market value$77.92M
5.47%
Sole
417.60K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares95.46K
TypeSH
Market value$49.44M
3.47%
Sole
95.46K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares224.46K
TypeSH
Market value$49.28M
3.46%
Sole
224.46K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares60.27K
TypeSH
Market value$36.19M
2.54%
Sole
60.27K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares70.32K
TypeSH
Market value$35.35M
2.48%
Sole
70.32K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares44.60K
TypeSH
Market value$32.76M
2.30%
Sole
44.60K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares87.07K
TypeSH
Market value$30.95M
2.17%
Sole
87.07K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares71.35K
TypeSH
Market value$30.11M
2.11%
Sole
71.35K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares106.80K
TypeSH
Market value$25.96M
1.82%
Sole
106.80K
Shared
0.00
None
0.00
TESLA INC
SOLEShares56.34K
TypeSH
Market value$25.06M
1.76%
Sole
56.34K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares425.93K
TypeSH
Market value$18.05M
1.27%
Sole
425.93K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares266.21K
TypeSH
Market value$17.30M
1.21%
Sole
266.21K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.73K
TypeSH
Market value$15.76M
1.11%
Sole
64.73K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares24.72K
TypeSH
Market value$15.14M
1.06%
Sole
24.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.84K
TypeSH
Market value$13.28M
0.93%
Sole
19.84K
Shared
0.00
None
0.00
MSCI INC
SOLEShares21.14K
TypeSH
Market value$11.99M
0.84%
Sole
21.14K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares8.98K
TypeSH
Market value$10.76M
0.76%
Sole
8.98K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares56.51K
TypeSH
Market value$10.72M
0.75%
Sole
56.51K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares33.77K
TypeSH
Market value$10.65M
0.75%
Sole
33.77K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares30.70K
TypeSH
Market value$10.13M
0.71%
Sole
30.70K
Shared
0.00
None
0.00
VISA INC
SOLEShares24.46K
TypeSH
Market value$8.35M
0.59%
Sole
24.46K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares45.10K
TypeSH
Market value$8.23M
0.58%
Sole
45.10K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares8.23K
TypeSH
Market value$7.62M
0.53%
Sole
8.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 412.27K | SH | $104.98M 7.37% | 412.27K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 122.84K | SH | $81.83M 5.75% | 122.84K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 417.60K | SH | $77.92M 5.47% | 417.60K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 95.46K | SH | $49.44M 3.47% | 95.46K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 224.46K | SH | $49.28M 3.46% | 224.46K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 60.27K | SH | $36.19M 2.54% | 60.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 70.32K | SH | $35.35M 2.48% | 70.32K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 44.60K | SH | $32.76M 2.30% | 44.60K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 87.07K | SH | $30.95M 2.17% | 87.07K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 71.35K | SH | $30.11M 2.11% | 71.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 106.80K | SH | $25.96M 1.82% | 106.80K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 56.34K | SH | $25.06M 1.76% | 56.34K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 425.93K | SH | $18.05M 1.27% | 425.93K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 266.21K | SH | $17.30M 1.21% | 266.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 64.73K | SH | $15.76M 1.11% | 64.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.72K | SH | $15.14M 1.06% | 24.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 19.84K | SH | $13.28M 0.93% | 19.84K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 21.14K | SH | $11.99M 0.84% | 21.14K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 8.98K | SH | $10.76M 0.76% | 8.98K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 56.51K | SH | $10.72M 0.75% | 56.51K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 33.77K | SH | $10.65M 0.75% | 33.77K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 30.70K | SH | $10.13M 0.71% | 30.70K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 24.46K | SH | $8.35M 0.59% | 24.46K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 45.10K | SH | $8.23M 0.58% | 45.10K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 8.23K | SH | $7.62M 0.53% | 8.23K | 0.00 | 0.00 |
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