INSIGNEO ADVISORY SERVICES, LLC

MIAMI, FL · CIK 1964958 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2016 · limited liability company

Assets managed$5.2bn
Staff223 · 178 in investment roles
Main clients (by assets)Companies 50%, High net worth individuals 28%, Individuals 16%
Private funds1 · $26.8m gross assets
Websiteinsigneo.com
Form ADV · 2026-06-08SEC adviser record

Legal entityInsigneo Advisory Services, LLC (US)

Kindprivate equity, institutions
Others nearbyMiami, FL, Montevideo, New York, NY, Houston, TX, Boca Raton, FL, Santiago

As an employer

Offices in4 countries
Private fundsprivate equity 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Miami, FL (main office)United States	United States	about 89
Montevideo4 officesUruguay	Uruguay	34
Coral Gables, FLUnited States	United States	21
New York, NYUnited States	United States	13
Houston, TXUnited States	United States	7
San Juan, PRUnited States	United States	5
SantiagoChile	Chile	2
Boca Raton, FLUnited States	United States	2
CaliColombia	Colombia	1
Boston, MAUnited States	United States	1
El Cajon, CAUnited States	United States	1
Laredo, TXUnited States	United States	1

1 more city

San Antonio, TXUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.7bn reported value +89.7% vs Q1 2026

875positions

32.6%in top 10

196 new 426 added 157 reduced 57 sold out vs Q1 2026

Options: 8 call positions ($4.1m notional), 1 put positions ($441.8k notional) – listed below, not included above.

This report includes the holdings of 1 other manager that shares the investment decisions:

SEAVIEW INVESTMENT MANAGERS LLC – files its own report too; $327.5m of shares are in both

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	521,460	$150.9m5.66%	5.66%	Added +131.6k	+131,560 33.7%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	170,726	$127.5m4.79%	4.79%	Added +46.3k	+46,265 37.2%
3	NVIDIA CORPORATION COM NVDA	NVDA	518,796	$103.8m3.90%	3.90%	Added +211.3k	+211,300 68.7%
4	AMAZON COM INC COM AMZN	AMZN	360,322	$85.9m3.22%	3.22%	Added +145.1k	+145,114 67.4%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	217,885	$77.9m2.92%	2.92%	Added +109.9k	+109,874 101.7%
6	MICROSOFT CORP COM MSFT	MSFT	200,596	$74.8m2.81%	2.81%	Added +94.6k	+94,566 89.2%
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	95,878	$70.6m2.65%	2.65%	Added +46.0k	+45,958 92.1%
8	META PLATFORMS INC CL A META	META	115,706	$65.2m2.45%	2.45%	Added +65.0k	+65,001 128.2%
9	MICRON TECHNOLOGY INC COM MU	MU	53,106	$61.3m2.30%	2.30%	Added +31.6k	+31,621 147.2%
10	BROADCOM INC COM AVGO	AVGO	130,878	$49.4m1.86%	1.86%	Added +100.3k	+100,332 328.5%
11	SPDR GOLD TR GOLD SHS GLD	GLD	133,182	$49.1m1.84%	1.84%	Added +45.8k	+45,814 52.4%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	85,570	$42.8m1.61%	1.61%	Added +14.8k	+14,817 20.9%
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	73,374	$42.6m1.60%	1.60%	Added +47.7k	+47,702 185.8%
14	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	18,107	$36.0m1.35%	1.35%	Added +15.1k	+15,060 494.3%
15	TRANE TECHNOLOGIES PLC SHS TT	TT	71,256	$35.0m1.31%	1.31%	Reduced -319	-319 -0.5%
16	JPMORGAN CHASE & CO COM JPM	JPM	104,033	$34.1m1.28%	1.28%	Added +68.7k	+68,747 194.8%
17	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	70,050	$33.5m1.26%	1.26%	Added +54.8k	+54,755 358.0%
18	ELI LILLY & CO COM LLY	LLY	26,099	$31.3m1.18%	1.18%	Added +19.6k	+19,550 298.5%
19	ALPHABET INC CAP STK CL C GOOG	GOOG	87,321	$30.9m1.16%	1.16%	Added +21.7k	+21,717 33.1%
20	ABBVIE INC COM ABBV	ABBV	115,953	$29.2m1.10%	1.10%	Added +100.4k	+100,409 646.0%
21	BANK AMERICA CORP COM BAC	BAC	477,043	$27.2m1.02%	1.02%	Added +384.5k	+384,488 415.4%
22	CATERPILLAR INC COM CAT	CAT	25,517	$27.2m1.02%	1.02%	Added +21.0k	+20,982 462.7%
23	NETFLIX INC COM NFLX	NFLX	354,981	$25.3m0.95%	0.95%	Added +256.2k	+256,215 259.4%
24	GOLDMAN SACHS GROUP INC COM GS	GS	24,445	$24.7m0.93%	0.93%	Added +20.0k	+19,956 444.6%
25	ORACLE CORP COM ORCL	ORCL	160,799	$23.6m0.88%	0.88%	Added +136.6k	+136,646 565.8%
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	82,135	$23.1m0.87%	0.87%	Added +74.0k	+74,037 914.3%
27	AMPHENOL CORP CL A APH	APH	129,995	$22.9m0.86%	0.86%	Added +124.1k	+124,065 2092.2%
28	DISNEY WALT CO COM DIS	DIS	229,592	$22.1m0.83%	0.83%	Added +199.6k	+199,602 665.6%
29	BARRICK MNG CORP COM SHS B	B	599,497	$22.0m0.83%	0.83%	Added +591.7k	+591,728 7616.5%
30	TESLA INC COM TSLA	TSLA	50,181	$21.1m0.79%	0.79%	Added +5.5k	+5,476 12.2%
31	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	94,469	$20.1m0.75%	0.75%	Added +19.6k	+19,607 26.2%
32	NUCOR CORP COM NUE	NUE	89,249	$19.9m0.75%	0.75%	Added +87.9k	+87,935 6692.2%
33	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	28,895	$19.8m0.74%	0.74%	Added +3.1k	+3,144 12.2%
34	ISHARES SILVER TR ISHARES SLV	SLV	313,087	$16.7m0.63%	0.63%	Reduced -91.3k	-91,289 -22.6%
35	ISHARES TR CORE S&P500 ETF IVV	IVV	20,466	$15.3m0.58%	0.58%	Added +338	+338 1.7%
36	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	22,846	$15.0m0.56%	0.56%	Added +13.4k	+13,437 142.8%
37	NORTHERN LTS FD TR III COUN QUA EQU ETF CPAI	CPAI	263,897	$13.7m0.51%	0.51%	Added +54.5k	+54,530 26.1%
38	PALO ALTO NETWORKS INC COM PANW	PANW	37,734	$12.9m0.48%	0.48%	Added +21.7k	+21,655 134.7%
39	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	135,692	$12.7m0.48%	0.48%	New
40	ELEVATION SERIES TRUST CLOUGH HEDGED EQ CBLS	CBLS	364,221	$12.4m0.47%	0.47%	Added +65.3k	+65,300 21.9%
41	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	355,281	$11.8m0.44%	0.44%	Added +94.0k	+94,045 36.0%
42	ISHARES TR MSCI EAFE ETF EFA	EFA	107,973	$11.2m0.42%	0.42%	Added +93.8k	+93,780 660.8%
43	APPLIED MATLS INC COM AMAT	AMAT	15,084	$10.9m0.41%	0.41%	Added +12.0k	+12,012 391.0%
44	FIDELITY COVINGTON TRUST FUNDAMENTAL LARG FFLC	FFLC	184,959	$10.9m0.41%	0.41%	Added +59.7k	+59,724 47.7%
45	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	47,889	$10.5m0.39%	0.39%	Added +24.6k	+24,633 105.9%
46	COSTCO WHSL CORP NEW COM COST	COST	10,975	$10.3m0.39%	0.39%	Added +2.5k	+2,501 29.5%
47	VISA INC COM CL A V	V	28,157	$9.7m0.36%	0.36%	Added +4.2k	+4,178 17.4%
48	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	309,862	$9.3m0.35%	0.35%	Added +215.6k	+215,554 228.6%
49	ISHARES TR CORE US AGGBD ET AGG	AGG	92,175	$9.1m0.34%	0.34%	Reduced -1.6k	-1,643 -1.8%
50	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	23,716	$8.8m0.33%	0.33%	Added +1.5k	+1,452 6.5%
51	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	449,742	$8.5m0.32%	0.32%	Added +88.8k	+88,775 24.6%
52	AMPLIFY ETF TR AMPLIFY JUNIOR S SILJ	SILJ	308,194	$8.0m0.30%	0.30%	Added +5.8k	+5,751 1.9%
53	ISHARES GOLD TR ISHARES NEW IAU	IAU	101,985	$7.7m0.29%	0.29%	Added +44.9k	+44,871 78.6%
54	MASTERCARD INCORPORATED CL A MA	MA	14,737	$7.6m0.28%	0.28%	Added +793	+793 5.7%
55	VANGUARD INDEX FDS VALUE ETF VTV	VTV	33,920	$7.4m0.28%	0.28%	Added +550	+550 1.6%
56	WALMART INC COM WMT	WMT	65,232	$7.4m0.28%	0.28%	Added +13.0k	+13,038 25.0%
57	LAM RESEARCH CORP COM NEW LRCX	LRCX	16,988	$7.4m0.28%	0.28%	Added +11.4k	+11,384 203.1%
58	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	13,968	$7.3m0.27%	0.27%	Added +1.2k	+1,173 9.2%
59	AMERICAN EXPRESS CO COM AXP	AXP	20,602	$7.0m0.26%	0.26%	Added +10.0k	+10,045 95.2%
60	EXXON MOBIL CORP COM XOM	XOM	49,939	$6.8m0.26%	0.26%	Added +2.3k	+2,308 4.8%
61	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	56,381	$6.6m0.25%	0.25%	Added +9.1k	+9,113 19.3%
62	CISCO SYS INC COM CSCO	CSCO	54,636	$6.4m0.24%	0.24%	Added +33.0k	+33,042 153.0%
63	CORNING INC COM GLW	GLW	25,073	$6.4m0.24%	0.24%	Added +15.7k	+15,685 167.1%
64	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	68,273	$6.4m0.24%	0.24%	Added +20.5k	+20,476 42.8%
65	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	8,306	$6.3m0.24%	0.24%	Added +1.2k	+1,187 16.7%
66	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	73,418	$6.3m0.24%	0.24%	Added +5.2k	+5,197 7.6%
67	ISHARES TR MSCI ACWI EX US ACWX	ACWX	82,012	$6.2m0.23%	0.23%	Added +16.9k	+16,927 26.0%
68	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	8	$6.0m0.22%	0.22%	Unchanged
69	JOHNSON & JOHNSON COM JNJ	JNJ	22,580	$5.7m0.22%	0.22%	Added +688	+688 3.1%
70	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	61,198	$5.5m0.21%	0.21%	Added +48.2k	+48,200 370.8%
71	ISHARES TR S&P 500 GRWT ETF IVW	IVW	39,381	$5.4m0.20%	0.20%	Added +23.6k	+23,624 149.9%
72	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	65,509	$5.4m0.20%	0.20%	Added +24.8k	+24,792 60.9%
73	VANGUARD WORLD FD INF TECH ETF VGT	VGT	44,940	$5.4m0.20%	0.20%	Added +5.6k	+5,644 14.4%
74	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	167,883	$5.3m0.20%	0.20%	Added +26.8k	+26,752 19.0%
75	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	125,264	$5.3m0.20%	0.20%	Added +51.7k	+51,691 70.3%
76	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	93,704	$5.3m0.20%	0.20%	Added +14.3k	+14,268 18.0%
77	GLOBAL X FDS DATA CTR DIG ETF DTCR	DTCR	173,881	$5.3m0.20%	0.20%	New
78	AMGEN INC COM AMGN	AMGN	14,538	$5.3m0.20%	0.20%	Added +10.6k	+10,614 270.5%
79	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	71,505	$5.2m0.20%	0.20%	New
80	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	59,269	$5.2m0.20%	0.20%	Added +26.8k	+26,843 82.8%
81	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	31,009	$5.1m0.19%	0.19%	Added +28.4k	+28,354 1068.0%
82	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	57,170	$5.0m0.19%	0.19%	Added +810	+810 1.4%
83	ISHARES TR RUSSELL 2000 ETF IWM	IWM	16,399	$4.9m0.18%	0.18%	Added +1.2k	+1,202 7.9%
84	TIDAL TRUST II ROUNDHILL GENER CHAT	CHAT	49,719	$4.9m0.18%	0.18%	New
85	MERCADOLIBRE INC COM MELI	MELI	2,815	$4.8m0.18%	0.18%	Added +843	+843 42.8%
86	BOEING CO COM BA	BA	21,711	$4.7m0.18%	0.18%	Added +147	+147 0.7%
87	ALLEGION PLC ORD SHS ALLE	ALLE	33,308	$4.7m0.18%	0.18%	Added +257	+257 0.8%
88	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	43,296	$4.6m0.17%	0.17%	Added +40.2k	+40,226 1310.3%
89	MERCK & CO INC COM MRK	MRK	36,076	$4.6m0.17%	0.17%	Added +20.7k	+20,653 133.9%
90	HOME DEPOT INC COM HD	HD	13,124	$4.6m0.17%	0.17%	Added +3.9k	+3,855 41.6%
91	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	28,946	$4.6m0.17%	0.17%	Added +9.9k	+9,896 52.0%
92	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	54,373	$4.6m0.17%	0.17%	Added +619	+619 1.1%
93	ISHARES TR MSCI ACWI ETF ACWI	ACWI	28,780	$4.5m0.17%	0.17%	Added +2.0k	+1,956 7.3%
94	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	23,521	$4.5m0.17%	0.17%	Added +21.6k	+21,550 1093.3%
95	ARISTA NETWORKS INC COM SHS ANET	ANET	26,276	$4.5m0.17%	0.17%	Added +18.9k	+18,912 256.8%
96	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	151,173	$4.4m0.17%	0.17%	Added +1.8k	+1,827 1.2%
97	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	60,739	$4.4m0.16%	0.16%	New
98	MARATHON PETE CORP COM MPC	MPC	16,934	$4.3m0.16%	0.16%	Reduced -100	-100 -0.6%
99	CITIGROUP INC COM NEW C	C	30,520	$4.3m0.16%	0.16%	Added +4.8k	+4,769 18.5%
100	COCA COLA CO COM KO	KO	52,032	$4.2m0.16%	0.16%	Added +5.2k	+5,199 11.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		12,060	$5.5m12.1k shares
CARNIVAL CORP		53,821	$1.4m53.8k shares
ROYAL GOLD INC RGLD	RGLD	1,687	$429.3k1.7k shares
INVESCO EXCH TRADED FD TR II XMLV	XMLV	6,560	$413.1k6.6k shares
ZOETIS INC ZTS	ZTS	3,287	$388.6k3.3k shares
BANCO MACRO SA BMA	BMA	4,957	$383.5k5.0k shares
WISDOMTREE TR WDEF	WDEF	12,024	$372.0k12.0k shares
FIRST TR EXCHANGE TRADED FD FTHI	FTHI	14,407	$330.6k14.4k shares
ANGLOGOLD ASHANTI PLC AU	AU	3,352	$326.4k3.4k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	932	$321.5k932 shares
CHENIERE ENERGY INC LNG	LNG	1,097	$311.3k1.1k shares
ETF SER SOLUTIONS JETS	JETS	12,079	$297.5k12.1k shares
MARTIN MARIETTA MATLS INC MLM	MLM	481	$283.2k481 shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	4,590	$278.4k4.6k shares
COMFORT SYS USA INC FIX	FIX	199	$274.4k199 shares
CENTRUS ENERGY CORP LEU	LEU	1,574	$273.2k1.6k shares
BITMINE IMMERSION TECNOLOGIE BMNR	BMNR	13,767	$272.3k13.8k shares
BITFARMS LTD BITF	BITF	136,227	$265.6k136.2k shares
SPDR SER TR KRE	KRE	3,945	$257.0k3.9k shares
CORTEVA INC CTVA	CTVA	2,980	$249.5k3.0k shares
VANGUARD INDEX FDS VO	VO	3,392	$243.5k3.4k shares
WOODWARD INC WWD	WWD	679	$243.0k679 shares
ALBEMARLE CORP ALB	ALB	1,350	$242.4k1.4k shares
ISHARES TR FLOT	FLOT	4,696	$239.3k4.7k shares
IDEXX LABS INC IDXX	IDXX	415	$233.2k415 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	2,100	$1.6m2.1k shares	Reduced
PHOTRONICS INC PLAB · Call	PLAB	Call	30,000	$975.9k30.0k shares	New
ISHARES BITCOIN TRUST ETF IBIT · Call	IBIT	Call	17,300	$575.9k17.3k shares	Added
INVESCO QQQ TR QQQ · Put	QQQ	Put	600	$441.8k600 shares	New
INVESCO QQQ TR QQQ · Call	QQQ	Call	500	$368.2k500 shares	Reduced
SELECT SECTOR SPDR TR XLK · Call	XLK	Call	1,700	$323.9k1.7k shares	Reduced
MICROSOFT CORP MSFT · Call	MSFT	Call	300	$111.9k300 shares	Reduced
DISNEY WALT CO DIS · Call	DIS	Call	1,000	$96.2k1.0k shares	New
INTEL CORP INTC · Call	INTC	Call	600	$83.8k600 shares	New