Sigma Planning Corp
CIK: 1449126SEC EDGAR →
Portfolio Value
$1.5T
Holdings
1,303
As of
Q1 2026
New Positions
1,287
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 721,369 | $50.6B | 3.27% |
| 2 | SCHWAB STRATEGIC TR | 943,430 | $27.5B | 1.77% |
| 3 | SCHWAB STRATEGIC TR | 869,867 | $26.7B | 1.72% |
| 4 | ISHARES TR | 303,288 | $25.0B | 1.62% |
| 5 | ISHARES TR | 353,362 | $23.9B | 1.54% |
| 6 | ISHARES GOLD TR | 225,847 | $19.9B | 1.29% |
| 7 | ISHARES TR | 187,719 | $18.6B | 1.20% |
| 8 | FIRST TR EXCHANGE TRADED FD | 259,052 | $17.7B | 1.14% |
| 9 | CAPITAL GROUP DIVIDEND VALUE | 411,828 | $17.5B | 1.13% |
| 10 | ISHARES TR | 308,804 | $15.7B | 1.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 723 | $1.2T | 75.8% |
| Unknown | 92 | $120.8B | 7.8% |
| Technology | 107 | $50.7B | 3.3% |
| Consumer Defensive | 33 | $31.7B | 2.0% |
| Healthcare | 55 | $29.0B | 1.9% |
| Basic Materials | 45 | $27.8B | 1.8% |
| Utilities | 29 | $24.7B | 1.6% |
| Energy | 41 | $24.5B | 1.6% |
| Industrials | 87 | $21.1B | 1.4% |
| Communication Services | 18 | $15.7B | 1.0% |
| Real Estate | 35 | $15.1B | 1.0% |
| Consumer Cyclical | 38 | $14.5B | 0.9% |