SigFig Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1696957
Institutional-grade research for retail investors
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13F Reported Value

ⓘ

$3.8B

Holdings

142

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

SigFig Wealth Management, LLC disclosed 142 positions worth $3.8B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 5. The portfolio is most concentrated in Other (85.7% of disclosed assets). All figures are sourced directly from SigFig Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1696957.

Sector Allocation

OtherFinancialsTechnology

13fpro.ai/research/fund/sigfig-wealth-management-llc-1696957

AUM History

13fpro.ai/research/fund/sigfig-wealth-management-llc-1696957

Top Equity Holdings by Value

13fpro.ai/research/fund/sigfig-wealth-management-llc-1696957

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR - CORE S&P TTL STK

    —

    Quality

    $663.7M4,070,270 sh
  • ISHARES TR - CORE US AGGBD ET

    —

    Quality

    $423.5M4,261,394 sh
  • GOLDMAN SACHS ETF TR - ACTIVEBETA US LG

    —

    Quality

    $281.6M1,998,523 sh
  • ISHARES TR - CORE UNIVRSL USD

    —

    Quality

    $254.9M5,503,503 sh
  • $226.5M4,972,665 sh
  • ISHARES TR - U S EQUITY FACTR

    —

    Quality

    $220.0M2,927,890 sh
  • VANGUARD INDEX FDS - MID CAP ETF

    —

    Quality

    $202.1M2,511,036 sh
  • $172.5M3,357,316 sh
  • ISHARES TR - CORE MSCI EAFE

    —

    Quality

    $123.7M1,283,865 sh
  • ISHARES TR - BROAD USD HIGH

    —

    Quality

    $118.6M3,203,583 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of SigFig Wealth Management, LLC's 142 positions.

Showing top 10 of 142 holdings.

Sector Allocation

Other

$3.2B

Financials

$525.1M

Technology

$15.7M

Full Holdings — SigFig Wealth Management, LLC (Q2 2026)

All 142 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—ISHARES TR - CORE S&P TTL STK$663.7M
—ISHARES TR - CORE US AGGBD ET$423.5M
—GOLDMAN SACHS ETF TR - ACTIVEBETA US LG$281.6M
—ISHARES TR - CORE UNIVRSL USD$254.9M
GS$GSGOLDMAN SACHS GROUP INC$226.5M
—ISHARES TR - U S EQUITY FACTR$220.0M
—VANGUARD INDEX FDS - MID CAP ETF$202.1M
GS$GSGOLDMAN SACHS GROUP INC$172.5M
—ISHARES TR - CORE MSCI EAFE$123.7M
—ISHARES TR - BROAD USD HIGH$118.6M
—ISHARES INC - CORE MSCI EMKT$113.9M
IVZ$IVZInvesco Ltd.$109.6M
—ISHARES TR - JPMORGAN USD EMG$90.8M
—ISHARES TR - CORE S&P500 ETF$70.5M
—SCHWAB STRATEGIC TR - US LRG CAP ETF$61.1M
—ISHARES TR - CORE S&P SCP ETF$59.5M
—VANGUARD INDEX FDS - S&P 500 ETF SHS$43.9M
—SPDR INDEX SHS FDS - ST STR PO EX ETF$37.9M
—VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$33.8M
—SPDR SERIES TRUST - ST STR PR SP1500$25.4M
—ISHARES TR - RUSEL 2500 ETF$16.1M
—SPDR SERIES TRUST - ST STR AGGRE ETF$15.9M
—VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$15.1M
—SCHWAB STRATEGIC TR - US BRD MKT ETF$15.1M
—VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$15.0M
—SPDR INDEX SHS FDS - ST PORT MARK ETF$14.4M
META$METAMeta Platforms, Inc.$14.3M
—SPDR SERIES TRUST - ST STR P500GRW$12.9M
—SCHWAB STRATEGIC TR - INTL EQTY ETF$12.6M
—SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$11.7M
—ISHARES TR - S&P 500 GRWT ETF$11.4M
—BLACKROCK ETF TRUST - ISHARES US EQUIT$11.4M
—SCHWAB STRATEGIC TR - US AGGREGATE B$11.2M
—VANGUARD BD INDEX FDS - INTERMED TERM$10.1M
—ISHARES TR - S&P 500 VAL ETF$9.7M
—VANGUARD INDEX FDS - VALUE ETF$8.6M
—VANGUARD INDEX FDS - TOTAL STK MKT$8.2M
—ISHARES TR - US TREAS BD ETF$7.2M
—VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$7.0M
—VANGUARD BD INDEX FDS - LONG TERM BOND$6.8M
—ISHARES TR - MBS ETF$6.5M
—SPDR SERIES TRUST - ST PORT HIGH ETF$6.2M
—ISHARES TR - RUS 1000 ETF$6.1M
—VANGUARD BD INDEX FDS - TOTAL BND MRKT$6.0M
—ISHARES TR - EAFE GRWTH ETF$6.0M
—VANGUARD INDEX FDS - EXTEND MKT ETF$6.0M
—BLACKROCK ETF TRUST - ISHA I IN TE ETF$5.8M
—ISHARES TR - 10-20 YR TRS ETF$4.8M
—ISHARES TR - 1 3 YR TREAS BD$4.7M
—ISHARES TR - INTL EQTY FACTOR$4.7M
—ISHARES TR - MSCI USA MMENTM$4.7M
—BLACKROCK ETF TRUST - ISHA LA CORE ETF$4.4M
—VANGUARD INDEX FDS - LARGE CAP ETF$4.3M
—BLACKROCK ETF TRUST - ISHA SYST AL ETF$4.2M
IVZ$IVZInvesco Ltd.$4.1M
—ISHARES TR - CORE S&P MCP ETF$4.1M
—VANGUARD MUN BD FDS - TAX EXEMPT BD$4.1M
—BLACKROCK ETF TRUST - ISHA IN CTRY ETF$3.9M
—BLACKROCK ETF TRUST - ISHARES DEFENSE$3.7M
—BLACKROCK ETF TRUST - ISHA US AWAR ETF$3.6M
—ISHARES TR - ESG AWR MSCI USA$3.5M
—BLACKROCK ETF TRUST II - ISHA GLO USD ETF$3.5M
—ABRDN ETFS - BBRG ALL COMD K1$3.4M
—FIDELITY COVINGTON TRUST - MSCI RL EST ETF$3.4M
—ISHARES TR - EAFE VALUE ETF$3.4M
—ISHARES TR - TIPS BD ETF$3.2M
WT$WTWisdomTree, Inc.$3.2M
—BLACKROCK ETF TRUST - ISHA US THEM ETF$3.2M
—SCHWAB STRATEGIC TR - SHT TM US TRES$3.0M
—VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$3.0M
—INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT$3.0M
—SPDR SERIES TRUST - ST NUVE HIGH ETF$2.8M
IVZ$IVZInvesco Ltd.$2.6M
—ISHARES TR - ESG MSCI KLD ETF$2.5M
—SPDR SERIES TRUST - ST SHO TREAS ETF$2.4M
—ISHARES TR - ESG AWR US AGRGT$2.3M
—ISHARES TR - NATIONAL MUN ETF$2.3M
IVZ$IVZInvesco Ltd.$2.3M
—SPDR SERIES TRUST - ST STR SP600 SML$2.1M
—ISHARES TR - ESG MSCI USA ETF$1.9M
—ISHARES TR - RUS MID CAP ETF$1.9M
—BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$1.9M
—ISHARES TR - SP SMCP600VL ETF$1.8M
—VANGUARD INDEX FDS - SMALL CP ETF$1.7M
—SCHWAB STRATEGIC TR - US TIPS ETF$1.7M
—VANGUARD MUN BD FDS - INTERMEDIATE TRM$1.7M
—ISHARES TR - ESG AWRE USD ETF$1.7M
—SPDR SERIES TRUST - ST STR TIPS ETF$1.5M
—RUSSELL INVTS EXCHANGE TRADE - GLOBA EQUIT ETF$1.5M
—JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP$1.5M
—ISHARES TR - CRE U S REIT ETF$1.4M
IAU$IAUISHARES GOLD TRUST$1.4M
MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$1.4M
—ISHARES TR - SYSTEMATIC BD ET$1.3M
—SCHWAB STRATEGIC TR - 1000 INDEX ETF$1.3M
—VANGUARD WHITEHALL FDS - INTL HIGH ETF$1.3M
—ISHARES TR - ESG AWR MSCI USA$1.1M
—SCHWAB STRATEGIC TR - US REIT ETF$1.1M
—VANGUARD WHITEHALL FDS - HIGH DIV YLD$1.1M
—ISHARES TR - LONG TERM MUNI$1.1M
—ISHARES TR - ESG EAFE ETF$996,068
—DBX ETF TR - XTRACK USD HIGH$923,420
—ISHARES TR - ESG AWRE 1 5 YR$871,849
—JOHN HANCOCK EXCHANGE TRADED - MULTI INTL ETF$839,205
—ISHARES TR - CORE DIV GRWTH$826,184
SNPS$SNPSSYNOPSYS INC$818,100
—JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI$806,486
—JOHN HANCOCK EXCHANGE TRADED - MULTFCTR EMRNG$754,390
—VANGUARD INDEX FDS - GROWTH ETF$722,426
—RUSSELL INVTS EXCHANGE TRADE - INTL DEVE EQ ETF$645,871
—BLACKROCK ETF TRUST - ISHARES US LARG$634,484
WT$WTWisdomTree, Inc.$600,765
—SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$557,087
—ISHARES TR - ESG AW MSCI EAFE$529,002
AAPL$AAPLApple Inc.$517,911
—ISHARES TR - CORE 1 5 YR USD$510,181
—BLACKROCK ETF TRUST - ISHA WORL EX ETF$509,067
—VANGUARD INDEX FDS - REAL ESTATE ETF$494,865
—RUSSELL INVTS EXCHANGE TRADE - EMER MARK EQ ETF$469,114
—ISHARES TR - 0-5 YR TIPS ETF$468,531
—SPDR SERIES TRUST - ST STR P500ETF$439,213
—VANGUARD WELLINGTON FD - SHORT TRM TAX EX$437,472
—BLACKROCK ETF TRUST II - ISHARES AAA CLO$434,966
—JOHN HANCOCK EXCHANGE TRADED - HIGH YIELD ETF$410,464
—ISHARES TR - IBOXX HI YD ETF$399,819
—SPDR SERIES TRUST - ST STR P400MID$379,591
—ISHARES TR - ESG ADVAN ETF$341,755
—ISHARES TR - MSCI USA QLT FCT$322,967
—JOHN HANCOCK EXCHANGE TRADED - MULTIFACTR SML$321,670
—SPDR SERIES TRUST - ST STR NUVEE ETF$320,807
—ISHARES TR - MSCI ACWI EX US$308,452
—ISHARES TR - INVT GRAD SY ETF$268,239
—ISHARES TR - CORE HIGH DV ETF$260,452
—SPDR SERIES TRUST - ST NUVE TERM ETF$257,551
—BLACKROCK ETF TRUST II - ISH HIG MUN ETF$255,876
—RUSSELL INVTS EXCHANGE TRADE - US SM CA EQ ETF$250,267
IVZ$IVZInvesco Ltd.$246,000
IVZ$IVZInvesco Ltd.$245,438
IVZ$IVZInvesco Ltd.$245,403
—ISHARES TR - GL CLEAN ENE ETF$236,970
—ISHARES TR - CORE INTL AGGR$221,520
—VANECK ETF TRUST - JP MRGAN EM LOC$211,425

New Positions (8)

BLACKROCK ETF TRUST - ISHA SYST AL ETF$4.2M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$3.9M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$3.5M
SPDR SERIES TRUST - ST STR SP600 SML$2.1M
ISHARES TR - ESG AWRE 1 5 YR$871,849
ISHARES TR - 0-5 YR TIPS ETF$468,531
JOHN HANCOCK EXCHANGE TRADED - HIGH YIELD ETF$410,464
ISHARES TR - GL CLEAN ENE ETF$236,970

Exited Positions (5)

ISHARES TR
PACER FDS TR
ISHARES TR
ISHARES TR
FIRST TR EXCHANGE TRAD FD VI

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