Insigneo Advisory Services, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.41B
Q ending 2026-03-31
Prior quarter
$1.39B
Q ending 2025-12-31
Change
+1.0% QoQ · +45.2% YoY
Positions
745
reported holdings
Largest positions
Top 100 of 745 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $99.0M | 390K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $80.9M | 124K |
| Nvidia Corporation | NVDA | Shares | $53.6M | 307K |
| Amazon Com Inc | AMZN | Shares | $44.8M | 215K |
| Microsoft Corp | MSFT | Shares | $39.2M | 106K |
| Spdr Gold Tr | GLD | Shares | $37.6M | 87K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $33.9M | 71K |
| Alphabet Inc | GOOGL | Shares | $31.1M | 108K |
| Trane Technologies Plc | Shares | $29.8M | 72K | |
| Meta Platforms Inc | META | Shares | $29.0M | 51K |
| Invesco Qqq Tr | QQQ | Shares | $28.8M | 50K |
| Ishares Silver Tr | SLV | Shares | $27.6M | 404K |
| Alphabet Inc | GOOG | Shares | $18.8M | 66K |
| Tesla Inc | TSLA | Shares | $16.6M | 45K |
| Vanguard Index Fds | VOO | Shares | $15.4M | 26K |
| Invesco Exchange Traded Fd T | RSP | Shares | $14.4M | 75K |
| Ishares Tr | IVV | Shares | $13.1M | 20K |
| Jpmorgan Chase & Co | JPM | Shares | $10.4M | 35K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $10.0M | 261K |
| Netflix Inc. | NFLX | Shares | $9.5M | 99K |
| Broadcom Inc | AVGO | Shares | $9.5M | 31K |
| Ishares Tr | AGG | Shares | $9.3M | 94K |
| Amplify Etf Tr | SILJ | Shares | $9.0M | 302K |
| Sprott Asset Management Lp | PSLV | Shares | $8.8M | 361K |
| Northern Lts Fd Tr Iii | CPAI | Shares | $8.7M | 209K |
| Elevation Series Trust | CBLS | Shares | $8.6M | 299K |
| Costco Wholesale Corporation | COST | Shares | $8.4M | 8K |
| Exxon Mobil Corp | XOM | Shares | $8.1M | 48K |
| Micron Technology Inc | MU | Shares | $7.3M | 21K |
| Visa Inc | V | Shares | $7.2M | 24K |
| Vanguard Index Fds | VTI | Shares | $7.1M | 22K |
| Mastercard Incorporated | MA | Shares | $7.0M | 14K |
| Palantir Technologies Inc | PLTR | Shares | $6.9M | 47K |
| Vanguard Index Fds | VTV | Shares | $6.5M | 33K |
| Walmart Inc | WMT | Shares | $6.5M | 52K |
| Fidelity Covington Trust | FFLC | Shares | $6.4M | 125K |
| Eli Lilly & Co | LLY | Shares | $6.0M | 7K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $5.9M | 13K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $5.7M | 8 |
| Honeywell Intl Inc | HONGBP | Shares | $5.5M | 24K |
| Johnson & Johnson | JNJ | Shares | $5.4M | 22K |
| Vanguard Star Fds | VXUS | Shares | $5.3M | 68K |
| Advanced Micro Devices Inc | AMD | Shares | $5.2M | 26K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.2M | 15K |
| Ishares Gold Tr | IAU | Shares | $5.0M | 57K |
| Allegion Plc | Shares | $4.8M | 33K | |
| Bank America Corp | BAC | Shares | $4.5M | 93K |
| J P Morgan Exchange Traded F | JEPI | Shares | $4.5M | 79K |
| Chevron Corporation | CVX | Shares | $4.5M | 22K |
| Ishares Tr | QUAL | Shares | $4.5M | 23K |
| Ishares Tr | ACWX | Shares | $4.5M | 65K |
| Schwab Strategic Tr | SCHD | Shares | $4.3M | 141K |
| Boeing Co | BA | Shares | $4.3M | 22K |
| Vaneck Etf Trust | ANGL | Shares | $4.3M | 149K |
| Marathon Pete Corp | MPC | Shares | $4.2M | 17K |
| Vanguard World Fd | MGK | Shares | $4.1M | 11K |
| Blackstone Inc | BX | Shares | $4.0M | 35K |
| Vanguard Intl Equity Index F | VEU | Shares | $4.0M | 54K |
| Ishares Inc | EWJ | Shares | $4.0M | 48K |
| Asml Hldg Nv | Shares | $4.0M | 3K | |
| Goldman Sachs Group Inc | GS | Shares | $3.8M | 4K |
| Ishares Tr | IWM | Shares | $3.8M | 15K |
| Ishares Tr | ACWI | Shares | $3.7M | 27K |
| Select Sector Spdr Tr | XLE | Shares | $3.7M | 61K |
| Vaneck Etf Trust | GDXJ | Shares | $3.7M | 31K |
| Ishares Tr | SHV | Shares | $3.7M | 33K |
| Vaneck Etf Trust | SMH | Shares | $3.6M | 9K |
| Coca Cola Co | KO | Shares | $3.6M | 47K |
| Oracle Corp | ORCL | Shares | $3.6M | 24K |
| Vanguard World Fd | VGT | Shares | $3.4M | 5K |
| Mercadolibre Inc | MELI | Shares | $3.4M | 2K |
| Vanguard Intl Equity Index F | VT | Shares | $3.4M | 24K |
| Abbvie Inc | ABBV | Shares | $3.4M | 16K |
| Rtx Corporation | RTX | Shares | $3.4M | 18K |
| Vanguard Scottsdale Fds | VCIT | Shares | $3.4M | 41K |
| Sprott Asset Management Lp | PHYS | Shares | $3.3M | 94K |
| Vanguard Index Fds | VOE | Shares | $3.3M | 18K |
| Ishares Tr | PFF | Shares | $3.2M | 106K |
| Caterpillar Inc | CAT | Shares | $3.2M | 5K |
| American Express Co | AXP | Shares | $3.2M | 11K |
| Select Sector Spdr Tr | XLF | Shares | $3.1M | 64K |
| Dbx Etf Tr | DBEF | Shares | $3.1M | 63K |
| Ishares Tr | SHYG | Shares | $3.1M | 74K |
| Home Depot Inc | HD | Shares | $3.0M | 9K |
| Mcdonalds Corp | MCD | Shares | $3.0M | 10K |
| Pimco Corporate & Incm Strg | PCN | Shares | $3.0M | 250K |
| Citigroup Inc | C | Shares | $2.9M | 26K |
| Disney Walt Co | DIS | Shares | $2.9M | 30K |
| Ishares Tr | ITA | Shares | $2.9M | 13K |
| Ingersoll Rand Inc | IR | Shares | $2.9M | 36K |
| Invesco Db Commdy Indx Trck | DBC | Shares | $2.8M | 98K |
| Ishares Tr | TIP | Shares | $2.8M | 26K |
| Ishares Tr | LQD | Shares | $2.8M | 26K |
| Select Sector Spdr Tr | XLV | Shares | $2.8M | 19K |
| Vanguard Intl Equity Index F | VGK | Shares | $2.8M | 34K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.8M | 7K |
| Coinbase Global Inc | COIN | Shares | $2.8M | 16K |
| Uber Technologies Inc | UBER | Shares | $2.7M | 38K |
| Ishares Inc | EZU | Shares | $2.7M | 43K |
| Amplify Etf Tr | DIVO | Shares | $2.6M | 59K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.