AiSiWhale

AI & tech investing

Sigma Planning Corp

CIK 1449126

13F filing for Q2 2026・No. 1,069

Holdings
US$3.97B
Quarter change
+US$372.16M
Entries
1,404
Net bought (estimate)
−US$54.56M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 182
  • Sold out 90
  • Cut 571
  • Added 611
  • Corporate actions 2
  • Unchanged 30

Largest holdings

1,394 stocks worth US$3.97B, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFCutUS$211.77M5.33%
AAPLAppleCOMCutUS$167.76M4.23%
NVDANvidiaCOMCutUS$110.62M2.79%
QQQInvesco QQQUNIT SER 1AddedUS$85.22M2.15%
AMZNAmazonCOMCutUS$71.09M1.79%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITCutUS$60.19M1.52%
ISHARES TRS&P 500 GRWT ETFCutUS$58.82M1.48%
ISHARES TRCORE DIV GRWTHAddedUS$54.68M1.38%
MSFTMicrosoftCOMCutUS$50.09M1.26%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSCutUS$49.2M1.24%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.