INSIGNEO ADVISORY SERVICES, LLC

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
745
Total value ($000)
$1,407,546
Net value change ($000)
+13,436 (1.0%)
New positions
84
Sold out positions
87
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLD 7,301 24.1%
CPAI 6,452 280.9%
FFLC 6,423 NEW
SLV 4,135 17.7%
ACWX 3,645 449.4%
CBLS 3,482 68.3%
XOM 2,488 44.5%
RSP 2,359 19.6%
PSLV 2,321 35.8%
TT 2,061 7.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,093 -17.1%
QQQ -5,050 -14.9%
AAPL -4,532 -4.4%
NVDA -4,079 -7.1%
AMZN -2,915 -6.1%
GOOGL -2,865 -8.4%
AVGO -2,200 -18.9%
META -1,716 -5.6%
iSHARES TRUST -1,530 -71.9%
IWF -1,458 -47.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,138 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type