Sigma Planning
$3.6B Assets Reported
1,417 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 298,651 | $195M | 5.4% |
| AAPL | APPLE INC | 611,864 | $155M | 4.3% |
| NVDA | NVIDIA CORPORATION | 661,302 | $112M | 3.1% |
| AMZN | AMAZON COM INC | 349,269 | $73M | 2.0% |
| QQQ | INVESCO QQQ TR | 105,629 | $61M | 1.7% |
| SPY | STATE STR SPDR S&P 500 ETF T | 86,031 | $56M | 1.6% |
| DGRO | ISHARES TR | 721,369 | $51M | 1.4% |
| MSFT | MICROSOFT CORP | 135,061 | $50M | 1.4% |
| IVW | ISHARES TR | 432,346 | $49M | 1.4% |
| VOO | VANGUARD INDEX FDS | 80,249 | $48M | 1.3% |
Track Sigma Planning's 13F portfolio: $3.6B in reported holdings, 1,417 positions. Top holdings, AUM, and quarterly changes on SentiSense.