SigFig Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1696957
Institutional-grade research for retail investors

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

AUM History

Top Equity Holdings by Value

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.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR - CORE S&P TTL STK$663.7M17.6%+1%
2ISHARES TR - CORE US AGGBD ET$423.5M11.2%+4%
3GOLDMAN SACHS ETF TR - ACTIVEBETA US LG$281.6M7.5%+1%
4ISHARES TR - CORE UNIVRSL USD$254.9M6.8%+5%
5GS$GSGOLDMAN SACHS GROUP INC$226.5M6.0%+2%
6ISHARES TR - U S EQUITY FACTR$220.0M5.8%+1%
7VANGUARD INDEX FDS - MID CAP ETF$202.1M5.4%+308%
8GS$GSGOLDMAN SACHS GROUP INC$172.5M4.6%+0%
9ISHARES TR - CORE MSCI EAFE$123.7M3.3%+1%
10ISHARES TR - BROAD USD HIGH$118.6M3.1%+4%
11ISHARES INC - CORE MSCI EMKT$113.9M3.0%-3%
12IVZ$IVZInvesco Ltd.$109.6M2.9%+3%
13ISHARES TR - JPMORGAN USD EMG$90.8M2.4%+3%
14ISHARES TR - CORE S&P500 ETF$70.5M1.9%+22%
15SCHWAB STRATEGIC TR - US LRG CAP ETF$61.1M1.6%+14%
16ISHARES TR - CORE S&P SCP ETF$59.5M1.6%-7%
17VANGUARD INDEX FDS - S&P 500 ETF SHS$43.9M1.2%-1%
18SPDR INDEX SHS FDS - ST STR PO EX ETF$37.9M1.0%+6%
19VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$33.8M0.9%-1%
20SPDR SERIES TRUST - ST STR PR SP1500$25.4M0.7%-2%
21ISHARES TR - RUSEL 2500 ETF$16.1M0.4%+13%
22SPDR SERIES TRUST - ST STR AGGRE ETF$15.9M0.4%+9%
23VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$15.1M0.4%+1%
24SCHWAB STRATEGIC TR - US BRD MKT ETF$15.1M0.4%+0%
25VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$15.0M0.4%-1%
26SPDR INDEX SHS FDS - ST PORT MARK ETF$14.4M0.4%-2%
27META$METAMeta Platforms, Inc.$14.3M0.4%+1%80.9
28SPDR SERIES TRUST - ST STR P500GRW$12.9M0.3%+65%
29SCHWAB STRATEGIC TR - INTL EQTY ETF$12.6M0.3%-0%
30SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$11.7M0.3%-0%
31ISHARES TR - S&P 500 GRWT ETF$11.4M0.3%-3%
32BLACKROCK ETF TRUST - ISHARES US EQUIT$11.4M0.3%-1%
33SCHWAB STRATEGIC TR - US AGGREGATE B$11.2M0.3%+3%
34VANGUARD BD INDEX FDS - INTERMED TERM$10.1M0.3%+4%
35ISHARES TR - S&P 500 VAL ETF$9.7M0.3%-20%
36VANGUARD INDEX FDS - VALUE ETF$8.6M0.2%-0%
37VANGUARD INDEX FDS - TOTAL STK MKT$8.2M0.2%-1%
38ISHARES TR - US TREAS BD ETF$7.2M0.2%+10%
39VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$7.0M0.2%+1%
40VANGUARD BD INDEX FDS - LONG TERM BOND$6.8M0.2%+1%
41ISHARES TR - MBS ETF$6.5M0.2%+10%
42SPDR SERIES TRUST - ST PORT HIGH ETF$6.2M0.2%+20%
43ISHARES TR - RUS 1000 ETF$6.1M0.2%-6%
44VANGUARD BD INDEX FDS - TOTAL BND MRKT$6.0M0.2%-1%
45ISHARES TR - EAFE GRWTH ETF$6.0M0.2%+5%
46VANGUARD INDEX FDS - EXTEND MKT ETF$6.0M0.2%-1%
47BLACKROCK ETF TRUST - ISHA I IN TE ETF$5.8M0.1%-23%
48ISHARES TR - 10-20 YR TRS ETF$4.8M0.1%-19%
49ISHARES TR - 1 3 YR TREAS BD$4.7M0.1%+0%
50ISHARES TR - INTL EQTY FACTOR$4.7M0.1%-3%
51ISHARES TR - MSCI USA MMENTM$4.7M0.1%-25%
52BLACKROCK ETF TRUST - ISHA LA CORE ETF$4.4M0.1%+12%
53VANGUARD INDEX FDS - LARGE CAP ETF$4.3M0.1%-5%
54BLACKROCK ETF TRUST - ISHA SYST AL ETF$4.2M0.1%NEW
55IVZ$IVZInvesco Ltd.$4.1M0.1%+4%
56ISHARES TR - CORE S&P MCP ETF$4.1M0.1%-5%
57VANGUARD MUN BD FDS - TAX EXEMPT BD$4.1M0.1%+17%
58BLACKROCK ETF TRUST - ISHA IN CTRY ETF$3.9M0.1%NEW
59BLACKROCK ETF TRUST - ISHARES DEFENSE$3.7M0.1%+20%
60BLACKROCK ETF TRUST - ISHA US AWAR ETF$3.6M0.1%-4%
61ISHARES TR - ESG AWR MSCI USA$3.5M0.1%-2%
62BLACKROCK ETF TRUST II - ISHA GLO USD ETF$3.5M0.1%NEW
63ABRDN ETFS - BBRG ALL COMD K1$3.4M0.1%+0%
64FIDELITY COVINGTON TRUST - MSCI RL EST ETF$3.4M0.1%-1%
65ISHARES TR - EAFE VALUE ETF$3.4M0.1%-60%
66ISHARES TR - TIPS BD ETF$3.2M0.1%-3%
67WT$WTWisdomTree, Inc.$3.2M0.1%+2%62.9
68BLACKROCK ETF TRUST - ISHA US THEM ETF$3.2M0.1%-38%
69SCHWAB STRATEGIC TR - SHT TM US TRES$3.0M0.1%+2%
70VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$3.0M0.1%+71%
71INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT$3.0M0.1%-6%
72SPDR SERIES TRUST - ST NUVE HIGH ETF$2.8M0.1%+18%
73IVZ$IVZInvesco Ltd.$2.6M0.1%-6%
74ISHARES TR - ESG MSCI KLD ETF$2.5M0.1%-2%
75SPDR SERIES TRUST - ST SHO TREAS ETF$2.4M0.1%-2%
76ISHARES TR - ESG AWR US AGRGT$2.3M0.1%+27%
77ISHARES TR - NATIONAL MUN ETF$2.3M0.1%+10%
78IVZ$IVZInvesco Ltd.$2.3M0.1%+3%
79SPDR SERIES TRUST - ST STR SP600 SML$2.1M0.1%NEW
80ISHARES TR - ESG MSCI USA ETF$1.9M0.1%-5%
81ISHARES TR - RUS MID CAP ETF$1.9M0.1%-4%
82BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$1.9M0.1%-51%
83ISHARES TR - SP SMCP600VL ETF$1.8M0.1%-5%
84VANGUARD INDEX FDS - SMALL CP ETF$1.7M0.1%-3%
85SCHWAB STRATEGIC TR - US TIPS ETF$1.7M0.0%+2%
86VANGUARD MUN BD FDS - INTERMEDIATE TRM$1.7M0.0%+9%
87ISHARES TR - ESG AWRE USD ETF$1.7M0.0%-27%
88SPDR SERIES TRUST - ST STR TIPS ETF$1.5M0.0%-2%
89RUSSELL INVTS EXCHANGE TRADE - GLOBA EQUIT ETF$1.5M0.0%-3%
90JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP$1.5M0.0%-1%
91ISHARES TR - CRE U S REIT ETF$1.4M0.0%-3%
92IAU$IAUISHARES GOLD TRUST$1.4M0.0%+14%
93MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$1.4M0.0%-19%
94ISHARES TR - SYSTEMATIC BD ET$1.3M0.0%+7%
95SCHWAB STRATEGIC TR - 1000 INDEX ETF$1.3M0.0%-8%
96VANGUARD WHITEHALL FDS - INTL HIGH ETF$1.3M0.0%+11%
97ISHARES TR - ESG AWR MSCI USA$1.1M0.0%+1%
98SCHWAB STRATEGIC TR - US REIT ETF$1.1M0.0%+1%
99VANGUARD WHITEHALL FDS - HIGH DIV YLD$1.1M0.0%+11%
100ISHARES TR - LONG TERM MUNI$1.1M0.0%+11%
101ISHARES TR - ESG EAFE ETF$996,0680.0%+1%
102DBX ETF TR - XTRACK USD HIGH$923,4200.0%+5%
103ISHARES TR - ESG AWRE 1 5 YR$871,8490.0%NEW
104JOHN HANCOCK EXCHANGE TRADED - MULTI INTL ETF$839,2050.0%-0%
105ISHARES TR - CORE DIV GRWTH$826,1840.0%+5%
106SNPS$SNPSSYNOPSYS INC$818,1000.0%-7%63.1
107JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI$806,4860.0%-1%
108JOHN HANCOCK EXCHANGE TRADED - MULTFCTR EMRNG$754,3900.0%-2%
109VANGUARD INDEX FDS - GROWTH ETF$722,4260.0%+541%
110RUSSELL INVTS EXCHANGE TRADE - INTL DEVE EQ ETF$645,8710.0%-3%
111BLACKROCK ETF TRUST - ISHARES US LARG$634,4840.0%+46%
112WT$WTWisdomTree, Inc.$600,7650.0%+1%62.9
113SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$557,0870.0%-5%
114ISHARES TR - ESG AW MSCI EAFE$529,0020.0%-27%
115AAPL$AAPLApple Inc.$517,9110.0%+0%76.1
116ISHARES TR - CORE 1 5 YR USD$510,1810.0%+20%
117BLACKROCK ETF TRUST - ISHA WORL EX ETF$509,0670.0%-4%
118VANGUARD INDEX FDS - REAL ESTATE ETF$494,8650.0%-1%
119RUSSELL INVTS EXCHANGE TRADE - EMER MARK EQ ETF$469,1140.0%-4%
120ISHARES TR - 0-5 YR TIPS ETF$468,5310.0%NEW
121SPDR SERIES TRUST - ST STR P500ETF$439,2130.0%+31%
122VANGUARD WELLINGTON FD - SHORT TRM TAX EX$437,4720.0%+11%
123BLACKROCK ETF TRUST II - ISHARES AAA CLO$434,9660.0%-15%
124JOHN HANCOCK EXCHANGE TRADED - HIGH YIELD ETF$410,4640.0%NEW
125ISHARES TR - IBOXX HI YD ETF$399,8190.0%-8%
126SPDR SERIES TRUST - ST STR P400MID$379,5910.0%+1%
127ISHARES TR - ESG ADVAN ETF$341,7550.0%+12%
128ISHARES TR - MSCI USA QLT FCT$322,9670.0%-94%
129JOHN HANCOCK EXCHANGE TRADED - MULTIFACTR SML$321,6700.0%-0%
130SPDR SERIES TRUST - ST STR NUVEE ETF$320,8070.0%+1%
131ISHARES TR - MSCI ACWI EX US$308,4520.0%+31%
132ISHARES TR - INVT GRAD SY ETF$268,2390.0%+6%
133ISHARES TR - CORE HIGH DV ETF$260,4520.0%+404%
134SPDR SERIES TRUST - ST NUVE TERM ETF$257,5510.0%+16%
135BLACKROCK ETF TRUST II - ISH HIG MUN ETF$255,8760.0%+11%
136RUSSELL INVTS EXCHANGE TRADE - US SM CA EQ ETF$250,2670.0%-3%
137IVZ$IVZInvesco Ltd.$246,0000.0%+1%
138IVZ$IVZInvesco Ltd.$245,4380.0%+1%
139IVZ$IVZInvesco Ltd.$245,4030.0%+1%
140ISHARES TR - GL CLEAN ENE ETF$236,9700.0%NEW
141ISHARES TR - CORE INTL AGGR$221,5200.0%-95%
142VANECK ETF TRUST - JP MRGAN EM LOC$211,4250.0%+1%

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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