SigFig Wealth Management, LLC
CIK
1696957
Location
SAN FRANCISCO, CA
Portfolio Value
Micro
$1,960,794
Diversification
Highly concentrated
Filing Date
Global Rank
#292
/ 295
▲ 8192
Top Industry
Consumer Electronics
100.0%
3Y Alpha vs SPY
+2.0%
Period ended 9 days ago
Filed Jul 7, 2026 · 2d
23 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+83.8%
SPY
+76.0%
Annualised alpha
+1.8%
Max drawdown
−21.9%
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 Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
72.9%
−2.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,047
Highly concentrated−283
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 72.9% | $1,428,951 |
| Technology | 27.1% | $531,843 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +2,364 | 18,924 | $1,428,951 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$1,960,794 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Added | 18,924 | $1,428,951 | 72.88% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,838 | $531,843 | 27.12% |