Sigma Planning Corp
Annual return '25
+8.1%
SPY '25
+17.7%
Alpha
-9.6ptsvs SPY
Invested
$3.6B
Holdings
1,302
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Exited (was 293.6k shares)
5.4%
02
$AAPL
APPLE INC
Q1 2026: Sold 94.7% (621.8k → 32.8k shares)
4.3%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1416.9% (7.2k → 109.2k shares)
3.1%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 85.1% (351.8k → 52.5k shares)
2.0%
05
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 122.3k shares)
1.7%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 49.2k shares)
1.6%
07
$DGRO
ISHARES TR
Q1 2026: Exited (was 731.1k shares)
1.4%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 82.1% (135.0k → 24.1k shares)
1.4%
09
$IVW
ISHARES TR
Q1 2026: Exited (was 434.0k shares)
1.4%
10
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 80.6k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.