Filed: 2/12/2026ACC: 0001964958-26-000001
📋 What this filing means
INSIGNEO ADVISORY SERVICES, LLC filed this quarterly 13F‑HR report disclosing 759 equity positions with a total reported market value of $1.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
759
Positions
$1.39B
Total AUM (reported)
15.28M
Total Shares
Allocation by class
COM$546.52M39.2%
TR UNIT$82.59M5.9%
CL A$63.40M4.5%
SHS$38.56M2.8%
CAP STK CL A$33.92M2.4%
UNIT SER 1$33.86M2.4%
CL B NEW$33.82M2.4%
Portfolio Concentration
Top 3$243.38M17.5%
4–10$257.70M18.5%
11–25$203.46M14.6%
Rest$689.57M49.5%
Top 3 weight
17.5%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 15.28M
Sole
Full voting authority
15.28M
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)
Sole759
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings759
Rows:
APPLE INC
SOLEShares380.65K
TypeSH
Market value$103.48M
7.42%
Sole
380.65K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares120.53K
TypeSH
Market value$82.19M
5.90%
Sole
120.53K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares309.41K
TypeSH
Market value$57.71M
4.14%
Sole
309.41K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares206.81K
TypeSH
Market value$47.74M
3.42%
Sole
206.81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares97.89K
TypeSH
Market value$47.34M
3.40%
Sole
97.89K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares108.39K
TypeSH
Market value$33.92M
2.43%
Sole
108.39K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares55.12K
TypeSH
Market value$33.86M
2.43%
Sole
55.12K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares67.28K
TypeSH
Market value$33.82M
2.43%
Sole
67.28K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares46.55K
TypeSH
Market value$30.73M
2.20%
Sole
46.55K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares76.44K
TypeSH
Market value$30.29M
2.17%
Sole
76.44K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares71.34K
TypeSH
Market value$27.77M
1.99%
Sole
71.34K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares363.53K
TypeSH
Market value$23.42M
1.68%
Sole
363.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares61.21K
TypeSH
Market value$19.21M
1.38%
Sole
61.21K
Shared
0.00
None
0.00
TESLA INC
SOLEShares38.86K
TypeSH
Market value$17.48M
1.25%
Sole
38.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares23.02K
TypeSH
Market value$14.44M
1.04%
Sole
23.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.84K
TypeSH
Market value$12.90M
0.93%
Sole
18.84K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares62.69K
TypeSH
Market value$12.01M
0.86%
Sole
62.69K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares33.67K
TypeSH
Market value$11.65M
0.84%
Sole
33.67K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares230.20K
TypeSH
Market value$11.43M
0.82%
Sole
230.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares34.92K
TypeSH
Market value$11.25M
0.81%
Sole
34.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.69K
TypeSH
Market value$9.76M
0.70%
Sole
97.69K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares88.37K
TypeSH
Market value$8.29M
0.59%
Sole
88.37K
Shared
0.00
None
0.00
VISA INC
SOLEShares23.29K
TypeSH
Market value$8.17M
0.59%
Sole
23.29K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares44.97K
TypeSH
Market value$7.99M
0.57%
Sole
44.97K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares8.93K
TypeSH
Market value$7.70M
0.55%
Sole
8.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 380.65K | SH | $103.48M 7.42% | 380.65K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 120.53K | SH | $82.19M 5.90% | 120.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 309.41K | SH | $57.71M 4.14% | 309.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 206.81K | SH | $47.74M 3.42% | 206.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 97.89K | SH | $47.34M 3.40% | 97.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 108.39K | SH | $33.92M 2.43% | 108.39K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 55.12K | SH | $33.86M 2.43% | 55.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 67.28K | SH | $33.82M 2.43% | 67.28K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 46.55K | SH | $30.73M 2.20% | 46.55K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 76.44K | SH | $30.29M 2.17% | 76.44K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 71.34K | SH | $27.77M 1.99% | 71.34K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 363.53K | SH | $23.42M 1.68% | 363.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 61.21K | SH | $19.21M 1.38% | 61.21K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 38.86K | SH | $17.48M 1.25% | 38.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.02K | SH | $14.44M 1.04% | 23.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 18.84K | SH | $12.90M 0.93% | 18.84K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 62.69K | SH | $12.01M 0.86% | 62.69K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 33.67K | SH | $11.65M 0.84% | 33.67K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 230.20K | SH | $11.43M 0.82% | 230.20K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 34.92K | SH | $11.25M 0.81% | 34.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 97.69K | SH | $9.76M 0.70% | 97.69K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 88.37K | SH | $8.29M 0.59% | 88.37K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 23.29K | SH | $8.17M 0.59% | 23.29K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 44.97K | SH | $7.99M 0.57% | 44.97K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 8.93K | SH | $7.70M 0.55% | 8.93K | 0.00 | 0.00 |
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