Sigma Planning Corp ETF holdings
Ann Arbor, MI
Reported $2.4B in 751 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.4B
ETFs held
751
Change from prior quarter
+9.0%
With price moves
ETFs as a share of its 13F
59.9%
of $4.0B
Top 10 of 751 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $211.8M | 282,773 | −15,878 shares |
| QQQ | Invesco QQQ Trust | $85.2M | 115,727 | +10,098 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $60.2M | 80,585 | −5,446 shares |
| IVW | iShares S&P 500 Growth ETF | $58.8M | 427,683 | −4,663 shares |
| DGRO | iShares Core Dividend Growth ETF | $54.7M | 721,444 | +75 shares |
| VOO | Vanguard S&P 500 ETF | $49.2M | 71,642 | −8,607 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $36.6M | 335,905 | −5,403 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $32.7M | 965,245 | +21,815 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $29.3M | 924,059 | +54,192 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $26.3M | 320,294 | +17,006 shares |
741 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001449126. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sigma Planning Corp own?
Sigma Planning Corp reported 751 ETF positions worth $2.4B in its Form 13F for June 30, 2026. The largest was IVV, at $211.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.