Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $151M | 5.7% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $127M | 4.8% |
| Nvidia CorporationCOM | COM | $104M | 3.9% |
| Amazon Com Inc.COM | COM | $85.9M | 3.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $77.9M | 2.9% |
| Microsoft Corp.COM | COM | $74.8M | 2.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $70.6M | 2.6% |
| Meta Platforms Inc.CL A | CL A | $65.2M | 2.4% |
| Micron Technology Inc.COM | COM | $61.3M | 2.3% |
| Broadcom Inc.COM | COM | $49.4M | 1.9% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $49.1M | 1.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $42.8M | 1.6% |
| Advanced Micro Devices Inc.COM | COM | $42.6M | 1.6% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $36M | 1.3% |
| Trane Technologies PLCSHS | SHS | $35M | 1.3% |
| JPMORGAN Chase & COCOM | COM | $34.1M | 1.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $33.5M | 1.3% |
| Eli Lilly & COCOM | COM | $31.3M | 1.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $30.9M | 1.2% |
| Abbvie Inc.COM | COM | $29.2M | 1.1% |
| Bank OF Amer Corp.COM | COM | $27.2M | 1.0% |
| Caterpillar Inc.COM | COM | $27.2M | 1.0% |
| Netflix Inc..COM | COM | $25.3M | 0.9% |
| Goldman Sachs Group Inc.COM | COM | $24.7M | 0.9% |
| Oracle Corp.COM | COM | $23.6M | 0.9% |
| International Business MachsCOM | COM | $23.1M | 0.9% |
| Amphenol Corp.CL A | CL A | $22.9M | 0.9% |
| Disney Walt COCOM | COM | $22.1M | 0.8% |
| Barrick Mng Corp.COM SHS | COM SHS | $22M | 0.8% |
| Tesla Inc.COM | COM | $21.1M | 0.8% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $20.1M | 0.8% |
| Nucor Corp.COM | COM | $19.9M | 0.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $19.8M | 0.7% |
| iShares Silver TRISHARES | ISHARES | $16.7M | 0.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $15.3M | 0.6% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $15M | 0.6% |
| Northern Lts FD TR IiiCOUN QUA EQU ETF | COUN QUA EQU ETF | $13.7M | 0.5% |
| Palo Alto Networks Inc.COM | COM | $12.9M | 0.5% |
| Invesco Exchange Traded FD TS&P SMLCP MOMENT | S&P SMLCP MOMENT | $12.7M | 0.5% |
| Elevation Series TrustCLOU HEDG EQ ETF | CLOU HEDG EQ ETF | $12.4M | 0.5% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $11.8M | 0.4% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $11.2M | 0.4% |
| Applied Matls Inc.COM | COM | $10.9M | 0.4% |
| Fidelity Covington TrustFUN LAR COR ETF | FUN LAR COR ETF | $10.9M | 0.4% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $10.5M | 0.4% |
| Costco Wholesale CorporationCOM | COM | $10.3M | 0.4% |
| Visa Inc.COM CL A | COM CL A | $9.66M | 0.4% |
| Sprott Asset Management LPPHYSICAL GOLD TR | PHYSICAL GOLD TR | $9.35M | 0.4% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $9.12M | 0.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $8.78M | 0.3% |
Apple Inc.COM$151M
- Class
- COM
- Share
- 5.7%
State Str SPDR S&P 500 ETF TTR UNIT$127M
- Class
- TR UNIT
- Share
- 4.8%
Nvidia CorporationCOM$104M
- Class
- COM
- Share
- 3.9%
Amazon Com Inc.COM$85.9M
- Class
- COM
- Share
- 3.2%
Alphabet Inc.CAP STK CL A$77.9M
- Class
- CAP STK CL A
- Share
- 2.9%
Microsoft Corp.COM$74.8M
- Class
- COM
- Share
- 2.8%
Invesco Qqq TRUNIT SER 1$70.6M
- Class
- UNIT SER 1
- Share
- 2.6%
Meta Platforms Inc.CL A$65.2M
- Class
- CL A
- Share
- 2.4%
Micron Technology Inc.COM$61.3M
- Class
- COM
- Share
- 2.3%
Broadcom Inc.COM$49.4M
- Class
- COM
- Share
- 1.9%
SPDR Gold TRGOLD SHS$49.1M
- Class
- GOLD SHS
- Share
- 1.8%
Berkshire Hathaway Inc. DelCL B NEW$42.8M
- Class
- CL B NEW
- Share
- 1.6%
Advanced Micro Devices Inc.COM$42.6M
- Class
- COM
- Share
- 1.6%
ASML Hldg NVN Y REGISTRY SHS$36M
- Class
- N Y REGISTRY SHS
- Share
- 1.3%
Trane Technologies PLCSHS$35M
- Class
- SHS
- Share
- 1.3%
JPMORGAN Chase & COCOM$34.1M
- Class
- COM
- Share
- 1.3%
Taiwan Semiconductor ManufacSPONSORED ADS$33.5M
- Class
- SPONSORED ADS
- Share
- 1.3%
Eli Lilly & COCOM$31.3M
- Class
- COM
- Share
- 1.2%
Alphabet Inc.CAP STK CL C$30.9M
- Class
- CAP STK CL C
- Share
- 1.2%
Abbvie Inc.COM$29.2M
- Class
- COM
- Share
- 1.1%
Bank OF Amer Corp.COM$27.2M
- Class
- COM
- Share
- 1.0%
Caterpillar Inc.COM$27.2M
- Class
- COM
- Share
- 1.0%
Netflix Inc..COM$25.3M
- Class
- COM
- Share
- 0.9%
Goldman Sachs Group Inc.COM$24.7M
- Class
- COM
- Share
- 0.9%
Oracle Corp.COM$23.6M
- Class
- COM
- Share
- 0.9%
International Business MachsCOM$23.1M
- Class
- COM
- Share
- 0.9%
Amphenol Corp.CL A$22.9M
- Class
- CL A
- Share
- 0.9%
Disney Walt COCOM$22.1M
- Class
- COM
- Share
- 0.8%
Barrick Mng Corp.COM SHS$22M
- Class
- COM SHS
- Share
- 0.8%
Tesla Inc.COM$21.1M
- Class
- COM
- Share
- 0.8%
Invesco Exchange Traded FD TS&P500 EQL WGT$20.1M
- Class
- S&P500 EQL WGT
- Share
- 0.8%
Nucor Corp.COM$19.9M
- Class
- COM
- Share
- 0.7%
Vanguard Index FdsS&P 500 ETF SHS$19.8M
- Class
- S&P 500 ETF SHS
- Share
- 0.7%
iShares Silver TRISHARES$16.7M
- Class
- ISHARES
- Share
- 0.6%
iShares TRCORE S&P500 ETF$15.3M
- Class
- CORE S&P500 ETF
- Share
- 0.6%
Vaneck ETF TrustSEMICONDUCTR ETF$15M
- Class
- SEMICONDUCTR ETF
- Share
- 0.6%
Northern Lts FD TR IiiCOUN QUA EQU ETF$13.7M
- Class
- COUN QUA EQU ETF
- Share
- 0.5%
Palo Alto Networks Inc.COM$12.9M
- Class
- COM
- Share
- 0.5%
Invesco Exchange Traded FD TS&P SMLCP MOMENT$12.7M
- Class
- S&P SMLCP MOMENT
- Share
- 0.5%
Elevation Series TrustCLOU HEDG EQ ETF$12.4M
- Class
- CLOU HEDG EQ ETF
- Share
- 0.5%
iShares Bitcoin Trust ETFSHS BEN INT$11.8M
- Class
- SHS BEN INT
- Share
- 0.4%
iShares TRMSCI EAFE ETF$11.2M
- Class
- MSCI EAFE ETF
- Share
- 0.4%
Applied Matls Inc.COM$10.9M
- Class
- COM
- Share
- 0.4%
Fidelity Covington TrustFUN LAR COR ETF$10.9M
- Class
- FUN LAR COR ETF
- Share
- 0.4%
iShares TRMSCI USA QLT FCT$10.5M
- Class
- MSCI USA QLT FCT
- Share
- 0.4%
Costco Wholesale CorporationCOM$10.3M
- Class
- COM
- Share
- 0.4%
Visa Inc.COM CL A$9.66M
- Class
- COM CL A
- Share
- 0.4%
Sprott Asset Management LPPHYSICAL GOLD TR$9.35M
- Class
- PHYSICAL GOLD TR
- Share
- 0.4%
iShares TRCORE US AGGBD ET$9.12M
- Class
- CORE US AGGBD ET
- Share
- 0.3%
Vanguard Index FdsTOTAL STK MKT$8.78M
- Class
- TOTAL STK MKT
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 884 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1964958
- File number
- 028-22931
- Options
- 8 call, 1 put
- In the 25 largest
- 50.9%
- Prior quarter
- $1.41B at 31 March 2026
- Positions opened
- 200
- Positions closed
- 61
Common questions
What are Insigneo Advisory Services’ 13F holdings worth?
$2.67 billion across 884 positions for the quarter ended 30 June 2026.
What is Insigneo Advisory Services’ largest 13F holding?
APPLE INC (COM) was the largest position at $151 million, or 5.7% of reported 13F value, as of 30 June 2026.
How concentrated is Insigneo Advisory Services’ 13F portfolio?
The ten largest positions accounted for 32.5% of reported value and the twenty-five largest for 50.9%, across 884 positions as of 30 June 2026.
Does Form 13F show everything Insigneo Advisory Services manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Insigneo Advisory Services file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.