SigFig Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1696957 · latest 13F-HR filed 2026-04-14
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.
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AUM
$3.41B
Long-equity book
Holdings
139
Distinct positions
Period
2026-03-31
Filed 2026-04-14
Q/Q Activity
+11 / −9 / ↑52 / ↓29
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$45.0M +12.4%
- ISHARES TR$34.4M +6.4%
- ISHARES TR$26.3M +12.2%
- GOLDMAN SACHS ETF TR$17.2M +9.0%
- GOLDMAN SACHS ETF TR$16.7M +7.2%
Top Trims
- ISHARES TR-$37.0M -95.8%
- ISHARES TR-$34.2M -94.9%
- ISHARES TR-$27.4M -98.9%
- ISHARES TR-$16.6M -94.9%
- ISHARES INC-$11.9M -89.3%
New Positions
- BLACKROCK ETF TRUST$3.3M
- BLACKROCK ETF TRUST$3.2M
- PACER FDS TR$2.0M
- INVESCO EXCHANGE TRADED FD T$1.9M
- ISHARES TR$929.3K
Exited Positions
- DBX ETF TR$37.2M
- ISHARES TR$11.3M
- ISHARES TR$9.1M
- ISHARES TR$8.6M
- ISHARES TR$2.0M
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 | $575.8M | 16.88% | 4,042,349 | SH |
| 2 | ISHARES TR | AGG | 464287226 | $408.5M | 11.98% | 4,114,974 | SH |
| 3 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $247.2M | 7.25% | 1,975,417 | SH |
| 4 | ISHARES TR | IUSB | 46434V613 | $241.8M | 7.09% | 5,234,998 | SH |
| 5 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $209.5M | 6.14% | 4,858,335 | SH |
| 6 | ISHARES TR | LRGF | 46434V282 | $190.9M | 5.60% | 2,891,969 | SH |
| 7 | VANGUARD INDEX FDS | VO | 922908629 | $176.7M | 5.18% | 615,408 | SH |
| 8 | GOLDMAN SACHS ETF TR | GEM | 381430206 | $144.5M | 4.24% | 3,345,899 | SH |
| 9 | INVESCO ACTVELY MNGD ETC FD | PDBC | 46090F100 | $116.1M | 3.40% | 6,701,694 | SH |
| 10 | ISHARES TR | IEFA | 46432F842 | $115.1M | 3.37% | 1,271,070 | SH |
| 11 | ISHARES TR | USHY | 46435U853 | $113.8M | 3.34% | 3,090,034 | SH |
| 12 | ISHARES INC | IEMG | 46434G103 | $100.5M | 2.95% | 1,440,403 | SH |
| 13 | ISHARES TR | EMB | 464288281 | $85.2M | 2.50% | 906,584 | SH |
| 14 | ISHARES TR | IJR | 464287804 | $53.9M | 1.58% | 433,280 | SH |
| 15 | ISHARES TR | IVV | 464287200 | $50.6M | 1.48% | 77,493 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $47.0M | 1.38% | 1,833,652 | SH |
| 17 | VANGUARD INDEX FDS | VOO | 922908363 | $38.7M | 1.13% | 64,753 | SH |
| 18 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $32.6M | 0.95% | 713,109 | SH |
| 19 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $30.7M | 0.90% | 479,118 | SH |
| 20 | SPDR SERIES TRUST | SPTM | 78464A805 | $22.8M | 0.67% | 288,268 | SH |
| 21 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $14.9M | 0.44% | 309,187 | SH |
| 22 | SPDR SERIES TRUST | SPAB | 78464A649 | $14.6M | 0.43% | 570,377 | SH |
| 23 | VANGUARD BD INDEX FDS | BSV | 921937827 | $14.2M | 0.42% | 181,550 | SH |
| 24 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $13.9M | 0.41% | 256,383 | SH |
| 25 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $13.5M | 0.39% | 286,774 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $13.1M | 0.38% | 522,955 | SH |
| 27 | ISHARES TR | SMMD | 46435G268 | $12.0M | 0.35% | 157,244 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $11.3M | 0.33% | 458,511 | SH |
| 29 | ISHARES TR | IVE | 464287408 | $11.3M | 0.33% | 53,694 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $10.9M | 0.32% | 467,808 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $10.8M | 0.32% | 326,253 | SH |
| 32 | ISHARES TR | IVW | 464287309 | $9.9M | 0.29% | 87,339 | SH |
| 33 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $9.9M | 0.29% | 169,694 | SH |
| 34 | VANGUARD BD INDEX FDS | BIV | 921937819 | $9.7M | 0.28% | 125,857 | SH |
| 35 | ISHARES TR | EFV | 464288877 | $8.1M | 0.24% | 108,676 | SH |
| 36 | VANGUARD INDEX FDS | VTV | 922908744 | $7.8M | 0.23% | 39,727 | SH |
| 37 | VANGUARD INDEX FDS | VTI | 922908769 | $7.2M | 0.21% | 22,667 | SH |
| 38 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $7.0M | 0.20% | 148,163 | SH |
| 39 | VANGUARD BD INDEX FDS | BLV | 921937793 | $6.7M | 0.20% | 97,467 | SH |
| 40 | ISHARES TR | GOVT | 46429B267 | $6.6M | 0.19% | 287,200 | SH |
| 41 | SPDR SERIES TRUST | SPYG | 78464A409 | $6.5M | 0.19% | 66,638 | SH |
| 42 | VANGUARD BD INDEX FDS | BND | 921937835 | $6.1M | 0.18% | 82,538 | SH |
| 43 | ISHARES TR | MBB | 464288588 | $5.9M | 0.17% | 62,261 | SH |
| 44 | ISHARES TR | TLH | 464288653 | $5.9M | 0.17% | 58,607 | SH |
| 45 | ISHARES TR | IWB | 464287622 | $5.8M | 0.17% | 16,146 | SH |
| 46 | ISHARES TR | EFG | 464288885 | $5.2M | 0.15% | 46,387 | SH |
| 47 | VANGUARD INDEX FDS | VXF | 922908652 | $5.1M | 0.15% | 24,811 | SH |
| 48 | SPDR SERIES TRUST | SPHY | 78468R606 | $5.1M | 0.15% | 218,945 | SH |
| 49 | BLACKROCK ETF TRUST | BAI | 09290C780 | $4.8M | 0.14% | 146,885 | SH |
| 50 | ISHARES TR | QUAL | 46432F339 | $4.8M | 0.14% | 24,834 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $3.41B | 139 | 0001696957-26-000002 |
| 2025-12-31 | 2026-01-16 | $3.35B | 137 | 0001696957-26-000001 |