What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001696957
Total reported value
$3.8B
$3.8B
137 檔
40.9%
According to the latest 13F quarterly dataset, SigFig Wealth Management, LLC managed an equity portfolio of $3.8B at the end of Q4 2025, spanning 137 distinct U.S. exchange-listed positions.
In Q4 2025, SigFig Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 16.13% | +0.71% | +0.95% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.83% | -0.76% | +4.77% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.87% | +0.21% | +1.19% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.42% | -0.33% | +4.66% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.73% | -0.14% | +1.75% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 5.23% | +0.23% | +1.65% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.78% | +0.18% | +2.52% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 4.02% | +0.33% | +0.69% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.24% | -0.09% | +0.50% | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 3.02% | -0.20% | +6.67% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 3.02% | -0.49% | +2.46% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.89% | +0.07% | +2.30% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.31% | -0.09% | +2.67% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.44% | — | +8.06% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.39% | +3.59% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.03% | +0.42% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.24% | +0.24% | +17.19% | |
| 18 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.15% | — | +0.45% | |
| 19 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 1.11% | — | -0.10% | |
| 20 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.07% | +0.01% | +1.63% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | — | -0.94% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.88% | +0.05% | +5.56% | |
| 23 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.83% | — | +2.72% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.73% | — | -6.71% | |
| 25 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.52% | — | +2.84% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.43% | -0.01% | -0.62% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.41% | -0.01% | +4.99% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.41% | -0.04% | +6.27% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.41% | -0.01% | -5.40% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.41% | +0.02% | -2.51% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.40% | — | +0.45% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | -0.04% | +4.78% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.15% | +4.47% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.37% | +0.01% | +1.68% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.07% | +33.62% | |
| 36 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.34% | — | +4.20% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | — | -4.07% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.33% | -0.02% | +10.18% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | -0.01% | -2.20% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +2.49% | |
| 41 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.30% | +0.08% | +20.25% | |
| 42 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.27% | — | -1.30% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.27% | -0.01% | +0.20% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | — | +1.58% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.25% | -0.15% | -6.39% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | +0.01% | -3.73% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | +9.85% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.19% | -0.04% | -3.81% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.19% | -0.01% | +2.30% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.18% | -0.02% | -0.07% |
According to official SEC Form 13F filings, SigFig Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 137 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, AGG, GSLC) accounted for 40.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWX
市值: $4.7M
Top Position Liquidated / Trimmed
SPMO
前期市值: $5.5M
During Q4 2025, SigFig Wealth Management, LLC's top holdings by market value included ITOT (16.1%)、AGG (10.8%)、GSLC (6.9%). The largest single position, ITOT, represented 16.1% of total portfolio value.
In Q4 2025, SigFig Wealth Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 7 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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