Key facts
- Sigma Planning Corp reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $3,535,707,929.
13F Filings History of Sigma Planning Corp
- Latest 13F report
- Q1 2026 - 04 May 2026
- Value $
- $3,535,707,929
- Signature - Title
- Andrew D. Kilbarger - Chief Compliance Officer
- Location
- Ann Arbor, MI
- Summary
- This page shows a list of all the recent 13F filings made by Sigma Planning Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sigma Planning Corp reported 1302 stock holdings with total value $3,535,707,929 as of Q1 2026. Top holdings included ISHARES TR, APPLE INC, NVIDIA CORPORATION, AMAZON COM INC, and INVESCO QQQ TR.
Follow Filing Activity
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Holdings Value
Change
- Most recent filing was accepted on 04 May 2026, 15:38.
- Historical comparison will expand as more 13F quarters are available.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 1,302 | $3,535,707,929 | $0 | $0 | $0 | ISHARES TR, APPLE INC, NVIDIA CORPORATION, AMAZON COM INC, INVESCO QQQ TR | 13F-HR | 04 May 2026, 15:38 |