Insigneo Advisory Services, Llc Portfolio Stock Holdings
Insigneo Advisory Services, Llc disclosed 736 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 736
- Portfolio Value
- $1.4B
Holdings by Sector
Insigneo Advisory Services, Llc Portfolio Holdings in Q1 2026
654 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.05% | 389,900 | +9,246 | +2.43% | $98,952,792 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.76% | 124,461 | +3,931 | +3.26% | $80,942,119 |
| NVIDIA CORPORATION | NVDA | Technology | 3.82% | 307,496 | -1,918 | -0.62% | $53,627,348 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.19% | 215,208 | +8,399 | +4.06% | $44,821,318 |
| MICROSOFT CORP | MSFT | Technology | 2.79% | 106,030 | +8,140 | +8.32% | $39,249,139 |
| SPDR GOLD TR | GLD | Other | 2.68% | 87,368 | +10,933 | +14.30% | $37,593,495 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.41% | 70,753 | +3,473 | +5.16% | $33,904,941 |
| ALPHABET INC | GOOGL | Communication Services | 2.21% | 108,011 | -375 | -0.35% | $31,059,743 |
| TRANE TECHNOLOGIES PLC | TT | Other | 2.12% | 71,575 | +231 | +0.32% | $29,827,997 |
| META PLATFORMS INC | META | Communication Services | 2.07% | 50,705 | +4,158 | +8.93% | $29,009,808 |
| INVESCO QQQ TR | QQQ | Other | 2.05% | 49,920 | -5,203 | -9.44% | $28,812,884 |
| ISHARES SILVER TR | SLV | Other | 1.96% | 404,376 | +40,846 | +11.24% | $27,554,181 |
| ALPHABET INC | GOOG | Communication Services | 1.34% | 65,604 | +4,397 | +7.18% | $18,819,285 |
| TESLA INC | TSLA | Consumer Cyclical | 1.18% | 44,705 | +5,844 | +15.04% | $16,618,898 |
| VANGUARD INDEX FDS | VOO | Other | 1.10% | 25,751 | +2,727 | +11.84% | $15,387,783 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.02% | 74,862 | +12,173 | +19.42% | $14,367,526 |
| ISHARES TR | IVV | Other | 0.94% | 20,128 | +1,289 | +6.84% | $13,147,616 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.74% | 35,286 | +369 | +1.06% | $10,379,627 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.71% | 261,236 | +31,033 | +13.48% | $10,036,687 |
| NETFLIX INC. | NFLX | Communication Services | 0.68% | 98,766 | +10,393 | +11.76% | $9,496,361 |
| BROADCOM INC | AVGO | Technology | 0.67% | 30,546 | -3,126 | -9.28% | $9,454,145 |
| ISHARES TR | AGG | Other | 0.66% | 93,818 | -3,871 | -3.96% | $9,313,345 |
| AMPLIFY ETF TR | SILJ | Other | 0.64% | 302,443 | +31,932 | +11.80% | $8,988,606 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.63% | 360,967 | +86,850 | +31.68% | $8,803,985 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.60% | 8,474 | -452 | -5.06% | $8,443,793 |
| EXXON MOBIL CORP | XOM | Energy | 0.58% | 47,631 | +1,157 | +2.49% | $8,081,148 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.52% | 21,485 | +2,256 | +11.73% | $7,258,493 |
| VISA INC | V | Financial Services | 0.52% | 23,979 | +685 | +2.94% | $7,247,447 |
| VANGUARD INDEX FDS | VTI | Other | 0.51% | 22,264 | +1,302 | +6.21% | $7,142,628 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.50% | 13,944 | +513 | +3.82% | $6,967,047 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.49% | 47,268 | +2,301 | +5.12% | $6,914,363 |
| VANGUARD INDEX FDS | VTV | Other | 0.47% | 33,370 | -1,448 | -4.16% | $6,547,273 |
| WALMART INC | WMT | Consumer Defensive | 0.46% | 52,194 | +2,990 | +6.08% | $6,486,662 |
| FIDELITY COVINGTON TRUST | FFLC | Other | 0.46% | 125,235 | +125,235 | +100.00% | $6,422,677 |
| ELI LILLY & CO | LLY | Healthcare | 0.43% | 6,549 | -106 | -1.59% | $6,023,927 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.42% | 12,795 | +619 | +5.08% | $5,926,516 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.41% | 8 | - | - | $5,745,120 |
| HONEYWELL INTL INC | HON | Industrials | 0.39% | 24,121 | +2,374 | +10.92% | $5,452,005 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 21,892 | +684 | +3.23% | $5,351,276 |
| VANGUARD STAR FDS | VXUS | Other | 0.37% | 68,221 | +5,265 | +8.36% | $5,260,536 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.37% | 25,672 | -2,176 | -7.81% | $5,222,455 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.37% | 15,295 | -654 | -4.10% | $5,168,779 |
| ISHARES GOLD TR | IAU | Other | 0.36% | 57,114 | +4,952 | +9.49% | $5,035,170 |
| ALLEGION PLC | G0176J109 | Other | 0.34% | 33,051 | +334 | +1.02% | $4,801,980 |
| BANK AMERICA CORP | BAC | Financial Services | 0.32% | 92,555 | +7,063 | +8.26% | $4,512,051 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.32% | 79,436 | +2,876 | +3.76% | $4,502,439 |
| CHEVRON CORPORATION | CVX | Energy | 0.32% | 21,562 | -1,116 | -4.92% | $4,461,241 |
| ISHARES TR | QUAL | Other | 0.32% | 23,256 | -2,025 | -8.01% | $4,460,733 |
| ISHARES TR | ACWX | Other | 0.32% | 65,085 | +53,003 | +438.69% | $4,456,370 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.31% | 141,131 | -8,573 | -5.73% | $4,329,893 |
| BOEING CO | BA | Industrials | 0.31% | 21,564 | +3,636 | +20.28% | $4,291,891 |
| VANECK ETF TRUST | ANGL | Other | 0.31% | 149,346 | -94 | -0.06% | $4,289,228 |
| MARATHON PETE CORP | MPC | Energy | 0.30% | 17,034 | +33 | +0.19% | $4,159,362 |
| VANGUARD WORLD FD | MGK | Other | 0.29% | 11,272 | -491 | -4.17% | $4,141,784 |
| BLACKSTONE INC | BX | Financial Services | 0.29% | 35,203 | +2,236 | +6.78% | $4,047,949 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.29% | 53,754 | +14,976 | +38.62% | $4,036,963 |
| ISHARES INC | EWJ | Other | 0.29% | 47,797 | +3,730 | +8.46% | $4,035,979 |
| ASML HLDG NV | ASML | Other | 0.29% | 3,047 | +8 | +0.26% | $4,024,709 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.27% | 4,489 | +404 | +9.89% | $3,797,235 |
| ISHARES TR | IWM | Other | 0.27% | 15,197 | -1,432 | -8.61% | $3,768,945 |
| ISHARES TR | ACWI | Other | 0.26% | 26,824 | +1,157 | +4.51% | $3,711,637 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.26% | 60,539 | -25,848 | -29.92% | $3,708,621 |
| VANECK ETF TRUST | GDXJ | Other | 0.26% | 30,594 | +3,153 | +11.49% | $3,672,504 |
| ISHARES TR | SHV | Other | 0.26% | 33,188 | -3,022 | -8.35% | $3,663,623 |
| VANECK ETF TRUST | SMH | Other | 0.26% | 9,409 | +701 | +8.05% | $3,607,264 |
| COCA COLA CO | KO | Consumer Defensive | 0.25% | 46,833 | +6,172 | +15.18% | $3,561,657 |
| ORACLE CORP | ORCL | Technology | 0.25% | 24,153 | -1,125 | -4.45% | $3,553,198 |
| VANGUARD WORLD FD | VGT | Other | 0.24% | 4,912 | -152 | -3.00% | $3,427,201 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.24% | 1,972 | +395 | +25.05% | $3,409,545 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.24% | 24,465 | +121 | +0.50% | $3,383,999 |
| ABBVIE INC | ABBV | Healthcare | 0.24% | 15,544 | -995 | -6.02% | $3,380,583 |
| RTX CORPORATION | RTX | Industrials | 0.24% | 17,515 | +2,106 | +13.67% | $3,378,705 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.24% | 40,717 | +10,853 | +36.34% | $3,369,349 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.24% | 94,308 | +3,535 | +3.89% | $3,342,276 |
| VANGUARD INDEX FDS | VOE | Other | 0.24% | 18,000 | - | - | $3,317,040 |
| ISHARES TR | PFF | Other | 0.23% | 106,004 | +6,869 | +6.93% | $3,214,033 |
| CATERPILLAR INC | CAT | Industrials | 0.23% | 4,535 | +245 | +5.71% | $3,212,942 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.23% | 10,557 | +804 | +8.24% | $3,193,399 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.22% | 63,762 | -2,358 | -3.57% | $3,147,921 |
| DBX ETF TR | DBEF | Other | 0.22% | 63,449 | +23,432 | +58.56% | $3,134,394 |
| ISHARES TR | SHYG | Other | 0.22% | 73,573 | -2,868 | -3.75% | $3,112,858 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.22% | 9,269 | +217 | +2.40% | $3,048,536 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.22% | 9,797 | +1,347 | +15.94% | $3,044,798 |
| PIMCO CORPORATE & INCM STRG | PCN | Financial Services | 0.21% | 250,450 | -250 | -0.10% | $2,980,355 |
| CITIGROUP INC | C | Financial Services | 0.21% | 25,751 | +1,927 | +8.09% | $2,920,392 |
| DISNEY WALT CO | DIS | Communication Services | 0.21% | 29,990 | -5,916 | -16.48% | $2,890,476 |
| ISHARES TR | ITA | Other | 0.21% | 13,189 | +3,072 | +30.36% | $2,885,035 |
| INGERSOLL RAND INC | IR | Industrials | 0.20% | 35,685 | -4 | -0.01% | $2,859,082 |
| INVESCO DB COMMDY INDX TRCK | DBC | Other | 0.20% | 97,927 | -39,498 | -28.74% | $2,834,987 |
| ISHARES TR | TIP | Other | 0.20% | 25,671 | -2,087 | -7.52% | $2,833,083 |
| ISHARES TR | LQD | Other | 0.20% | 25,730 | +2,366 | +10.13% | $2,804,328 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.20% | 19,050 | -1,732 | -8.33% | $2,792,981 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.20% | 33,801 | +1,789 | +5.59% | $2,786,233 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.20% | 7,119 | +79 | +1.12% | $2,779,329 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.20% | 15,863 | +2,223 | +16.30% | $2,769,838 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.19% | 37,994 | +4,007 | +11.79% | $2,732,908 |
| ISHARES INC | EZU | Other | 0.19% | 42,538 | -457 | -1.06% | $2,664,580 |
| AMPLIFY ETF TR | DIVO | Other | 0.19% | 58,557 | +36,580 | +166.45% | $2,626,281 |
| ISHARES TR | MBB | Other | 0.19% | 27,622 | -36 | -0.13% | $2,622,709 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.18% | 20,663 | +1,539 | +8.05% | $2,592,414 |