account_balance
Investment manager · 13F filer · SEC CIK 1964958
Insigneo Advisory Services, LLC
Reported value$2.37Bas of Sep 30, 2026
Positions879 86 new, 82 sold out
Top 10 weight32.9%AAPL alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.7%Trimmed −9%
SPYSPDR S&P 500 ETF Trust
4.9%Trimmed −11%
NVDANVIDIA Corp
4.1%Trimmed −17%
MSFTMicrosoft Corp
3.4%Trimmed −22%
AMZNAmazon.com Inc
3.1%Trimmed −17%
GOOGLAlphabet Inc.
2.5%Trimmed −21%
METAMeta Platforms, Inc.
2.5%Trimmed −30%
QQQInvesco QQQ Tr
2.4%Trimmed −19%
GLDSPDR Gold Trust
1.7%−22%
BRK-BBerkshire Hathaway Inc
1.6%−12%
MUMicron Technology Inc
1.6%−35%
TTTrane Technologies PLC
1.4%
AAPLApple Inc.
6.7%Trimmed −9%
SPYSPDR S&P 500 ETF Trust
4.9%Trimmed −11%
NVDANVIDIA Corp
4.1%
MSFTMicrosoft Corp
3.4%
AMZNAmazon.com Inc
3.1%−17%
GOOGLAlphabet Inc.
2.5%
METAMeta Platforms, Inc.
2.5%
QQQInvesco QQQ Tr
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.7% Trimmed −9%SPY SPDR S&P 500 ETF Trust 4.9% Trimmed −11%NVDA NVIDIA Corp 4.1% Trimmed −17%MSFT Microsoft Corp 3.4% Trimmed −22%AMZN Amazon.com Inc 3.1% Trimmed −17%GOOGL Alphabet Inc. 2.5% Trimmed −21%META Meta Platforms, Inc. 2.5% Trimmed −30%
QQQ Invesco QQQ Tr 2.4% Trimmed −19%
GLD SPDR Gold Trust 1.7% Trimmed −22%BRK-B Berkshire Hathaway Inc 1.6% Trimmed −12%MU Micron Technology Inc 1.6% Trimmed −35%TT Trane Technologies PLC 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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