SigFig Wealth Management, LLC
CIK
1696957
Location
SAN FRANCISCO, CA
Portfolio Value
Micro
$1,926,395
Diversification
Highly concentrated
Filing Date
Global Rank
#8,112
/ 8,232
▲ 94
Top Industry
Consumer Electronics
100.0%
3Y Alpha vs SPY
+3.4%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+91.3%
SPY
+76.3%
Annualised alpha
+3.3%
Max drawdown
−19.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
75.8%
−4.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,330
Highly concentrated−239
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 75.8% | $1,459,929 |
| Technology | 24.2% | $466,466 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +8 | 1,838 | $466,466 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −27,378 | 16,560 | $1,459,929 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FGDL | Franklin Templeton Holdings Trust | 7,075 | $407,520 | |
| No positions match the current search. | ||||
2 positions ·
$1,926,395 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 16,560 | $1,459,929 | 75.79% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,838 | $466,466 | 24.21% |