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Andrew D. Kilbarger

Sigma Planning Corp

Assets Managed
$3.6B
Holdings
1303
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-0.61%(2Q avg: 1.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sigma Planning Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1303 positions.

Assets under management

The assets under management (AUM) of Sigma Planning Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.6B in assets, with a quarterly growth rate of -0.61% and a 2-quarter average growth rate of 1.19%. The portfolio is managed by Andrew D. Kilbarger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.73%
5.42%
$195.082M
298,651 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.6%
4.32%
$155.285M
611,864 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.24%
3.12%
$112.007M
661,302 shares@ $169.38 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.7%
2.03%
$72.742M
349,269 shares@ $208.27 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -13.63%
1.7%
$60.967M
105,629 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -23.54%
1.56%
$55.957M
86,031 shares@ $650.44 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -1.33%
1.41%
$50.626M
721,369 shares@ $70.18 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.04%
1.39%
$49.995M
135,061 shares@ $370.17 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.37%
1.36%
$48.903M
432,346 shares@ $113.11 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.45%
1.34%
$47.953M
80,249 shares@ $597.56 avg price

1-10 of 1303