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SigFig Wealth Management, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$3.8B

Reporting period: 2026-06-30 · Number of holdings: 142

SigFig Wealth Management, LLC disclosed 142 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.8B and a quarterly turnover rate of 11.9%.

Personality snowflake

Concentration
28.61
Portfolio Stability
11.94
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
69.63

Recent moves

  • Trim AGG

    +3.6%　$15.0M

  • Add ITOT

    +0.7%　$88.0M

  • Trim PDBC

    +3.3%　-$6.4M

  • Add IVV

    +22.2%　$19.9M

  • Add GEM

    +0.3%　$28.0M

  • Trim IUSB

    +5.1%　$13.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ITOTIshares Core S&p Total U.s.ETF-Other17.59%+0.71%+0.69%
2AGGIshares Core U.s. AggregateETF-Other11.22%-0.76%+3.56%
3GSLCGoldman Activebeta US Lc ETFETF-Commodities7.46%+0.21%+1.17%
4IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other6.76%-0.33%+5.13%
5GSIEGoldman Sachs Activebeta IntETF-Commodities6.00%-0.14%+2.35%
6LRGFIshares US Equity Factor ETFETF-Other5.83%+0.23%+1.24%
7VOVanguard Mid-cap ETFETF-Other5.36%+0.18%+308.03%
8GEMGoldman Sachs Activebeta EmETF-Commodities4.57%+0.33%+0.34%
9IEFAIshares Core Msci Eafe ETFETF-Other3.28%-0.09%+1.01%
10USHYIshares Broad Usd High YieldETF-High Yield3.14%-0.20%+3.67%
11IEMGIshares Core Msci EmergingETF-Emerging Markets3.02%+0.07%-3.26%
12PDBCInvesco Optimum Yield DiversETF-Other2.91%-0.49%+3.28%
13EMBIshares Jp Morgan Usd EmergiETF-Other2.41%-0.09%+3.44%
14IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.87%+0.39%+22.23%
15SCHXSchwab US Large-cap ETFETF-Other1.62%+0.24%+14.07%
16IJRIshares Core S&p Small-cap EETF-Small Cap1.58%—-6.79%
17VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.16%+0.03%-0.55%
18SPDWSte Str Spdr Pt Dw EU ETFETF-Other1.00%+0.05%+6.08%
19VEAVanguard Ftse Developed ETFETF-Other0.90%—-0.52%
20SPTMSs Spdr P S&p 1500 Comp ETFETF-Other0.67%—-2.32%
21SMMDIshares Russell 2500 ETFETF-Other0.43%+0.08%+12.51%
22SPABSs Spdr P Agg Bond ETFETF-Other0.42%-0.01%+8.71%
23BNDXVanguard Total Intl Bond ETFETF-Other0.40%—+0.51%
24SCHBSchwab US Broad Market ETFETF-Other0.40%+0.02%+0.19%
25VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.40%-0.01%-1.33%
26SPEMState Street Sp Ptf Em ETFETF-Other0.38%-0.01%-1.82%
27BSVVanguard Short-term Bond ETFETF-Other0.38%—+1.08%
28SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.34%+0.15%+65.47%
29SCHFSchwab Intl Equity ETFETF-Other0.33%—-0.45%
30SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.31%-0.01%-0.04%
31IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.30%+0.01%-3.33%
32DYNFIshrs US E F R A Etf-usd INCETF-Other0.30%+0.01%-0.63%
33SCHZSchwab US Aggregate Bond ETFETF-Other0.30%—+3.07%
34BIVVanguard Intermediate-term BETF-Other0.27%—+3.89%
35IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.26%-0.07%-20.30%
36VTVVanguard Value ETFETF-Other0.23%—-0.50%
37VTIVanguard Total Stock Mkt ETFETF-Other0.22%+0.01%-1.43%
38GOVTIshares US Treasury Bond ETFETF-Gov Bonds0.19%—+9.65%
39VMBSVanguard Mortgage-backed SecETF-Other0.19%—+0.50%
40BLVVanguard Long-term Bond ETFETF-Other0.18%—+0.61%
41MBBIshares Mbs ETFETF-Other0.17%—+10.14%
42SPHYSs Spdr P High Yield ETFETF-High Yield0.16%+0.01%+20.40%
43IWBIshares Russell 1000 ETFETF-Other0.16%—-6.41%
44BNDVanguard Total Bond MarketETF-Other0.16%—-1.12%
45EFGIshares Msci Eafe Growth ETFETF-Other0.16%—+5.10%
46VXFVanguard Extended Market ETFETF-Other0.16%+0.01%-0.89%
47BAIIshrs Ai In And Tech Act ETFETF-Tech0.15%+0.01%-22.75%
48TLHIshares 10-20 Year TreasuryETF-Gov Bonds0.13%-0.04%-18.98%
49SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.13%—+0.49%
50INTFIshares International EquityETF-Other0.12%—-3.11%
1–50 of 142

Holding changes this quarter

SigFig Wealth Management, LLC's most significant position changes for 2026-06-30: New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Ishares Russell Top 200 Valu (IWX); New buy: Ishares Global Gb Usd Ha ETF (GGOV); New buy: Ss Spdr P S&p 600 Small Cap (SPSM).

Position changes disclosed by SigFig Wealth Management, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ITOTIshares Core S&p Total U.s.+0.7%+0.69%Add
2IVVIshares Core S&p 500 ETF+0.4%+22.23%Add
3GEMGoldman Sachs Activebeta Em+0.3%+0.34%Add
4SCHXSchwab US Large-cap ETF+0.2%+14.07%Add
5LRGFIshares US Equity Factor ETF+0.2%+1.24%Add
6GSLCGoldman Activebeta US Lc ETF+0.2%+1.17%Add
7VOVanguard Mid-cap ETF+0.2%+308.03%Add
8SPYGSs Spdr P S&p 500 Growth ETF+0.2%+65.47%Add
9IALTIshrs Sys Alt Act ETF+0.1%NEWNew buy
10COROIsh Intl Ctry Rot Act ETF+0.1%NEWNew buy
11GGOVIshares Global Gb Usd Ha ETF+0.1%NEWNew buy
12SMMDIshares Russell 2500 ETF+0.1%+12.51%Add
13IEMGIshares Core Msci Emerging+0.1%-3.26%Trim
14SPSMSs Spdr P S&p 600 Small Cap+0.1%NEWNew buy
15SPDWSte Str Spdr Pt Dw EU ETF+0.1%+6.08%Add
16VOOVanguard S&p 500 ETF0%-0.55%Trim
17VGITVanguard Intermediate-term T0%+71.45%Add
18SCHBSchwab US Broad Market ETF0%+0.19%Add
19BLCRIshares Lrg Cp Cr Act Etf-ui0%+11.60%Add
20SUSBIshares Esg Aware 1-5 Year U0%NEWNew buy
21IVWIshares S&p 500 Growth ETF0%-3.33%Trim
22DYNFIshrs US E F R A Etf-usd INC0%-0.63%Trim
23SPHYSs Spdr P High Yield ETF0%+20.40%Add
24BAIIshrs Ai In And Tech Act ETF0%-22.75%Trim
25VTIVanguard Total Stock Mkt ETF0%-1.43%Trim
26VXFVanguard Extended Market ETF0%-0.89%Trim
27IJRIshares Core S&p Small-cap E—-6.79%Trim
28VEAVanguard Ftse Developed ETF—-0.52%Trim
29SPTMSs Spdr P S&p 1500 Comp ETF—-2.32%Trim
30SCHFSchwab Intl Equity ETF—-0.45%Trim
31SPABSs Spdr P Agg Bond ETF0%+8.71%Add
32VWOVanguard Ftse Emerging Marke0%-1.33%Trim
33SPEMState Street Sp Ptf Em ETF0%-1.82%Trim
34SCHESchwab Emrg Mrkts Eqty ETF0%-0.04%Trim
35TLHIshares 10-20 Year Treasury0%-18.98%Trim
36THROIshares U.s. Thematic Rotati-0.1%-38.35%Trim
37COWZPacer US Cash Cows 100 ETF-0.1%EXITSold out
38BINCIshares Flex I A Etf-usd INC-0.1%-51.28%Trim
39IVEIshares S&p 500 Value ETF-0.1%-20.30%Trim
40IEFAIshares Core Msci Eafe ETF-0.1%+1.01%Add
41EMBIshares Jp Morgan Usd Emergi-0.1%+3.44%Add
42IAGGIshares Intl Aggregate Bond-0.1%-94.70%Trim
43IWXIshares Russell Top 200 Valu-0.1%EXITSold out
44QUALIshares Msci USA Quality Fac-0.1%-94.02%Trim
45GSIEGoldman Sachs Activebeta Int-0.1%+2.35%Add
46EFVIshares Msci Eafe Value ETF-0.2%-59.68%Trim
47USHYIshares Broad Usd High Yield-0.2%+3.67%Add
48IUSBIshr Cr Unvrse Usd Bd Etf-ui-0.3%+5.13%Add
49PDBCInvesco Optimum Yield Divers-0.5%+3.28%Add
50AGGIshares Core U.s. Aggregate-0.8%+3.56%Add

FAQ

What is SigFig Wealth Management, LLC and what type of investor is it?
SigFig Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.8B, spread across 142 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) — $663.7M (17.6%) 2. Ishares Core U.s. Aggregate (AGG) — $423.5M (11.2%) 3. Goldman Activebeta US Lc ETF (GSLC) — $281.6M (7.5%) 4. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $254.9M (6.8%) 5. Goldman Sachs Activebeta Int (GSIE) — $226.5M (6.0%)
What changes did SigFig Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, SigFig Wealth Management, LLC made 50 notable position adjustments: 5 new positions were initiated, 22 existing holdings were added to, 21 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Ishares Russell Top 200 Valu (IWX); New buy: Ishares Global Gb Usd Ha ETF (GGOV); New buy: Ss Spdr P S&p 600 Small Cap (SPSM)
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%