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Sigma Planning - Q4 2025 13F Filings

SI

Sigma Planning Corp

CIK: 0001449126
Address: Michigan Ann Arbor 300 Parkland Plaza
$3.62 B
Portfolio Value
1295
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

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%

Sector Allocation (Stocks)

Sigma Planning Q4 2025 Filing Summary

Sigma Planning Corp filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 3.62 B reflecting a +2.99% change from the prior quarter, spanning 1,295 assets. The top 10 holdings comprised 25.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 125 new positions and 113 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sigma Planning’s Q4 2025 Filing

Sigma Planning submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Sigma Planning reported a managed portfolio value of 3.62 B, consisting of 1,295 individual positions.

This page displays the raw filing documents. To see which stocks Sigma Planning bought or sold during Q4 2025, please visit Sigma Planning's Portfolio Analysis page.