account_balance

Investment manager · 13F filer · SEC CIK 1085163

Sigma Investment Counselors Inc

Reported value$2.14Bas of Sep 30, 2026

Positions218 17 new, 17 sold out

Top 10 weight50.2%IVV alone is 19%

FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

19.1%

VEAVanguard Tax-Managed FDS

7.8%Added +4%

IJHiShares Tr

6.7%Added +4%

IJRiShares Tr

3.5%Added +3%

VTVVanguard Index FDS

2.7%Added +5%

VWOVanguard Intl Equity Index F

2.4%+5%

RSPInvesco Exchange Traded Fd T

2.2%+6%

STIPiShares Tr

2.0%

IWBiShares Tr

2.0%

SJNKSPDR Series Trust

1.9%

AAPLApple Inc.

1.8%Added +16%

IBDWiShares Tr

1.8%

IVViShares Tr

19.1%

VEAVanguard Tax-Managed FDS

7.8%Added +4%

IJHiShares Tr

6.7%Added +4%

IJRiShares Tr

3.5%

VTVVanguard Index FDS

2.7%

VWO2.4%

RSP2.2%

STIP

IWB2.0%

SJNK1.9%

AAPL1.8%

IBDW1.8%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 19.1% Held

VEA Vanguard Tax-Managed FDS 7.8% Added +4%

IJH iShares Tr 6.7% Added +4%

IJR iShares Tr 3.5% Added +3%

VTV Vanguard Index FDS 2.7% Added +5%

VWO Vanguard Intl Equity Index F 2.4% Added +5%

RSP Invesco Exchange Traded Fd T 2.2% Added +6%

STIP iShares Tr 2.0% Added +3%

IWB iShares Tr 2.0% Held

SJNK SPDR Series Trust 1.9% Held

AAPL Apple Inc. 1.8% Added +16%

IBDW iShares Tr 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 28, 2026 filing

add_circleNew

BSCY $2.91M
DG $2.88M
BSCW $2.21M
VEU $748K

arrow_upwardAdded

SCHX +62%
UNH +53%
SHYG +38%
TDG +32%

arrow_downwardTrimmed

NUE −5%
NOW −4%
IBDX −3%

remove_circleSold out

MMM $412K
NSC $362K
ITW $340K
EMR $327K

Sigma Investment Counselors Inc

Where the money is

Biggest moves since Jun 30, 2026

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