Sigma Planning Corp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.60B
Q ending 2026-03-31
Prior quarter
$3.62B
Q ending 2025-12-31
Change
-0.6% QoQ · +14.8% YoY
Positions
1,309
reported holdings
Largest positions
Top 100 of 1,309 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $195.1M | 299K |
| Apple Inc | AAPL | Shares | $155.3M | 612K |
| Nvidia Corporation | NVDA | Shares | $111.6M | 640K |
| Amazon Com Inc | AMZN | Shares | $72.7M | 349K |
| Invesco Qqq Tr | QQQ | Shares | $61.0M | 106K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $56.0M | 86K |
| Ishares Tr | DGRO | Shares | $50.6M | 721K |
| Microsoft Corp | MSFT | Shares | $50.0M | 135K |
| Ishares Tr | IVW | Shares | $48.9M | 432K |
| Vanguard Index Fds | VOO | Shares | $48.0M | 80K |
| Alphabet Inc | GOOG | Shares | $39.4M | 137K |
| Ishares Tr | LQD | Shares | $37.2M | 341K |
| Schwab Strategic Tr | SCHG | Shares | $27.5M | 943K |
| Schwab Strategic Tr | SCHD | Shares | $26.7M | 870K |
| Ishares Tr | SHY | Shares | $25.0M | 303K |
| Broadcom Inc | AVGO | Shares | $23.9M | 77K |
| Ishares Tr | IJH | Shares | $23.9M | 353K |
| Ishares Tr | IVE | Shares | $22.8M | 108K |
| Alphabet Inc | GOOGL | Shares | $22.7M | 79K |
| Meta Platforms Inc | META | Shares | $22.5M | 39K |
| Ishares Tr | IJR | Shares | $21.7M | 174K |
| Spdr Gold Tr | GLD | Shares | $20.1M | 47K |
| Ishares Gold Tr | IAU | Shares | $19.9M | 226K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $19.1M | 40K |
| Ishares Tr | AGG | Shares | $18.6M | 188K |
| Vanguard Index Fds | VTI | Shares | $18.3M | 57K |
| First Tr Exchange Traded Fd | RDVY | Shares | $17.7M | 259K |
| Capital Group Dividend Value | CGDV | Shares | $17.5M | 412K |
| Eli Lilly & Co | LLY | Shares | $16.9M | 18K |
| Jpmorgan Chase & Co | JPM | Shares | $16.0M | 55K |
| Caterpillar Inc | CAT | Shares | $15.9M | 22K |
| Ishares Tr | FLOT | Shares | $15.7M | 309K |
| Chevron Corporation | CVX | Shares | $15.7M | 76K |
| Tesla Inc | TSLA | Shares | $15.6M | 42K |
| Ishares Tr | IDV | Shares | $15.5M | 365K |
| Costco Wholesale Corporation | COST | Shares | $14.8M | 15K |
| Pacer Fds Tr | COWZ | Shares | $14.8M | 236K |
| Ishares Tr | USMV | Shares | $14.5M | 157K |
| Walmart Inc | WMT | Shares | $14.4M | 116K |
| Exxon Mobil Corp | XOM | Shares | $14.4M | 85K |
| Vanguard Index Fds | VTV | Shares | $14.2M | 72K |
| Johnson & Johnson | JNJ | Shares | $13.8M | 56K |
| Schwab Strategic Tr | SCHX | Shares | $13.4M | 523K |
| Palantir Technologies Inc | PLTR | Shares | $13.0M | 89K |
| Select Sector Spdr Tr | XLK | Shares | $12.9M | 97K |
| Ishares Tr | IGSB | Shares | $12.6M | 239K |
| Ishares Tr | IEFA | Shares | $12.6M | 139K |
| Abbvie Inc | ABBV | Shares | $12.4M | 57K |
| First Tr Exchange Traded Fd | SDVY | Shares | $11.9M | 301K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $11.8M | 350K |
| Vanguard Tax-Managed Fds | VEA | Shares | $11.8M | 184K |
| Home Depot Inc | HD | Shares | $11.7M | 36K |
| Invesco Exchange Traded Fd T | RSP | Shares | $11.4M | 59K |
| Ishares Silver Tr | SLV | Shares | $11.0M | 161K |
| Ishares Tr | IGIB | Shares | $10.7M | 201K |
| Micron Technology Inc | MU | Shares | $10.7M | 32K |
| Vanguard Bd Index Fds | BIV | Shares | $10.7M | 138K |
| Vanguard Specialized Funds | VIG | Shares | $10.6M | 49K |
| Ishares Inc | IEMG | Shares | $10.5M | 151K |
| International Business Machs | IBM | Shares | $10.3M | 43K |
| Ishares Tr | IUSV | Shares | $10.3M | 101K |
| Nextera Energy Inc | NEE | Shares | $10.3M | 111K |
| Ishares Tr | IMCG | Shares | $10.2M | 130K |
| Visa Inc | V | Shares | $10.0M | 33K |
| Ishares Tr | USIG | Shares | $10.0M | 195K |
| Verizon Communications Inc | VZ | Shares | $9.6M | 192K |
| Ishares Tr | MUB | Shares | $9.6M | 91K |
| Ishares Tr | QUAL | Shares | $9.4M | 49K |
| Vaneck Etf Trust | SMH | Shares | $9.4M | 24K |
| Taiwan Semiconductor Manufac | TSM | Shares | $9.3M | 27K |
| Waste Mgmt Inc Del | WM | Shares | $9.1M | 40K |
| Vanguard Index Fds | VB | Shares | $9.0M | 34K |
| Select Sector Spdr Tr | XLU | Shares | $8.7M | 189K |
| Vanguard Scottsdale Fds | VCSH | Shares | $8.5M | 107K |
| Procter & Gamble Co | PG | Shares | $8.3M | 58K |
| Vanguard Index Fds | VO | Shares | $8.3M | 29K |
| Select Sector Spdr Tr | XLE | Shares | $8.3M | 135K |
| Ishares Tr | GARP | Shares | $8.3M | 129K |
| J P Morgan Exchange Traded F | JEPI | Shares | $8.2M | 144K |
| Vanguard Index Fds | VUG | Shares | $8.1M | 19K |
| Ishares Tr | IXC | Shares | $8.1M | 140K |
| Advanced Micro Devices Inc | AMD | Shares | $8.1M | 40K |
| Spdr Series Trust | SPIB | Shares | $7.9M | 237K |
| Northern Lts Fd Tr Iv | SECT | Shares | $7.9M | 131K |
| Select Sector Spdr Tr | XLV | Shares | $7.9M | 54K |
| Bondbloxx Etf Trust | XHLF | Shares | $7.9M | 157K |
| Vanguard World Fd | VGT | Shares | $7.8M | 11K |
| Fidelity Merrimack Str Tr | FBND | Shares | $7.8M | 171K |
| Innovator Etfs Trust | BALT | Shares | $7.8M | 233K |
| Ishares Tr | HDV | Shares | $7.8M | 57K |
| Pacer Fds Tr | PSFF | Shares | $7.6M | 238K |
| Dte Energy Co | DTE | Shares | $7.6M | 52K |
| Ishares Tr | IJT | Shares | $7.5M | 52K |
| Goldman Sachs Group Inc | GS | Shares | $7.4M | 9K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $7.4M | 19K |
| Select Sector Spdr Tr | XLF | Shares | $7.3M | 148K |
| Ishares Tr | IOO | Shares | $7.3M | 60K |
| Ishares Tr | USHY | Shares | $7.2M | 196K |
| Tidal Trust Ii | FCUS | Shares | $7.0M | 195K |
| Netflix Inc. | NFLX | Shares | $7.0M | 73K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.