Latest INSIGNEO ADVISORY SERVICES, LLC Stock Portfolio

INSIGNEO ADVISORY SERVICES, LLC Performance:

2025 Q4: 2.61%YTD: 16.35%2024: 21.11%

Performance for 2025 Q4 is 2.61%, and YTD is 16.35%, and 2024 is 21.11%.

About INSIGNEO ADVISORY SERVICES, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSIGNEO ADVISORY SERVICES, LLC reported an equity portfolio of $1.4 Billions as of 31 Dec, 2025.

The top stock holdings of INSIGNEO ADVISORY SERVICES, LLC are AAPL, SPY, NVDA. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.9% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off ISHARES TR (AMPS), ARK 21SHARES BITCOIN ETF and GLOBANT S A (GLOB) stocks. They significantly reduced their stock positions in MSCI INC (MSCI), ADECOAGRO S A (AGRO) and GRUPO SUPERVIELLE S.A. (SUPV). INSIGNEO ADVISORY SERVICES, LLC opened new stock positions in ELEVATION SERIES TRUST, NORTHERN LTS FD TR III (FPAG) and NEOS ETF TRUST (KOCG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), DBX ETF TR (ACSG) and ISHARES TR (AAXJ).

INSIGNEO ADVISORY SERVICES, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that INSIGNEO ADVISORY SERVICES, LLC made a return of 2.61% in the last quarter. In trailing 12 months, it's portfolio return was 16.35%.

Performance
S&P 500

New Buys

Ticker	$ Bought
elevation series trust	5,097,090
northern lts fd tr iii	2,297,330
neos etf trust	1,072,920
amplify etf tr	977,977
bristol-myers squibb co	968,905
putnam etf trust	905,816
invesco actively managed exc	864,962
unilever plc	689,054

New stocks bought by INSIGNEO ADVISORY SERVICES, LLC

Additions

Ticker	% Inc.
vanguard scottsdale fds	904
dbx etf tr	765
ishares tr	285
ishares tr	261
ishares inc	241
ishares tr	219
circle internet group inc	136
paypal hldgs inc	131

Additions to existing portfolio by INSIGNEO ADVISORY SERVICES, LLC

Reductions

Ticker	% Reduced
msci inc	-97.1
ishares tr	-74.54
ypf sociedad anonima	-71.86
direxion shs etf tr	-67.81
vista energy s.a.b. de c.v.	-66.79
pampa energia s a	-66.78
nu hldgs ltd	-63.29
select sector spdr tr	-57.14

INSIGNEO ADVISORY SERVICES, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by INSIGNEO ADVISORY SERVICES, LLC

Sector Distribution

INSIGNEO ADVISORY SERVICES, LLC has about 47.3% of it's holdings in Others sector.

Sector	%
Others	47.3
Technology	20.8
Communication Services	7.4
Consumer Cyclical	6.4
Financial Services	5.2
Industrials	5.1
Healthcare	3.5
Consumer Defensive	1.7
Energy	1.1

Market Cap. Distribution

INSIGNEO ADVISORY SERVICES, LLC has about 51.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.3
MEGA-CAP	37.7
LARGE-CAP	13.9

Stocks belong to which Index?

About 50% of the stocks held by INSIGNEO ADVISORY SERVICES, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	50.1
S&P 500	48.8
RUSSELL 2000	1.2

Top 5 Winners (%)		%
XLB	select sector spdr tr	92.5 %
BMA	banco macro sa	82.2 %
SUPV	grupo supervielle s.a.	79.6 %
XLB	select sector spdr tr	76.8 %
XLB	select sector spdr tr	76.8 %

Top 5 Winners ($)		$
SLV	ishares silver tr	8.7 M
GOOG	alphabet inc	7.5 M
AAPL	apple inc	6.8 M
GOOG	alphabet inc	4.4 M
GLD	spdr gold tr	3.3 M

Top 5 Losers (%)		%
INVZ	innoviz technologies ltd	-58.2 %
MSTR	strategy inc	-46.6 %
	coreweave inc	-43.8 %
	satellogic inc	-38.9 %
RBLX	roblox corp	-37.5 %

Top 5 Losers ($)		$
	ishares bitcoin trust etf	-3.8 M
META	meta platforms inc	-3.4 M
MSFT	microsoft corp	-3.3 M
TT	trane technologies plc	-2.3 M
NFLX	netflix inc	-2.3 M

INSIGNEO ADVISORY SERVICES, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC has 694 stocks in it's portfolio. About 35.9% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. SLV was the most profitable stock for INSIGNEO ADVISORY SERVICES, LLC last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.42	380,654	103,485,000	reduced	-7.67

AAXJ	ishares tr	0.29	36,210	3,988,530	reduced	-8.55

AAXJ	ishares tr	0.26	25,667	3,631,620	added	25.2

AAXJ	ishares tr	0.22	99,135	3,069,220	added	16.9

AAXJ	ishares tr	0.19	27,658	2,633,600	added	285

AAXJ	ishares tr	0.16	10,117	2,172,000	added	20.01

AAXJ	ishares tr	0.12	17,375	1,694,220	reduced	-2.95

AAXJ	ishares tr	0.11	19,152	1,544,260	added	49.36

AAXJ	ishares tr	0.06	8,883	827,185	reduced	-8.92

AAXJ	ishares tr	0.06	12,082	811,065	added	2.32

AAXJ	ishares tr	0.05	5,983	714,071	added	42.45

AAXJ	ishares tr	0.04	6,586	634,100	reduced	-5.14

AAXJ	ishares tr	0.04	11,379	601,747	reduced	-4.99

AAXJ	ishares tr	0.04	5,123	548,725	new

AAXJ	ishares tr	0.04	8,484	527,281	new

ABBV	abbvie inc	0.27	16,539	3,778,970	added	1.15

ABNB	airbnb inc	0.06	5,873	797,084	reduced	-12.2

ABT	abbott labs	0.11	12,453	1,560,270	added	9.93

ACES	alps etf tr	0.03	10,991	345,722	reduced	-2.91

ACN	accenture plc ireland	0.06	3,092	829,509	reduced	-27.3