Sigma Planning Corp Portfolio Holdings - 13F Filings | 13F Fund Database
Sigma Planning Corp 13F Holdings
CIK 0001449126 · ANN ARBOR, MI
As of Sep 30, 2025, Sigma Planning Corp reported
1,290 positions worth $2.5B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ISHARES CORE S&P 500 ETF | IVV | — | 293,042 |
|
96.1M
7.70% |
| APPLE INC | AAPL | Technology | 626,117 |
59.4M | 6.26% |
| NVIDIA CORP | NVDA | Technology | 668,155 |
24.7M | 4.90% |
| AMAZON.COM INC | AMZN | Equity | 355,956 | $78.2M | 3.07% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 118,807 | $71.3M | 2.80% |
| MICROSOFT CORP | MSFT | Technology | 134,671 | $69.8M | 2.74% |
| SPDR S&P 500 ETF TRUST | SPY | — | 87,103 | $58.0M | 2.28% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 431,166 | $52.1M | 2.04% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 753,440 | $51.3M | 2.01% |
| VANGUARD 500 INDEX FUND | VOO | — | 79,760 | $48.8M | 1.92% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 322,735 | $36.0M | 1.41% |
| ALPHABET INC | GOOG | Equity | 137,856 | $33.6M | 1.32% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 971,044 | $31.0M | 1.22% |
| META PLATFORMS INC | META | Communication Services | 39,200 | $28.8M | 1.13% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 52,872 | $26.6M | 1.04% |
| BROADCOM INC | AVGO | Technology | 77,292 | $25.5M | 1.00% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 351,028 | $22.9M | 0.90% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 190,514 | $22.6M | 0.89% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 271,437 | $22.5M | 0.88% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 813,969 | $22.2M | 0.87% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 120,853 | $22.0M | 0.87% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 104,336 | $21.5M | 0.85% |
| SPDR GOLD TRUST | GQ9 | — | 58,242 | $20.7M | 0.81% |
| ALPHABET INC | GOOGL | Equity | 79,869 |
9.4M | 0.76% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 56,641 |
7.9M | 0.70% |