SigFig Wealth Management, LLC
CIK
1696957
Location
SAN FRANCISCO, CA
Portfolio Value
Mid
$3,786,838,057
Diversification
Highly concentrated
Filing Date
Global Rank
#1,075
/ 8,795
▲ 820
· as of Jun 2026
Top Industry
Asset Management
88.6%
3Y Alpha vs SPY
-4.8%
Period ended 3 months ago
Filed Jul 7, 2026 · 3mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
59.9%
+10.4 pts
Top 5
91.2%
+11.0 pts
Top 10
97.3%
+4.0 pts
HHI
3,995
Highly concentrated+1,252
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.9% | $3,782,179,010 |
| Financial Services | 0.1% | $4,127,204 |
| Technology | 0.0% | $531,843 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | +1,901,156 | 2,664,240 | $270,262,061 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +451,280 | 25,665,889 | $2,268,867,196 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +271,243 | 4,157,658 | $119,901,215 | |
| EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | +219,683 | 6,921,377 | $109,911,466 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | +207,414 | 891,917 | $41,750,746 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | +148,853 | 10,328,504 | $685,401,650 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +148,331 | 1,453,049 | $65,770,691 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +38,159 | 1,038,042 | $52,698,287 | |
| — | +36,249 | 131,413 | $5,083,889 | ||
| BCLO | iShares BBB-B CLO Active ETF | +29,524 | 118,156 | $6,027,192 | |
| BNDW | Vanguard Total World Bond ETF | +21,595 | 198,937 | $9,921,081 | |
| JDVI | John Hancock Disciplined Value International Select ETF | +15,413 | 87,810 | $4,608,802 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | +13,021 | 96,692 | $5,729,018 | |
| — | +7,541 | 9,406 | $257,818 | ||
| IVZ | Invesco Ltd. | +6,611 | 190,633 | $4,127,204 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +6,536 | 493,948 | $37,077,412 | |
| IAU | Ishares Gold Trust | +2,364 | 18,924 | $1,428,951 | |
| BNDX | Vanguard Total International Bond ETF | +1,562 | 310,749 | $15,049,574 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +1,178 | 74,859 | $3,224,925 | |
| VIGI | Vanguard International Dividend Appreciation ETF | +1,134 | 31,591 | $3,130,309 | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | +1,106 | 25,285 | $923,408 | |
| VFMF | Vanguard U.S. Multifactor ETF | +438 | 4,319 | $437,557 | |
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | +308 | 37,156 | $736,777 | |
| AFK | VanEck Africa Index ETF | +68 | 8,262 | $211,176 | |
| — | +61 | 9,365 | $606,009 | ||
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAB | Invesco Taxable Municipal Bond ETF | −6,524 | 106,364 | $2,965,428 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −3,402 | 252,981 | $15,100,435 | |
| BD | Russell Investments Core Plus Bond ETF | −2,720 | 85,189 | $2,860,929 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −2,544 | 62,256 | $4,939,768 | |
| VEA | Vanguard FTSE Developed Markets ETF | −2,486 | 476,632 | $33,960,030 | |
| FBCG | Fidelity Blue Chip Growth ETF | −1,310 | 113,284 | $3,319,221 | |
| — | −221 | 24,590 | $6,054,303 | ||
| VIG | Vanguard Dividend Appreciation ETF | −42 | 5,037 | $485,717 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
35 tracked positions ·
$3,786,838,057 total
· filing declares
142 positions · $3,772,540,439
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 25,665,889 | $2,268,867,196 | 59.91% | |
| GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
|
Added | 10,328,504 | $685,401,650 | 18.10% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 2,664,240 | $270,262,061 | 7.14% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 4,157,658 | $119,901,215 | 3.17% | |
| EVMT |
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
|
Added | 6,921,377 | $109,911,466 | 2.90% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 1,453,049 | $65,770,691 | 1.74% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 1,038,042 | $52,698,287 | 1.39% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Added | 891,917 | $41,750,746 | 1.10% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 493,948 | $37,077,412 | 0.98% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 476,632 | $33,960,030 | 0.90% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 252,981 | $15,100,435 | 0.40% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 310,749 | $15,049,574 | 0.40% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 198,937 | $9,921,081 | 0.26% | |
|
|
Reduced | 24,590 | $6,054,303 | 0.16% | ||
| BCLO |
iShares BBB-B CLO Active ETF
|
Added | 118,156 | $6,027,192 | 0.16% | |
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Added | 96,692 | $5,729,018 | 0.15% | |
|
|
Added | 131,413 | $5,083,889 | 0.13% | ||
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 62,256 | $4,939,768 | 0.13% | |
| JDVI |
John Hancock Disciplined Value International Select ETF
|
Added | 87,810 | $4,608,802 | 0.12% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 190,633 | $4,127,204 | 0.11% | |
| BCD |
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
|
Added | 155,594 | $3,475,969 | 0.09% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Reduced | 113,284 | $3,319,221 | 0.09% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 74,859 | $3,224,925 | 0.09% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Added | 31,591 | $3,130,309 | 0.08% | |
| BAB |
Invesco Taxable Municipal Bond ETF
|
Reduced | 106,364 | $2,965,428 | 0.08% | |
| BD |
Russell Investments Core Plus Bond ETF
|
Reduced | 85,189 | $2,860,929 | 0.08% | |
| IAU |
Ishares Gold Trust
|
Added | 18,924 | $1,428,951 | 0.04% | |
| ASHR |
Xtrackers Harvest CSI 300 China A-Shares ETF
|
Added | 25,285 | $923,408 | 0.02% | |
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
Added | 37,156 | $736,777 | 0.02% | |
|
|
Added | 9,365 | $606,009 | 0.02% | ||
| AAPL |
Apple Inc.
Technology
|
Held | 1,838 | $531,843 | 0.01% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 5,037 | $485,717 | 0.01% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Added | 4,319 | $437,557 | 0.01% | |
|
|
Added | 9,406 | $257,818 | 0.01% | ||
| AFK |
VanEck Africa Index ETF
|
Added | 8,262 | $211,176 | 0.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.