StockDriftsStockDriftsTop 50 Sigma Planning Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.33% | 282.8K | $211.8M | -5.32%(-15.88K) | $367.44(+111.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.23% | 579.8K | $167.8M | -5.25%(-32.10K) | $134.76(+126.61%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.79% | 552.9K | $110.6M | -13.57%(-86.84K) | $40.06(+464.27%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.15% | 115.7K | $85.2M | +9.56%(+10.10K) | $351.50(+108.40%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.79% | 298.3K | $71.1M | -14.60%(-50.98K) | $137.65(+90.72%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.52% | 80.6K | $60.2M | -6.33%(-5.45K) | $439.41(+76.45%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.48% | 427.7K | $58.8M | -1.08%(-4.66K) | $68.83(+105.76%) | 2026-06-30 | |
| DGRO | ISHARES TR | 1.38% | 721.4K | $54.7M | +0.01%(+75) | $53.39(+49.05%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.26% | 134.3K | $50.1M | -0.57%(-775) | $268.32(+81.15%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.24% | 71.6K | $49.2M | -10.73%(-8.61K) | $416.09(+71.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.63% | +75.55% | +11.91% | +75.50% |
| Top 20 Holdings Unweighted | +18.91% | +68.12% | +10.48% | +64.62% |
Sigma Planning Corp reports $3.97B in US-listed equity holdings across 1,394 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.3%), AAPL (4.2%) and NVDA (2.8%). The top 20 holdings account for 30.96% of reported assets. Its disclosed equity book has returned +75.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sigma Planning Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1449126). View Sigma Planning Corp’s 13F filings on SEC