Institutional Fund
Sigma Planning Corp
Ann Arbor, MICIK 14491265 filings on record
Portfolio Value
$3.60B
Q1 2026
Holdings
1,302
Reported positions
New Buys
133
Opened this quarter
QoQ Change
-0.6%
from $3.62B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.4%
- Apple Inc4.3%
- Nvidia Corporation3.1%
- Amazon Com Inc2.0%
- Invesco Qqq Tr1.7%
- Spdr S&P 500 ETF Tr1.6%
- Other81.9%
Portfolio Holdings
1,302 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 298.7K | $195.08M | 5.4% | +5.1K | Added |
| 2 | Apple Inc | 611.9K | $155.29M | 4.3% | −10.0K | Reduced |
| 3 | Nvidia Corporation | 639.7K | $111.56M | 3.1% | −16.5K | Reduced |
| 4 | Amazon Com Inc | 349.3K | $72.74M | 2.0% | −2.5K | Reduced |
| 5 | Invesco Qqq Tr | 105.6K | $60.97M | 1.7% | −16.7K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 86.0K | $55.96M | 1.6% | −1.9K | Reduced |
| 7 | Ishares Tr | 721.4K | $50.63M | 1.4% | −9.8K | Reduced |
| 8 | Microsoft Corp | 135.1K | $50.00M | 1.4% | +50 | Added |
| 9 | Ishares Tr | 432.3K | $48.90M | 1.4% | −1.6K | Reduced |
| 10 | Vanguard Index Fds | 80.2K | $47.95M | 1.3% | −370 | Reduced |
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