13F Insight
DOSSIER · 13F-HR · Q2 2026

Sigma Planning Corp

$4.0B in tracked AUM across 1,404 positions as of Q2 2026.

SP
CIK 0001449126 · last filed Jun 30, 2026
Total AUM
$4.0B
as of Q2 2026
Holdings
1,404
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sigma Planning Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$212M283K5.3%02
AAPL
APPLE INC
$168M580K4.2%03
NVDA
NVIDIA CORPORATION
$111M580K2.8%04
QQQ
INVESCO QQQ TR
$85M116K2.1%05
AMZN
AMAZON COM INC
$71M298K1.8%06
SPY
STATE STR SPDR S&P 500 ETF T
$60M139K1.5%07
IVW
ISHARES TR
$59M428K1.5%08
DGRO
ISHARES TR
$55M721K1.4%09
MSFT
MICROSOFT CORP
$50M134K1.3%10
VOO
VANGUARD INDEX FDS
$49M72K1.2%

Filing history

2026Q2Jun 30
$4.0B▲ 10.3%
1,404 positionsView →2026Q1Mar 31
$3.6B▼ 0.6%
1,309 positionsView →2025Q4Dec 31
$3.6B▲ 3.0%
1,295 positionsView →2025Q3Sep 30
$3.5B▲ 5.8%
1,290 positionsView →2025Q2Jun 30
$3.3B▲ 6.1%
1,244 positionsLocked2025Q1Mar 31
$3.1B▼ 1.5%
1,203 positionsLocked2024Q4Dec 31
$3.2B▼ 2.4%
1,162 positionsLocked2024Q3Sep 30
$3.3B▲ 3.4%
1,218 positionsLocked2024Q2Jun 30
$3.2B▼ 0.8%
1,196 positionsLocked2024Q1Mar 31
$3.2B▲ 148.9%
1,222 positionsLocked2023Q4Dec 31
$1.3B▼ 52.1%
846 positionsLocked2023Q3Sep 30
$2.7B▼ 4.2%
1,197 positionsLocked
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