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SigFig Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1696957 · latest 13F-HR filed 2026-07-07

Backtest portfolio

SigFig Wealth Management, LLC manages $3.77B in 13F-reported U.S. long-equity assets across 142 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ITOT (17.59%), AGG (11.22%), GSLC (7.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 5, added to 91, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2443 FILLMORE STREET, #380-1512
SAN FRANCISCO, CA 94115
Phone
(650) 307-8236
Filing Manager
SigFig Wealth Management, LLC
SAN FRANCISCO, CA
Signatory
Steve Mattus
CCO
Loading holdings…
AUM

$3.77B

Long-equity book

Holdings

142

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+8 / −5 / ↑91 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$88.0M +15.3%
  • GOLDMAN SACHS ETF TR$34.4M +13.9%
  • ISHARES TR$29.2M +15.3%
  • GOLDMAN SACHS ETF TR$28.0M +19.4%
  • VANGUARD INDEX FDS$25.3M +14.3%
Show all 91 →

Top Trims

  • INVESCO ACTVELY MNGD ETC FD-$6.4M -5.5%
  • ISHARES TR-$4.7M -58.5%
  • ISHARES TR-$4.4M -93.2%
  • ISHARES TR-$3.9M -94.6%
  • BLACKROCK ETF TRUST II-$2.0M -50.8%
Show all 13 →

New Positions

  • BLACKROCK ETF TRUST$4.2M
  • BLACKROCK ETF TRUST$3.9M
  • BLACKROCK ETF TRUST II$3.5M
  • SPDR SERIES TRUST$2.1M
  • ISHARES TR$871.8K
Show all 8 →

Exited Positions

  • ISHARES TR$3.8M
  • PACER FDS TR$2.0M
  • ISHARES TR$339.2K
  • ISHARES TR$309.2K
  • FIRST TR EXCHANGE TRAD FD VI$221.7K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR ITOT 464287150 $663.7M 17.59% 4,070,270 SH
2 ISHARES TR AGG 464287226 $423.5M 11.22% 4,261,394 SH
3 GOLDMAN SACHS ETF TR GSLC 381430503 $281.6M 7.46% 1,998,523 SH
4 ISHARES TR IUSB 46434V613 $254.9M 6.76% 5,503,503 SH
5 GOLDMAN SACHS ETF TR GSIE 381430107 $226.5M 6.00% 4,972,665 SH
6 ISHARES TR LRGF 46434V282 $220.0M 5.83% 2,927,890 SH
7 VANGUARD INDEX FDS VO 922908629 $202.1M 5.36% 2,511,036 SH
8 GOLDMAN SACHS ETF TR GEM 381430206 $172.5M 4.57% 3,357,316 SH
9 ISHARES TR IEFA 46432F842 $123.7M 3.28% 1,283,865 SH
10 ISHARES TR USHY 46435U853 $118.6M 3.14% 3,203,583 SH
11 ISHARES INC IEMG 46434G103 $113.9M 3.02% 1,393,406 SH
12 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $109.6M 2.91% 6,921,377 SH
13 ISHARES TR EMB 464288281 $90.8M 2.41% 937,805 SH
14 ISHARES TR IVV 464287200 $70.5M 1.87% 94,718 SH
15 SCHWAB STRATEGIC TR SCHX 808524201 $61.1M 1.62% 2,091,615 SH
16 ISHARES TR IJR 464287804 $59.5M 1.58% 403,881 SH
17 VANGUARD INDEX FDS VOO 922908363 $43.9M 1.16% 64,400 SH
18 SPDR INDEX SHS FDS SPDW 78463X889 $37.9M 1.00% 756,494 SH
19 VANGUARD TAX-MANAGED FDS VEA 921943858 $33.8M 0.90% 476,632 SH
20 SPDR SERIES TRUST SPTM 78464A805 $25.4M 0.67% 281,572 SH
21 ISHARES TR SMMD 46435G268 $16.1M 0.43% 176,920 SH
22 SPDR SERIES TRUST SPAB 78464A649 $15.9M 0.42% 620,079 SH
23 VANGUARD CHARLOTTE FDS BNDX 92203J407 $15.1M 0.40% 310,749 SH
24 SCHWAB STRATEGIC TR SCHB 808524102 $15.1M 0.40% 523,931 SH
25 VANGUARD INTL EQUITY INDEX F VWO 922042858 $15.0M 0.40% 252,981 SH
26 SPDR INDEX SHS FDS SPEM 78463X509 $14.4M 0.38% 281,548 SH
27 VANGUARD BD INDEX FDS BSV 921937827 $14.3M 0.38% 183,517 SH
28 SPDR SERIES TRUST SPYG 78464A409 $12.9M 0.34% 110,263 SH
29 SCHWAB STRATEGIC TR SCHF 808524805 $12.6M 0.33% 456,464 SH
30 SCHWAB STRATEGIC TR SCHE 808524706 $11.7M 0.31% 326,107 SH
31 ISHARES TR IVW 464287309 $11.4M 0.30% 84,432 SH
32 BLACKROCK ETF TRUST DYNF 09290C103 $11.4M 0.30% 168,621 SH
33 SCHWAB STRATEGIC TR SCHZ 808524839 $11.2M 0.30% 482,157 SH
34 VANGUARD BD INDEX FDS BIV 921937819 $10.1M 0.27% 130,756 SH
35 ISHARES TR IVE 464287408 $9.7M 0.26% 42,796 SH
36 VANGUARD INDEX FDS VTV 922908744 $8.6M 0.23% 39,529 SH
37 VANGUARD INDEX FDS VTI 922908769 $8.2M 0.22% 22,344 SH
38 ISHARES TR GOVT 46429B267 $7.2M 0.19% 314,903 SH
39 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $7.0M 0.19% 148,909 SH
40 VANGUARD BD INDEX FDS BLV 921937793 $6.8M 0.18% 98,063 SH
41 ISHARES TR MBB 464288588 $6.5M 0.17% 68,576 SH
42 SPDR SERIES TRUST SPHY 78468R606 $6.2M 0.16% 263,612 SH
43 ISHARES TR IWB 464287622 $6.1M 0.16% 15,111 SH
44 VANGUARD BD INDEX FDS BND 921937835 $6.0M 0.16% 81,612 SH
45 ISHARES TR EFG 464288885 $6.0M 0.16% 48,755 SH
46 VANGUARD INDEX FDS VXF 922908652 $6.0M 0.16% 24,590 SH
47 BLACKROCK ETF TRUST BAI 09290C780 $5.8M 0.15% 113,468 SH
48 ISHARES TR TLH 464288653 $4.8M 0.13% 47,481 SH
49 ISHARES TR SHY 464287457 $4.7M 0.13% 57,713 SH
50 ISHARES TR INTF 46434V274 $4.7M 0.12% 115,189 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $3.77B 142 0001696957-26-000006
2026-03-31 2026-04-14 $3.41B 139 0001696957-26-000002
2025-12-31 2026-01-16 $3.35B 137 0001696957-26-000001