Sigma Investment Counselors Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Sigma Investment Counselors Inc. reported 194 stock positions worth $1.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.6%) and iShares Core S&P Midcap ETF (IJH, 7.0%). Compared with Q4 2025, it opened 3 new positions, sold out of 11, added to 36 and reduced 122. The biggest buy was ISHARESIBONDSDEC2034TMCORP (IBDZ, shares +65%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −3%).

Most Recent 13F
Q2 2026
Location
NORTHVILLE, MI
CIK
0001085163
Portfolio Value
$1.9B (Q1 2026)
SEC Filing
0001085163-26-000002 ↗ filed Apr 29, 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 $1.9B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 194 stocks · $1.9B
IVV iShares Core S&P 500 ETF 20.25% 586,856 $383.3M Reduce -2.6%
VEA Vanguard Ftse Developed ETF 7.64% 2,257,633 $144.7M Add +1.6%
IJH iShares Core S&P Midcap ETF 6.99% 1,958,083 $132.2M Reduce -3.8%
IJR iShares Core S&P Small-Cap E 3.66% 556,913 $69.2M Reduce -3.3%
VWO Vanguard Ftse Emerging Marke 2.35% 822,212 $44.4M Add +1.6%
STIP iShares 0-5 Year Tips Bond E 2.23% 407,325 $42.1M Add +1.7%
SJNK SS SPDR BB St Hi Yield ETF 2.19% 1,659,855 $41.5M Add +1.6%
IBDX iShares Ibonds Dec 2032 TC 2.02% 1,511,640 $38.2M Add +4.5%
IBDW iShares Ibonds Dec 2031 Corp. 2.01% 1,816,012 $38.0M Add +3.5%
IWB iShares Russell 1000 ETF 1.99% 105,534 $37.6M Reduce -2.8%
VTV Vanguard Mrngstr Val ETF-Aui 1.96% 188,615 $37.0M Reduce -2.2%
IBDV iShares Ibonds Dec 2030 Corp. 1.90% 1,643,783 $36.0M Add +1.2%
IBDU iShares Ibonds Dec 2029 Term 1.90% 1,543,187 $35.9M Add +1.9%
IBDY iShares Ibonds Dec 2033 Corp. 1.89% 1,385,129 $35.8M Add +7.7%
IBDT iShares Ibonds Dec 2028 ETF 1.71% 1,278,339 $32.4M Add +2.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 1.66% 1,295,766 $31.4M Add +1.4%
IBDZ ISHARESIBONDSDEC2034TMCORP 1.49% 1,081,985 $28.2M Add +65.5%
IBDR iShares Ibonds Dec 2026 Term 1.48% 1,157,018 $28.0M Reduce -4.0%
AAPL Apple Inc. 1.47% 109,912 $27.9M Reduce -6.8%
NVDA Nvidia Corp. 1.37% 149,065 $26.0M Reduce -7.3%
IWR iShares Russell Mid-Cap ETF 1.34% 260,044 $25.3M Reduce -2.6%
IEFA iShares Core MSCI Eafe ETF 1.19% 249,208 $22.6M Reduce -1.1%
RSP Invesco S&P 500 Equal Weight 1.18% 116,839 $22.4M Add +7.3%
MSFT Microsoft Corp. 0.99% 50,742 $18.8M Add +1.0%
VTI VG Morningstar TS MKT ETF-US 0.88% 51,744 $16.6M Reduce -14.5%
AMZN Amazon.com Inc. 0.85% 77,411 $16.1M Reduce -0.5%
QQQ Invesco QQQ Trust Series 1 0.78% 25,445 $14.7M Reduce -16.6%
IWM iShares Russell 2000 ETF 0.77% 59,038 $14.6M Reduce -2.1%
ARCC Ares Capital Corp. 0.77% 807,352 $14.5M Add +1.9%
JPM JPMorgan Chase & Co. 0.77% 49,384 $14.5M Reduce -5.2%
CAT Caterpillar Inc. 0.74% 19,856 $14.1M Reduce -9.1%
SYK Stryker Corp. 0.69% 39,893 $13.1M Reduce -2.0%
COST Costco Wholesale Corp. 0.66% 12,449 $12.4M Reduce -4.8%
GBDC Golub Capital BDC Inc. 0.63% 936,373 $11.9M Add +5.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.62% 72,959 $11.7M Reduce -4.3%
IAUM iShares Gold Trust Micro 0.60% 244,500 $11.4M Reduce -6.0%
META Meta Platforms Inc. Class A 0.57% 18,828 $10.8M Reduce -17.3%
IAU iShares Gold Trust 0.55% 118,050 $10.4M Reduce -2.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 15,931 $10.4M Reduce -1.0%
GOOGL Alphabet Inc. Class A 0.55% 35,921 $10.3M Reduce -5.2%
GS Goldman Sachs Group Inc. 0.52% 11,742 $9.9M Reduce -5.7%
SNPS Synopsys Inc. 0.50% 24,098 $9.6M Reduce -5.7%
VCIT Vanguard Int-Term Corporate 0.45% 102,008 $8.4M Reduce -7.9%
VYM Vanguard High DVD Yield ETF 0.43% 55,527 $8.2M Reduce -7.6%
URI United Rentals Inc. 0.39% 10,089 $7.4M Reduce -5.5%
ISRG Intuitive Surgical Inc. 0.39% 15,941 $7.3M Reduce -6.0%
ABBV Abbvie Inc. 0.39% 33,729 $7.3M Reduce -5.9%
IEMG iShares Core MSCI Emerging 0.38% 103,770 $7.2M Reduce -2.8%
LOW Lowe's Cos Inc. 0.38% 30,631 $7.2M Reduce -6.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.36% 31,251 $6.8M Reduce -4.4%
XOM Exxon Mobil Corp. 0.35% 39,429 $6.7M Reduce -23.3%
VCSH Vanguard S/T Corp. Bond ETF 0.34% 81,966 $6.5M Reduce -14.3%
VOO Vanguard S&P 500 ETF 0.32% 10,255 $6.1M Reduce -4.2%
SNA Snap-on Inc. 0.32% 16,560 $6.0M Reduce -4.2%
UPS United Parcel Service Class B 0.31% 59,017 $5.8M Reduce -0.4%
NUE Nucor Corp. 0.29% 32,924 $5.6M Reduce -3.3%
NEE Nextera Energy Inc. 0.29% 58,376 $5.4M Reduce -4.3%
AVGO Broadcom Inc. 0.28% 17,330 $5.4M Reduce -3.8%
ANET Arista Networks Inc. 0.27% 41,518 $5.1M Reduce -6.0%
XLE SS Energy Select Sector 0.27% 83,085 $5.1M Reduce -11.2%
KLAC KLA Corp. 0.27% 3,455 $5.1M Reduce -8.5%
V Visa Inc. Class A 0.27% 16,764 $5.1M Add +4.0%
DHR Danaher Corp. 0.26% 26,256 $5.0M Reduce -4.5%
KO The Coca-Cola Co. 0.26% 64,791 $4.9M Reduce -4.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.25% 110,238 $4.7M Reduce -0.9%
COR Cencora Inc. 0.24% 14,629 $4.6M Reduce -6.4%
PG The Procter & Gamble Co. 0.24% 31,707 $4.6M Reduce -2.4%
IWF iShares Russell 1000 Growth 0.24% 10,707 $4.6M Reduce -1.4%
VRTX Vertex Pharmaceuticals Inc. 0.23% 9,617 $4.3M Reduce -4.0%
ITOT iShares Core S&P Total U.S. 0.22% 29,170 $4.2M Reduce -22.2%
TDG Transdigm Group Inc. 0.21% 3,454 $4.0M Reduce -4.3%
EFA iShares MSCI Eafe ETF 0.21% 40,875 $4.0M Reduce -13.3%
PLD Prologis Inc. 0.20% 28,281 $3.7M Reduce -4.6%
XLK SS Technology Select Sector 0.20% 28,081 $3.7M Reduce -4.9%
NOW ServiceNow Inc. 0.20% 35,321 $3.7M Add +75.1%
CRWD CrowdStrike Holdings Inc. Class A 0.18% 8,950 $3.5M New
ETN Eaton Corp. PLC 0.17% 9,262 $3.3M Reduce -4.5%
UNH Unitedhealth Group Inc. 0.17% 12,061 $3.3M Reduce -7.5%
SLB SLB Ltd. filed as SLB LIMITED 0.17% 62,270 $3.2M Reduce -2.4%
SCHX Schwab US Large-Cap ETF 0.16% 119,574 $3.1M Reduce -40.4%
KMI Kinder Morgan Inc. 0.16% 90,428 $3.0M Reduce -7.1%
PRF Invesco Rafi US 1000 ETF 0.16% 62,585 $3.0M Reduce -3.1%
TIP iShares Tips Bond ETF 0.16% 26,771 $3.0M Reduce -7.8%
IVE iShares S&P 500 Value ETF 0.14% 12,346 $2.6M Reduce -0.5%
PSA Public Storage 0.14% 9,552 $2.6M Reduce -5.8%
APO Apollo Global Management Inc. 0.14% 23,200 $2.6M Add +21.4%
SUB iShares Short-Term National 0.13% 23,286 $2.5M Add +33.0%
JNJ Johnson & Johnson 0.13% 9,777 $2.4M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.12% 8,240 $2.4M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 4,363 $2.1M Reduce -8.9%
LII Lennox International Inc. 0.11% 4,408 $2.0M No change
TSLA Tesla Inc. 0.11% 5,427 $2.0M Reduce -0.2%
PGR Progressive Corp. 0.10% 9,718 $1.9M Reduce -6.6%
SCHB Schwab US Broad Market ETF 0.10% 74,975 $1.9M Reduce -46.5%
XLF SS Financial Select Sector 0.10% 36,792 $1.8M Add +16.6%
IDEV iShares Core MSCI Dev MKTS 0.09% 21,359 $1.8M Reduce -7.7%
CPRT Copart Inc. 0.09% 52,661 $1.7M Reduce -11.5%
XLC SS Comm Select Sector SPDR 0.09% 15,102 $1.7M Reduce -3.6%
RTX RTX Corp. 0.07% 7,075 $1.4M Add +0.9%
IWD iShares Russell 1000 Value E 0.07% 5,912 $1.3M Reduce -0.8%

Show all 194 holdings

Portfolio Sells Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Reduce -2.6% 20.25% −0.72
ROP Roper Technologies Inc. Reduce -74.2% 0.06% −0.24
META Meta Platforms Inc. Class A Reduce -17.3% 0.57% −0.19
QQQ Invesco QQQ Trust Series 1 Reduce -16.6% 0.78% −0.18
AAPL Apple Inc. Reduce -6.8% 1.47% −0.15
VTI VG Morningstar TS MKT ETF-US Reduce -14.5% 0.88% −0.15
NVDA Nvidia Corp. Reduce -7.3% 1.37% −0.15
ADBE Adobe Inc. Sold out 0.00% −0.14
SCHX Schwab US Large-Cap ETF Reduce -40.4% 0.16% −0.11
SNPS Synopsys Inc. Reduce -5.7% 0.50% −0.10
ISRG Intuitive Surgical Inc. Reduce -6.0% 0.39% −0.10
SCHB Schwab US Broad Market ETF Reduce -46.5% 0.10% −0.09
JPM JPMorgan Chase & Co. Reduce -5.2% 0.77% −0.09
AJG Arthur J Gallagher & Co. Reduce -4.4% 0.36% −0.07
IWB iShares Russell 1000 ETF Reduce -2.8% 1.99% −0.07
ITOT iShares Core S&P Total U.S. Reduce -22.2% 0.22% −0.06
AMZN Amazon.com Inc. Reduce -0.5% 0.85% −0.06
DHR Danaher Corp. Reduce -4.5% 0.26% −0.06
GOOGL Alphabet Inc. Class A Reduce -5.2% 0.55% −0.06
URI United Rentals Inc. Reduce -5.5% 0.39% −0.05
UNH Unitedhealth Group Inc. Reduce -7.5% 0.17% −0.05
VCSH Vanguard S/T Corp. Bond ETF Reduce -14.3% 0.34% −0.04
SYK Stryker Corp. Reduce -2.0% 0.69% −0.03
AVGO Broadcom Inc. Reduce -3.8% 0.28% −0.03
TDG Transdigm Group Inc. Reduce -4.3% 0.21% −0.03
GS Goldman Sachs Group Inc. Reduce -5.7% 0.52% −0.03
CRWV Coreweave Inc. Class A Sold out 0.00% −0.03
ABBV Abbvie Inc. Reduce -5.9% 0.39% −0.03
VUG Vanguard Mrngstar GR ETF-Sui Reduce -56.0% 0.02% −0.03
CPRT Copart Inc. Reduce -11.5% 0.09% −0.03
SCHF Schwab Intl Equity ETF Reduce -42.6% 0.04% −0.03
COR Cencora Inc. Reduce -6.4% 0.24% −0.03
VCIT Vanguard Int-Term Corporate Reduce -7.9% 0.45% −0.03
ANET Arista Networks Inc. Reduce -6.0% 0.27% −0.02
SCHA Schwab US Small-Cap ETF Reduce -47.2% 0.03% −0.02
XME SS SPDR S&P Metals Mining Reduce -67.4% 0.01% −0.02
SCHM Schwab US Mid Cap ETF Reduce -38.9% 0.04% −0.02
EFA iShares MSCI Eafe ETF Reduce -13.3% 0.21% −0.02
IWF iShares Russell 1000 Growth Reduce -1.4% 0.24% −0.02
XLK SS Technology Select Sector Reduce -4.9% 0.20% −0.02
VGT Vanguard Info Tech ETF Reduce -25.4% 0.05% −0.02
PGR Progressive Corp. Reduce -6.6% 0.10% −0.02
LOW Lowe's Cos Inc. Reduce -6.2% 0.38% −0.02
TSLA Tesla Inc. Reduce -0.2% 0.11% −0.02
VOO Vanguard S&P 500 ETF Reduce -4.2% 0.32% −0.02
ADP Automatic Data Processing Sold out 0.00% −0.02
BA The Boeing Co. Reduce -54.5% 0.01% −0.02
IJT iShares S&P Small-Cap 600 GR Sold out 0.00% −0.02
CRM Salesforce Inc. Sold out 0.00% −0.01
IBM Intl Business Machines Corp. Sold out 0.00% −0.01

Portfolio Buys Q4 2025 → Q1 2026
IBDZ ISHARESIBONDSDEC2034TMCORP Add +65.5% 1.49% +0.61
VEA Vanguard Ftse Developed ETF Add +1.6% 7.64% +0.59
CRWD CrowdStrike Holdings Inc. Class A New 0.18% +0.18
IBDY iShares Ibonds Dec 2033 Corp. Add +7.7% 1.89% +0.18
STIP iShares 0-5 Year Tips Bond E Add +1.7% 2.23% +0.14
IBDX iShares Ibonds Dec 2032 TC Add +4.5% 2.02% +0.14
VWO Vanguard Ftse Emerging Marke Add +1.6% 2.35% +0.14
RSP Invesco S&P 500 Equal Weight Add +7.3% 1.18% +0.13
IBDW iShares Ibonds Dec 2031 Corp. Add +3.5% 2.01% +0.12
IBDT iShares Ibonds Dec 2028 ETF Add +2.4% 1.71% +0.10
IBDU iShares Ibonds Dec 2029 Term Add +1.9% 1.90% +0.10
SJNK SS SPDR BB St Hi Yield ETF Add +1.6% 2.19% +0.09
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +1.4% 1.66% +0.08
IBDV iShares Ibonds Dec 2030 Corp. Add +1.2% 1.90% +0.08
NOW ServiceNow Inc. Add +75.1% 0.20% +0.04
SUB iShares Short-Term National Add +33.0% 0.13% +0.04
GBDC Golub Capital BDC Inc. Add +5.3% 0.63% +0.01
INTC Intel Corp. New 0.01% +0.01
PSX Phillips 66 New 0.01% +0.01
XLI SS Industrial Select Sector Add +26.4% 0.04% +0.01
XLF SS Financial Select Sector Add +16.6% 0.10% +0.01
IBMT iShares Ibonds Dec 2031 Muni Add +48.7% 0.02% +0.01
RTX RTX Corp. Add +0.9% 0.07% +0.01
ESGD iShares Trust iShares ESG Aw Add +4.1% 0.05% +0.00
GLD SPDR Gold Shares Add +5.4% 0.03% +0.00
IVW iShares S&P 500 Growth ETF Add +13.5% 0.05% +0.00
KR Kroger Co. Add +2.0% 0.02% +0.00
SO The Southern Co. Add +0.1% 0.02% +0.00
TPLC Timothy PLN US LRG/Mid Cap Add +2.4% 0.04% +0.00
ED Consolidated Edison Inc. Add +0.1% 0.02% +0.00
ESGE iShares Inc. iShares ESG Awar Add +4.0% 0.02% +0.00
TPIF Timothy Plan Intl ETF Add +0.0% 0.01% +0.00
GRF Eagle Capital Growth Fund Add +6.4% 0.01% +0.00
HD Home Depot Inc. Add +0.8% 0.05% +0.00
APO Apollo Global Management Inc. Add +21.4% 0.14% −0.00
ORCL Oracle Corp. Add +0.6% 0.05% −0.01
V Visa Inc. Class A Add +4.0% 0.27% −0.02
ARCC Ares Capital Corp. Add +1.9% 0.77% −0.05
MSFT Microsoft Corp. Add +1.0% 0.99% −0.24

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