Insigneo Advisory Services, LLC holds a diversified book of 875 stocks worth $2.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P Smallcap Momentu and trimmed Trane Technologies PLC. Their largest long position is Apple Inc at 6% of the equity book. They also disclosed $442K in put options (a bearish bet) and $4.1M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +15% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.7 points over this window.
Growth of $10,000 cloning Insigneo Advisory Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Insigneo Advisory Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $185.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $626.1B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $117.2B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $102.3B |
| LPL Financial LLC | 79 / 80 | $101.8B |
| Mariner, LLC | 79 / 80 | $37.5B |
| STIFEL FINANCIAL CORP | 79 / 80 | $36.9B |
| Cetera Investment Advisers | 79 / 80 | $28.9B |
Ranked by how many of Insigneo Advisory Services, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $150.9M | 521.5K | 5.7% | ▲+34% Added · +132K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $127.5M | 170.7K | 4.8% | ▲+37% Added · +46K sh | |
| 3 | Nvidia Corporation COM | $103.8M | 518.8K | 3.9% | ▲+69% Added · +211K sh | |
| 4 | Amazon Com Inc COM | $85.9M | 360.3K | 3.2% | ▲+67% Added · +145K sh | |
| 5 | Alphabet Inc CAP STK CL A | $77.9M | 217.9K | 2.9% | ▲+102% Added · +110K sh | |
| 6 | Microsoft Corp COM | $74.8M | 200.6K | 2.8% | ▲+89% Added · +95K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $70.6M | 95.9K | 2.7% | ▲+92% Added · +46K sh | |
| 8 | Meta Platforms Inc CL A | $65.2M | 115.7K | 2.4% | ▲+128% Added · +65K sh | |
| 9 | Micron Technology Inc COM | $61.3M | 53.1K | 2.3% | ▲+147% Added · +32K sh | |
| 10 | Broadcom Inc COM | $49.4M | 130.9K | 1.9% | ▲+328% Added · +100K sh | |
| 11 | SPDR Gold TR GOLD SHS | $49.1M | 133.2K | 1.8% | ▲+52% Added · +46K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $42.8M | 85.6K | 1.6% | ▲+21% Added · +15K sh | |
| 13 | Advanced Micro Devices Inc COM | $42.6M | 73.4K | 1.6% | ▲+186% Added · +48K sh | |
| 14 | ASML Hldg NV N Y REGISTRY SHS | $36.0M | 18.1K | 1.4% | ▲+494% Added · +15K sh | |
| 15 | Trane Technologies PLC SHS | $35.0M | 71.3K | 1.3% | ▼−0.4% Reduced · −319 sh | |
| 16 | JPMorgan Chase & Co COM | $34.1M | 104.0K | 1.3% | ▲+195% Added · +69K sh | |
| 17 | Taiwan Semiconductor Manufac SPONSORED ADS | $33.5M | 70.0K | 1.3% | ▲+358% Added · +55K sh | |
| 18 | Eli Lilly & Co COM | $31.3M | 26.1K | 1.2% | ▲+299% Added · +20K sh | |
| 19 | Alphabet Inc CAP STK CL C | $30.9M | 87.3K | 1.2% | ▲+33% Added · +22K sh | |
| 20 | Abbvie Inc COM | $29.2M | 116.0K | 1.1% | ▲+646% Added · +100K sh | |
| 21 | Bank Of Amer Corp COM | $27.2M | 477.0K | 1.0% | ▲+415% Added · +384K sh | |
| 22 | Caterpillar Inc COM | $27.2M | 25.5K | 1.0% | ▲+463% Added · +21K sh | |
| 23 | Netflix Inc. COM | $25.3M | 355.0K | 1.0% | ▲+259% Added · +256K sh | |
| 24 | Goldman Sachs Group Inc COM | $24.7M | 24.4K | 0.9% | ▲+445% Added · +20K sh | |
| 25 | Oracle Corp COM | $23.6M | 160.8K | 0.9% | ▲+566% Added · +137K sh | |
| 26 | International Business Machs COM | $23.1M | 82.1K | 0.9% | ▲10× Added · +74K sh | |
| 27 | Amphenol Corp CL A | $22.9M | 130.0K | 0.9% | ▲22× Added · +124K sh | |
| 28 | Disney Walt Co COM | $22.1M | 229.6K | 0.8% | ▲+666% Added · +200K sh | |
| 29 | Barrick MNG Corp COM SHS | $22.0M | 599.5K | 0.8% | ▲77× Added · +592K sh | |
| 30 | Tesla Inc COM | $21.1M | 50.2K | 0.8% | ▲+12% Added · +5K sh | |
| 31 | Invesco Exchange Traded FD T S&P500 EQL WGT | $20.1M | 94.5K | 0.8% | ▲+26% Added · +20K sh | |
| 32 | Nucor Corp COM | $19.9M | 89.2K | 0.7% | ▲68× Added · +88K sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $19.8M | 28.9K | 0.7% | ▲+12% Added · +3K sh | |
| 34 | Ishares Silver TR ISHARES | $16.7M | 313.1K | 0.6% | ▼−23% Reduced · −91K sh | |
| 35 | Ishares TR CORE S&P500 ETF | $15.3M | 20.5K | 0.6% | ▲+1.7% Added · +338 sh | |
| 36 | Vaneck ETF Trust SEMICONDUCTR ETF | $15.0M | 22.8K | 0.6% | ▲+143% Added · +13K sh | |
| 37 | Northern LTS FD TR III COUN QUA EQU ETF | $13.7M | 263.9K | 0.5% | ▲+26% Added · +55K sh | |
| 38 | Palo Alto Networks Inc COM | $12.9M | 37.7K | 0.5% | ▲+135% Added · +22K sh | |
| 39 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $12.7M | 135.7K | 0.5% | ▲New New position | |
| 40 | Elevation Series Trust CLOU HEDG EQ ETF | $12.4M | 364.2K | 0.5% | ▲+22% Added · +65K sh | |
| 41 | Ishares Bitcoin Trust ETF SHS BEN INT | $11.8M | 355.3K | 0.4% | ▲+36% Added · +94K sh | |
| 42 | Ishares TR MSCI EAFE ETF | $11.2M | 108.0K | 0.4% | ▲+661% Added · +94K sh | |
| 43 | Applied Matls Inc COM | $10.9M | 15.1K | 0.4% | ▲+391% Added · +12K sh | |
| 44 | Fidelity Covington Trust FUN LAR COR ETF | $10.9M | 185.0K | 0.4% | ▲+48% Added · +60K sh | |
| 45 | Ishares TR MSCI USA QLT FCT | $10.5M | 47.9K | 0.4% | ▲+106% Added · +25K sh | |
| 46 | Costco Wholesale Corporation COM | $10.3M | 11.0K | 0.4% | ▲+30% Added · +3K sh | |
| 47 | Visa Inc COM CL A | $9.7M | 28.2K | 0.4% | ▲+17% Added · +4K sh | |
| 48 | Sprott Asset Management LP PHYSICAL GOLD TR | $9.3M | 309.9K | 0.4% | ▲+229% Added · +216K sh | |
| 49 | Ishares TR CORE US AGGBD ET | $9.1M | 92.2K | 0.3% | ▼−1.8% Reduced · −2K sh | |
| 50 | Vanguard Index FDS TOTAL STK MKT | $8.8M | 23.7K | 0.3% | ▲+6.5% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1964958/holdings"
Use Arkolith to show INSIGNEO ADVISORY SERVICES, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | STATE STR SPDR S&P 500 ETF T | $1.6M | 2K |
| CALL · bullish | PHOTRONICS INC | $976K | 30K |
| CALL · bullish | ISHARES BITCOIN TRUST ETF | $576K | 17K |
| PUT · bearish | INVESCO QQQ TR | $442K | 600 |
| CALL · bullish | INVESCO QQQ TR | $368K | 500 |
| CALL · bullish | SELECT SECTOR SPDR TR | $324K | 2K |
| CALL · bullish | MICROSOFT CORP | $112K | 300 |
| CALL · bullish | DISNEY WALT CO | $96K | 1K |
| CALL · bullish | INTEL CORP | $84K | 600 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.