Sigma Investment Counselors

$1.9B Assets Reported
205 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
IVVISHARES TR586,856$383M20.3%
VEAVANGUARD TAX-MANAGED FDS2,257,633$145M7.6%
IJHISHARES TR1,958,083$132M7.0%
IJRISHARES TR556,913$69M3.7%
VWOVANGUARD INTL EQUITY INDEX F822,212$44M2.3%
STIPISHARES TR407,325$42M2.2%
SJNKSPDR SERIES TRUST1,659,855$41M2.2%
IBDXISHARES TR1,511,640$38M2.0%
IBDWISHARES TR1,816,012$38M2.0%
IWBISHARES TR105,534$38M2.0%

Track Sigma Investment Counselors's 13F portfolio: $1.9B in reported holdings, 205 positions. Top holdings, AUM, and quarterly changes on SentiSense.