AiSiWhale

AI & tech investing

INSIGNEO ADVISORY SERVICES, LLC

CIK 1964958

13F filing for Q2 2026・No. 1,386

Holdings
US$2.67B
Quarter change
+US$1.26B
Entries
1,105
Net bought (estimate)
+US$1.11B

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 180
  • Sold out 43
  • Cut 154
  • Added 418
  • Corporate actions 2
  • Unchanged 82

Largest holdings

834 stocks worth US$2.66B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$150.89M5.67%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$127.49M4.79%
NVDANvidiaCOMAddedUS$103.81M3.90%
AMZNAmazonCOMAddedUS$85.88M3.22%
GOOGLAlphabetCAP STK CL AAddedUS$77.87M2.92%
MSFTMicrosoftCOMAddedUS$74.83M2.81%
QQQInvesco QQQUNIT SER 1AddedUS$70.6M2.65%
METAMetaCL AAddedUS$65.18M2.45%
MUMicronCOMAddedUS$61.3M2.30%
AVGOBroadcomCOMAddedUS$49.44M1.86%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.