Insigneo Advisory Services, LLC Top Holdings and 13F Report (2026)

About Insigneo Advisory Services, LLC

Investment Activity

Insigneo Advisory Services, LLC has $1.41 billion in total holdings as of March 31, 2026.
Insigneo Advisory Services, LLC owns shares of 745 different stocks, but just 156 companies or ETFs make up 80% of its holdings.
Approximately 9.41% of the portfolio was purchased this quarter.
About 5.07% of the portfolio was sold this quarter.
This quarter, Insigneo Advisory Services, LLC has purchased 759 new stocks and bought additional shares in 291 stocks.
Insigneo Advisory Services, LLC sold shares of 288 stocks and completely divested from 116 stocks this quarter.

Largest Holdings

Apple: $98,952,792
SPDR S&P 500 ETF Trust: $80,942,119
NVIDIA: $53,627,348
Amazon.com: $44,821,318
Microsoft: $39,249,139

Largest New Holdings this Quarter

316092360 - FIDELITY COVINGTON TRUST: $6,422,677 Holding
37954Y830 - Global X Copper Miners ETF: $1,898,901 Holding
97717X552 - WisdomTree Europe Hedged SmallCap Equity Fund: $1,577,624 Holding
G0593M107 - AstraZeneca: $1,123,955 Holding
78463X533 - SPDR S&P Emerging Markets Dividend ETF: $971,129 Holding

Largest Purchases this Quarter

FIDELITY COVINGTON TRUST: 125,235 shares (about $6.42M)
NORTHERN LTS FD TR III: 152,077 shares (about $6.36M)
SPDR Gold Shares: 10,933 shares (about $4.70M)
iShares MSCI ACWI ex U.S. ETF: 53,003 shares (about $3.63M)
ELEVATION SERIES TRUST: 113,550 shares (about $3.26M)

Largest Sales this Quarter

Invesco QQQ: 5,203 shares (about $3.00M)
Energy Select Sector SPDR Fund: 25,848 shares (about $1.58M)
iShares Core MSCI Europe ETF: 21,474 shares (about $1.51M)
Vista Energy: 16,989 shares (about $1.28M)
Petroleo Brasileiro S.A.- Petrobras: 61,203 shares (about $1.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$98,952,792	$2,346,544 â–²	2.4%	389,900	7.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$80,942,119	$2,556,491 â–²	3.3%	124,461	5.8%	Finance
NVDA NVIDIA	$53,627,348	$334,499 â–¼	-0.6%	307,496	3.8%	Computer and Technology
AMZN Amazon.com	$44,821,318	$1,749,258 â–²	4.1%	215,208	3.2%	Retail/Wholesale
MSFT Microsoft	$39,249,139	$3,013,185 â–²	8.3%	106,030	2.8%	Computer and Technology
GLD SPDR Gold Shares	$37,593,495	$4,704,350 â–²	14.3%	87,368	2.7%	Finance
BRK.B Berkshire Hathaway	$33,904,941	$1,664,267 â–²	5.2%	70,753	2.4%	Finance
GOOGL Alphabet	$31,059,743	$107,835 â–¼	-0.3%	108,011	2.2%	Computer and Technology
TT Trane Technologies	$29,827,997	$96,266 â–²	0.3%	71,575	2.1%	Construction
META Meta Platforms	$29,009,808	$2,378,913 â–²	8.9%	50,705	2.1%	Computer and Technology
QQQ Invesco QQQ	$28,812,884	$3,003,074 â–¼	-9.4%	49,920	2.0%	Finance
SLV iShares Silver Trust	$27,554,181	$2,783,246 â–²	11.2%	404,376	2.0%	ETF
GOOG Alphabet	$18,819,285	$1,261,332 â–²	7.2%	65,604	1.3%	Computer and Technology
TSLA Tesla	$16,618,898	$2,172,483 â–²	15.0%	44,705	1.2%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$15,387,783	$1,629,548 â–²	11.8%	25,751	1.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$14,367,526	$2,336,244 â–²	19.4%	74,862	1.0%	ETF
IVV iShares Core S&P 500 ETF	$13,147,616	$841,975 â–²	6.8%	20,128	0.9%	ETF
JPM JPMorgan Chase & Co.	$10,379,627	$108,544 â–²	1.1%	35,286	0.7%	Finance
ISHARES BITCOIN TRUST ETF	$10,036,687	$1,192,288 â–²	13.5%	261,236	0.7%	SHS BEN INT
NFLX Netflix	$9,496,361	$999,288 â–²	11.8%	98,766	0.7%	Consumer Discretionary
AVGO Broadcom	$9,454,145	$967,513 â–¼	-9.3%	30,546	0.7%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$9,313,345	$384,275 â–¼	-4.0%	93,818	0.7%	Finance
AMPLIFY ETF TR	$8,988,606	$949,019 â–²	11.8%	302,443	0.6%	AMPLIFY JUNIOR S
SPROTT ASSET MANAGEMENT LP	$8,803,985	$2,118,271 â–²	31.7%	360,967	0.6%	PHYSICAL SILVER
NORTHERN LTS FD TR III	$8,749,447	$6,355,298 â–²	265.5%	209,367	0.6%	COUNTERPOINT QUA
ELEVATION SERIES TRUST	$8,578,614	$3,258,726 â–²	61.3%	298,921	0.6%	CLOUGH HEDGED EQ
COST Costco Wholesale	$8,443,793	$450,389 â–¼	-5.1%	8,474	0.6%	Retail/Wholesale
XOM ExxonMobil	$8,081,148	$196,298 â–²	2.5%	47,631	0.6%	Energy
MU Micron Technology	$7,258,493	$762,167 â–²	11.7%	21,485	0.5%	Computer and Technology
V Visa	$7,247,447	$207,035 â–²	2.9%	23,979	0.5%	Business Services
VTI Vanguard Total Stock Market ETF	$7,142,628	$417,701 â–²	6.2%	22,264	0.5%	ETF
MA Mastercard	$6,967,047	$256,318 â–²	3.8%	13,944	0.5%	Business Services
PALANTIR TECHNOLOGIES INC	$6,914,363	$336,590 â–²	5.1%	47,268	0.5%	CL A
VTV Vanguard Value ETF	$6,547,273	$284,101 â–¼	-4.2%	33,370	0.5%	ETF
WALMART INC	$6,486,662	$371,597 â–²	6.1%	52,194	0.5%	COM
FIDELITY COVINGTON TRUST	$6,422,677	$6,422,677 â–²	New Holding	125,235	0.5%	FUNDAMENTAL LARG
LLY Eli Lilly and Company	$6,023,927	$97,501 â–¼	-1.6%	6,549	0.4%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$5,926,516	$286,715 â–²	5.1%	12,795	0.4%	Finance
BRK.A Berkshire Hathaway	$5,745,120		0.0%	8	0.4%	Finance
HON Honeywell International	$5,452,005	$536,589 â–²	10.9%	24,121	0.4%	Multi-Sector Conglomerates
JNJ Johnson & Johnson	$5,351,276	$167,197 â–²	3.2%	21,892	0.4%	Medical
VXUS Vanguard Total International Stock ETF	$5,260,536	$405,985 â–²	8.4%	68,221	0.4%	ETF
AMD Advanced Micro Devices	$5,222,455	$442,664 â–¼	-7.8%	25,672	0.4%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$5,168,779	$221,012 â–¼	-4.1%	15,295	0.4%	Computer and Technology
IAU iShares Gold Trust	$5,035,170	$436,568 â–²	9.5%	57,114	0.4%	Finance
ALLE Allegion	$4,801,980	$48,527 â–²	1.0%	33,051	0.3%	Industrials
BAC Bank of America	$4,512,051	$344,321 â–²	8.3%	92,555	0.3%	Finance
JEPI JPMorgan Equity Premium Income ETF	$4,502,439	$163,012 â–²	3.8%	79,436	0.3%	ETF
CVX Chevron	$4,461,241	$230,904 â–¼	-4.9%	21,562	0.3%	Energy
QUAL iShares MSCI USA Quality Factor ETF	$4,460,733	$388,415 â–¼	-8.0%	23,256	0.3%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$4,456,370	$3,629,115 â–²	438.7%	65,085	0.3%	Manufacturing
SCHD Schwab US Dividend Equity ETF	$4,329,893	$263,019 â–¼	-5.7%	141,131	0.3%	ETF
BA Boeing	$4,291,891	$723,674 â–²	20.3%	21,564	0.3%	Aerospace
ANGL VanEck Fallen Angel High Yield Bond ETF	$4,289,228	$2,700 â–¼	-0.1%	149,346	0.3%	Manufacturing
MPC Marathon Petroleum	$4,159,362	$8,058 â–²	0.2%	17,034	0.3%	Energy
MGK Vanguard Mega Cap Growth ETF	$4,141,784	$180,413 â–¼	-4.2%	11,272	0.3%	ETF
BX Blackstone	$4,047,949	$257,115 â–²	6.8%	35,203	0.3%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$4,036,963	$1,124,708 â–²	38.6%	53,754	0.3%	ETF
EWJ iShares MSCI Japan ETF	$4,035,979	$314,961 â–²	8.5%	47,797	0.3%	ETF
ASML ASML	$4,024,709	$10,567 â–²	0.3%	3,047	0.3%	Computer and Technology
GS The Goldman Sachs Group	$3,797,235	$341,743 â–²	9.9%	4,489	0.3%	Finance
IWM iShares Russell 2000 ETF	$3,768,945	$355,144 â–¼	-8.6%	15,197	0.3%	Finance
ACWI iShares MSCI ACWI ETF	$3,711,637	$160,094 â–²	4.5%	26,824	0.3%	Manufacturing
XLE Energy Select Sector SPDR Fund	$3,708,621	$1,583,449 â–¼	-29.9%	60,539	0.3%	ETF
GDXJ VanEck Junior Gold Miners ETF	$3,672,504	$378,486 â–²	11.5%	30,594	0.3%	ETF
SHV iShares Short Treasury Bond ETF	$3,663,623	$333,599 â–¼	-8.3%	33,188	0.3%	ETF
SMH VanEck Semiconductor ETF	$3,607,264	$268,752 â–²	8.1%	9,409	0.3%	Manufacturing
KO CocaCola	$3,561,657	$469,382 â–²	15.2%	46,833	0.3%	Consumer Staples
ORCL Oracle	$3,553,198	$165,501 â–¼	-4.5%	24,153	0.3%	Computer and Technology
VGT Vanguard Information Technology ETF	$3,427,201	$106,053 â–¼	-3.0%	4,912	0.2%	ETF
MELI MercadoLibre	$3,409,545	$682,946 â–²	25.0%	1,972	0.2%	Retail/Wholesale
VT Vanguard Total World Stock ETF	$3,383,999	$16,737 â–²	0.5%	24,465	0.2%	ETF
ABBV AbbVie	$3,380,583	$216,397 â–¼	-6.0%	15,544	0.2%	Medical
RTX RTX	$3,378,705	$406,255 â–²	13.7%	17,515	0.2%	Aerospace
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,369,349	$898,090 â–²	36.3%	40,717	0.2%	ETF
SPROTT ASSET MANAGEMENT LP	$3,342,276	$125,280 â–²	3.9%	94,308	0.2%	PHYSICAL GOLD TR
VOE Vanguard Mid-Cap Value ETF	$3,317,040		0.0%	18,000	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$3,214,033	$208,268 â–²	6.9%	106,004	0.2%	ETF
CAT Caterpillar	$3,212,942	$173,577 â–²	5.7%	4,535	0.2%	Industrials
AXP American Express	$3,193,399	$243,203 â–²	8.2%	10,557	0.2%	Finance
XLF Financial Select Sector SPDR Fund	$3,147,921	$116,414 â–¼	-3.6%	63,762	0.2%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$3,134,394	$1,157,546 â–²	58.6%	63,449	0.2%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$3,112,858	$121,344 â–¼	-3.8%	73,573	0.2%	ETF
HD Home Depot	$3,048,536	$71,370 â–²	2.4%	9,269	0.2%	Retail/Wholesale
MCD McDonald's	$3,044,798	$418,633 â–²	15.9%	9,797	0.2%	Retail/Wholesale
PCN PIMCO Corporate & Income Strategy Fund	$2,980,355	$2,975 â–¼	-0.1%	250,450	0.2%	Financial Services
C Citigroup	$2,920,392	$218,539 â–²	8.1%	25,751	0.2%	Financial Services
DIS Walt Disney	$2,890,476	$570,192 â–¼	-16.5%	29,990	0.2%	Consumer Discretionary
ITA iShares U.S. Aerospace & Defense ETF	$2,885,035	$671,986 â–²	30.4%	13,189	0.2%	ETF
IR Ingersoll Rand	$2,859,082	$320 â–¼	0.0%	35,685	0.2%	Industrials
DBC Invesco DB Commodity Index Tracking Fund	$2,834,987	$1,143,467 â–¼	-28.7%	97,927	0.2%	Finance
TIP iShares TIPS Bond ETF	$2,833,083	$230,324 â–¼	-7.5%	25,671	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,804,328	$257,872 â–²	10.1%	25,730	0.2%	Finance
XLV Health Care Select Sector SPDR Fund	$2,792,981	$253,934 â–¼	-8.3%	19,050	0.2%	ETF
VGK Vanguard FTSE Europe ETF	$2,786,233	$147,468 â–²	5.6%	33,801	0.2%	ETF
CRWD CrowdStrike	$2,779,329	$30,842 â–²	1.1%	7,119	0.2%	Computer and Technology
COIN Coinbase Global	$2,769,838	$388,158 â–²	16.3%	15,863	0.2%	Finance
UBER Uber Technologies	$2,732,908	$288,223 â–²	11.8%	37,994	0.2%	Computer and Technology
EZU iShares MSCI Eurozone ETF	$2,664,580	$28,626 â–¼	-1.1%	42,538	0.2%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$2,626,281	$1,640,613 â–²	166.4%	58,557	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Insigneo Advisory Services, LLC Top Holdings and 13F Report (2026)

About Insigneo Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Insigneo Advisory Services, LLC Top Holdings and 13F Report (2026)

About Insigneo Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsigneo Advisory Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools