INSIGNEO ADVISORY SERVICES, LLC

Q3 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
889
Total value ($000)
$2,374,131
Net value change ($000)
-294,622 (-11.0%)
New positions
73
Sold out positions
74
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CNK 16,252 NEW
ACWX 8,985 143.9%
XOM 8,191 NEW
CSCO 7,899 123.1%
AAPL 6,841 4.5%
MSFT 5,865 7.8%
VFLO 5,806 NEW
ACWI 5,098 112.8%
EEM 4,125 139.8%
PLTR 3,722 56.6%
Top Reduces (Value $000, Stocks/ETFs)
MU -24,426 -39.8%
IBM -21,305 -92.2%
AVGO -19,289 -39.0%
GOOGL -19,000 -24.4%
ASML -16,073 -44.6%
TSM -13,197 -39.4%
QQQ -13,122 -18.6%
CAT -12,884 -47.4%
XSMO -12,416 -97.7%
AMD -12,332 -28.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,383 (0.1% 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