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Sigma Planning Corp

Q2 2026 13F filing

Updated 34 days ago

1,404 disclosed positions worth $4B

Portfolio value
$4B
Total holdings
1,404
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$211.8M
Shares
282.8K
% Port
5.33%
A

APPLE INC

Value
$167.8M
Shares
579.8K
% Port
4.22%
N

NVIDIA CORPORATION

Value
$110.6M
Shares
552.9K
% Port
2.78%
Q
4.QQQ

INVESCO QQQ TR

Value
$85.2M
Shares
115.7K
% Port
2.15%
A

AMAZON COM INC

Value
$71.1M
Shares
298.3K
% Port
1.79%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

Value
$60.2M
Shares
80.6K
% Port
1.52%
E

ISHARES TR

Value
$58.8M
Shares
427.7K
% Port
1.48%
E

ISHARES TR

Value
$54.7M
Shares
721.4K
% Port
1.38%
M

MICROSOFT CORP

Value
$50.1M
Shares
134.3K
% Port
1.26%
V
10.VGES

VANGUARD INDEX FDS

Value
$49.2M
Shares
71.6K
% Port
1.24%
G

ALPHABET INC

Value
$48.4M
Shares
136.9K
% Port
1.22%
B
12.BLK

ISHARES TR

Value
$36.6M
Shares
335.9K
% Port
0.92%
S

SCHWAB STRATEGIC TR

Value
$32.7M
Shares
965.2K
% Port
0.82%
G

ALPHABET INC

Value
$30.7M
Shares
85.9K
% Port
0.77%
S

SCHWAB STRATEGIC TR

Value
$29.3M
Shares
924.1K
% Port
0.74%
M
16.MU

MICRON TECHNOLOGY INC

Value
$29M
Shares
25.2K
% Port
0.73%
C
17.CAT

CATERPILLAR INC

Value
$26.8M
Shares
25.2K
% Port
0.68%
B
18.BLK

ISHARES TR

Value
$26.3M
Shares
320.3K
% Port
0.66%
V
19.VGES

VANGUARD INDEX FDS

Value
$25.3M
Shares
68.4K
% Port
0.64%
A
20.AVGO

BROADCOM INC

Value
$24.2M
Shares
64.1K
% Port
0.61%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$22.9M
Shares
464.6K
% Port
0.58%
A
22.AMD

ADVANCED MICRO DEVICES INC

Value
$22.4M
Shares
38.5K
% Port
0.56%
E
23.ETHA

ISHARES TR

Value
$21.8M
Shares
96.0K
% Port
0.55%
E
24.ETHA

ISHARES TR

Value
$21.5M
Shares
279.4K
% Port
0.54%
B

BERKSHIRE HATHAWAY INC DEL

Value
$21.2M
Shares
42.5K
% Port
0.53%
F
26.FPF

FIRST TR EXCHANGE TRADED FD

Value
$20.5M
Shares
252.8K
% Port
0.52%
M
27.META

META PLATFORMS INC

Value
$20.4M
Shares
36.1K
% Port
0.51%
E
28.ETHA

ISHARES TR

Value
$20M
Shares
135.0K
% Port
0.50%
J

JPMORGAN CHASE & CO

Value
$17.9M
Shares
54.7K
% Port
0.45%
L
30.LLY

ELI LILLY & CO

Value
$17.6M
Shares
14.7K
% Port
0.44%
C
31.CRWD

CROWDSTRIKE HLDGS INC

Value
$17.4M
Shares
22.8K
% Port
0.44%
T
32.TSLA

TESLA INC

Value
$17.1M
Shares
40.6K
% Port
0.43%
I
33.IAU

ISHARES GOLD TR

Value
$16.7M
Shares
220.6K
% Port
0.42%
S

SELECT SECTOR SPDR TR

Value
$16.5M
Shares
86.5K
% Port
0.42%
G
35.GLD

SPDR GOLD TR

Value
$16.2M
Shares
44.1K
% Port
0.41%
H
36.HODL

VANECK ETF TRUST

Value
$16.2M
Shares
24.7K
% Port
0.41%
J
37.JNJ

JOHNSON & JOHNSON

Value
$15.8M
Shares
62.0K
% Port
0.40%
V
38.VGES

VANGUARD INDEX FDS

Value
$15.4M
Shares
70.8K
% Port
0.39%
E
39.ETHA

ISHARES TR

Value
$15.3M
Shares
368.9K
% Port
0.38%
S

SCHWAB STRATEGIC TR

Value
$14.9M
Shares
507.7K
% Port
0.38%
C
41.COST

COSTCO WHOLESALE CORPORATION

Value
$14.7M
Shares
15.7K
% Port
0.37%
E
42.ETHA

ISHARES TR

Value
$14.6M
Shares
286.8K
% Port
0.37%
Q
43.QCOM

PACER FDS TR

Value
$14.3M
Shares
229.9K
% Port
0.36%
A
44.ABBV

ABBVIE INC

Value
$14.1M
Shares
56.0K
% Port
0.35%
C
45.CVX

CHEVRON CORPORATION

Value
$13.8M
Shares
83.0K
% Port
0.35%
F
46.FPF

FIRST TR EXCHANGE TRADED FD

Value
$13.7M
Shares
318.2K
% Port
0.35%
W
47.WMT

WALMART INC

Value
$13.3M
Shares
117.7K
% Port
0.34%
E
48.ETHA

ISHARES TR

Value
$12.9M
Shares
131.0K
% Port
0.32%
E
49.ETHA

ISHARES TR

Value
$12.8M
Shares
244.3K
% Port
0.32%
F
50.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$12.6M
Shares
345.1K
% Port
0.32%