Sigma Investment Counselors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Sigma Investment Counselors Inc. reported 198 stock positions worth $1.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.8% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 7.0%) and Vanguard Ftse Developed ETF (VEA, 5.9%). Compared with Q2 2025, it opened 6 new positions, sold out of 4, added to 66 and reduced 90. The biggest buy was a new position in iShares Gold Trust Micro (IAUM) and the biggest sale iShares Gold Trust (IAU, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- NORTHVILLE, MI
- CIK
- 0001085163
- Portfolio Value
- $1.9B (Q3 2025)
- SEC Filing
- 0001085163-25-000002 ↗ filed Oct 29, 2025
Holdings Value
Holdings 198 stocks · $1.9B
| IVV iShares Core S&P 500 ETF | 22.78% | 655,738 | $438.9M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 6.95% | 2,053,286 | $134.0M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 5.92% | 1,903,335 | $114.0M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 3.60% | 584,435 | $69.4M | Reduce -1.1% |
| STIP iShares 0-5 Year Tips Bond E | 2.10% | 392,366 | $40.6M | Add +1.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.10% | 1,583,785 | $40.5M | Add +2.5% |
| IWB iShares Russell 1000 ETF | 2.08% | 109,677 | $40.1M | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 1.97% | 699,076 | $37.9M | Add +0.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.88% | 1,633,897 | $36.2M | Add +4.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.86% | 1,690,613 | $35.9M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.85% | 190,801 | $35.6M | Reduce -0.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.83% | 1,380,127 | $35.4M | Add +4.9% |
| IBDU iShares Ibonds Dec 2029 Term | 1.81% | 1,485,226 | $34.9M | Add +3.0% |
| NVDA Nvidia Corp. | 1.59% | 164,176 | $30.6M | Reduce -6.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.59% | 1,167,169 | $30.6M | Add +14.7% |
| AAPL Apple Inc. | 1.59% | 120,048 | $30.6M | Reduce -2.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.58% | 1,193,474 | $30.5M | Add +3.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.55% | 1,229,199 | $29.9M | Add +4.8% |
| IBDR iShares Ibonds Dec 2026 Term | 1.48% | 1,175,926 | $28.6M | Add +4.1% |
| MSFT Microsoft Corp. | 1.36% | 50,526 | $26.2M | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 1.36% | 270,667 | $26.1M | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.14% | 252,335 | $22.0M | Reduce -0.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.09% | 834,570 | $21.0M | Reduce -5.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 63,557 | $20.9M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 0.90% | 79,025 | $17.4M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.87% | 22,769 | $16.7M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.86% | 52,495 | $16.6M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 26,701 | $16.0M | Add +6.3% |
| ARCC Ares Capital Corp. | 0.82% | 770,458 | $15.7M | Add +2.7% |
| SYK Stryker Corp. | 0.78% | 40,891 | $15.1M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.77% | 61,429 | $14.9M | Reduce -2.2% |
| SNPS Synopsys Inc. | 0.66% | 25,705 | $12.7M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.63% | 13,135 | $12.2M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.63% | 25,294 | $12.1M | Reduce -0.4% |
| GBDC Golub Capital BDC Inc. | 0.61% | 854,280 | $11.7M | Add +6.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.58% | 76,734 | $11.1M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 16,128 | $10.7M | Reduce -2.8% |
| URI United Rentals Inc. | 0.54% | 10,828 | $10.3M | Reduce -0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.54% | 33,296 | $10.3M | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.52% | 12,513 | $10.0M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.49% | 39,233 | $9.5M | Reduce -0.2% |
| VCIT Vanguard Int-Term Corporate | 0.48% | 110,224 | $9.3M | Reduce -0.2% |
| IAUM iShares Gold Trust Micro | 0.47% | 234,627 | $9.0M | New |
| IAU iShares Gold Trust | 0.46% | 122,280 | $8.9M | Reduce -50.8% |
| ABBV Abbvie Inc. | 0.45% | 37,351 | $8.6M | Reduce -0.7% |
| VYM Vanguard High DVD Yield ETF | 0.45% | 60,879 | $8.6M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.43% | 33,045 | $8.3M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.40% | 17,302 | $7.7M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 93,706 | $7.5M | Reduce -4.7% |
| IEMG iShares Core MSCI Emerging | 0.37% | 107,134 | $7.1M | Reduce -0.8% |
| ROP Roper Technologies Inc. | 0.35% | 13,535 | $6.7M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.34% | 10,786 | $6.6M | Add +9.8% |
| ANET Arista Networks Inc. | 0.34% | 44,866 | $6.5M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.33% | 18,991 | $6.3M | Add +1.0% |
| SNA Snap-on Inc. | 0.31% | 17,494 | $6.1M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.30% | 51,718 | $5.8M | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 212,771 | $5.6M | Add +0.3% |
| V Visa Inc. Class A | 0.29% | 16,318 | $5.6M | Add +1.0% |
| DHR Danaher Corp. | 0.28% | 27,702 | $5.5M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 37,050 | $5.4M | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.27% | 10,986 | $5.1M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.26% | 32,996 | $5.1M | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.26% | 59,258 | $4.9M | No change |
| COR Cencora Inc. | 0.26% | 15,829 | $4.9M | Add +0.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 112,137 | $4.9M | Reduce -2.2% |
| TDG Transdigm Group Inc. | 0.25% | 3,598 | $4.7M | Add +0.6% |
| NUE Nucor Corp. | 0.24% | 34,753 | $4.7M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.24% | 61,658 | $4.7M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.24% | 13,282 | $4.6M | Reduce -6.0% |
| KO The Coca-Cola Co. | 0.23% | 68,180 | $4.5M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.23% | 47,367 | $4.4M | No change |
| NOW ServiceNow Inc. | 0.22% | 4,579 | $4.2M | New |
| XLE SS Energy Select Sector | 0.22% | 46,719 | $4.2M | Reduce -0.1% |
| KLAC KLA Corp. | 0.21% | 3,734 | $4.0M | Add +0.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 10,139 | $4.0M | Add +9.0% |
| XLK SS Technology Select Sector | 0.20% | 13,587 | $3.8M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.20% | 148,048 | $3.8M | Add +2.3% |
| ETN Eaton Corp. PLC | 0.19% | 9,598 | $3.6M | Add +1.6% |
| PLD Prologis Inc. | 0.18% | 29,824 | $3.4M | Add +0.3% |
| TIP iShares Tips Bond ETF | 0.17% | 29,189 | $3.2M | Reduce -2.3% |
| PSA Public Storage | 0.16% | 10,572 | $3.1M | Add +0.9% |
| ADBE Adobe Inc. | 0.15% | 8,444 | $3.0M | Reduce -3.4% |
| PRF Invesco Rafi US 1000 ETF | 0.15% | 64,585 | $2.9M | Reduce -1.8% |
| KMI Kinder Morgan Inc. | 0.15% | 98,917 | $2.8M | Reduce -0.2% |
| PGR Progressive Corp. | 0.14% | 10,608 | $2.6M | Reduce -3.9% |
| IVE iShares S&P 500 Value ETF | 0.13% | 12,406 | $2.6M | Reduce -0.2% |
| APO Apollo Global Management Inc. | 0.13% | 18,883 | $2.5M | Add +7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 4,807 | $2.4M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.13% | 5,433 | $2.4M | Reduce -3.7% |
| LII Lennox International Inc. | 0.12% | 4,473 | $2.4M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.12% | 65,314 | $2.2M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.10% | 8,263 | $2.0M | Add +0.2% |
| JNJ Johnson & Johnson | 0.10% | 10,259 | $1.9M | Add +0.2% |
| XLC SS Comm Select Sector SPDR | 0.10% | 15,779 | $1.9M | Reduce -3.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.10% | 23,156 | $1.9M | Reduce -3.2% |
| ORCL Oracle Corp. | 0.09% | 6,450 | $1.8M | Reduce -3.5% |
| XLF SS Financial Select Sector | 0.09% | 32,244 | $1.7M | Reduce -2.8% |
| SUB iShares Short-Term National | 0.09% | 16,235 | $1.7M | Reduce -10.9% |
| DECK Deckers Outdoor Corp. | 0.09% | 16,675 | $1.7M | Reduce -8.9% |
| HD Home Depot Inc. | 0.07% | 3,113 | $1.3M | Reduce -0.1% |
Portfolio Sells Q2 2025 → Q3 2025
| IAU iShares Gold Trust | Reduce -50.8% | 0.46% | −0.39 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -5.7% | 1.09% | −0.14 |
| SYK Stryker Corp. | Reduce -0.3% | 0.78% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.63% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.09 |
| SNPS Synopsys Inc. | Reduce -1.6% | 0.66% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -0.6% | 0.35% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 6.95% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.90% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.7% | 0.39% | −0.04 |
| ADBE Adobe Inc. | Reduce -3.4% | 0.15% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.2% | 1.36% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.26% | −0.03 |
| PGR Progressive Corp. | Reduce -3.9% | 0.14% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.2% | 0.48% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.5% | 1.14% | −0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -2.2% | 0.25% | −0.02 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| DHR Danaher Corp. | Reduce -0.3% | 0.28% | −0.02 |
| SUB iShares Short-Term National | Reduce -10.9% | 0.09% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -37.7% | 0.02% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -16.7% | 0.05% | −0.02 |
| DECK Deckers Outdoor Corp. | Reduce -8.9% | 0.09% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -0.2% | 0.15% | −0.01 |
| T AT&T Inc. | Sold out | 0.00% | −0.01 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -2.3% | 0.17% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 1.08% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 1.85% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Reduce -17.8% | 0.04% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.9% | 0.45% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -20.0% | 0.03% | −0.01 |
| ACN Accenture PLC Class A | Reduce -4.8% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 0.56% | −0.01 |
| HON Honeywell International Inc. | Reduce -12.0% | 0.02% | −0.01 |
| PAYX Paychex Inc. | Reduce -9.0% | 0.02% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -1.7% | 2.08% | −0.01 |
| NUE Nucor Corp. | Reduce -0.8% | 0.24% | −0.01 |
| XLF SS Financial Select Sector | Reduce -2.8% | 0.09% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.8% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -6.0% | 0.24% | −0.00 |
| DIS The Walt Disney Co. | Reduce -4.3% | 0.02% | −0.00 |
| CRM Salesforce Inc. | Reduce -9.0% | 0.01% | −0.00 |
| GGG Graco Inc. | Reduce -8.1% | 0.02% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.2% | 0.10% | −0.00 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -18.6% | 0.01% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.13% | −0.00 |
| DE Deere & Co. | Reduce -1.0% | 0.02% | −0.00 |
| CVX Chevron Corp. | Reduce -8.7% | 0.04% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -9.9% | 0.02% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| IAUM iShares Gold Trust Micro | New | 0.47% | +0.47 |
| NOW ServiceNow Inc. | New | 0.22% | +0.22 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +14.7% | 1.59% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 1.97% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.3% | 0.83% | +0.07 |
| TJX TJX Companies Inc. | Add +0.2% | 0.58% | +0.06 |
| CRWV Coreweave Inc. Class A | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +1.0% | 0.33% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +9.8% | 0.34% | +0.04 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.43% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +66.4% | 0.06% | +0.03 |
| KLAC KLA Corp. | Add +0.4% | 0.21% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.10% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +93.7% | 0.05% | +0.02 |
| JNJ Johnson & Johnson | Add +0.2% | 0.10% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.5% | 0.27% | +0.01 |
| XLY SS Consumer Disc Select Sect | New | 0.01% | +0.01 |
| GD General Dynamics Corp. | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.20% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +1.3% | 0.28% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +2.3% | 0.20% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +4.9% | 0.03% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.3% | 0.24% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.29% | +0.01 |
| PLD Prologis Inc. | Add +0.3% | 0.18% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +18.9% | 0.03% | +0.00 |
| XLV SS Health Care Select Sector | Add +21.0% | 0.03% | +0.00 |
| IBDX iShares Ibonds Dec 2032 TC | Add +4.9% | 1.83% | +0.00 |
| BX Blackstone Inc. | Add +0.1% | 0.03% | +0.00 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +12.6% | 0.03% | +0.00 |
| BA The Boeing Co. | Add +8.8% | 0.03% | +0.00 |
| GE General Electric | Add +0.7% | 0.01% | +0.00 |
| ETN Eaton Corp. PLC | Add +1.6% | 0.19% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +0.5% | 0.02% | +0.00 |
| DTE DTE Energy Company | Add +0.4% | 0.06% | +0.00 |
| WMT Walmart Inc. | Add +2.7% | 0.02% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.02% | −0.00 |
| MA Mastercard Inc. Class A | Add +2.6% | 0.02% | −0.00 |
| DTM DT Midstream Inc. | Add +0.3% | 0.02% | −0.00 |
| ED Consolidated Edison Inc. | Add +0.2% | 0.01% | −0.00 |
| IBM Intl Business Machines Corp. | Add +4.7% | 0.01% | −0.00 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +0.5% | 0.04% | −0.00 |
| AXP American Express Co. | Add +0.1% | 0.06% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.30% | −0.00 |
| ABT Abbott Laboratories | Add +0.3% | 0.02% | −0.00 |
| KR Kroger Co. | Add +0.8% | 0.02% | −0.00 |
| COR Cencora Inc. | Add +0.0% | 0.26% | −0.00 |
| NFLX Netflix Inc. | Add +0.2% | 0.03% | −0.00 |
| SLB SLB Ltd. | Add +0.3% | 0.12% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 218 | $2.1B | IVV, VEA, IJH, IJR, VTV |
| Q1 2026 | 194 | $1.9B | IVV, VEA, IJH, IJR, VWO |
| Q4 2025 | 202 | $2.0B | IVV, VEA, IJH, IJR, VWO |
| Q3 2025 | 198 | $1.9B | IVV, IJH, VEA, IJR, STIP |
| Q2 2025 | 196 | $1.8B | IVV, IJH, VEA, IJR, STIP |
| Q1 2025 | 187 | $1.6B | IVV, IJH, VEA, IJR, STIP |
| Q4 2024 | 197 | $1.7B | IVV, IJH, VEA, IJR, SJNK |
| Q3 2024 | 198 | $1.7B | IVV, IJH, VEA, IJR, SJNK |
| Q2 2024 | 191 | $1.6B | IVV, IJH, VEA, IJR, SJNK |
| Q1 2024 | 194 | $1.6B | IVV, IJH, VEA, IJR, STIP |