§ 13F · FUND PROFILE
Sigma Planning Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3326.1T (13F)Positions · 1244Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$69.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 294K | $201.1T | 5.6% | ±0% |
| 2 | AAPL | APPLE INC | 622K | $169.2T | 4.7% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 656K | $122.5T | 3.4% | −2% |
| 4 | AMZN | AMAZON COM INC | 352K | $81.3T | 2.2% | −1% |
| 5 | QQQ | INVESCO QQQ TR | 122K | $75.2T | 2.1% | +3% |
| 6 | MSFT | MICROSOFT CORP | 135K | $65.4T | 1.8% | ±0% |
| 7 | SPY | SPDR S&P 500 ETF TR | 88K | $60.0T | 1.7% | +268% |
| 8 | IVW | ISHARES TR | 434K | $53.5T | 1.5% | +1% |
| 9 | DGRO | ISHARES TR | 731K | $50.8T | 1.4% | −3% |
| 10 | VOO | VANGUARD INDEX FDS | 81K | $50.5T | 1.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGMA SIGNAL
AC read
Sigma Planning Corp is a Other fund managing $3326087.0 trillion in assets. The fund runs a massive portfolio of 1,244 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed