13F Insight
DOSSIER · 13F-HR · Q1 2026

Sigma Planning Corp

Sigma Planning's family office based in New York, NY — $3.6B in tracked AUM across 1,309 positions as of Q1 2026.

SP
Sigma Planning·New York, NY·Family Office
CIK 0001449126 · last filed Mar 31, 2026
Total AUM
$3.6B
▼ 20.0%
vs prior
Holdings
1,309
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Sigma Planning Corp filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$195M299K5.4%
02
AAPL
APPLE INC
$155M612K4.3%
03
NVDA
NVIDIA CORPORATION
$112M661K3.1%
04
AMZN
AMAZON COM INC
$73M349K2.0%
05
QQQ
INVESCO QQQ TR
$61M106K1.7%
06
SPY
STATE STR SPDR S&P 500 ETF T
$56M86K1.6%
07
DGRO
ISHARES TR
$51M721K1.4%
08
MSFT
MICROSOFT CORP
$50M135K1.4%
09
IVW
ISHARES TR
$49M432K1.4%
10
VOO
VANGUARD INDEX FDS
$48M80K1.3%

Filing history

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