13F filer

Sigma Investment Counselors

As of Sep 30, 2026 Filed Oct 27, 2026 CIK 1085163 SEC filings ↗
13F Value
$2.14B
Positions
218
Top Position
IVV19.1%
Top 5
39.8%

Latest filing changes

vs Jun 30, 2026
3 AAPL Apple +15.9%+$5.3M
4 NVDA NVIDIA +14.0%+$4.3M
Holdings218
# Trend (4Q)
1 IVV 19.1% $408.6M +0.6% 533.5K 19.3% ETF
2 VEA 7.8% $165.7M +4.5% 2.35M 7.8% ETF
3 IJH 6.7% $142.4M +4.3% 1.98M 7.1% ETF
4 IJR 3.5% $75.7M +3.3% 556.4K 3.9% ETF
5 VTV 2.7% $58.7M +5.1% 271.6K 2.7% ETF
6 VWO 2.4% $50.4M +4.7% 850.6K 2.4% ETF
7 RSP 2.2% $46.1M +6.1% 221.8K 2.2% ETF
8 STIP 2.0% $42.7M +2.7% 428.0K 2.1% ETF
9 IWB 2.0% $42.6M -1.2% 102.3K 2.1% ETF
10 SJNK 1.9% $40.4M -1.0% 1.66M 2.1% ETF
11 AAPL 1.8% $38.7M +15.9% 116.2K 1.4% Common Stock
12 IBDW 1.8% $38.0M -0.4% 1.89M 1.9% ETF
13 IBDX 1.7% $36.9M -3.3% 1.53M 1.9% ETF
14 IBDY 1.7% $36.2M +0.0% 1.48M 1.9% ETF
15 IBDU 1.7% $35.8M +1.0% 1.58M 1.8% ETF
16 IBDV 1.6% $35.2M +0.1% 1.66M 1.8% ETF
17 NVDA 1.6% $35.0M +14.0% 153.3K 1.3% Common Stock
18 IBDT 1.6% $33.7M +1.1% 1.35M 1.6% ETF
19 IBDS 1.5% $32.7M +1.8% 1.36M 1.6% ETF
20 IBDZ 1.5% $31.7M -1.2% 1.29M 1.7% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing17
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.