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Insigneo Advisory Services - Q4 2025 13F Filings

IN

Insigneo Advisory Services, LLC

CIK: 0001964958
Address: Florida Miami 1221 Brickell Avenue 27Th Floor
$1.39 B
Portfolio Value
759
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. CBLS Clough Hedged Equity Etf
+$5.1 M
2. QUAL Ishares Msci Usa Quality Factor Etf
+$3.45 M
3. AGG Ishares Core Us Aggregate Bond Etf
+$2.81 M
4. CPAI Counterpoint Quantitative Equity Etf
+$2.3 M
5. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$2.25 M

Top Sells

Q4 2025
1. NVDA Nvidia Corporation
−$20.18 M
2. MSCI Msci
−$11.77 M
3. AAPL Apple
−$8.6 M
4. TSLA Tesla
−$7.86 M
5. YPF Ypf Sociedad Anónima
−$6 M

Asset Allocation

Stocks/ETFs
-2.02%
$1.38 B 99.11%
Options
+15.05%
$824,976 0.06%
Debt
+0.97%
$1.49 M 0.11%
Other
-15.95%
$10.1 M 0.72%

Sector Allocation (Stocks)

Insigneo Advisory Services Q4 2025 Filing Summary

Insigneo Advisory Services, LLC filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 1.39 B reflecting a -2.12% change from the prior quarter, spanning 759 assets. The top 10 holdings comprised 36.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 107 new positions and 89 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Insigneo Advisory Services’s Q4 2025 Filing

Insigneo Advisory Services submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Insigneo Advisory Services reported a managed portfolio value of 1.39 B, consisting of 759 individual positions.

This page displays the raw filing documents. To see which stocks Insigneo Advisory Services bought or sold during Q4 2025, please visit Insigneo Advisory Services's Portfolio Analysis page.