INSIGNEO ADVISORY SERVICES, LLC

CIK 0001964958 · Q2 2026

13F Equity AUM

$2.7B

+89.6% QoQ

Positions

884

-745 QoQ

AUM Rank

#2,039

Top 16%

Skill Alpha (FF)

+1.4%/yr^ns

No Clear Edge

Rank #1,396 · Top 17%

vs S&P +1.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 20.5%Top 10: 32.5%Top 20: 46.1%

AAPL5.7%

SPY4.8%

NVDA3.9%

AMZN3.2%

GOOGL2.9%

MSFT2.8%

NDQ2.6%

META2.4%

MU2.3%

AVGO1.9%

Others (874)67.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 884Median: 0.02%Avg: 0.11%

0–0.5%

847(40.4%)

0.5–1%

15(11.4%)

1–3%

18(30.6%)

3–5%

3(11.9%)

5%+

1(5.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 884vs 20 funds

0%Low

884

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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