Sigma Investment Counselors Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Sigma Investment Counselors Inc. reported 218 stock positions worth $2.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.8%) and iShares Core S&P Midcap ETF (IJH, 7.1%). Compared with Q1 2026, it opened 30 new positions, sold out of 6, added to 47 and reduced 112. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +79%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −10%).

Most Recent 13F
Q2 2026
Location
NORTHVILLE, MI
CIK
0001085163
Portfolio Value
$2.1B (Q2 2026)
SEC Filing
0001085163-26-000003 ↗ filed Jul 28, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.6B Q2 2024 Q3 2024: $1.7B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $1.9B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $1.9B Q1 2026 Q2 2026: $2.1B $2.1B Q2 2026

Holdings 218 stocks · $2.1B
IVV iShares Core S&P 500 ETF 19.35% 530,151 $397.0M Reduce -9.7%
VEA Vanguard Ftse Developed ETF 7.80% 2,246,838 $160.1M Reduce -0.5%
IJH iShares Core S&P Midcap ETF 7.13% 1,897,411 $146.3M Reduce -3.1%
IJR iShares Core S&P Small-Cap E 3.89% 538,823 $79.9M Reduce -3.3%
VTV Vanguard Mrngstr Val ETF-Aui 2.75% 258,496 $56.3M Add +37.0%
VWO Vanguard Ftse Emerging Marke 2.36% 812,502 $48.5M Reduce -1.2%
RSP Invesco S&P 500 Equal Weight 2.17% 209,070 $44.5M Add +78.9%
STIP iShares 0-5 Year Tips Bond E 2.08% 416,939 $42.6M Add +2.4%
IWB iShares Russell 1000 ETF 2.07% 103,531 $42.4M Reduce -1.9%
SJNK SS SPDR BB St Hi Yield ETF 2.05% 1,681,734 $42.1M Add +1.3%
IBDX iShares Ibonds Dec 2032 TC 1.95% 1,585,690 $39.9M Add +4.9%
IBDW iShares Ibonds Dec 2031 Corp. 1.93% 1,899,841 $39.6M Add +4.6%
IBDY iShares Ibonds Dec 2033 Corp. 1.86% 1,478,526 $38.1M Add +6.7%
IBDV iShares Ibonds Dec 2030 Corp. 1.76% 1,661,062 $36.2M Add +1.1%
IBDU iShares Ibonds Dec 2029 Term 1.76% 1,561,416 $36.2M Add +1.2%
IBDZ ISHARESIBONDSDEC2034TMCORP 1.66% 1,304,097 $34.0M Add +20.5%
IBDT iShares Ibonds Dec 2028 ETF 1.65% 1,336,901 $33.8M Add +4.6%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 1.57% 1,331,503 $32.2M Add +2.8%
AAPL Apple Inc. 1.41% 100,323 $29.0M Reduce -8.7%
IBDR iShares Ibonds Dec 2026 Term 1.35% 1,146,679 $27.8M Reduce -0.9%
NVDA Nvidia Corp. 1.31% 134,534 $26.9M Reduce -9.8%
IWR iShares Russell Mid-Cap ETF 1.30% 242,040 $26.7M Reduce -6.9%
IEFA iShares Core MSCI Eafe ETF 1.11% 236,645 $22.9M Reduce -5.0%
CAT Caterpillar Inc. 0.96% 18,547 $19.8M Reduce -6.6%
QQQ Invesco QQQ Trust Series 1 0.91% 25,299 $18.6M Reduce -0.6%
VTI VG Morningstar TS MKT ETF-US 0.91% 50,238 $18.6M Reduce -2.9%
MSFT Microsoft Corp. 0.87% 47,837 $17.8M Reduce -5.7%
IWM iShares Russell 2000 ETF 0.81% 55,246 $16.6M Reduce -6.4%
AMZN Amazon.com Inc. 0.81% 69,579 $16.6M Reduce -10.1%
JPM JPMorgan Chase & Co. 0.73% 45,810 $15.0M Reduce -7.2%
ARCC Ares Capital Corp. 0.71% 781,116 $14.5M Reduce -3.3%
SYK Stryker Corp. 0.61% 39,844 $12.5M Reduce -0.1%
GBDC Golub Capital BDC Inc. 0.58% 922,439 $11.9M Reduce -1.5%
GOOGL Alphabet Inc. Class A 0.58% 33,073 $11.8M Reduce -7.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 15,600 $11.6M Reduce -2.1%
COST Costco Wholesale Corp. 0.54% 11,805 $11.0M Reduce -5.2%
URI United Rentals Inc. 0.52% 9,422 $10.7M Reduce -6.6%
GS Goldman Sachs Group Inc. 0.52% 10,492 $10.6M Reduce -10.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.49% 66,305 $10.0M Reduce -9.1%
IAUM iShares Gold Trust Micro 0.47% 239,218 $9.6M Reduce -2.2%
KLAC KLA Corp. 0.46% 31,475 $9.5M Reduce -8.9%
SNPS Synopsys Inc. 0.45% 20,620 $9.2M Reduce -14.4%
META Meta Platforms Inc. Class A 0.45% 16,325 $9.2M Reduce -13.3%
VYM Vanguard High DVD Yield ETF 0.43% 55,302 $8.7M Reduce -0.4%
IAU iShares Gold Trust 0.42% 114,383 $8.6M Reduce -3.1%
IEMG iShares Core MSCI Emerging 0.40% 98,969 $8.2M Reduce -4.6%
ABBV Abbvie Inc. 0.38% 31,238 $7.9M Reduce -7.4%
VCIT Vanguard Int-Term Corporate 0.37% 93,077 $7.7M Reduce -8.8%
CRWD CrowdStrike Holdings Inc. Class A 0.34% 9,201 $7.0M Add +2.8%
ANET Arista Networks Inc. 0.32% 38,755 $6.6M Reduce -6.7%
NUE Nucor Corp. 0.31% 28,959 $6.5M Reduce -12.0%
LOW Lowe's Cos Inc. 0.31% 28,869 $6.4M Reduce -5.8%
UPS United Parcel Service Class B 0.31% 58,775 $6.3M Reduce -0.4%
AVGO Broadcom Inc. 0.31% 16,653 $6.3M Reduce -3.9%
VOO Vanguard S&P 500 ETF 0.30% 9,047 $6.2M Reduce -11.8%
SNA Snap-on Inc. 0.30% 15,371 $6.2M Reduce -7.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.30% 26,902 $6.2M Reduce -13.9%
VCSH Vanguard S/T Corp. Bond ETF 0.30% 77,547 $6.1M Reduce -5.4%
ISRG Intuitive Surgical Inc. 0.29% 14,883 $5.9M Reduce -6.6%
V Visa Inc. Class A 0.27% 16,378 $5.6M Reduce -2.3%
IWF iShares Russell 1000 Growth 0.25% 41,693 $5.2M Reduce -2.6%
KO The Coca-Cola Co. 0.25% 62,864 $5.1M Reduce -3.0%
XOM Exxon Mobil Corp. 0.25% 37,048 $5.1M Reduce -6.0%
XLK SS Technology Select Sector 0.24% 26,050 $5.0M Reduce -7.2%
NEE Nextera Energy Inc. 0.24% 55,239 $4.8M Reduce -5.4%
ITOT iShares Core S&P Total U.S. 0.23% 29,213 $4.8M Add +0.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.22% 108,428 $4.6M Reduce -1.6%
VRTX Vertex Pharmaceuticals Inc. 0.22% 9,089 $4.5M Reduce -5.5%
TDG Transdigm Group Inc. 0.21% 3,310 $4.4M Reduce -4.2%
DHR Danaher Corp. 0.21% 22,947 $4.4M Reduce -12.6%
PG The Procter & Gamble Co. 0.21% 29,688 $4.4M Reduce -6.4%
EFA iShares MSCI Eafe ETF 0.21% 41,406 $4.3M Add +1.3%
UNH Unitedhealth Group Inc. 0.21% 10,309 $4.3M Reduce -14.5%
XLE SS Energy Select Sector 0.20% 78,073 $4.1M Reduce -6.0%
ETN Eaton Corp. PLC 0.19% 9,097 $3.9M Reduce -1.8%
COR Cencora Inc. 0.18% 13,304 $3.8M Reduce -9.1%
PLD Prologis Inc. 0.17% 25,922 $3.5M Reduce -8.3%
SCHX Schwab US Large-Cap ETF 0.17% 117,063 $3.4M Reduce -2.1%
NOW ServiceNow Inc. 0.17% 34,636 $3.4M Reduce -1.9%
PRF Invesco Rafi US 1000 ETF 0.16% 62,385 $3.4M Reduce -0.3%
APO Apollo Global Management Inc. 0.15% 26,016 $3.1M Add +12.1%
SLB SLB Ltd. filed as SLB LIMITED 0.14% 62,266 $2.9M Reduce -0.0%
PSA Public Storage 0.14% 8,820 $2.8M Reduce -7.7%
KMI Kinder Morgan Inc. 0.14% 87,600 $2.8M Reduce -3.1%
TIP iShares Tips Bond ETF 0.14% 25,452 $2.8M Reduce -4.9%
IVE iShares S&P 500 Value ETF 0.13% 12,041 $2.7M Reduce -2.5%
GOOG Alphabet Inc. Class C 0.13% 7,627 $2.7M Reduce -7.4%
SUB iShares Short-Term National 0.12% 23,286 $2.5M No change
TSLA Tesla Inc. 0.11% 5,427 $2.3M No change
LII Lennox International Inc. 0.11% 3,918 $2.2M Reduce -11.1%
SCHB Schwab US Broad Market ETF 0.11% 76,114 $2.2M Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 4,381 $2.2M Add +0.4%
JNJ Johnson & Johnson 0.10% 8,128 $2.1M Reduce -16.9%
PGR Progressive Corp. 0.10% 9,229 $2.0M Reduce -5.0%
IDEV iShares Core MSCI Dev MKTS 0.09% 21,341 $1.9M Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.09% 4,843 $1.8M Add +415.8%
LLY Eli Lilly & Co. 0.08% 1,315 $1.6M No change
XLC SS Comm Select Sector SPDR 0.07% 14,358 $1.5M Reduce -4.9%
IWD iShares Russell 1000 Value E 0.07% 6,259 $1.5M Add +5.9%
XLF SS Financial Select Sector 0.07% 28,221 $1.5M Reduce -23.3%

Show all 218 holdings

Portfolio Sells Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Reduce -9.7% 19.35% −0.90
IAUM iShares Gold Trust Micro Reduce -2.2% 0.47% −0.14
IAU iShares Gold Trust Reduce -3.1% 0.42% −0.13
IBDR iShares Ibonds Dec 2026 Term Reduce -0.9% 1.35% −0.13
TJX TJX Companies Inc. Reduce -9.1% 0.49% −0.13
MSFT Microsoft Corp. Reduce -5.7% 0.87% −0.12
META Meta Platforms Inc. Class A Reduce -13.3% 0.45% −0.12
COST Costco Wholesale Corp. Reduce -5.2% 0.54% −0.12
XOM Exxon Mobil Corp. Reduce -6.0% 0.25% −0.11
ISRG Intuitive Surgical Inc. Reduce -6.6% 0.29% −0.10
SYK Stryker Corp. Reduce -0.1% 0.61% −0.08
IEFA iShares Core MSCI Eafe ETF Reduce -5.0% 1.11% −0.08
LOW Lowe's Cos Inc. Reduce -5.8% 0.31% −0.07
VCIT Vanguard Int-Term Corporate Reduce -8.8% 0.37% −0.07
XLE SS Energy Select Sector Reduce -6.0% 0.20% −0.07
ARCC Ares Capital Corp. Reduce -3.3% 0.71% −0.06
NVDA Nvidia Corp. Reduce -9.8% 1.31% −0.06
COR Cencora Inc. Reduce -9.1% 0.18% −0.06
AAPL Apple Inc. Reduce -8.7% 1.41% −0.06
AJG Arthur J Gallagher & Co. Reduce -13.9% 0.30% −0.06
SNPS Synopsys Inc. Reduce -14.4% 0.45% −0.06
NEE Nextera Energy Inc. Reduce -5.4% 0.24% −0.05
DHR Danaher Corp. Reduce -12.6% 0.21% −0.05
GBDC Golub Capital BDC Inc. Reduce -1.5% 0.58% −0.05
ROP Roper Technologies Inc. Reduce -68.8% 0.02% −0.05
VCSH Vanguard S/T Corp. Bond ETF Reduce -5.4% 0.30% −0.04
AMZN Amazon.com Inc. Reduce -10.1% 0.81% −0.04
JPM JPMorgan Chase & Co. Reduce -7.2% 0.73% −0.04
IWR iShares Russell Mid-Cap ETF Reduce -6.9% 1.30% −0.03
PG The Procter & Gamble Co. Reduce -6.4% 0.21% −0.03
SLB SLB Ltd. Reduce -0.0% 0.14% −0.03
NOW ServiceNow Inc. Reduce -1.9% 0.17% −0.03
PLD Prologis Inc. Reduce -8.3% 0.17% −0.03
JNJ Johnson & Johnson Reduce -16.9% 0.10% −0.03
KMI Kinder Morgan Inc. Reduce -3.1% 0.14% −0.02
CPRT Copart Inc. Reduce -4.6% 0.07% −0.02
SHYG iShares 0-5 YR HY Corp. Bond Reduce -1.6% 0.22% −0.02
XLF SS Financial Select Sector Reduce -23.3% 0.07% −0.02
VOO Vanguard S&P 500 ETF Reduce -11.8% 0.30% −0.02
TIP iShares Tips Bond ETF Reduce -4.9% 0.14% −0.02
XPO Xpo Inc. Reduce -27.7% 0.05% −0.02
T AT&T Inc. Sold out 0.00% −0.02
HDV iShares Core High Dividend E Sold out 0.00% −0.02
HON Honeywell International Inc. Sold out 0.00% −0.02
CVX Chevron Corp. Reduce -5.7% 0.04% −0.02
SNA Snap-on Inc. Reduce -7.2% 0.30% −0.02
ACN Accenture PLC Class A Sold out 0.00% −0.01
LNT Alliant Energy Corp. Sold out 0.00% −0.01
XLC SS Comm Select Sector SPDR Reduce -4.9% 0.07% −0.01
PAYX Paychex Inc. Sold out 0.00% −0.01

Portfolio Buys Q1 2026 → Q2 2026
RSP Invesco S&P 500 Equal Weight Add +78.9% 2.17% +0.98
VTV Vanguard Mrngstr Val ETF-Aui Add +37.0% 2.75% +0.79
IBDZ ISHARESIBONDSDEC2034TMCORP Add +20.5% 1.66% +0.17
CRWD CrowdStrike Holdings Inc. Class A Add +2.8% 0.34% +0.16
GE General Electric Add +415.8% 0.09% +0.07
INTC Intel Corp. Add +73.6% 0.06% +0.05
AMD Advanced Micro Devices New 0.03% +0.03
AMGN Amgen Inc. New 0.03% +0.03
ADP Automatic Data Processing New 0.02% +0.02
C Citigroup Inc. New 0.02% +0.02
MMM 3M Co. New 0.02% +0.02
SCHW Schwab (charles) Corp. Add +142.2% 0.04% +0.02
TSM Taiwan Semiconductor-SP ADR New 0.02% +0.02
NSC Norfolk Southern Corp. New 0.02% +0.02
IBM Intl Business Machines Corp. New 0.02% +0.02
ITW Illinois Tool Works New 0.02% +0.02
EMR Emerson Electric Co. New 0.02% +0.02
CVS CVS Health Corp. New 0.01% +0.01
ITOT iShares Core S&P Total U.S. Add +0.1% 0.23% +0.01
VGT Vanguard Info Tech ETF Add +2.2% 0.06% +0.01
TXN Texas Instruments Inc. New 0.01% +0.01
APO Apollo Global Management Inc. Add +12.1% 0.15% +0.01
PH Parker Hannifin Corp. New 0.01% +0.01
ABT Abbott Laboratories New 0.01% +0.01
MCD McDonald's Corp. New 0.01% +0.01
PANW Palo Alto Networks Inc. New 0.01% +0.01
USB US Bancorp New 0.01% +0.01
VLO Valero Energy Corp. New 0.01% +0.01
CSCO Cisco Systems Inc. Add +17.5% 0.03% +0.01
GLW Corning Inc. New 0.01% +0.01
KMB Kimberly-Clark Corp. New 0.01% +0.01
TCAF T Rowe PRC Cap Appreciation New 0.01% +0.01
CSX CSX Corp. New 0.01% +0.01
MAR Marriott International Class A New 0.01% +0.01
ROK Rockwell Automation Inc. New 0.01% +0.01
MO Altria Group Inc. New 0.01% +0.01
XSD SS SPDR S&P Semiconductor Add +1.2% 0.02% +0.01
IUSG iShares Core S&P U.S. Growth New 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd New 0.01% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.01% +0.01
XLY SS Consumer Disc Select Sect New 0.01% +0.01
TGT Target Corp. New 0.01% +0.01
MRK Merck & Co. Inc. Add +29.0% 0.04% +0.01
SCHB Schwab US Broad Market ETF Add +1.5% 0.11% +0.01
IWD iShares Russell 1000 Value E Add +5.9% 0.07% +0.01
HD Home Depot Inc. Add +11.4% 0.06% +0.01
ORCL Oracle Corp. Add +20.6% 0.05% +0.01
BAC Bank of America Corp. Add +5.5% 0.03% +0.00
BA The Boeing Co. Add +24.3% 0.01% +0.00
ESGE iShares Inc. iShares ESG Awar Add +1.9% 0.02% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 218$2.1BIVV, VEA, IJH, IJR, VTV
Q1 2026 194$1.9BIVV, VEA, IJH, IJR, VWO
Q4 2025 202$2.0BIVV, VEA, IJH, IJR, VWO
Q3 2025 198$1.9BIVV, IJH, VEA, IJR, STIP
Q2 2025 196$1.8BIVV, IJH, VEA, IJR, STIP
Q1 2025 187$1.6BIVV, IJH, VEA, IJR, STIP
Q4 2024 197$1.7BIVV, IJH, VEA, IJR, SJNK
Q3 2024 198$1.7BIVV, IJH, VEA, IJR, SJNK
Q2 2024 191$1.6BIVV, IJH, VEA, IJR, SJNK
Q1 2024 194$1.6BIVV, IJH, VEA, IJR, STIP