SigFig Wealth Management, LLC — 13F Holdings

2026 Q2  ·  147 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, SigFig Wealth Management, LLC maintained a portfolio of 147 distinct positions. The most significant new addition was BLACKROCK ETF TRUST, now representing 0.11% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 22.2%.
Position History hover any row below to update
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SigFig Wealth Management, LLC San Francisco, CA RIA / Fintech AUM $3,773M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
147
Quarter
2026 Q2
Top Holding
ITOT (17.6%)
Top 10 Concentration
71.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 147
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITOT
ISHARES TR
ETF 17.59% 16.88% #1
Prev: #1
6.5
—
27,921 0.7%
P
S
4,070,270 $663,738,383 2016 Q4 13F Filing 2026-06-30 2026-07-07
AGG
ISHARES TR
ETF 11.22% 11.98% #2
Prev: #2
6.0
—
146,420 3.6%
P
S
4,261,394 $423,455,078 2016 Q4 13F Filing 2026-06-30 2026-07-07
GSLC
GOLDMAN SACHS E...
ETF 7.46% 7.25% #3
Prev: #3
4.5
—
23,106 1.2%
P
S
1,998,523 $281,591,344 2017 Q3 13F Filing 2026-06-30 2026-07-07
IUSB
ISHARES TR
ETF 6.76% 7.09% #4
Prev: #4
5.2
—
268,505 5.1%
P
S
5,503,503 $254,921,914 2020 Q3 13F Filing 2026-06-30 2026-07-07
GSIE
GOLDMAN SACHS E...
Bond/Debt 6.00% 6.14% #5
Prev: #5
3.4
—
114,330 2.4%
P
S
4,972,665 $226,504,417 2017 Q3 13F Filing 2026-06-30 2026-07-07
LRGF
ISHARES TR
ETF 5.83% 5.60% #6
Prev: #6
2.8
—
35,921 1.2%
P
S
2,927,890 $220,030,510 2017 Q3 13F Filing 2026-06-30 2026-07-07
VO
VANGUARD INDEX ...
ETF 5.36% 5.18% #7
Prev: #7
5.1
—
1,895,628 308.0%
P
S
2,511,036 $202,062,614 2018 Q4 13F Filing 2026-06-30 2026-07-07
GEM
GOLDMAN SACHS E...
ETF 4.57% 4.24% #8
Prev: #8
2.3
—
11,417 0.3%
P
S
3,357,316 $172,532,028 2017 Q3 13F Filing 2026-06-30 2026-07-07
IEFA
ISHARES TR
ETF 3.28% 3.37% #9 1
Prev: #10
1.8
—
12,795 1.0%
P
S
1,283,865 $123,661,672 2016 Q4 13F Filing 2026-06-30 2026-07-07
USHY
ISHARES TR
ETF 3.14% 3.34% #10 1
Prev: #11
1.8
—
113,549 3.7%
P
S
3,203,583 $118,628,238 2022 Q2 13F Filing 2026-06-30 2026-07-07
IEMG
ISHARES INC
ETF 3.02% 2.95% #11 1
Prev: #12
1.7
—
-46,997 -3.3%
P
S
1,393,406 $113,868,988 2016 Q4 13F Filing 2026-06-30 2026-07-07
PDBC
INVESCO ACTVELY...
ETF 2.91% 3.40% #12 3
Prev: #9
1.7
—
219,683 3.3%
P
S
6,921,377 $109,634,123 2022 Q2 13F Filing 2026-06-30 2026-07-07
EMB
ISHARES TR
ETF 2.41% 2.50% #13
Prev: #13
1.5
—
31,221 3.4%
P
S
937,805 $90,798,017 2016 Q4 13F Filing 2026-06-30 2026-07-07
IVV
ISHARES TR
ETF 1.87% 1.48% #14 1
Prev: #15
3.2
—
17,225 22.2%
P
S
94,718 $70,487,977 2017 Q3 13F Filing 2026-06-30 2026-07-07
SCHX
SCHWAB STRATEGI...
ETF 1.62% 1.38% #15 1
Prev: #16
2.6
—
257,963 14.1%
P
S
2,091,615 $61,096,061 2016 Q4 13F Filing 2026-06-30 2026-07-07
IJR
ISHARES TR
ETF 1.58% 1.58% #16 2
Prev: #14
1.1
—
-29,399 -6.8%
P
S
403,881 $59,515,792 2017 Q2 13F Filing 2026-06-30 2026-07-07
VOO
VANGUARD INDEX ...
ETF 1.16% 1.13% #17
Prev: #17
1.0
—
-353 -0.5%
P
S
64,400 $43,856,937 2019 Q4 13F Filing 2026-06-30 2026-07-07
SPDW
SPDR INDEX SHS ...
ETF 1.00% 0.95% #18
Prev: #18
2.4
—
43,385 6.1%
P
S
756,494 $37,900,327 2018 Q1 13F Filing 2026-06-30 2026-07-07
VEA
VANGUARD TAX-MA...
ETF 0.90% 0.90% #19
Prev: #19
0.9
—
-2,486 -0.5%
P
S
476,632 $33,789,294 2016 Q4 13F Filing 2026-06-30 2026-07-07
SPTM
SPDR SERIES TRU...
ETF 0.67% 0.67% #20
Prev: #20
0.8
—
-6,696 -2.3%
P
S
281,572 $25,383,749 2018 Q1 13F Filing 2026-06-30 2026-07-07
SMMD
ISHARES TR
ETF 0.43% 0.35% #21 6
Prev: #27
2.2
—
19,676 12.5%
P
S
176,920 $16,108,529 2023 Q4 13F Filing 2026-06-30 2026-07-07
SPAB
SPDR SERIES TRU...
ETF 0.42% 0.43% #22
Prev: #22
2.2
—
49,702 8.7%
P
S
620,079 $15,892,616 2018 Q1 13F Filing 2026-06-30 2026-07-07
BNDX
VANGUARD CHARLO...
Bond/Debt 0.40% 0.44% #23 2
Prev: #21
0.7
—
1,562 0.5%
P
S
310,749 $15,077,524 2019 Q4 13F Filing 2026-06-30 2026-07-07
SCHB
SCHWAB STRATEGI...
ETF 0.40% 0.38% #24 2
Prev: #26
0.7
—
976 0.2%
P
S
523,931 $15,052,540 2016 Q4 13F Filing 2026-06-30 2026-07-07
VWO
VANGUARD INTL E...
ETF 0.40% 0.41% #25 1
Prev: #24
0.7
—
-3,402 -1.3%
P
S
252,981 $14,963,841 2016 Q4 13F Filing 2026-06-30 2026-07-07
SPEM
SPDR INDEX SHS ...
ETF 0.38% 0.39% #26 1
Prev: #25
0.7
—
-5,226 -1.8%
P
S
281,548 $14,449,043 2018 Q1 13F Filing 2026-06-30 2026-07-07
BSV
VANGUARD BD IND...
Bond/Debt 0.38% 0.42% #27 4
Prev: #23
0.7
—
1,967 1.1%
P
S
183,517 $14,317,973 2019 Q4 13F Filing 2026-06-30 2026-07-07
SPYG
SPDR SERIES TRU...
Unknown 0.34% 0.19% #28 13
Prev: #41
3.1
—
43,625 65.5%
P
S
110,263 $12,945,986 2020 Q3 13F Filing 2026-06-30 2026-07-07
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.33% 0.33% #29 1
Prev: #28
0.6
—
-2,047 -0.4%
P
S
456,464 $12,566,448 2016 Q4 13F Filing 2026-06-30 2026-07-07
SCHE
SCHWAB STRATEGI...
ETF 0.31% 0.32% #30 1
Prev: #31
0.6
—
-146 -0.0%
P
S
326,107 $11,720,302 2016 Q4 13F Filing 2026-06-30 2026-07-07
IVW
ISHARES TR
Warrant 0.30% 0.29% #31 1
Prev: #32
0.6
—
-2,907 -3.3%
P
S
84,432 $11,448,975 2022 Q1 13F Filing 2026-06-30 2026-07-07
DYNF
BLACKROCK ETF T...
ETF 0.30% 0.29% #32 1
Prev: #33
0.6
—
-1,073 -0.6%
P
S
168,621 $11,371,810 2024 Q1 13F Filing 2026-06-30 2026-07-07
SCHZ
SCHWAB STRATEGI...
ETF 0.30% 0.32% #33 3
Prev: #30
0.6
—
14,349 3.1%
P
S
482,157 $11,200,497 2016 Q4 13F Filing 2026-06-30 2026-07-07
BIV
VANGUARD BD IND...
Bond/Debt 0.27% 0.28% #34
Prev: #34
0.6
—
4,899 3.9%
P
S
130,756 $10,072,147 2020 Q1 13F Filing 2026-06-30 2026-07-07
IVE
ISHARES TR
ETF 0.26% 0.33% #35 6
Prev: #29
0.1
—
-10,898 -20.3%
P
S
42,796 $9,721,543 2017 Q1 13F Filing 2026-06-30 2026-07-07
VTV
VANGUARD INDEX ...
ETF 0.23% 0.23% #36
Prev: #36
0.6
—
-198 -0.5%
P
S
39,529 $8,642,276 2021 Q1 13F Filing 2026-06-30 2026-07-07
VTI
VANGUARD INDEX ...
ETF 0.22% 0.21% #37
Prev: #37
0.6
—
-323 -1.4%
P
S
22,344 $8,158,308 2016 Q4 13F Filing 2026-06-30 2026-07-07
GOVT
ISHARES TR
ETF 0.19% 0.19% #38 2
Prev: #40
2.1
—
27,703 9.6%
P
S
314,903 $7,201,837 2020 Q1 13F Filing 2026-06-30 2026-07-07
VMBS
VANGUARD SCOTTS...
ETF 0.19% 0.20% #39 1
Prev: #38
0.6
—
746 0.5%
P
S
148,909 $7,000,231 2020 Q1 13F Filing 2026-06-30 2026-07-07
BLV
VANGUARD BD IND...
Bond/Debt 0.18% 0.20% #40 1
Prev: #39
0.6
—
596 0.6%
P
S
98,063 $6,825,171 2020 Q1 13F Filing 2026-06-30 2026-07-07
MBB
ISHARES TR
ETF 0.17% 0.17% #41 2
Prev: #43
2.1
—
6,315 10.1%
P
S
68,576 $6,512,691 2020 Q4 13F Filing 2026-06-30 2026-07-07
SPHY
SPDR SERIES TRU...
ETF 0.16% 0.15% #42 6
Prev: #48
2.6
—
44,667 20.4%
P
S
263,612 $6,181,690 2024 Q2 13F Filing 2026-06-30 2026-07-07
IWB
ISHARES TR
ETF 0.16% 0.17% #43 2
Prev: #45
0.6
—
-1,035 -6.4%
P
S
15,111 $6,139,716 2016 Q4 13F Filing 2026-06-30 2026-07-07
BND
VANGUARD BD IND...
ETF 0.16% 0.18% #44 2
Prev: #42
0.6
—
-926 -1.1%
P
S
81,612 $6,015,623 2018 Q2 13F Filing 2026-06-30 2026-07-07
EFG
ISHARES TR
Warrant 0.16% 0.15% #45 1
Prev: #46
2.1
—
2,368 5.1%
P
S
48,755 $6,006,563 2020 Q2 13F Filing 2026-06-30 2026-07-07
VXF
VANGUARD INDEX ...
ETF 0.16% 0.15% #46 1
Prev: #47
0.6
—
-221 -0.9%
P
S
24,590 $6,004,387 2020 Q1 13F Filing 2026-06-30 2026-07-07
BAI
BLACKROCK ETF T...
ETF 0.15% 0.14% #47 2
Prev: #49
0.1
—
-33,417 -22.8%
P
S
113,468 $5,767,582 2025 Q2 13F Filing 2026-06-30 2026-07-07
TLH
ISHARES TR
ETF 0.13% 0.17% #48 4
Prev: #44
0.6
—
-11,126 -19.0%
P
S
47,481 $4,810,728 2022 Q1 13F Filing 2026-06-30 2026-07-07
SHY
ISHARES TR
ETF 0.13% 0.14% #49 2
Prev: #51
0.6
—
283 0.5%
P
S
57,713 $4,742,273 2017 Q4 13F Filing 2026-06-30 2026-07-07
INTF
ISHARES TR
Bond/Debt 0.12% 0.14% #50 2
Prev: #52
0.5
—
-3,703 -3.1%
P
S
115,189 $4,710,061 2020 Q2 13F Filing 2026-06-30 2026-07-07
Showing 1-50 of 147 holdings

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