Sigma Planning
$4.0B 13F equity value
1,480 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sigma Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 282,773 | $212M | 5.3% |
| AAPL | APPLE INC | 579,763 | $168M | 4.2% |
| NVDA | NVIDIA CORPORATION | 552,864 | $111M | 2.8% |
| QQQ | INVESCO QQQ TR | 115,727 | $85M | 2.1% |
| AMZN | AMAZON COM INC | 298,285 | $71M | 1.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 80,585 | $60M | 1.5% |
| IVW | ISHARES TR | 427,683 | $59M | 1.5% |
| DGRO | ISHARES TR | 721,444 | $55M | 1.4% |
| MSFT | MICROSOFT CORP | 134,286 | $50M | 1.3% |
| VOO | VANGUARD INDEX FDS | 71,642 | $49M | 1.2% |
Track Sigma Planning's 13F portfolio: $4.0B in reported holdings, 1,480 positions. Top holdings and quarterly changes on SentiSense.
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