§ 13F · FUND PROFILE
Sigma Planning Corp.
AUM · $4.0B (13F)Positions · 1404Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$123M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 283K | $212M | 5.3% | −5% |
| 2 | AAPL | APPLE INC | 580K | $168M | 4.2% | −5% |
| 3 | NVDA | NVIDIA CORPORATION | 553K | $111M | 2.8% | −12% |
| 4 | QQQ | INVESCO QQQ TR | 116K | $85M | 2.1% | +10% |
| 5 | AMZN | AMAZON COM INC | 298K | $71M | 1.8% | −15% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 81K | $60M | 1.5% | +62% |
| 7 | IVW | ISHARES TR | 428K | $59M | 1.5% | −1% |
| 8 | DGRO | ISHARES TR | 721K | $55M | 1.4% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 134K | $50M | 1.3% | −1% |
| 10 | VOO | VANGUARD INDEX FDS | 72K | $49M | 1.2% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGMA SIGNAL
AC read
Sigma Planning Corp is a Other fund managing $4.0 billion in assets. The fund runs a massive portfolio of 1,404 positions.
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