SigFig Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), SigFig Wealth Management, LLC reported 138 stock positions worth $3.2 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.2% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.8%) and Goldman Activebeta US LC ETF (GSLC, 6.9%). Compared with Q2 2025, it opened 7 new positions, sold out of 2, added to 71 and reduced 59. The biggest buy was Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares +208%) and the biggest sale Vanguard Extended Market ETF (VXF, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001696957
- Portfolio Value
- $3.2B (Q3 2025)
- SEC Filing
- 0001696957-25-000008 ↗ filed Oct 21, 2025
Holdings Value
Holdings 138 stocks · $3.2B
| ITOT iShares Core S&P Total U.S. | 16.18% | 3,604,140 | $523.3M | Add +1.9% |
| AGG iShares Core U.S. Aggregate | 10.77% | 3,473,163 | $348.2M | Add +10.1% |
| GSLC Goldman Activebeta US LC ETF | 6.92% | 1,720,790 | $223.8M | Reduce -7.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.39% | 4,424,772 | $206.7M | Add +7.4% |
| GSIE Goldman Sachs Activebeta Int | 5.58% | 4,401,595 | $180.3M | Reduce -2.1% |
| LRGF iShares US Equity Factor ETF | 5.30% | 2,488,623 | $171.5M | Add +25.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.88% | 538,877 | $158.0M | Add +208.3% |
| GEM Goldman Sachs Activebeta Em | 4.04% | 3,220,033 | $130.6M | Reduce -2.5% |
| IEFA iShares Core MSCI Eafe ETF | 3.25% | 1,209,144 | $105.0M | Reduce -1.1% |
| PDBC Invesco Optimum Yield Divers | 3.11% | 7,453,163 | $100.5M | Add +12.7% |
| USHY iShares Broad Usd High Yield | 2.97% | 2,540,665 | $96.0M | Add +10.8% |
| IEMG iShares Core MSCI Emerging | 2.85% | 1,407,228 | $92.3M | Add +0.8% |
| EMB iShares JP Morgan Usd Emergi | 2.31% | 783,001 | $74.7M | Add +5.8% |
| IJR iShares Core S&P Small-Cap E | 1.37% | 372,911 | $44.2M | Reduce -49.7% |
| IVV iShares Core S&P 500 ETF | 1.36% | 66,125 | $44.1M | Add +15.9% |
| VOO Vanguard S&P 500 ETF | 1.25% | 66,404 | $40.5M | Add +0.1% |
| USXF iShares ESG Advance MSCI USA | 1.18% | 667,268 | $38.0M | Reduce -0.9% |
| USSG Xtrackers MSCI USA Sele Eqty | 1.10% | 585,992 | $35.7M | Add +13.3% |
| EAGG iShares ESG Aware US Aggrega | 1.10% | 740,766 | $35.6M | Add +10.1% |
| SCHX Schwab US Large-Cap ETF | 1.07% | 1,319,988 | $34.7M | Add +12.8% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 519,033 | $31.0M | Reduce -3.5% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.84% | 614,694 | $27.0M | Add +8.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.83% | 629,547 | $26.8M | Add +3.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.77% | 312,109 | $25.0M | Reduce -4.0% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.53% | 226,716 | $17.1M | Reduce -2.0% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 270,375 | $14.6M | Reduce -4.0% |
| SPEM State Street SP PTF Em ETF | 0.44% | 308,349 | $14.3M | Reduce -4.5% |
| SCHB Schwab US Broad Market ETF | 0.42% | 528,624 | $13.5M | Reduce -9.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 267,064 | $13.2M | Add +0.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.41% | 508,420 | $13.1M | Add +4.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.40% | 300,859 | $13.0M | Add +1.2% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 158,199 | $12.5M | Add +0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.37% | 113,482 | $11.8M | Add +4.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.36% | 199,473 | $11.8M | Add +17.1% |
| SCHF Schwab Intl Equity ETF | 0.35% | 484,205 | $11.2M | Reduce -10.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.35% | 338,807 | $11.2M | Reduce -10.7% |
| HYXF iShares ESG Adv High Yield | 0.34% | 229,808 | $10.9M | Add +10.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.31% | 426,419 | $10.0M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 80,835 | $9.7M | Reduce -4.8% |
| ESML iShares ESG Aware MSCI USA S | 0.28% | 200,496 | $9.0M | Reduce -21.6% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 46,473 | $9.0M | Reduce -17.6% |
| BIV Vanguard Intermediate-Term B | 0.28% | 114,036 | $8.9M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 0.27% | 42,313 | $8.7M | Add +3.8% |
| EFV iShares MSCI Eafe Value ETF | 0.26% | 126,335 | $8.5M | Reduce -16.9% |
| OEF iShares S&P 100 ETF | 0.25% | 24,696 | $8.2M | Add +86.0% |
| SMMD iShares Russell 2500 ETF | 0.25% | 110,496 | $8.1M | Add +16.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 24,664 | $8.0M | Reduce -6.1% |
| TLH iShares 10-20 Year Treasury | 0.21% | 65,997 | $6.8M | Add +20.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 34,117 | $6.3M | Reduce -4.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 132,989 | $6.3M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.19% | 83,654 | $6.2M | Reduce -3.6% |
| IWB iShares Russell 1000 ETF | 0.19% | 16,946 | $6.2M | Reduce -2.3% |
| VXF Vanguard Extended Market ETF | 0.19% | 28,680 | $6.0M | Reduce -94.8% |
| BLV Vanguard Long-Term Bond ETF | 0.19% | 84,448 | $6.0M | Reduce -0.3% |
| MBB iShares MBS ETF | 0.17% | 58,506 | $5.6M | Add +5.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.17% | 45,259 | $5.5M | Reduce -64.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.14% | 86,363 | $4.6M | Add +7.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 54,504 | $4.5M | Add +5.2% |
| BAI Ishrs AI in and Tech Act ETF | 0.14% | 131,466 | $4.5M | Add +159.5% |
| INTF iShares International Equity | 0.13% | 120,792 | $4.3M | Reduce -2.3% |
| THRO iShares U.S. Thematic Rotati | 0.13% | 113,216 | $4.3M | Add +0.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.13% | 190,767 | $4.1M | Reduce -0.1% |
| IWY iShares Russell Top 200 Grow | 0.12% | 14,460 | $3.9M | New |
| IAGG iShares Intl Aggregate Bond | 0.12% | 74,990 | $3.8M | Add +8.2% |
| PCY Invesco Emerging Markets Sov | 0.12% | 176,639 | $3.8M | Reduce -9.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 12,216 | $3.7M | Reduce -11.0% |
| LCTU iShares U.S. Carbon Transiti | 0.11% | 51,391 | $3.7M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 56,254 | $3.7M | Reduce -0.7% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 24,574 | $3.6M | Add +34.0% |
| SPHY SS SPDR P High Yield ETF | 0.11% | 147,732 | $3.5M | Add +20.8% |
| IAU iShares Gold Trust | 0.10% | 45,800 | $3.3M | Add +59.0% |
| TIP iShares Tips Bond ETF | 0.10% | 29,082 | $3.2M | Add +2.6% |
| FREL Fidelity MSCI RL Est Indx | 0.09% | 105,849 | $2.9M | Add +0.1% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.09% | 113,861 | $2.9M | Reduce -3.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.09% | 10,960 | $2.8M | Reduce -58.5% |
| SCHO Schwab Short-Term US Treas | 0.08% | 111,536 | $2.7M | Add +5.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.08% | 92,015 | $2.7M | Reduce -4.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.08% | 19,782 | $2.5M | Reduce -0.9% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.08% | 61,452 | $2.4M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 48,229 | $2.4M | Reduce -49.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.07% | 98,675 | $2.3M | Add +12.8% |
| JHML John Hancock Multi Fact LRG | 0.07% | 26,976 | $2.1M | Reduce -12.8% |
| MUB iShares National Muni Bond E | 0.06% | 19,127 | $2.0M | Reduce -21.4% |
| ITA iShares U.S. Aerospace & Def | 0.06% | 9,311 | $1.9M | New |
| PRF Invesco Rafi US 1000 ETF | 0.06% | 41,266 | $1.9M | Add +7.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 6,816 | $1.7M | Reduce -43.5% |
| SPIP SS SPDR P Tips ETF | 0.05% | 64,513 | $1.7M | Reduce -3.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.05% | 63,855 | $1.6M | Add +28.0% |
| SCHP Schwab U.S. Tips ETF | 0.05% | 55,896 | $1.5M | Reduce -7.5% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 23,859 | $1.4M | Add +0.3% |
| USRT iShares Core US REIT ETF | 0.04% | 23,655 | $1.4M | Reduce -3.1% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.04% | 13,608 | $1.4M | Add +72.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 12,051 | $1.3M | Add +6.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.04% | 12,748 | $1.3M | Add +7.1% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 54,104 | $1.3M | Add +6.2% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 11,327 | $1.0M | Add +15.7% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 6,181 | $868K | Add +4.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.03% | 12,640 | $847K | Reduce -3.8% |
| SCHK Schwab 1000 Index ETF | 0.03% | 26,278 | $841K | Add +0.4% |
| SCHH Schwab US REIT ETF | 0.03% | 38,889 | $832K | Reduce -17.7% |
Portfolio Sells Q2 2025 → Q3 2025
| VXF Vanguard Extended Market ETF | Reduce -94.8% | 0.19% | −3.35 |
| IJR iShares Core S&P Small-Cap E | Reduce -49.7% | 1.37% | −1.32 |
| GSLC Goldman Activebeta US LC ETF | Reduce -7.8% | 6.92% | −0.54 |
| GSIE Goldman Sachs Activebeta Int | Reduce -2.1% | 5.58% | −0.31 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -64.7% | 0.17% | −0.31 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 3.25% | −0.13 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -58.5% | 0.09% | −0.12 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -85.6% | 0.02% | −0.12 |
| IYW iShares Ustechnology ETF | Reduce -94.4% | 0.01% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -49.8% | 0.07% | −0.08 |
| IHDG Wisdomtree International Hed | Sold out | 0.00% | −0.07 |
| ESML iShares ESG Aware MSCI USA S | Reduce -21.6% | 0.28% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -17.6% | 0.28% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.9% | 0.26% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.5% | 0.96% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -10.6% | 0.35% | −0.05 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.05 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -2.0% | 0.53% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -43.5% | 0.05% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -9.6% | 0.42% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -66.3% | 0.02% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -10.7% | 0.35% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -3.4% | 0.31% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.0% | 0.77% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -21.4% | 0.06% | −0.02 |
| GEM Goldman Sachs Activebeta Em | Reduce -2.5% | 4.04% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -1.4% | 0.28% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -3.6% | 0.19% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Reduce -0.9% | 1.18% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -4.5% | 0.44% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.1% | 0.25% | −0.01 |
| PCY Invesco Emerging Markets Sov | Reduce -9.4% | 0.12% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -11.0% | 0.12% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.4% | 0.20% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.3% | 0.19% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.0% | 0.45% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -4.3% | 0.08% | −0.01 |
| JHML John Hancock Multi Fact LRG | Reduce -12.8% | 0.07% | −0.01 |
| BLV Vanguard Long-Term Bond ETF | Reduce -0.3% | 0.19% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.8% | 0.30% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -17.7% | 0.03% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -7.5% | 0.05% | −0.01 |
| INTF iShares International Equity | Reduce -2.3% | 0.13% | −0.01 |
| SPIP SS SPDR P Tips ETF | Reduce -3.3% | 0.05% | −0.01 |
| BCI Abrdn Bloomberg All Commodit | Reduce -0.1% | 0.13% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -2.3% | 0.19% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 0.11% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -3.1% | 0.04% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -3.8% | 0.03% | −0.00 |
| JHMM John Hancock Multi Fact Mid | Reduce -7.0% | 0.02% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +208.3% | 4.88% | +3.27 |
| LRGF iShares US Equity Factor ETF | Add +25.8% | 5.30% | +1.13 |
| ITOT iShares Core S&P Total U.S. | Add +1.9% | 16.18% | +0.45 |
| AGG iShares Core U.S. Aggregate | Add +10.1% | 10.77% | +0.45 |
| PDBC Invesco Optimum Yield Divers | Add +12.7% | 3.11% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +15.9% | 1.36% | +0.20 |
| USSG Xtrackers MSCI USA Sele Eqty | Add +13.3% | 1.10% | +0.14 |
| USHY iShares Broad Usd High Yield | Add +10.8% | 2.97% | +0.13 |
| SCHX Schwab US Large-Cap ETF | Add +12.8% | 1.07% | +0.13 |
| IWY iShares Russell Top 200 Grow | New | 0.12% | +0.12 |
| OEF iShares S&P 100 ETF | Add +86.0% | 0.25% | +0.12 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +7.4% | 6.39% | +0.11 |
| IEMG iShares Core MSCI Emerging | Add +0.8% | 2.85% | +0.09 |
| BAI Ishrs AI in and Tech Act ETF | Add +159.5% | 0.14% | +0.09 |
| IQDG Wisdomtree Intl QLTY DVD GRW | New | 0.08% | +0.08 |
| ITA iShares U.S. Aerospace & Def | New | 0.06% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +17.1% | 0.36% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | Add +5.8% | 2.31% | +0.05 |
| EAGG iShares ESG Aware US Aggrega | Add +10.1% | 1.10% | +0.05 |
| IAU iShares Gold Trust | Add +59.0% | 0.10% | +0.04 |
| SMMD iShares Russell 2500 ETF | Add +16.3% | 0.25% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +34.0% | 0.11% | +0.03 |
| TLH iShares 10-20 Year Treasury | Add +20.1% | 0.21% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +4.6% | 0.37% | +0.03 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +8.6% | 0.84% | +0.02 |
| EVUS iShares ESG Aw MSCI US Value | New | 0.02% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +1.2% | 0.40% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.7% | 0.83% | +0.02 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +72.7% | 0.04% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +20.8% | 0.11% | +0.01 |
| FGDL Franklin Resp Sourced Gold | New | 0.01% | +0.01 |
| HYXF iShares ESG Adv High Yield | Add +10.4% | 0.34% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +28.0% | 0.05% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 1.25% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | New | 0.01% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +3.8% | 0.27% | +0.01 |
| VTIP Vanguard Short-Term Tips | New | 0.01% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +12.8% | 0.07% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | Add +7.6% | 0.06% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +6.3% | 0.04% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +15.7% | 0.03% | +0.00 |
| ICVT iShares Convertible Bond ETF | Add +19.6% | 0.02% | +0.00 |
| DGS Wisdomtree Em Small Cap | Add +36.5% | 0.01% | +0.00 |
| HIMU iShares High Yild Muni A ETF | Add +28.3% | 0.02% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +11.6% | 0.02% | +0.00 |
| IAGG iShares Intl Aggregate Bond | Add +8.2% | 0.12% | +0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.1% | 0.14% | +0.00 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +19.7% | 0.01% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +19.9% | 0.01% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +4.9% | 0.03% | +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 |