SigFig Wealth Management, LLC
CIK 1696957 · View on SEC EDGAR ↗
- Portfolio value
- $3.8B
- Positions
- 142
- As of
- June 30, 2026
#985 of 9,443 by 13F value · top 10.4%
Portfolio value QoQ: +10.6% 13F does not disclose cash
- Top 10 holdings weight
- 71.23%
- Top 25 holdings weight
- 90.40%
- Positions above 1%
- 18
- Effective number of positions
- 14.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.27% Est. buys $264,444,542 · sells $45,787,675
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.5% still held
- New positions
- 8
- Increased
- 72
- Decreased
- 61
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.0%
Other/Unmapped
100.0%
Full portfolio 142 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $663,738,383 | 17.59% | 4,070,270 | $87,987,291 | Up ×6 | ||
| AGG | $423,455,078 | 11.22% | 4,261,394 | $14,961,215 | Up ×6 | ||
| GSLC | $281,591,344 | 7.46% | 1,998,523 | $34,407,938 | Up ×3 | ||
| IUSB iShares Core Universal USD Bond ETF | $254,921,914 | 6.76% | 5,503,503 | $13,117,710 | Up ×6 | ||
| GSIE | $226,504,417 | 6.00% | 4,972,665 | $16,964,902 | Up ×3 | ||
| LRGF | $220,030,510 | 5.83% | 2,927,890 | $29,160,903 | Up ×6 | ||
| VO | $202,062,614 | 5.36% | 2,511,036 | $25,330,213 | Up ×6 | ||
| GEM | $172,532,028 | 4.57% | 3,357,316 | $27,989,621 | Up ×3 | ||
| IEFA | $123,661,672 | 3.28% | 1,283,865 | $8,592,102 | Up ×3 | ||
| USHY | $118,628,238 | 3.14% | 3,203,583 | $4,791,820 | Up ×6 | ||
| IEMG | $113,868,988 | 3.02% | 1,393,406 | $13,401,222 | Down ×1 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $109,634,123 | 2.91% | 6,921,377 | $-6,438,754 | Up ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $90,798,017 | 2.41% | 937,805 | $5,642,907 | Up ×6 | ||
| IVV | $70,487,977 | 1.87% | 94,718 | $19,869,010 | Up ×4 | ||
| SCHX | $61,096,061 | 1.62% | 2,091,615 | $14,081,228 | Up ×6 | ||
| IJR | $59,515,792 | 1.58% | 403,881 | $5,654,994 | Down ×1 | ||
| VOO | $43,856,937 | 1.16% | 64,400 | $5,163,876 | Down ×2 | ||
| SPDW | $37,900,327 | 1.00% | 756,494 | $5,347,283 | Up ×6 | ||
| VEA | $33,789,294 | 0.90% | 476,632 | $3,096,774 | Down ×6 | ||
| SPTM | $25,383,749 | 0.67% | 281,572 | $2,593,666 | Down ×6 | ||
| SMMD | $16,108,529 | 0.43% | 176,920 | $4,102,954 | Up ×6 | ||
| SPAB | $15,892,616 | 0.42% | 620,079 | $1,279,587 | Up ×5 | ||
| BNDX Vanguard Total International Bond ETF | $15,077,524 | 0.40% | 310,749 | $221,106 | Up ×4 | ||
| SCHB | $15,052,540 | 0.40% | 523,931 | $1,926,381 | Up ×2 | ||
| VWO | $14,963,841 | 0.40% | 252,981 | $1,110,839 | Down ×4 | ||
| SPEM | $14,449,043 | 0.38% | 281,548 | $996,834 | Down ×6 | ||
| BSV | $14,317,973 | 0.38% | 183,517 | $82,661 | Up ×5 | ||
| SPYG | $12,945,986 | 0.34% | 110,263 | $6,421,459 | Up ×1 | ||
| SCHF | $12,566,448 | 0.33% | 456,464 | $1,218,326 | Down ×5 | ||
| SCHE | $11,720,302 | 0.31% | 326,107 | $970,276 | Down ×5 | ||
| IVW | $11,448,975 | 0.30% | 84,432 | $1,570,074 | Down ×1 | ||
| DYNF | $11,371,810 | 0.30% | 168,621 | $1,499,024 | Down ×2 | ||
| SCHZ | $11,200,497 | 0.30% | 482,157 | $337,994 | Up ×1 | ||
| BIV | $10,072,147 | 0.27% | 130,756 | $358,491 | Up ×3 | ||
| IVE | $9,721,543 | 0.26% | 42,796 | $-1,615,909 | Down ×2 | ||
| VTV | $8,642,276 | 0.23% | 39,529 | $847,793 | Down ×1 | ||
| VTI | $8,158,308 | 0.22% | 22,344 | $916,517 | Down ×6 | ||
| GOVT | $7,201,837 | 0.19% | 314,903 | $622,080 | Up ×6 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $7,000,231 | 0.19% | 148,909 | $43,959 | Up ×3 | ||
| BLV | $6,825,171 | 0.18% | 98,063 | $121,405 | Up ×3 | ||
| MBB iShares MBS ETF | $6,512,691 | 0.17% | 68,576 | $600,981 | Up ×4 | ||
| SPHY | $6,181,690 | 0.16% | 263,612 | $1,075,883 | Up ×6 | ||
| IWB | $6,139,716 | 0.16% | 15,111 | $382,870 | Down ×4 | ||
| BND Vanguard Total Bond Market ETF | $6,015,623 | 0.16% | 81,612 | $-62,504 | Down ×6 | ||
| EFG | $6,006,563 | 0.16% | 48,755 | $840,424 | Up ×2 | ||
| VXF | $6,004,387 | 0.16% | 24,590 | $898,283 | Down ×6 | ||
| BAI | $5,767,582 | 0.15% | 113,468 | $927,719 | Down ×1 | ||
| TLH | $4,810,728 | 0.13% | 47,481 | $-1,092,192 | Down ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $4,742,273 | 0.13% | 57,713 | $259 | Up ×4 | ||
| INTF | $4,710,061 | 0.12% | 115,189 | $78,054 | Down ×1 | ||
| MTUM | $4,651,315 | 0.12% | 13,843 | $216,496 | Down ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $4,449,925 | 0.12% | 89,141 | $1,170,175 | Up ×1 | ||
| VV | $4,338,471 | 0.12% | 12,715 | $348,785 | Down ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $4,156,854 | 0.11% | 147,878 | Up ×1 | |||
| PCY | $4,144,360 | 0.11% | 190,633 | $298,304 | Up ×3 | ||
| IJH | $4,109,513 | 0.11% | 53,698 | $298,399 | Down ×2 | ||
| VTEB | $4,053,998 | 0.11% | 80,055 | $637,947 | Up ×3 | ||
| CORO iShares International Country Rotation Active ETF | $3,923,947 | 0.10% | 107,860 | Up ×1 | |||
| IDEF iShares Defense Industrials Active ETF | $3,672,186 | 0.10% | 117,322 | $484,047 | Up ×1 | ||
| LCTU | $3,584,006 | 0.10% | 45,034 | $284,118 | Down ×4 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $3,537,676 | 0.09% | 21,765 | $385,940 | Down ×1 | ||
| GGOV | $3,456,279 | 0.09% | 68,509 | Up ×1 | |||
| BCI | $3,444,838 | 0.09% | 155,594 | $-333,129 | Up ×1 | ||
| FREL | $3,379,275 | 0.09% | 113,284 | $295,561 | Down ×2 | ||
| EFV | $3,355,278 | 0.09% | 43,820 | $-4,724,764 | Down ×4 | ||
| TIP | $3,243,326 | 0.09% | 29,512 | $-120,782 | Down ×1 | ||
| IQDG | $3,215,194 | 0.09% | 74,859 | $257,639 | Up ×3 | ||
| THRO | $3,190,870 | 0.08% | 74,868 | $-1,207,824 | Down ×1 | ||
| SCHO | $2,973,726 | 0.08% | 123,085 | $35,411 | Up ×6 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $2,960,148 | 0.08% | 50,028 | $1,222,513 | Up ×6 | ||
| PXH | $2,953,713 | 0.08% | 106,364 | $-84,094 | Down ×1 | ||
| HYMB | $2,781,893 | 0.07% | 109,265 | $489,427 | Up ×6 | ||
| PRF | $2,629,295 | 0.07% | 48,682 | $177,073 | Down ×1 | ||
| DSI | $2,471,341 | 0.07% | 17,526 | $296,465 | Down ×6 | ||
| SPTS | $2,389,964 | 0.06% | 82,327 | $-50,515 | Down ×6 | ||
| EAGG | $2,341,757 | 0.06% | 49,186 | $502,333 | Up ×1 | ||
| MUB | $2,287,222 | 0.06% | 21,235 | $240,968 | Up ×1 | ||
| XMMO | $2,272,562 | 0.06% | 13,574 | $357,283 | Up ×1 | ||
| SPSM | $2,102,978 | 0.06% | 36,714 | Up ×1 | |||
| USXF iShares ESG Advanced MSCI USA ETF | $1,920,318 | 0.05% | 28,043 | $287,037 | Down ×2 | ||
| IWR | $1,904,098 | 0.05% | 17,285 | $148,236 | Down ×1 | ||
| BINC | $1,894,933 | 0.05% | 36,135 | $-1,956,989 | Down ×2 | ||
| IJS | $1,792,053 | 0.05% | 13,144 | $144,769 | Down ×1 | ||
| VB | $1,718,109 | 0.05% | 5,702 | $185,514 | Down ×4 | ||
| SCHP | $1,683,650 | 0.04% | 63,295 | $36,047 | Up ×3 | ||
| VTEI | $1,680,503 | 0.04% | 16,637 | $161,515 | Up ×5 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $1,670,936 | 0.04% | 71,806 | $-607,072 | Down ×1 | ||
| SPIP | $1,483,827 | 0.04% | 57,557 | $-39,822 | Down ×6 | ||
| RGLO Russell Investments Global Equity ETF | $1,473,256 | 0.04% | 45,583 | $110,289 | Down ×1 | ||
| JHML | $1,453,766 | 0.04% | 16,386 | $161,372 | Down ×6 | ||
| USRT | $1,435,208 | 0.04% | 21,243 | $141,865 | Down ×6 | ||
| IAU | $1,429,318 | 0.04% | 18,924 | $-30,597 | Up ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $1,377,131 | 0.04% | 25,545 | $-52,008 | Down ×2 | ||
| SYSB | $1,283,396 | 0.03% | 14,404 | $79,760 | Up ×2 | ||
| SCHK | $1,270,685 | 0.03% | 35,494 | $63,603 | Down ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $1,250,006 | 0.03% | 12,724 | $172,843 | Up ×6 | ||
| EVUS | $1,143,226 | 0.03% | 32,519 | $117,678 | Up ×3 | ||
| SCHH | $1,083,005 | 0.03% | 44,919 | $125,990 | Up ×1 | ||
| VYM | $1,068,428 | 0.03% | 6,743 | $171,831 | Up ×1 | ||
| LMUB | $1,054,980 | 0.03% | 20,591 | $125,633 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| ITOT | $663,738,383 | 17.59% | up ×6 |
| AGG | $423,455,078 | 11.22% | up ×6 |
| GSLC | $281,591,344 | 7.46% | up ×3 |
| IUSB | $254,921,914 | 6.76% | up ×6 |
| GSIE | $226,504,417 | 6.00% | up ×3 |
| LRGF | $220,030,510 | 5.83% | up ×6 |
| VO | $202,062,614 | 5.36% | up ×6 |
| GEM | $172,532,028 | 4.57% | up ×3 |
| IEFA | $123,661,672 | 3.28% | up ×3 |
| USHY | $118,628,238 | 3.14% | up ×6 |
| EMB | $90,798,017 | 2.41% | up ×6 |
| IVV | $70,487,977 | 1.87% | up ×4 |
| SCHX | $61,096,061 | 1.62% | up ×6 |
| SPDW | $37,900,327 | 1.00% | up ×6 |
| SMMD | $16,108,529 | 0.43% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ITOT | Bought more | +28K | +$88.0M |
| GSLC | Bought more | +23K | +$34.4M |
| LRGF | Bought more | +36K | +$29.2M |
| GEM | Bought more | +11K | +$28.0M |
| VO | Bought more | +1.9M | +$25.3M |
| IVV | Bought more | +17K | +$19.9M |
| GSIE | Bought more | +114K | +$17.0M |
| AGG | Bought more | +146K | +$15.0M |
| SCHX | Bought more | +258K | +$14.1M |
| IEMG | Trimmed | -47K | +$13.4M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| USSG | March 31, 2026 | 585,415 | $37,176,743 | No longer tracked |
| HYXF | March 31, 2026 | 239,468 | $11,316,507 | |
| IWY | March 31, 2025 | 38,948 | $9,236,107 | No longer tracked |
| ESML | March 31, 2026 | 197,887 | $9,098,809 | No longer tracked |
| OEF | March 31, 2026 | 25,086 | $8,603,831 | No longer tracked |
| XMMO | March 31, 2025 | 55,040 | $6,811,770 | No longer tracked |
| IWX | June 30, 2025 | 70,194 | $5,710,249 | No longer tracked |
| SPMO | Dec. 31, 2025 | 45,259 | $5,463,175 | No longer tracked |
| IWY | Dec. 31, 2025 | 14,460 | $3,932,108 | No longer tracked |
| IWX | June 30, 2026 | 40,777 | $3,778,820 | No longer tracked |
| EMXC | June 30, 2025 | 52,840 | $2,915,711 | |
| TLT | March 31, 2025 | 26,934 | $2,364,783 | |
| IHDG | Sept. 30, 2025 | 47,832 | $2,161,050 | No longer tracked |
| ITA | March 31, 2026 | 9,498 | $2,039,126 | No longer tracked |
| COWZ | June 30, 2026 | 32,046 | $2,004,804 | No longer tracked |
| IWM | Sept. 30, 2025 | 6,362 | $1,370,895 | No longer tracked |
| STIP | Dec. 31, 2025 | 12,748 | $1,317,339 | No longer tracked |
| HEFA | June 30, 2025 | 32,175 | $1,176,476 | No longer tracked |
| IFRA | March 31, 2025 | 15,498 | $715,698 | No longer tracked |
| SUSB | March 31, 2025 | 19,470 | $480,909 | |
| FGDL | March 31, 2026 | 7,075 | $407,678 | No longer tracked |
| ICVT | June 30, 2026 | 3,332 | $339,164 | No longer tracked |
| BIDD | Dec. 31, 2025 | 12,066 | $335,193 | No longer tracked |
| CLOA | March 31, 2025 | 6,308 | $326,439 | |
| IGRO | Dec. 31, 2025 | 4,100 | $324,146 | No longer tracked |
| QLTA | June 30, 2026 | 6,498 | $309,240 | No longer tracked |
| NUSC | June 30, 2025 | 6,867 | $264,321 | No longer tracked |
| SUSA | March 31, 2026 | 1,832 | $255,256 | No longer tracked |
| HYGW | March 31, 2026 | 8,144 | $243,180 | No longer tracked |
| HYDB | Dec. 31, 2025 | 4,810 | $230,351 | No longer tracked |
| FTGC | June 30, 2026 | 7,722 | $221,685 | |
| BSCP | Dec. 31, 2025 | 10,554 | $218,309 | No longer tracked |
| VTIP | Dec. 31, 2025 | 4,312 | $218,273 | |
| FTGC | Dec. 31, 2025 | 8,264 | $214,943 | |
| IYW | March 31, 2026 | 1,040 | $207,628 | No longer tracked |