Sigma Planning Corp
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1449126
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.0B
incl. option notional
Equity Holdings
ⓘ$4.0B
Option Notional
ⓘ$2.1M
$496,126 puts / $1.6M calls
Holdings
1,404
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sigma Planning Corp disclosed 1,404 positions worth $4.0B in its Form 13F-HR for Q2 2026 — $4.0B in common stock plus $2.1M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $NVDA. During the quarter the fund opened 177 new positions and exited 83. The portfolio is most concentrated in Other (56.1% of disclosed assets). All figures are sourced directly from Sigma Planning Corp’s Form 13F-HR filing with the SEC under CIK 1449126.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
5.3% weight
Held 10 quarters
$AAPL4.2% weight
Held 10 quarters
$NVDA2.8% weight
Held 10 quarters
$QQQ2.1% weight
Held 10 quarters
$AMZN1.8% weight
Held 10 quarters
ISHARES TR - 1 3 YR TREAS
9 quarters accumulating
$IVZ9 quarters accumulating
ISHARES TR - CORE MSCI INT
9 quarters accumulating
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
FIDELITY COVINGTON TRUST -
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$211.8M282,773 sh- 76.4#84
Quality
$167.8M579,763 sh - 85.9#5
Quality
$110.6M552,864 sh - —
Quality
$85.2M115,727 sh - 68.7
Quality
$71.1M298,285 sh - —
Quality
$60.2M80,585 sh ISHARES TR - S&P 500 GRWT ETF
—Quality
$58.8M427,683 shISHARES TR - CORE DIV GRWTH
—Quality
$54.7M721,444 sh- 79.8
Quality
$50.1M134,286 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$49.2M71,642 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $211.8M | 282,773 |
| Apple Inc.$AAPL | 76.4#84 | $167.8M | 579,763 |
| NVIDIA CORP$NVDA | 85.9#5 | $110.6M | 552,864 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $85.2M | 115,727 |
| AMAZON COM INC$AMZN | 68.7 | $71.1M | 298,285 |
 SPDR S&P 500 ETF TRUST$SPY | — | $60.2M | 80,585 |
| ISHARES TR - S&P 500 GRWT ETF | — | $58.8M | 427,683 |
| ISHARES TR - CORE DIV GRWTH | — | $54.7M | 721,444 |
 MICROSOFT CORP$MSFT | 79.8 | $50.1M | 134,286 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $49.2M | 71,642 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sigma Planning Corp's 1,404 positions.
Showing top 10 of 1,404 holdings.
Sector Allocation
Other
$2.2B
Technology
$724.2M
Financials
$303.1M
Industrials
$158.3M
Consumer Discretionary
$154.6M
Healthcare
$120.2M
Energy
$61.2M
Utilities
$59.3M
Top Holdings — Sigma Planning Corp (Q2 2026)
Top 150 of 1,404 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $211.8M | 5.3% | -5% | — |
| 2 | $AAPL | Apple Inc. | $167.8M | 4.2% | -5% | 76.4 |
| 3 | $NVDA | NVIDIA CORP | $110.6M | 2.8% | -14% | 85.9 |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $85.2M | 2.1% | +10% | — |
| 5 | $AMZN | AMAZON COM INC | $71.1M | 1.8% | -15% | 68.7 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $60.2M | 1.5% | -6% | — |
| 7 | — | ISHARES TR - S&P 500 GRWT ETF | $58.8M | 1.5% | -1% | — |
| 8 | — | ISHARES TR - CORE DIV GRWTH | $54.7M | 1.4% | +0% | — |
| 9 | $MSFT | MICROSOFT CORP | $50.1M | 1.3% | -1% | 79.8 |
| 10 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $49.2M | 1.2% | -11% | — |
| 11 |  $GOOGL | Alphabet Inc. | $48.4M | 1.2% | -0% | 78.2 |
| 12 | — | ISHARES TR - IBOXX INV CP ETF | $36.6M | 0.9% | -2% | — |
| 13 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $32.7M | 0.8% | +2% | — |
| 14 |  $GOOG | Alphabet Inc. | $30.7M | 0.8% | +9% | 78.2 |
| 15 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $29.3M | 0.7% | +6% | — |
| 16 |  $MU | MICRON TECHNOLOGY INC | $29.0M | 0.7% | -20% | 86.2 |
| 17 |  $CAT | CATERPILLAR INC | $26.8M | 0.7% | +12% | 66.5 |
| 18 | — | ISHARES TR - 1 3 YR TREAS BD | $26.3M | 0.7% | +6% | — |
| 19 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $25.3M | 0.6% | +20% | — |
| 20 |  $AVGO | Broadcom Inc. | $24.2M | 0.6% | -17% | 84.5 |
| 21 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $22.9M | 0.6% | +13% | — |
| 22 |  $AMD | ADVANCED MICRO DEVICES INC | $22.4M | 0.6% | -3% | 79.8 |
| 23 | — | ISHARES TR - S&P 500 VAL ETF | $21.8M | 0.6% | -11% | — |
| 24 | — | ISHARES TR - CORE S&P MCP ETF | $21.5M | 0.5% | -21% | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $21.2M | 0.5% | +7% | 73.8 |
| 26 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $20.5M | 0.5% | -2% | — |
| 27 |  $META | Meta Platforms, Inc. | $20.4M | 0.5% | -8% | 79.6 |
| 28 | — | ISHARES TR - CORE S&P SCP ETF | $20.0M | 0.5% | -23% | — |
| 29 |  $JPM | JPMORGAN CHASE & CO | $17.9M | 0.5% | +0% | 70.7 |
| 30 |  $LLY | ELI LILLY & Co | $17.6M | 0.4% | -20% | 87.5 |
| 31 |  $CRWD | CrowdStrike Holdings, Inc. | $17.4M | 0.4% | +20% | 67.7 |
| 32 |  $TSLA | Tesla, Inc. | $17.1M | 0.4% | -3% | 53.9 |
| 33 |  $IAU | ISHARES GOLD TRUST | $16.7M | 0.4% | -2% | — |
| 34 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $16.5M | 0.4% | -11% | — |
| 35 |  $GLD | SPDR GOLD TRUST | $16.2M | 0.4% | -5% | — |
| 36 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $16.2M | 0.4% | +1% | — |
| 37 |  $JNJ | JOHNSON & JOHNSON | $15.8M | 0.4% | +10% | 69 |
| 38 | — | VANGUARD INDEX FDS - VALUE ETF | $15.4M | 0.4% | -2% | — |
| 39 | — | ISHARES TR - INTL SEL DIV ETF | $15.3M | 0.4% | +1% | — |
| 40 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $14.9M | 0.4% | -3% | — |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $14.7M | 0.4% | +6% | 66.1 |
| 42 | — | ISHARES TR - FLTG RATE NT ETF | $14.6M | 0.4% | -7% | — |
| 43 | — | PACER FDS TR - US CASH COWS 100 | $14.3M | 0.4% | -3% | — |
| 44 |  $ABBV | AbbVie Inc. | $14.1M | 0.3% | -1% | 72.7 |
| 45 |  $CVX | CHEVRON CORP | $13.8M | 0.3% | +9% | 62.8 |
| 46 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $13.7M | 0.3% | +6% | — |
| 47 |  $WMT | Walmart Inc. | $13.3M | 0.3% | +1% | 60.2 |
| 48 | — | ISHARES TR - MRGSTR MD CP GRW | $12.9M | 0.3% | +1% | — |
| 49 | — | ISHARES TR - ISHS 1-5YR INVS | $12.8M | 0.3% | +2% | — |
| 50 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $12.6M | 0.3% | -1% | — |
| 51 | $IVZ | Invesco Ltd. | $12.5M | 0.3% | -1% | — |
| 52 |  $HD | HOME DEPOT, INC. | $12.4M | 0.3% | -1% | 60.3 |
| 53 | — | VANGUARD INDEX FDS - SMALL CP ETF | $12.3M | 0.3% | +19% | — |
| 54 | — | VANGUARD INDEX FDS - MID CAP ETF | $12.0M | 0.3% | +417% | — |
| 55 |  $V | VISA INC. | $12.0M | 0.3% | +5% | 82.9 |
| 56 | $IVZ | Invesco Ltd. | $11.8M | 0.3% | +179% | — |
| 57 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.8M | 0.3% | -10% | — |
| 58 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.6M | 0.3% | -3% | 70 |
| 59 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $11.4M | 0.3% | +7% | — |
| 60 | — | ISHARES TR - CORE S&P US VLU | $11.3M | 0.3% | +2% | — |
| 61 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $11.3M | 0.3% | +147% | — |
| 62 | — | VANGUARD WORLD FD - INF TECH ETF | $11.2M | 0.3% | +737% | — |
| 63 | — | ISHARES TR - ISHS 5-10YR INVT | $11.1M | 0.3% | +4% | — |
| 64 |  $XOM.R34088 | EXXON MOBIL CORP | $11.0M | 0.3% | -6% | 57.9 |
| 65 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $10.8M | 0.3% | -8% | — |
| 66 | — | ISHARES TR - CORE US AGGBD ET | $10.5M | 0.3% | -44% | — |
| 67 | — | VANGUARD INDEX FDS - GROWTH ETF | $10.3M | 0.3% | +544% | — |
| 68 | — | ISHARES TR - USD INV GRDE ETF | $10.2M | 0.3% | +2% | — |
| 69 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $10.1M | 0.3% | -23% | — |
| 70 |  $NEE | NEXTERA ENERGY INC | $9.9M | 0.3% | +2% | 64.6 |
| 71 | — | ISHARES TR - MSCI USA QLT FCT | $9.8M | 0.3% | -9% | — |
| 72 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $9.6M | 0.2% | +153% | — |
| 73 | $IVZ | Invesco Ltd. | $9.4M | 0.2% | +5% | — |
| 74 |  $PLTR | Palantir Technologies Inc. | $9.1M | 0.2% | -12% | 84.6 |
| 75 | — | ISHARES TR - S&P SML 600 GWT | $9.1M | 0.2% | -2% | — |
| 76 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $9.0M | 0.2% | +18% | — |
| 77 | — | ISHARES TR - CORE MSCI EAFE | $8.9M | 0.2% | -34% | — |
| 78 |  $GS | GOLDMAN SACHS GROUP INC | $8.8M | 0.2% | -0% | 73.5 |
| 79 | — | TIDAL TRUST II - PINN FOCU OP ETF | $8.8M | 0.2% | +1% | — |
| 80 |  $AMAT | APPLIED MATERIALS INC /DE | $8.7M | 0.2% | -13% | 72.3 |
| 81 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $8.7M | 0.2% | +3% | — |
| 82 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $8.6M | 0.2% | -7% | — |
| 83 |  $LRCX | LAM RESEARCH CORP | $8.6M | 0.2% | -10% | 79.4 |
| 84 |  $PG | PROCTER & GAMBLE Co | $8.5M | 0.2% | +1% | 64.6 |
| 85 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $8.5M | 0.2% | +12% | — |
| 86 |  $WM | WASTE MANAGEMENT INC | $8.5M | 0.2% | -4% | 67.6 |
| 87 |  $SLV | iShares Silver Trust | $8.5M | 0.2% | -1% | — |
| 88 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $8.5M | 0.2% | +1% | — |
| 89 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $8.4M | 0.2% | +17% | — |
| 90 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $8.4M | 0.2% | -2% | — |
| 91 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $8.3M | 0.2% | +11% | — |
| 92 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | $8.1M | 0.2% | NEW | — |
| 93 | — | PACER FDS TR - SWAN SOS FD OF | $8.1M | 0.2% | -1% | — |
| 94 | — | ISHARES TR - GLOBAL 100 ETF | $8.1M | 0.2% | -2% | — |
| 95 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $8.0M | 0.2% | +3% | — |
| 96 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $8.0M | 0.2% | +11% | — |
| 97 |  $VZ | VERIZON COMMUNICATIONS INC | $7.9M | 0.2% | -2% | 65.8 |
| 98 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $7.9M | 0.2% | +17% | — |
| 99 | — | ISHARES TR - SP SMCP600VL ETF | $7.9M | 0.2% | +2% | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $7.8M | 0.2% | +13% | — |
| 101 | — | SPDR SERIES TRUST - ST INTER BD ETF | $7.8M | 0.2% | -1% | — |
| 102 | $IVZ | Invesco Ltd. | $7.8M | 0.2% | +10% | — |
| 103 |  $GLW | CORNING INC /NY | $7.7M | 0.2% | +7% | 73.7 |
| 104 | — | ISHARES TR - CORE S&P TTL STK | $7.7M | 0.2% | +1% | — |
| 105 | — | ISHARES TR - CORE HIGH DV ETF | $7.6M | 0.2% | +388% | — |
| 106 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $7.6M | 0.2% | +2% | — |
| 107 | — | ISHARES TR - MSCI USA MIN ETF | $7.6M | 0.2% | -50% | — |
| 108 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.4M | 0.2% | +15% | 67.6 |
| 109 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $7.4M | 0.2% | -4% | — |
| 110 | — | ISHARES TR - BROAD USD HIGH | $7.4M | 0.2% | +2% | — |
| 111 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $7.4M | 0.2% | +57% | — |
| 112 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $7.3M | 0.2% | -11% | — |
| 113 |  $DTB | DTE ENERGY CO | $7.2M | 0.2% | -10% | 68.9 |
| 114 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $7.0M | 0.2% | -17% | — |
| 115 | — | TIDAL TRUST II - RETURN STCKD US | $7.0M | 0.2% | +1% | — |
| 116 | — | NORTHERN LIGHTS FD TR - OCEA PK DOME ETF | $7.0M | 0.2% | +0% | — |
| 117 | — | ISHARES TR - GLOBAL ENERG ETF | $7.0M | 0.2% | +1% | — |
| 118 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $7.0M | 0.2% | +9% | — |
| 119 |  $VRT | Vertiv Holdings Co | $6.9M | 0.2% | -23% | 80.9 |
| 120 | — | ETF SER SOLUTIONS - LHA MKT ST TACTL | $6.8M | 0.2% | -0% | — |
| 121 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $6.7M | 0.2% | +43% | — |
| 122 |  $MS | MORGAN STANLEY | $6.7M | 0.2% | -0% | 75.8 |
| 123 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $6.7M | 0.2% | +12% | — |
| 124 | — | ISHARES TR - U.S. TECH ETF | $6.7M | 0.2% | -20% | — |
| 125 | — | PACER FDS TR - PACER CASH COWZ | $6.6M | 0.2% | -4% | — |
| 126 | — | VANGUARD STAR FDS - VG TL INTL STK F | $6.4M | 0.2% | +27% | — |
| 127 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $6.4M | 0.2% | -20% | — |
| 128 | — | ISHARES TR - RUS MD CP GR ETF | $6.4M | 0.2% | +1% | — |
| 129 |  $KO | COCA COLA CO | $6.3M | 0.2% | +4% | 69.5 |
| 130 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $6.3M | 0.2% | +11% | — |
| 131 | — | CAPITAL GROUP INTERNATIONAL - SHS | $6.2M | 0.2% | +336% | — |
| 132 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $6.2M | 0.2% | +13% | — |
| 133 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.2M | 0.2% | -10% | — |
| 134 |  $GEV | GE Vernova Inc. | $6.2M | 0.2% | -30% | 81.1 |
| 135 | — | CAPITAL GROUP CORE BALANCED - SHS | $6.2M | 0.2% | +15% | — |
| 136 | — | ISHARES TR - RUSSELL 2000 ETF | $6.1M | 0.1% | +1% | — |
| 137 | — | ISHARES INC - CORE MSCI EMKT | $6.1M | 0.1% | -51% | — |
| 138 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $6.1M | 0.1% | NEW | — |
| 139 | — | ISHARES TR - RUS 1000 GRW ETF | $6.1M | 0.1% | +268% | — |
| 140 |  $BA | BOEING CO | $6.1M | 0.1% | +3% | 61.6 |
| 141 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $6.1M | 0.1% | +0% | — |
| 142 |  $NFLX | NETFLIX INC | $6.0M | 0.1% | +15% | 78.8 |
| 143 |  $LAZ | Lazard, Inc. | $5.9M | 0.1% | +15% | 59.4 |
| 144 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $5.9M | 0.1% | +682% | — |
| 145 |  $MRK | Merck & Co., Inc. | $5.9M | 0.1% | -4% | 59.9 |
| 146 | — | MANAGED PORTFOLIO SER - KENS HE PREM ETF | $5.8M | 0.1% | +8% | — |
| 147 |  $PANW | Palo Alto Networks Inc | $5.8M | 0.1% | +4% | 65.5 |
| 148 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $5.8M | 0.1% | -27% | — |
| 149 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $5.8M | 0.1% | +3% | — |
| 150 | — | BLACKROCK ETF TRUST - ISHA LA VALU ETF | $5.7M | 0.1% | +6% | — |
New Positions (177)
SCHWAB STRATEGIC TR - FUNDAMENTAL US B$8.1M
SCHWAB STRATEGIC TR - US AGGREGATE B$6.1M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$3.6M
$HONA Honeywell Aerospace Inc.$3.2M PIMCO ETF TR - 25YR+ ZERO U S$2.3M
INNOVATOR ETFS TRUST - EQTY DUL DIRCT15$2.3M
VANGUARD WORLD FD - EXTENDED DUR$2.3M
VANGUARD FIXED INCOME SECS F - HIGH-YIELD ACTV$2.0M
$NBIX NEUROCRINE BIOSCIENCES INC$1.7M
$ARE ALEXANDRIA REAL ESTATE EQUITIES, INC.$1.5M
$AVT AVNET INC$1.5M AMERICAN CENTY ETF TR - INTL EQT ETF$1.4M
J P MORGAN EXCHANGE TRADED F - NASDAQ EQUITY$1.4M
INVESCO EXCHANGE TRADED FD T - S&P SPIN OFF$1.4M
$BBY BEST BUY CO INC$1.3MExited Positions (83)
ADVISORSHARES TR
$FSLY Fastly, Inc.
$CBOE Cboe Global Markets, Inc.
$TDW TIDEWATER INC
$REGN REGENERON PHARMACEUTICALS, INC. GOLDMAN SACHS ETF TR
$RGLD ROYAL GOLD INC
$HALO HALOZYME THERAPEUTICS, INC. ISHARES TR
$MRNA Moderna, Inc.
$CENX CENTURY ALUMINUM CO FIRST TR EXCHNG TRADED FD VI
$WPM Wheaton Precious Metals Corp.
$ESTA ESTABLISHMENT LABS HOLDINGS INC. GLOBAL X FDS
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