INSIGNEO ADVISORY SERVICES, LLC

Q2 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
884
Total value ($000)
$2,668,753
Net value change ($000)
+1,261,207 (89.6%)
New positions
179
Sold out positions
43
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 54,042 744.6%
AAPL 51,937 52.5%
NVDA 50,179 93.6%
GOOGL 46,806 150.7%
SPY 46,551 57.5%
QQQ 41,792 145.0%
AMZN 41,058 91.6%
AVGO 39,985 422.9%
AMD 37,402 716.2%
META 36,166 124.7%
Top Reduces (Value $000, Stocks/ETFs)
SLV -10,813 -39.2%
HON -5,452 -100.0%
DIVO -2,021 -77.0%
CCL -1,393 -100.0%
COIN -1,303 -47.0%
XOM -1,253 -15.5%
REET -1,096 -70.8%
SILJ -1,001 -11.1%
PBR -896 -44.8%
CVX -782 -17.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,546 (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