SW
SigFig Wealth Management, LLC 13F Holdings Tracker (Q3 2026)
SigFig Wealth Management, LLCCIK: 0001696957
Diversified strategySector-focusedMomentum follower
Total reported value
$4.0B
Reporting period: 2026-09-30 · Number of holdings: 150
SigFig Wealth Management, LLC disclosed 150 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $4.0B and a quarterly turnover rate of 11.3%.
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Personality snowflake
- Concentration
- 26.91
- Portfolio Stability
- 11.34
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 69.75
SigFig Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.067 — mathematically equivalent to about 15 equally-sized positions, well below its 150 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.03), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SCHX
+226.8% $144.0M
Trim VO
-32.3% -$68.8M
New buy IBIT
Trim ITOT
-1.8% $1.1M
Trim GEM
-2.5% -$5.2M
Add PDBC
-3.6% $19.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 16.60% | -0.99% | -1.76% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.08% | -0.14% | +10.18% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.18% | -0.28% | -0.78% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.66% | -0.10% | +9.97% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.87% | -0.13% | +3.14% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 5.56% | -0.27% | -2.32% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.12% | +3.50% | +226.79% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 4.18% | -0.39% | -2.47% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.33% | -2.03% | -32.32% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.22% | -0.06% | +3.56% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 3.22% | +0.31% | -3.58% | |
| 12 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.13% | -0.01% | +9.59% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.82% | -0.20% | -0.13% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.29% | -0.12% | +7.54% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.85% | +1.85% | NEW | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.03% | +1.39% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | -0.18% | +2.07% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.03% | +0.21% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.01% | +0.01% | +6.34% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | -0.06% | -0.45% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | -0.05% | -3.46% | |
| 22 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.43% | — | +12.57% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.40% | -0.02% | +5.86% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.38% | -0.02% | -0.41% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.03% | -0.90% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.37% | -0.03% | +1.05% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.02% | +1.44% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.35% | -0.03% | -3.10% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | +0.01% | +8.00% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | +3.28% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.30% | — | +2.70% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.30% | -0.01% | -0.12% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | -0.05% | -14.89% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.28% | -0.02% | +5.31% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.25% | -0.02% | +6.31% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | +2.33% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.22% | -0.01% | +1.83% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | -0.02% | -1.61% | |
| 39 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.18% | -0.01% | +3.26% | |
| 40 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.17% | +0.01% | +15.16% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.17% | -0.02% | +1.16% | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.16% | -0.02% | +1.99% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.15% | — | -1.32% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.15% | -0.01% | +0.55% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.14% | +0.13% | +1767.16% | |
| 46 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.14% | +0.04% | +46.57% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.14% | -0.02% | +0.41% | |
| 48 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.14% | -0.01% | +3.24% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.02% | -5.21% | |
| 50 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.12% | — | +13.38% |
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Portfolio Performance
Performance for Q4 2026
+1.5%
Performance Last 4 Quarters
+11.6%
- Stdev
- +9%
- Beta
- +0.7
- Alpha
- +1%
- Max Drawdown
- -4%
- Annualized Perf
- +17.9%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +4.17
- Stutzer
- +0.55
- Treynor
- +0.24
- Sterling
- +1.32
- Calmar
- +4.43
- Information Ratio
- -1.25
- Tracking Error
- +4.8%
- Stdev Down
- +4.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +26.1%
- Worst 12 Months
- +6.2%
- Efficiency Ratio
- +0.75
- Sharpe
- +1.88
- Stdev Sectors
- 0%
- Skewness
- -0.04
- Kurtosis
- +0.01
- Upside Potential
- +5.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 150 | $4.0B | 11 | ||
| 2026 Q2 | 142 | $3.8B | 12 | ||
| 2026 Q1 | 139 | $3.4B | 15 | ||
| 2025 Q4 | 137 | $3.4B | 5 | ||
| 2025 Q3 | 138 | $3.2B | 25 | ||
| 2025 Q2 | 133 | $3.0B | 0 | ||
| 2025 Q1 | 127 | $2.8B | 100 | ||
| 2024 Q4 | 124 | $2.8B | 0 | ||
| 2024 Q3 | 131 | $2.8B | 0 | ||
| 2024 Q2 | 123 | $2.7B | 0 | ||
| 2024 Q1 | 127 | $2.7B | 0 | ||
| 2023 Q4 | 124 | $2.6B | 0 | ||
| 2023 Q3 | 115 | $2.5B | 0 | ||
| 2023 Q2 | 109 | $2.6B | 0 | ||
| 2023 Q1 | 97 | $1.8B | 0 | ||
| 2022 Q4 | 106 | $2.0B | 0 | ||
| 2022 Q3 | 97 | $1.9B | 0 | ||
| 2022 Q2 | 95 | $1.9B | 0 | ||
| 2022 Q1 | 86 | $2.1B | 0 | ||
| 2021 Q4 | 82 | $2.1B | 0 | ||
| 2021 Q3 | 80 | $2.0B | 0 | ||
| 2021 Q2 | 81 | $1.9B | 100 | ||
| 2021 Q1 | 75 | $1.6B | 24 | ||
| 2020 Q4 | 72 | $1.4B | 23 | ||
| 2020 Q3 | 70 | $1.1B | 16 | ||
| 2020 Q2 | 63 | $935.3M | 65 | ||
| 2020 Q1 | 55 | $736.2M | 13 | ||
| 2019 Q4 | 46 | $812.1M | 15 | ||
| 2019 Q3 | 43 | $702.4M | 33 | ||
| 2019 Q2 | 48 | $641.9M | 13 | ||
| 2019 Q1 | 47 | $564.3M | 18 | ||
| 2018 Q4 | 47 | $469.8M | 9 | ||
| 2018 Q3 | 43 | $483.5M | 28 | ||
| 2018 Q2 | 43 | $388.6M | 84 | ||
| 2018 Q1 | 32 | $171.4M | 74 | ||
| 2017 Q4 | 32 | $209.1M | 33 | ||
| 2017 Q3 | 28 | $149.5M | 10 | ||
| 2017 Q2 | 20 | $135.7M | 8 | ||
| 2017 Q1 | 21 | $125.7M | 8 | ||
| 2016 Q4 | 20 | $116.6M | — |
Holding changes this quarter
SigFig Wealth Management, LLC's most significant position changes for 2026-09-30: New buy: Ishares Bitcoin Trust ETF (IBIT); Sold out: Ishares Mbs ETF (MBB); Sold out: Ishares Msci USA Momentum Fa (MTUM); New buy: Ishares Russell Top 200 Valu (IWX); New buy: Ishares Russell Top 200 Grow (IWY).
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* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is SigFig Wealth Management, LLC and what type of investor is it?
SigFig Wealth Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $4.0B, spread across 150 disclosed positions.
What are SigFig Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, SigFig Wealth Management, LLC's top holdings by market value are:
1. Ishares Core S&p Total U.s. (ITOT) — $664.9M (16.6%)
2. Ishares Core U.s. Aggregate (AGG) — $443.9M (11.1%)
3. Goldman Activebeta US Lc ETF (GSLC) — $287.6M (7.2%)
4. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $266.8M (6.7%)
5. Goldman Sachs Activebeta Int (GSIE) — $235.1M (5.9%)
What changes did SigFig Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, SigFig Wealth Management, LLC made 153 notable position adjustments: 12 new positions were initiated, 77 existing holdings were added to, 60 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Ishares Bitcoin Trust ETF (IBIT); Sold out: Ishares Mbs ETF (MBB); Sold out: Ishares Msci USA Momentum Fa (MTUM); New buy: Ishares Russell Top 200 Valu (IWX); New buy: Ishares Russell Top 200 Grow (IWY)
What sectors does SigFig Wealth Management, LLC focus on?
SigFig Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 100.0%
Investment Profile
SigFig Wealth Management, LLC returned an annualized 17.9% over the trailing 36 months — outperforming the S&P 500 by 1.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.70 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 100.0% of the portfolio concentrated in Information Technology.
It has added to its SCHX position over the past two quarters (+$158.0M, now $205.1M), while trimming BINC over the same stretch (-$2.0M, still holding $1.8M).
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Developer Access
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REST API
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