13F Filings History of Sigma Planning Corp
- Latest 13F filing
- Q2 2026 - 07 Aug 2026
- Latest reported 13F value
- $3,970,510,164
- Largest 13F holdings
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IVV AAPL NVDA QQQ AMZN SPY IVW DGRO MSFT VOO GOOG LQD
+8 more
SCHG GOOGL SCHD MU CAT SHY VTI AVGO - Form 13F summary
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- Sigma Planning Corp Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Sigma Planning Corp reported 1394 equity holdings with a total reported market value of $3,970,510,164 for Q2 2026. Top reported holdings included IVV, AAPL, NVDA, QQQ, and AMZN.
- Manager signature
- Andrew D. Kilbarger - Chief Compliance Officer
- Manager location
- Ann Arbor, MI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$3,970,510,164
Quarter delta
+$371,075,569
Accepted
07 Aug 2026, 14:04
Rows shown
1-25 of 47
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,394 | $3,970,510,164 | +$356,609,973 | -$367,320,104 | -$10,710,131 | IVV, AAPL, NVDA, QQQ, AMZN | 13F-HR | 07 Aug 2026, 14:04 |
| Q1 2026 | 1,302 | $3,599,434,595 | +$280,277,462 | -$233,409,733 | +$46,867,729 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 04 May 2026, 15:38 |
| Q4 2025 | 1,287 | $3,617,793,956 | +$240,800,698 | -$172,680,452 | +$68,120,246 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 30 Jan 2026, 16:16 |
| Q3 2025 | 1,282 | $3,516,301,643 | +$222,874,994 | -$282,348,219 | -$59,473,225 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 10 Nov 2025, 11:53 |
| Q2 2025 | 1,238 | $3,325,186,630 | +$207,333,519 | -$260,030,948 | -$52,697,429 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 05 Aug 2025, 11:03 |
| Q1 2025 | 1,190 | $3,134,674,096 | +$230,307,351 | -$175,483,210 | +$54,824,141 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 01 May 2025, 18:11 |
| Q4 2024 | 1,158 | $3,184,430,775 | +$206,627,012 | -$260,899,418 | -$54,272,406 | IVV, AAPL, NVDA, AMZN, QQQ | 13F-HR | 03 Feb 2025, 16:50 |
| Q3 2024 | 1,205 | $3,264,136,025 | +$183,398,653 | -$227,602,066 | -$44,203,413 | IVV, AAPL, NVDA, QQQ, MSFT | 13F-HR | 01 Nov 2024, 17:50 |
| Q2 2024 | 1,178 | $3,154,921,635 | +$239,527,816 | -$264,657,530 | -$25,129,714 | IVV, AAPL, NVDA, QQQ, MSFT | 13F-HR | 05 Aug 2024, 17:31 |
| Q1 2024 | 1,215 | $3,181,787,948 | +$1,841,232,088 | -$24,254,284 | +$1,816,977,804 | IVV, AAPL, QQQ, MSFT, AMZN | 13F-HR | 01 May 2024, 17:40 |
| Q4 2023 | 840 | $1,278,115,222 | +$52,534,469 | -$1,677,023,949 | -$1,624,489,480 | IVV, AAPL, QQQ, MSFT, AMZN | 13F-HR | 01 Feb 2024, 12:41 |
| Q3 2023 | 1,188 | $2,667,638,026 | +$180,651,060 | -$190,392,085 | -$9,741,025 | IVV, AAPL, MSFT, QQQ, AMZN | 13F-HR | 06 Nov 2023, 12:02 |
| Q2 2023 | 1,199 | $2,784,937,264 | +$155,867,973 | -$526,821,325 | -$370,953,352 | AAPL, IVV, MSFT, QQQ, AMZN | 13F-HR | 01 Aug 2023, 18:20 |
| Q1 2023 | 1,293 | $3,009,201,399 | +$270,612,608 | -$200,832,434 | +$69,780,174 | AAPL, IVV, MSFT, QQQ, DGRO | 13F-HR | 05 May 2023, 17:48 |
| Q4 2022 | 1,258 | $2,797,153,901 | +$215,652,040 | -$195,481,549 | +$20,170,491 | IVV, AAPL, DGRO, MSFT, QQQ | 13F-HR | 24 Jan 2023, 15:43 |
| Q3 2022 | 1,251 | $2,614,014,000 | +$229,748,937 | -$180,823,484 | +$48,925,453 | AAPL, IVV, AMZN, DGRO, MSFT | 13F-HR | 10 Nov 2022, 17:17 |
| Q2 2022 | 1,275 | $2,748,812,000 | +$262,297,543 | -$311,329,511 | -$49,031,968 | AAPL, IVV, DGRO, MSFT, AMZN | 13F-HR | 11 Aug 2022, 11:35 |
| Q1 2022 | 1,346 | $3,329,882,000 | +$327,429,501 | -$374,031,535 | -$46,602,034 | AAPL, IVV, MSFT, AMZN, DGRO | 13F-HR | 20 Apr 2022, 14:51 |
| Q4 2021 | 1,361 | $3,566,814,000 | +$297,204,247 | -$222,537,951 | +$74,666,296 | AAPL, IVV, MSFT, QQQ, AMZN | 13F-HR | 02 Feb 2022, 09:40 |
| Q3 2021 | 1,353 | $3,287,944,000 | +$317,184,757 | -$286,621,521 | +$30,563,236 | AAPL, IVV, AMZN, MSFT, SPY | 13F-HR | 28 Oct 2021, 11:28 |
| Q2 2021 | 1,388 | $3,332,037,000 | +$382,962,302 | -$334,988,591 | +$47,973,711 | AAPL, IVV, AMZN, MSFT, QQQ | 13F-HR | 13 Aug 2021, 14:23 |
| Q1 2021 | 1,301 | $3,113,627,000 | +$455,383,761 | -$339,614,246 | +$115,769,515 | AAPL, IVV, SPY, AMZN, MSFT | 13F-HR | 06 May 2021, 16:22 |
| Q4 2020 | 1,171 | $2,894,231,000 | +$389,912,676 | -$222,883,642 | +$167,029,034 | AAPL, IVV, SPY, AMZN, LQD | 13F-HR | 09 Feb 2021, 12:16 |
| Q3 2020 | 1,046 | $2,514,484,000 | +$402,740,793 | -$235,350,311 | +$167,390,482 | AAPL, IVV, SPY, AMZN, LQD | 13F-HR | 03 Nov 2020, 15:11 |
| Q2 2020 | 1,042 | $2,272,895,000 | +$413,793,178 | -$119,871,392 | +$293,921,786 | AAPL, IVV, AMZN, SPY, QQQ | 13F-HR | 31 Jul 2020, 15:05 |