account_balance
Investment manager · 13F filer · SEC CIK 1449126
Sigma Planning Corp
Reported value$3.97Bas of Jun 30, 2026
Positions1,394 181 new, 89 sold out
Top 10 weight23.2%IVV alone is 5%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.3%Trimmed −5%
AAPLApple Inc
4.2%Trimmed −5%
NVDANvidia Corporation
2.8%Trimmed −14%
QQQInvesco QQQ Tr
2.1%Added +10%
AMZNAmazon Com Inc
1.8%Trimmed −15%
SPYState STR SPDR S&P 500 ETF T
1.5%Trimmed −6%
IVWiShares Tr
1.5%
DGROiShares Tr
1.4%
MSFTMicrosoft Corp
1.3%
VOOVanguard Index FDS
1.2%Trimmed −11%
GOOGAlphabet Inc
1.2%
LQDiShares Tr
0.9%
IVViShares Tr
5.3%Trimmed −5%
AAPLApple Inc
4.2%Trimmed −5%
NVDA2.8%QQQ2.1%
AMZN1.8%SPY1.5%IVW1.5%
DGRO1.4%
MSFT1.3%VOO1.2%
GOOG1.2%LQD0.9%
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 5.3% Trimmed −5%
AAPL Apple Inc 4.2% Trimmed −5%NVDA Nvidia Corporation 2.8% Trimmed −14%QQQ Invesco QQQ Tr 2.1% Added +10%
AMZN Amazon Com Inc 1.8% Trimmed −15%SPY State STR SPDR S&P 500 ETF T 1.5% Trimmed −6%IVW iShares Tr 1.5% Held
DGRO iShares Tr 1.4% Held
MSFT Microsoft Corp 1.3% HeldVOO Vanguard Index FDS 1.2% Trimmed −11%
GOOG Alphabet Inc 1.2% HeldLQD iShares Tr 0.9% Held
What changed