Arkolith/Funds/Sigma Planning Corp

Sigma Planning Corp

CIK 1449126
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Sigma Planning Corp holds a diversified book of 1394 stocks worth $4.0B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Schwab FNDMNTL US BRD MR ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book. They also disclosed $496K in put options (a bearish bet) and $1.6M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2015 would be +159% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
256
bought for the first time
Added to
616
already held, bought more
Trimmed
566
sold some, still holds it
Sold out
90
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+159.1%
+8.6%/yr · since Feb '15
Their reported book
+190.0%
held from quarter-end
S&P 500
+340.9%
same window
$9K$18K$27K$35K$44KFeb '15Jun '17Sep '19Jan '22May '24Aug '26
Sigma Planning Corp (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +190.0%, a 31.0-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Sigma Planning Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
23%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

41% mapped to company sectors

ETF / fund or unclassified
59%
Information Technology
18%
Financials
5%
Consumer Discretionary
4%
Industrials
3%
Health Care
3%
Utilities
2%
Materials
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Sigma Planning Corp

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$130.6B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$21.4B
Farther Finance Advisors, LLC80 / 80$4.0B
MORGAN STANLEY79 / 80$659.1B
JPMORGAN CHASE & CO79 / 80$566.2B
WELLS FARGO & COMPANY/MN79 / 80$209.4B
UBS Group AG79 / 80$185.7B
ROYAL BANK OF CANADA79 / 80$182.6B

Ranked by how many of Sigma Planning Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,394 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$211.8M282.8K
5.3%
−5.3%
Reduced · −16K sh
2Apple Inc
COM
$167.8M579.8K
4.2%
−5.2%
Reduced · −32K sh
3Nvidia Corporation
COM
$110.6M552.9K
2.8%
−14%
Reduced · −87K sh
4Invesco QQQ TR
UNIT SER 1
$85.2M115.7K
2.1%
+9.6%
Added · +10K sh
5Amazon Com Inc
COM
$71.1M298.3K
1.8%
−15%
Reduced · −51K sh
6State STR SPDR S&P 500 ETF T
TR UNIT
$60.2M80.6K
1.5%
−6.3%
Reduced · −5K sh
7Ishares TR
S&P 500 GRWT ETF
$58.8M427.7K
1.5%
−1.1%
Reduced · −5K sh
8Ishares TR
CORE DIV GRWTH
$54.7M721.4K
1.4%
~0%
Added · +75 sh
9Microsoft Corp
COM
$50.1M134.3K
1.3%
−0.6%
Reduced · −775 sh
10Vanguard Index FDS
S&P 500 ETF SHS
$49.2M71.6K
1.2%
−11%
Reduced · −9K sh
11Alphabet Inc
CAP STK CL C
$48.4M136.9K
1.2%
−0.4%
Reduced · −549 sh
12Ishares TR
IBOXX INV CP ETF
$36.6M335.9K
0.9%
−1.6%
Reduced · −5K sh
13Schwab Strategic TR
US LCAP GR ETF
$32.7M965.2K
0.8%
+2.3%
Added · +22K sh
14Alphabet Inc
CAP STK CL A
$30.7M85.9K
0.8%
+8.9%
Added · +7K sh
15Schwab Strategic TR
US DIVIDEND EQ
$29.3M924.1K
0.7%
+6.2%
Added · +54K sh
16Micron Technology Inc
COM
$29.0M25.2K
0.7%
−20%
Reduced · −6K sh
17Caterpillar Inc
COM
$26.8M25.2K
0.7%
+12%
Added · +3K sh
18Ishares TR
1 3 YR TREAS BD
$26.3M320.3K
0.7%
+5.6%
Added · +17K sh
19Vanguard Index FDS
TOTAL STK MKT
$25.3M68.4K
0.6%
+20%
Added · +11K sh
20Broadcom Inc
COM
$24.2M64.1K
0.6%
−17%
Reduced · −13K sh
21Capital Group Dividend Value
SHS CREAT UNIT
$22.9M464.6K
0.6%
+13%
Added · +53K sh
22Advanced Micro Devices Inc
COM
$22.4M38.5K
0.6%
−2.9%
Reduced · −1K sh
23Ishares TR
S&P 500 VAL ETF
$21.8M96.0K
0.5%
−11%
Reduced · −12K sh
24Ishares TR
CORE S&P MCP ETF
$21.5M279.4K
0.5%
−21%
Reduced · −74K sh
25Berkshire Hathaway Inc Del
CL B NEW
$21.2M42.5K
0.5%
+6.6%
Added · +3K sh
26First TR Exchange Traded FD
RISNG DIVD ACHIV
$20.5M252.8K
0.5%
−2.4%
Reduced · −6K sh
27Meta Platforms Inc
CL A
$20.4M36.1K
0.5%
−8.2%
Reduced · −3K sh
28Ishares TR
CORE S&P SCP ETF
$20.0M135.0K
0.5%
−23%
Reduced · −39K sh
29JPMorgan Chase & Co
COM
$17.9M54.7K
0.5%
+0.3%
Added · +181 sh
30Eli Lilly & Co
COM
$17.6M14.7K
0.4%
−20%
Reduced · −4K sh
31Crowdstrike Hldgs Inc
CL A
$17.4M22.8K
0.4%
+20%
Added · +4K sh
32Tesla Inc
COM
$17.1M40.6K
0.4%
−3.3%
Reduced · −1K sh
33Ishares Gold TR
ISHARES NEW
$16.7M220.6K
0.4%
−2.3%
Reduced · −5K sh
34Select Sector SPDR TR
ST STR TECHN ETF
$16.5M86.5K
0.4%
−11%
Reduced · −10K sh
35SPDR Gold TR
GOLD SHS
$16.2M44.1K
0.4%
−5.5%
Reduced · −3K sh
36Vaneck ETF Trust
SEMICONDUCTR ETF
$16.2M24.7K
0.4%
+1.1%
Added · +274 sh
37Johnson & Johnson
COM
$15.8M62.0K
0.4%
+10%
Added · +6K sh
38Vanguard Index FDS
VALUE ETF
$15.4M70.8K
0.4%
−1.9%
Reduced · −1K sh
39Ishares TR
INTL SEL DIV ETF
$15.3M368.9K
0.4%
+1.1%
Added · +4K sh
40Schwab Strategic TR
US LRG CAP ETF
$14.9M507.7K
0.4%
−2.9%
Reduced · −15K sh
41Costco Wholesale Corporation
COM
$14.7M15.7K
0.4%
+6.0%
Added · +892 sh
42Ishares TR
FLTG RATE NT ETF
$14.6M286.8K
0.4%
−7.1%
Reduced · −22K sh
43Pacer FDS TR
US CASH COWS 100
$14.3M229.9K
0.4%
−2.7%
Reduced · −6K sh
44Abbvie Inc
COM
$14.1M56.0K
0.4%
−1.5%
Reduced · −840 sh
45Chevron Corporation
COM
$13.8M83.0K
0.3%
+9.2%
Added · +7K sh
46First TR Exchange Traded FD
SMID RISNG ETF
$13.7M318.2K
0.3%
+5.8%
Added · +18K sh
47Walmart Inc
COM
$13.3M117.7K
0.3%
+1.3%
Added · +2K sh
48Ishares TR
MRGSTR MD CP GRW
$12.9M131.0K
0.3%
+0.8%
Added · +1K sh
49Ishares TR
ISHS 1-5YR INVS
$12.8M244.3K
0.3%
+2.2%
Added · +5K sh
50First TR Exchng Traded FD VI
FT LADD BUFF ETF
$12.6M345.1K
0.3%
−1.3%
Reduced · −5K sh
Showing 50 of 1,394 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$496K
Call notional (bullish)$1.6M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishCENTENE CORPCNC$604K20K
CALL · bullishNVIDIA CORPNVDA$305K9K
CALL · bullishMICRON TECHNOLOGY INCMU$262K400
PUT · bearishPALANTIR TECHNOLOGIES INC-APLTR$236K7K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$183K59K
CALL · bullishFORD MOTOR COF$181K41K
CALL · bullishWELLS FARGO & COWFC$173K20K
PUT · bearishNVIDIA CORPNVDA$76K18K
CALL · bullishERSHARES PRIVATE-PUBLIC CROSXOVR$53K20K
PUT · bearishXEROX HOLDINGS CORPXRX$1K16K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 20261,404$4.0B13F-HR
Q1 2026Mar 31, 2026May 4, 20261,309$3.6B13F-HR
Q4 2025Dec 31, 2025Jan 30, 20261,295$3.6B13F-HR
Q3 2025Sep 30, 2025Nov 10, 20251,290$3.5B13F-HR
Q2 2025Jun 30, 2025Aug 5, 20251,244$3.3B13F-HR
Q1 2025Mar 31, 2025May 2, 20251,203$3.1B13F-HR
Q4 2024Dec 31, 2024Feb 3, 20251,162$3.2B13F-HR
Q3 2024Sep 30, 2024Nov 4, 20241,218$3.3B13F-HR
Q2 2024Jun 30, 2024Aug 6, 20241,196$3.2B13F-HR
Q1 2024Mar 31, 2024May 2, 20241,222$3.2B13F-HR
Q4 2023Dec 31, 2023Feb 1, 2024846$1.3B13F-HR
Q3 2023Sep 30, 2023Nov 6, 20231,197$2.7B13F-HR
Q2 2023Jun 30, 2023Aug 2, 20231,202$2.8B13F-HR
Q1 2023Mar 31, 2023May 8, 20231,295$3.0B13F-HR
Q4 2022Dec 31, 2022Jan 24, 20231,261$2.8B13F-HR
Q3 2022Sep 30, 2022Nov 10, 20221,261$2.6B13F-HR
Q2 2022Jun 30, 2022Aug 11, 20221,288$2.9B13F-HR
Q1 2022Mar 31, 2022Apr 20, 20221,362$3.3B13F-HR
Q4 2021Dec 31, 2021Feb 2, 20221,383$3.6B13F-HR
Q3 2021Sep 30, 2021Oct 28, 20211,372$3.3B13F-HR
Q2 2021Jun 30, 2021Aug 13, 20211,413$3.4B13F-HR
Q1 2021Mar 31, 2021May 6, 20211,325$3.1B13F-HR
Q4 2020Dec 31, 2020Feb 9, 20211,194$2.9B13F-HR
Q3 2020Sep 30, 2020Nov 3, 20201,060$2.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.