SigFig Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), SigFig Wealth Management, LLC reported 142 stock positions worth $3.8 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 17.6% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 11.2%) and Goldman Activebeta US LC ETF (GSLC, 7.5%). Compared with Q1 2026, it opened 8 new positions, sold out of 5, added to 72 and reduced 61. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +1%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001696957
- Portfolio Value
- $3.8B (Q2 2026)
- SEC Filing
- 0001696957-26-000006 ↗ filed Jul 7, 2026
Holdings Value
Holdings 142 stocks · $3.8B
| ITOT iShares Core S&P Total U.S. | 17.59% | 4,070,270 | $663.7M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 11.22% | 4,261,394 | $423.5M | Add +3.6% |
| GSLC Goldman Activebeta US LC ETF | 7.46% | 1,998,523 | $281.6M | Add +1.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.76% | 5,503,503 | $254.9M | Add +5.1% |
| GSIE Goldman Sachs Activebeta Int | 6.00% | 4,972,665 | $226.5M | Add +2.4% |
| LRGF iShares US Equity Factor ETF | 5.83% | 2,927,890 | $220.0M | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.36% | 2,511,036 | $202.1M | Add +2.0% |
| GEM Goldman Sachs Activebeta Em | 4.57% | 3,357,316 | $172.5M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 3.28% | 1,283,865 | $123.7M | Add +1.0% |
| USHY iShares Broad Usd High Yield | 3.14% | 3,203,583 | $118.6M | Add +3.7% |
| IEMG iShares Core MSCI Emerging | 3.02% | 1,393,406 | $113.9M | Reduce -3.3% |
| PDBC Invesco Optimum Yield Divers | 2.91% | 6,921,377 | $109.6M | Add +3.3% |
| EMB iShares JP Morgan Usd Emergi | 2.41% | 937,805 | $90.8M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 1.87% | 94,718 | $70.5M | Add +22.2% |
| SCHX Schwab US Large-Cap ETF | 1.62% | 2,091,615 | $61.1M | Add +14.1% |
| IJR iShares Core S&P Small-Cap E | 1.58% | 403,881 | $59.5M | Reduce -6.8% |
| VOO Vanguard S&P 500 ETF | 1.16% | 64,400 | $43.9M | Reduce -0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.00% | 756,494 | $37.9M | Add +6.1% |
| VEA Vanguard Ftse Developed ETF | 0.90% | 476,632 | $33.8M | Reduce -0.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.67% | 281,572 | $25.4M | Reduce -2.3% |
| SMMD iShares Russell 2500 ETF | 0.43% | 176,920 | $16.1M | Add +12.5% |
| SPAB SS SPDR P Agg Bond ETF | 0.42% | 620,079 | $15.9M | Add +8.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.40% | 310,749 | $15.1M | Add +0.5% |
| SCHB Schwab US Broad Market ETF | 0.40% | 523,931 | $15.1M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 252,981 | $15.0M | Reduce -1.3% |
| SPEM State Street SP PTF Em ETF | 0.38% | 281,548 | $14.4M | Reduce -1.8% |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 183,517 | $14.3M | Add +1.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.34% | 110,263 | $12.9M | Add +65.5% |
| SCHF Schwab Intl Equity ETF | 0.33% | 456,464 | $12.6M | Reduce -0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.31% | 326,107 | $11.7M | Reduce -0.0% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 84,432 | $11.4M | Reduce -3.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.30% | 168,621 | $11.4M | Reduce -0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 482,157 | $11.2M | Add +3.1% |
| BIV Vanguard Intermediate-Term B | 0.27% | 130,756 | $10.1M | Add +3.9% |
| IVE iShares S&P 500 Value ETF | 0.26% | 42,796 | $9.7M | Reduce -20.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 39,529 | $8.6M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 22,344 | $8.2M | Reduce -1.4% |
| GOVT iShares US Treasury Bond ETF | 0.19% | 314,903 | $7.2M | Add +9.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 148,909 | $7.0M | Add +0.5% |
| BLV Vanguard Long-Term Bond ETF | 0.18% | 98,063 | $6.8M | Add +0.6% |
| MBB iShares MBS ETF | 0.17% | 68,576 | $6.5M | Add +10.1% |
| SPHY SS SPDR P High Yield ETF | 0.16% | 263,612 | $6.2M | Add +20.4% |
| IWB iShares Russell 1000 ETF | 0.16% | 15,111 | $6.1M | Reduce -6.4% |
| BND Vanguard Total Bond Market | 0.16% | 81,612 | $6.0M | Reduce -1.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 48,755 | $6.0M | Add +5.1% |
| VXF Vanguard Extended Market ETF | 0.16% | 24,590 | $6.0M | Reduce -0.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.15% | 113,468 | $5.8M | Reduce -22.8% |
| TLH iShares 10-20 Year Treasury | 0.13% | 47,481 | $4.8M | Reduce -19.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 57,713 | $4.7M | Add +0.5% |
| INTF iShares International Equity | 0.12% | 115,189 | $4.7M | Reduce -3.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.12% | 13,843 | $4.7M | Reduce -25.1% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.12% | 89,141 | $4.4M | Add +11.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 12,715 | $4.3M | Reduce -4.8% |
| IALT Ishrs SYS Alt Act ETF | 0.11% | 147,878 | $4.2M | New |
| PCY Invesco Emerging Markets Sov | 0.11% | 190,633 | $4.1M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 53,698 | $4.1M | Reduce -4.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 80,055 | $4.1M | Add +16.9% |
| CORO Ish Intl CTRY Rot Act ETF | 0.10% | 107,860 | $3.9M | New |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.10% | 117,322 | $3.7M | Add +20.4% |
| LCTU iShares U.S. Carbon Transiti | 0.10% | 45,034 | $3.6M | Reduce -4.3% |
| ESGU iShares ESG Aware MSCI USA | 0.09% | 21,765 | $3.5M | Reduce -2.3% |
| GGOV iShares Global GB Usd Ha ETF | 0.09% | 68,509 | $3.5M | New |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.09% | 155,594 | $3.4M | Add +0.0% |
| FREL Fidelity MSCI RL Est Indx | 0.09% | 113,284 | $3.4M | Reduce -1.1% |
| EFV iShares MSCI Eafe Value ETF | 0.09% | 43,820 | $3.4M | Reduce -59.7% |
| TIP iShares Tips Bond ETF | 0.09% | 29,512 | $3.2M | Reduce -3.2% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.09% | 74,859 | $3.2M | Add +1.6% |
| THRO iShares U.S. Thematic Rotati | 0.08% | 74,868 | $3.2M | Reduce -38.4% |
| SCHO Schwab Short-Term US Treas | 0.08% | 123,085 | $3.0M | Add +1.7% |
| VGIT Vanguard Intermediate-Term T | 0.08% | 50,028 | $3.0M | Add +71.5% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.08% | 106,364 | $3.0M | Reduce -5.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.07% | 109,265 | $2.8M | Add +18.2% |
| PRF Invesco Rafi US 1000 ETF | 0.07% | 48,682 | $2.6M | Reduce -5.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 17,526 | $2.5M | Reduce -2.3% |
| SPTS SS SPDR P St Term TSY ETF | 0.06% | 82,327 | $2.4M | Reduce -1.6% |
| EAGG iShares ESG Aware US Aggrega | 0.06% | 49,186 | $2.3M | Add +27.1% |
| MUB iShares National Muni Bond E | 0.06% | 21,235 | $2.3M | Add +10.2% |
| XMMO Invesco S&P Midcap Momentum | 0.06% | 13,574 | $2.3M | Add +2.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.06% | 36,714 | $2.1M | New |
| USXF iShares ESG Advance MSCI USA | 0.05% | 28,043 | $1.9M | Reduce -5.2% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 17,285 | $1.9M | Reduce -4.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.05% | 36,135 | $1.9M | Reduce -51.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.05% | 13,144 | $1.8M | Reduce -5.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 5,702 | $1.7M | Reduce -2.5% |
| SCHP Schwab U.S. Tips ETF | 0.04% | 63,295 | $1.7M | Add +2.2% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.04% | 16,637 | $1.7M | Add +9.5% |
| SUSC iShares ESG Aware Usd Corpor | 0.04% | 71,806 | $1.7M | Reduce -27.1% |
| SPIP SS SPDR P Tips ETF | 0.04% | 57,557 | $1.5M | Reduce -1.7% |
| RGLO Russell Invest GLB Eq-Usd Inc. | 0.04% | 45,583 | $1.5M | Reduce -3.1% |
| JHML John Hancock Multi Fact LRG | 0.04% | 16,386 | $1.5M | Reduce -0.8% |
| USRT iShares Core US REIT ETF | 0.04% | 21,243 | $1.4M | Reduce -2.8% |
| IAU iShares Gold Trust | 0.04% | 18,924 | $1.4M | Add +14.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 25,545 | $1.4M | Reduce -18.7% |
| SYSB iShares Systematic Bond ETF | 0.03% | 14,404 | $1.3M | Add +6.5% |
| SCHK Schwab 1000 Index ETF | 0.03% | 35,494 | $1.3M | Reduce -7.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 12,724 | $1.3M | Add +11.3% |
| EVUS iShares ESG Aw MSCI US Value | 0.03% | 32,519 | $1.1M | Add +0.9% |
| SCHH Schwab US REIT ETF | 0.03% | 44,919 | $1.1M | Add +0.9% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 6,743 | $1.1M | Add +11.4% |
| LMUB iShares LT National Muni BD | 0.03% | 20,591 | $1.1M | Add +10.6% |
Portfolio Sells Q1 2026 → Q2 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -59.7% | 0.09% | −0.15 |
| QUAL iShares MSCI USA Quality Fac | Reduce -94.0% | 0.01% | −0.13 |
| IAGG iShares Intl Aggregate Bond | Reduce -94.7% | 0.01% | −0.12 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.11 |
| IVE iShares S&P 500 Value ETF | Reduce -20.3% | 0.26% | −0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -51.3% | 0.05% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.06 |
| TLH iShares 10-20 Year Treasury | Reduce -19.0% | 0.13% | −0.05 |
| THRO iShares U.S. Thematic Rotati | Reduce -38.4% | 0.08% | −0.04 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -27.1% | 0.04% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -1.1% | 0.16% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -3.2% | 0.09% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -1.8% | 0.38% | −0.01 |
| INTF iShares International Equity | Reduce -3.1% | 0.12% | −0.01 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -5.8% | 0.08% | −0.01 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.3% | 0.40% | −0.01 |
| QLTA iShares Aaa - A Rated Corpor | Sold out | 0.00% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -1.6% | 0.06% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -25.1% | 0.12% | −0.01 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -6.4% | 0.16% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -27.2% | 0.01% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -18.7% | 0.04% | −0.01 |
| SPIP SS SPDR P Tips ETF | Reduce -1.7% | 0.04% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.0% | 0.31% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 0.90% | −0.00 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -14.9% | 0.01% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -6.5% | 0.02% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.8% | 0.11% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -5.6% | 0.07% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -8.2% | 0.01% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.8% | 0.12% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Reduce -4.3% | 0.10% | −0.00 |
| SCHK Schwab 1000 Index ETF | Reduce -7.9% | 0.03% | −0.00 |
| LCTD iShares World Ex U.S. Carbon | Reduce -3.7% | 0.01% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.8% | 1.58% | −0.00 |
| JHMD John Hancock MF Dev Intl ETF | Reduce -0.2% | 0.02% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -5.3% | 0.01% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.3% | 0.05% | −0.00 |
| RGLO Russell Invest GLB Eq-Usd Inc. | Reduce -3.1% | 0.04% | −0.00 |
| FREL Fidelity MSCI RL Est Indx | Reduce -1.1% | 0.09% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -5.5% | 0.05% | −0.00 |
| RINT RSL in-Intrntnl DVL Eq Et-$i | Reduce -2.6% | 0.02% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.01% | −0.00 |
| JHMM John Hancock Multi Fact Mid | Reduce -0.8% | 0.02% | 0.00 |
| USRT iShares Core US REIT ETF | Reduce -2.8% | 0.04% | +0.00 |
| JHSC John Hancock Multi Small Cap | Reduce -0.1% | 0.01% | +0.00 |
| RUSC RSL Inv-US SML CP Eqt ETF-$i | Reduce -3.4% | 0.01% | +0.00 |
| REMG Ru in Em Marke Equity ETF-US | Reduce -3.6% | 0.01% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| ITOT iShares Core S&P Total U.S. | Add +0.7% | 17.59% | +0.71 |
| IVV iShares Core S&P 500 ETF | Add +22.2% | 1.87% | +0.38 |
| GEM Goldman Sachs Activebeta Em | Add +0.3% | 4.57% | +0.34 |
| SCHX Schwab US Large-Cap ETF | Add +14.1% | 1.62% | +0.24 |
| LRGF iShares US Equity Factor ETF | Add +1.2% | 5.83% | +0.24 |
| GSLC Goldman Activebeta US LC ETF | Add +1.2% | 7.46% | +0.22 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.0% | 5.36% | +0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +65.5% | 0.34% | +0.15 |
| IALT Ishrs SYS Alt Act ETF | New | 0.11% | +0.11 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.10% | +0.10 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.09% | +0.09 |
| SMMD iShares Russell 2500 ETF | Add +12.5% | 0.43% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.06% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6.1% | 1.00% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +71.5% | 0.08% | +0.03 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.02% | +0.02 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +11.6% | 0.12% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +20.4% | 0.16% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.2% | 0.40% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.01% | +0.01 |
| JHHY John Hancock High Yield ETF | New | 0.01% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +27.1% | 0.06% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +5.1% | 0.16% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.9% | 0.11% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +18.2% | 0.07% | +0.01 |
| ICLN iShares Global Clean Energy | New | 0.01% | +0.01 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +46.1% | 0.02% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | Add +2.8% | 0.06% | +0.00 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | Add +20.4% | 0.10% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +30.9% | 0.01% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.8% | 0.02% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +11.4% | 0.03% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +31.2% | 0.01% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +11.3% | 0.03% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +20.4% | 0.01% | +0.00 |
| LMUB iShares LT National Muni BD | Add +10.6% | 0.03% | +0.00 |
| SCHH Schwab US REIT ETF | Add +0.9% | 0.03% | +0.00 |
| MUB iShares National Muni Bond E | Add +10.2% | 0.06% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +4.9% | 0.02% | +0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +16.4% | 0.01% | +0.00 |
| HIMU iShares High Yild Muni A ETF | Add +11.2% | 0.01% | +0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +0.8% | 0.03% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.7% | 0.01% | +0.00 |
| EVUS iShares ESG Aw MSCI US Value | Add +0.9% | 0.03% | +0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +12.0% | 0.01% | +0.00 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +11.3% | 0.01% | +0.00 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +9.5% | 0.04% | 0.00 |
| IGEB iShares Investment Grade SYS | Add +6.1% | 0.01% | −0.00 |
| EMLC Vaneck JPM Em Local Curr BND | Add +0.8% | 0.01% | −0.00 |
| HDV iShares Core High Dividend E | Add +0.9% | 0.01% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 142 | $3.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q1 2026 | 139 | $3.4B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q4 2025 | 137 | $3.4B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q3 2025 | 138 | $3.2B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q2 2025 | 133 | $3.0B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q1 2025 | 127 | $2.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q4 2024 | 124 | $2.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q3 2024 | 118 | $2.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q2 2024 | 123 | $2.7B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q1 2024 | 127 | $2.7B | ITOT, AGG, GSLC, IUSB, GSIE |