INSIGNEO ADVISORY SERVICES, LLC

CIK

1964958

Location

MIAMI, FL

Portfolio Value

Mid $2,096,921,574

Diversification

Diversified

Reports for

SEAVIEW INVESTMENT MANAGERS LLC

Files via

SEAVIEW INVESTMENT MANAGERS LLC

Filing Date

Global Rank

#1,295 / 8,700 ▲ 547

Top Industry

Semiconductors 17.7%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

15 quarters · since Dec 2022

Portfolio Concentration

502 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.2%

−0.7 pts

Top 5

27.5%

−0.9 pts

Top 10

42.8%

+0.2 pts

HHI

258

Diversified+5

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$765,567,985	81
Unclassified	16.3%	$342,506,768	44
Financial Services	11.1%	$233,472,567	90
Communication Services	11.0%	$230,452,722	17
Consumer Cyclical	6.6%	$138,186,788	36
Industrials	5.9%	$123,394,849	60
Healthcare	5.0%	$105,335,063	51
Basic Materials	3.3%	$69,284,444	34
Consumer Defensive	1.7%	$34,856,433	22
Energy	1.6%	$34,594,156	31
Real Estate	0.5%	$10,218,564	21
Utilities	0.4%	$9,051,235	15

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
B	Barrick Mining Corp	+591,728	599,497	$22,019,523
BAC	Bank Of America Corp /De/	+384,488	477,043	$27,181,909
NFLX	Netflix Inc	+256,215	354,981	$25,345,643
PHYS	Sprott Physical Gold Trust	+215,554	309,862	$9,348,535
NVDA	Nvidia Corp	+211,300	518,796	$103,805,891
DIS	Walt Disney Co	+199,602	229,592	$22,098,229
AMZN	Amazon Com Inc	+145,114	360,322	$85,879,144
ORCL	Oracle Corp	+136,646	160,799	$23,565,093
GOOGL	Alphabet Inc.	+131,591	305,206	$108,718,690
AAPL	Apple Inc.	+131,560	521,460	$150,889,665
APH	Amphenol Corp /De/	+124,065	129,995	$45,841,436
ABBV	AbbVie Inc.	+100,409	115,953	$29,178,412
AVGO	Broadcom Inc.	+100,332	130,878	$49,439,163
MSFT	Microsoft Corp	+94,566	200,596	$74,826,319
IBIT	iShares Bitcoin Trust ETF	+94,045	355,281	$11,827,303
PSLV	Sprott Physical Silver Trust	+88,775	449,742	$8,486,631
NUE	Nucor Corp	+87,935	89,249	$19,880,214
PDI	PIMCO Dynamic Income Fund	+86,607	123,637	$2,064,737
IBM	International Business Machines Corp	+74,037	82,135	$23,097,183
JPM	Jpmorgan Chase & Co	+68,747	104,033	$34,053,121
META	Meta Platforms, Inc.	+65,001	115,706	$65,176,032
BTBT	Bit Digital, Inc	+59,360	101,360	$182,448
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+54,755	70,050	$33,453,777
CPAI	Counterpoint Quantitative Equity ETF	+54,530	263,897	$13,712,088
AMD	Advanced Micro Devices Inc	+47,702	73,374	$42,623,690
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,263,316	12,545	$1,496,993
VB	Vanguard Morningstar Small-Cap ETF	−116,146	1,320	$400,118
SLV	iShares Silver Trust	−91,289	313,087	$16,740,761
VEU	Vanguard FTSE All-World Ex-US ETF	−71,601	54,373	$4,553,738
STT	State Street Corp	−64,153	1,347	$228,451
AIRR	First Trust RBA American Industrial Renaissance ETF	−63,549	19,321	$2,574,523
PBR	Petrobras - Petroleo Brasileiro SA	−28,067	68,249	$1,102,903
—		−23,058	9,653	$884,600
KEEL	Keel Infrastructure Corp.	−20,300	115,927	$665,420
CMG	Chipotle Mexican Grill Inc	−18,140	10,088	$342,992
VIG	Vanguard Dividend Appreciation ETF	−14,227	3,507	$829,826
DBB	Invesco Db Base Metals Fund	−13,446	15,732	$379,141
XYZ	Block, Inc.	−12,270	9,984	$758,784
SONY	Sony Group Corp	−9,683	12,311	$246,958
GGAL	Grupo Financiero Galicia SA	−7,234	11,335	$567,090
INTC	Intel Corp	−6,607	24,014	$3,353,074
HON	Honeywell International Inc	−6,286	17,835	$3,993,256
DOC	Healthpeak Properties, Inc.	−5,963	23,847	$510,325
COIN	Coinbase Global, Inc.	−5,829	10,034	$1,466,870
ABEV	Ambev S.A.	−5,541	78,329	$245,953
ZURA	Zura Bio Ltd	−5,000	20,650	$121,835
CMCSA	Comcast Corp	−4,494	23,049	$565,852
ONDS	Ondas Inc.	−4,384	13,616	$112,195
VALE	Vale S.A.	−3,620	109,006	$1,639,450
ETH	Grayscale Ethereum Staking Mini ETF	−3,449	14,183	$213,170
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	17,685	$3,909,799
ALAB	Astera Labs, Inc.	7,647	$3,693,653
ARM	Arm Holdings PLC /Uk	8,622	$3,057,102
SPCX	Space Exploration Technologies Corp	15,606	$2,666,441
HPE	Hewlett Packard Enterprise Co	52,842	$2,383,702
SPPP	Sprott Physical Platinum & Palladium Trust	161,484	$2,010,475
SNDK	Sandisk Corp	825	$1,875,827
SBSW	Sibanye Stillwater Ltd	169,423	$1,438,401
CF	CF Industries Holdings, Inc.	12,063	$1,305,940
PAAS	Pan American Silver Corp	25,929	$1,161,359
TGB	Trekor Metals Ltd	125,386	$862,655
AG	First Majestic Silver Corp	50,535	$857,073
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	40,116	$844,440
ASTS	AST SpaceMobile, Inc.	9,074	$806,315
WULF	Terawulf Inc.	31,264	$772,220
CRDO	Credo Technology Group Holding Ltd	2,334	$634,731
NG	Novagold Resources Inc	102,000	$608,940
EXK	Endeavour Silver Corp	72,450	$599,886
TWLO	Twilio Inc	2,716	$560,392
TER	Teradyne, Inc	1,136	$549,641
ATAI	AtaiBeckley Inc.	104,252	$549,407
EW	Edwards Lifesciences Corp	5,896	$533,352
FLEX	Flex Ltd.	3,271	$530,130
KSPI	Joint Stock Co Kaspi.kz	5,860	$507,710
AYA	Aya Gold & Silver Inc.	26,783	$507,270
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AFK	VanEck Africa Index ETF	385,391	$19,070,572
ABI	VictoryShares Pioneer Asset-Based Income ETF	90,488	$15,178,593
AFGR	First Trust Active Factor Large Cap Growth ETF	377,371	$13,873,474
BKF	iShares MSCI BIC ETF	206,726	$12,157,500
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	133,154	$12,048,927
AIEQ	Amplify AI Powered Equity ETF	361,000	$11,614,886
—		298,921	$8,578,733
BNDW	Vanguard Total World Bond ETF	111,725	$8,239,328
AGNG	Global X Funds Global X Aging Population ETF	141,927	$7,746,560
FBCG	Fidelity Blue Chip Growth ETF	138,635	$6,921,156
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	87,972	$4,937,168
FNDA	Schwab Fundamental U.S. Small Company ETF	160,245	$4,883,425
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	61,191	$4,511,348
IVZ	Invesco Ltd.	116,827	$3,405,235
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	63,449	$3,134,380
CAGE	Calamos Autocallable Growth ETF	118,943	$2,951,524
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	68,266	$2,737,640
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	48,909	$2,660,414
BCHP	Principal Focused Blue Chip ETF	134,117	$2,524,081
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	60,520	$2,496,721
—		94,617	$2,258,507
JA	Janus Henderson AA-A CLO ETF	45,096	$2,251,473
CWI	State Street SPDR MSCI ACWI ex-US ETF	45,794	$1,965,433
VCRM	Vanguard Core Tax-Exempt Bond ETF	34,432	$1,717,812
CAAA	First Trust AAA CMBS ETF	28,415	$1,698,648
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

502 tracked positions · $2,096,921,574 total · filing declares 1,105 positions · $2,668,752,709 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 502 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	521,460	+131,560	$150,889,665	+52.5%	7.20%
SPY	Spdr S&P 500 ETF Trust	Added	170,726	+46,265	$127,493,054	+57.5%	6.08%
GOOGL	Alphabet Inc. Communication Services	Added	305,206	+131,591	$108,718,690	+118.0%	5.18%
NVDA	Nvidia Corp Technology	Added	518,796	+211,300	$103,805,891	+93.6%	4.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	360,322	+145,114	$85,879,144	+91.6%	4.10%
MSFT	Microsoft Corp Technology	Added	200,596	+94,566	$74,826,319	+90.6%	3.57%
QQQ	Invesco Qqq Trust, Series 1	Added	95,878	+45,958	$70,604,558	+145.0%	3.37%
META	Meta Platforms, Inc. Communication Services	Added	115,706	+65,001	$65,176,032	+124.7%	3.11%
MU	Micron Technology Inc Technology	Added	53,106	+31,621	$61,299,723	+744.5%	2.92%
AVGO	Broadcom Inc. Technology	Added	130,878	+100,332	$49,439,163	+422.9%	2.36%
GLD	Spdr Gold Trust	Added	133,182	+45,814	$49,061,584	+30.5%	2.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	85,578	+14,817	$48,809,172	+23.1%	2.33%
APH	Amphenol Corp /De/ Technology	Added	129,995	+124,065	$45,841,436	+2959.1%	2.19%
AMD	Advanced Micro Devices Inc Technology	Added	73,374	+47,702	$42,623,690	+716.2%	2.03%
ASML	Asml Holding NV Technology	Added	18,107	+15,060	$36,022,787	+795.1%	1.72%
TT	Trane Technologies plc Industrials	Reduced	71,256	-319	$34,998,096	+17.3%	1.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	104,033	+68,747	$34,053,121	+228.1%	1.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	70,050	+54,755	$33,453,777	+547.2%	1.60%
LLY	ELI LILLY & Co Healthcare	Added	26,099	+19,550	$31,303,925	+419.7%	1.49%
ABBV	AbbVie Inc. Healthcare	Added	115,953	+100,409	$29,178,412	+763.1%	1.39%
BAC	Bank Of America Corp /De/ Financial Services	Added	477,043	+384,488	$27,181,909	+502.4%	1.30%
CAT	Caterpillar Inc Industrials	Added	25,517	+20,982	$27,173,053	+745.8%	1.30%
NFLX	Netflix Inc Communication Services	Added	354,981	+256,215	$25,345,643	+166.9%	1.21%
GS	Goldman Sachs Group Inc Financial Services	Added	24,445	+19,956	$24,722,939	+551.0%	1.18%
ORCL	Oracle Corp Technology	Added	160,799	+136,646	$23,565,093	+563.2%	1.12%
IBM	International Business Machines Corp Technology	Added	82,135	+74,037	$23,097,183	+1076.7%	1.10%
DIS	Walt Disney Co Communication Services	Added	229,592	+199,602	$22,098,229	+664.5%	1.05%
B	Barrick Mining Corp Basic Materials	Added	599,497	+591,728	$22,019,523	+6848.5%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	50,181	+5,476	$21,106,128	+27.0%	1.01%
NUE	Nucor Corp Basic Materials	Added	89,249	+87,935	$19,880,214	+8847.1%	0.95%
SLV	iShares Silver Trust	Reduced	313,087	-91,289	$16,740,761	−39.2%	0.80%
CPAI	Counterpoint Quantitative Equity ETF	Added	263,897	+54,530	$13,712,088	+56.7%	0.65%
PANW	Palo Alto Networks Inc Technology	Added	37,734	+21,655	$12,868,048	+399.2%	0.61%
IBIT	iShares Bitcoin Trust ETF	Added	355,281	+94,045	$11,827,303	+17.8%	0.56%
AMAT	Applied Materials Inc /De Technology	Added	15,084	+12,012	$10,905,732	+938.7%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	10,975	+2,501	$10,266,782	+21.6%	0.49%
V	Visa Inc. Financial Services	Added	28,157	+4,178	$9,660,384	+33.3%	0.46%
PHYS	Sprott Physical Gold Trust Financial Services	Added	309,862	+215,554	$9,348,535	+179.7%	0.45%
PSLV	Sprott Physical Silver Trust Financial Services	Added	449,742	+88,775	$8,486,631	−3.6%	0.40%
IAU	Ishares Gold Trust	Added	101,985	+44,871	$7,700,886	+52.9%	0.37%
MA	Mastercard Inc Financial Services	Added	14,737	+793	$7,568,923	+8.6%	0.36%
WMT	Walmart Inc. Consumer Defensive	Added	65,232	+13,038	$7,388,175	+13.9%	0.35%
LRCX	Lam Research Corp Technology	Added	16,988	+11,384	$7,361,409	+514.8%	0.35%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	13,968	+1,173	$7,296,743	+23.1%	0.35%
AXP	American Express Co Financial Services	Added	20,602	+10,045	$6,968,626	+118.2%	0.33%
XOM	ExxonMobil Holdings Corp Energy	Added	49,939	+2,308	$6,827,660	−15.5%	0.33%
PLTR	Palantir Technologies Inc. Technology	Added	56,381	+9,113	$6,577,971	−4.9%	0.31%
CSCO	Cisco Systems, Inc. Technology	Added	54,636	+33,042	$6,417,544	+283.0%	0.31%
GLW	Corning Inc /Ny Technology	Added	25,073	+15,685	$6,404,396	+401.7%	0.31%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	8,306	+1,187	$6,338,640	+128.1%	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.