Sigma Planning 13F Portfolio Q4 2025

Sigma Planning Corp (CIK: 0001449126) is a financial institution headquartered at 300 Parkland Plaza, , Ann Arbor, Michigan 48103. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $3,622,654,547, comprising 1,295 distinct securities. Over its filing history, it has submitted 45 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. XLK Technology Select Sector SPDR Fund

+$8.4 M

2. XLU Utilities Select Sector SPDR Fund

+$4.13 M

3. TSLA Tesla, Inc.

+$4.13 M

4. BLCV iShares Large Cap Value Active ETF

+$4.1 M

5. FOCT FT Vest U.S. Equity Buffer ETF - October

+$4.09 M

Top Sells

Q4 2025

1. BRK.B Berkshire Hathaway Inc.

−$4.19 M

2. FDEC FT Vest US Equity Buffer ETF - December

−$3.3 M

3. ALAB Astera Labs, Inc.

−$3.16 M

4. PLTR Palantir Technologies Inc.

−$2.74 M

5. GEV GE Vernova Inc.

−$2.44 M

Stocks/ETFs

+6.01%

$3.62 B 99.95%

Options

-44.24%

$732,034 0.02%

Debt

$0 0.00%

Other

-98.81%

$1.18 M 0.03%

Name	Shares	Market Value	Weight	Change	Activity
iShares Core S&P 500 ETF ETF-IVV	293,582	$201.11 M	5.55%	▲ 540	Add 0.2%
Apple Inc. AAPL	621,839	$169.24 M	4.67%	▼ 4,278	Reduce -0.7%
NVIDIA Corporation NVDA	656,171	$122.47 M	3.38%	▼ 11,984	Reduce -1.8%
Amazon.com, Inc. AMZN	351,759	$81.29 M	2.24%	▼ 4,197	Reduce -1.2%
Invesco QQQ Trust Series I ETF-QQQ	122,300	$75.23 M	2.08%	▲ 3,493	Add 2.9%
Microsoft Corporation MSFT	135,011	$65.43 M	1.81%	▲ 340	Add 0.3%
SPDR S&P 500 ETF Trust ETF-SPY	87,921	$59.96 M	1.66%	▲ 818	Add 0.9%
iShares S&P 500 Growth ETF ETF-IVW	433,977	$53.49 M	1.48%	▲ 2,811	Add 0.7%
iShares Core Dividend Growth ETF ETF-DGRO	731,146	$50.76 M	1.40%	▼ 22,294	Reduce -3.0%
Vanguard S&P 500 ETF ETF-VOO	80,619	$50.51 M	1.39%	▲ 859	Add 1.1%

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Sigma Planning Corp's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Sigma Planning Corp each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 45 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Sigma Planning Corp Quarterly 13F Statistics

Discover detailed insights into Sigma Planning Corp’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Sigma Planning Corp's All 13F Filings

This section lists all SEC Form 13F filings submitted by Sigma Planning Corp. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Sigma Planning Corp 13F Filings, Portfolio & Analysis

Sigma Planning Corp — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Sigma Planning Corp's Portfolio

Sigma Planning Corp Quarterly 13F Statistics

Sigma Planning Corp's All 13F Filings