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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 282,773 | US$211.77M | 5.33% |
| AAPLAppleCOM | Cut | 579,763 | US$167.76M | 4.23% |
| NVDANvidiaCOM | Cut | 552,864 | US$110.62M | 2.79% |
| QQQInvesco QQQUNIT SER 1 | Added | 115,727 | US$85.22M | 2.15% |
| AMZNAmazonCOM | Cut | 298,285 | US$71.09M | 1.79% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 80,585 | US$60.19M | 1.52% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 427,683 | US$58.82M | 1.48% |
| ISHARES TRCORE DIV GRWTH | Added | 721,444 | US$54.68M | 1.38% |
| MSFTMicrosoftCOM | Cut | 134,286 | US$50.09M | 1.26% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 71,642 | US$49.2M | 1.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.