SigFig Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), SigFig Wealth Management, LLC reported 137 stock positions worth $3.4 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.8%) and Goldman Activebeta US LC ETF (GSLC, 6.9%). Compared with Q3 2025, it opened 8 new positions, sold out of 9, added to 86 and reduced 42. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +17%) and the biggest sale an exit from Invesco S&P 500 Momentum ETF (SPMO).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001696957
- Portfolio Value
- $3.4B (Q4 2025)
- SEC Filing
- 0001696957-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 137 stocks · $3.4B
| ITOT iShares Core S&P Total U.S. | 16.13% | 3,638,230 | $541.3M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 10.83% | 3,638,668 | $363.4M | Add +4.8% |
| GSLC Goldman Activebeta US LC ETF | 6.87% | 1,741,344 | $230.5M | Add +1.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.42% | 4,631,033 | $215.5M | Add +4.7% |
| GSIE Goldman Sachs Activebeta Int | 5.73% | 4,478,415 | $192.3M | Add +1.8% |
| LRGF iShares US Equity Factor ETF | 5.23% | 2,529,572 | $175.6M | Add +1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.78% | 552,458 | $160.3M | Add +2.5% |
| GEM Goldman Sachs Activebeta Em | 4.02% | 3,242,190 | $134.9M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.24% | 1,215,200 | $108.8M | Add +0.5% |
| USHY iShares Broad Usd High Yield | 3.02% | 2,710,205 | $101.3M | Add +6.7% |
| PDBC Invesco Optimum Yield Divers | 3.02% | 7,636,200 | $101.2M | Add +2.5% |
| IEMG iShares Core MSCI Emerging | 2.89% | 1,439,528 | $96.8M | Add +2.3% |
| EMB iShares JP Morgan Usd Emergi | 2.31% | 803,903 | $77.4M | Add +2.7% |
| IJR iShares Core S&P Small-Cap E | 1.44% | 402,981 | $48.4M | Add +8.1% |
| IVV iShares Core S&P 500 ETF | 1.40% | 68,496 | $46.9M | Add +3.6% |
| VOO Vanguard S&P 500 ETF | 1.25% | 66,682 | $41.8M | Add +0.4% |
| SCHX Schwab US Large-Cap ETF | 1.24% | 1,546,940 | $41.7M | Add +17.2% |
| USXF iShares ESG Advance MSCI USA | 1.15% | 670,255 | $38.6M | Add +0.5% |
| USSG Xtrackers MSCI USA Sele Eqty | 1.11% | 585,415 | $37.2M | Reduce -0.1% |
| EAGG iShares ESG Aware US Aggrega | 1.07% | 752,813 | $36.0M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 514,163 | $32.1M | Reduce -0.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.88% | 664,539 | $29.6M | Add +5.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.83% | 631,412 | $27.7M | Add +2.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.73% | 291,165 | $24.3M | Reduce -6.7% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.52% | 233,148 | $17.5M | Add +2.8% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 268,704 | $14.5M | Reduce -0.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.41% | 533,811 | $13.8M | Add +5.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 283,807 | $13.7M | Add +6.3% |
| SPEM State Street SP PTF Em ETF | 0.41% | 291,685 | $13.7M | Reduce -5.4% |
| SCHB Schwab US Broad Market ETF | 0.41% | 515,373 | $13.7M | Reduce -2.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.40% | 302,215 | $13.3M | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 165,762 | $13.1M | Add +4.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.38% | 118,560 | $12.7M | Add +4.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.37% | 202,830 | $12.3M | Add +1.7% |
| IVE iShares S&P 500 Value ETF | 0.36% | 56,540 | $12.0M | Add +33.6% |
| HYXF iShares ESG Adv High Yield | 0.34% | 239,468 | $11.3M | Add +4.2% |
| SCHF Schwab Intl Equity ETF | 0.34% | 464,507 | $11.2M | Reduce -4.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.33% | 469,825 | $11.0M | Add +10.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.33% | 331,347 | $10.9M | Reduce -2.2% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 82,850 | $10.2M | Add +2.5% |
| SMMD iShares Russell 2500 ETF | 0.30% | 132,871 | $10.0M | Add +20.3% |
| ESML iShares ESG Aware MSCI USA S | 0.27% | 197,887 | $9.1M | Reduce -1.3% |
| BIV Vanguard Intermediate-Term B | 0.27% | 114,266 | $8.9M | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.26% | 25,086 | $8.6M | Add +1.6% |
| EFV iShares MSCI Eafe Value ETF | 0.25% | 118,268 | $8.4M | Reduce -6.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 23,744 | $8.0M | Reduce -3.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 37,479 | $7.2M | Add +9.8% |
| TLH iShares 10-20 Year Treasury | 0.19% | 63,485 | $6.5M | Reduce -3.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 136,044 | $6.4M | Add +2.3% |
| BND Vanguard Total Bond Market | 0.18% | 83,599 | $6.2M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.18% | 16,245 | $6.1M | Reduce -4.1% |
| BLV Vanguard Long-Term Bond ETF | 0.18% | 87,477 | $6.1M | Add +3.6% |
| VXF Vanguard Extended Market ETF | 0.18% | 28,639 | $6.0M | Reduce -0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 29,235 | $5.8M | Reduce -37.1% |
| MBB iShares MBS ETF | 0.17% | 59,676 | $5.7M | Add +2.0% |
| IWX iShares Russell Top 200 Valu | 0.14% | 51,352 | $4.7M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.14% | 88,334 | $4.7M | Add +2.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.14% | 139,420 | $4.6M | Add +6.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 55,966 | $4.6M | Add +2.7% |
| THRO iShares U.S. Thematic Rotati | 0.13% | 116,387 | $4.5M | Add +2.8% |
| INTF iShares International Equity | 0.13% | 118,114 | $4.5M | Reduce -2.2% |
| SPHY SS SPDR P High Yield ETF | 0.13% | 184,136 | $4.4M | Add +24.6% |
| PCY Invesco Emerging Markets Sov | 0.12% | 181,805 | $4.0M | Add +2.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.12% | 15,451 | $3.9M | Add +41.0% |
| IAGG iShares Intl Aggregate Bond | 0.11% | 77,056 | $3.9M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 58,001 | $3.8M | Add +3.1% |
| LCTU iShares U.S. Carbon Transiti | 0.11% | 51,163 | $3.8M | Reduce -0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 12,034 | $3.8M | Reduce -1.5% |
| IAU iShares Gold Trust | 0.11% | 43,938 | $3.6M | Reduce -4.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.11% | 180,749 | $3.5M | Reduce -5.3% |
| TIP iShares Tips Bond ETF | 0.10% | 30,162 | $3.3M | Add +3.7% |
| ESGU iShares ESG Aware MSCI USA | 0.10% | 22,160 | $3.3M | Reduce -9.8% |
| FREL Fidelity MSCI RL Est Indx | 0.09% | 116,074 | $3.1M | Add +9.7% |
| SCHO Schwab Short-Term US Treas | 0.09% | 121,052 | $2.9M | Add +8.5% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.09% | 111,751 | $2.9M | Reduce -1.9% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.08% | 68,576 | $2.8M | Add +11.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 55,405 | $2.8M | Add +14.9% |
| SPTS SS SPDR P St Term TSY ETF | 0.08% | 86,906 | $2.5M | Reduce -5.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.08% | 19,591 | $2.5M | Reduce -1.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.07% | 95,186 | $2.2M | Reduce -3.5% |
| MUB iShares National Muni Bond E | 0.06% | 19,811 | $2.1M | Add +3.6% |
| ITA iShares U.S. Aerospace & Def | 0.06% | 9,498 | $2.0M | Add +2.0% |
| PRF Invesco Rafi US 1000 ETF | 0.06% | 41,471 | $1.9M | Add +0.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.06% | 74,393 | $1.9M | Add +16.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 6,386 | $1.6M | Reduce -6.3% |
| SCHP Schwab U.S. Tips ETF | 0.05% | 61,179 | $1.6M | Add +9.4% |
| SPIP SS SPDR P Tips ETF | 0.05% | 61,643 | $1.6M | Reduce -4.5% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 26,487 | $1.6M | Add +11.0% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 15,998 | $1.5M | Add +565.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.04% | 13,216 | $1.5M | Add +9.7% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.04% | 14,007 | $1.4M | Add +2.9% |
| RGLO Russell Invest GLB Eq-Usd Inc. | 0.04% | 45,693 | $1.4M | New |
| JHML John Hancock Multi Fact LRG | 0.04% | 16,729 | $1.3M | Reduce -38.0% |
| USRT iShares Core US REIT ETF | 0.04% | 22,798 | $1.3M | Reduce -3.6% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 54,754 | $1.3M | Add +1.2% |
| SYSB iShares Systematic Bond ETF | 0.03% | 12,822 | $1.2M | New |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 10,480 | $997K | Reduce -7.5% |
| EVUS iShares ESG Aw MSCI US Value | 0.03% | 31,057 | $995K | Add +40.9% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 6,716 | $964K | Add +8.7% |
| SCHH Schwab US REIT ETF | 0.03% | 44,637 | $936K | Add +14.8% |
Portfolio Sells Q3 2025 → Q4 2025
| SPMO Invesco S&P 500 Momentum ETF | Sold out | 0.00% | −0.17 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -37.1% | 0.17% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -6.7% | 0.73% | −0.05 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.04 |
| SPEM State Street SP PTF Em ETF | Reduce -5.4% | 0.41% | −0.03 |
| JHML John Hancock Multi Fact LRG | Reduce -38.0% | 0.04% | −0.03 |
| BCI Abrdn Bloomberg All Commodit | Reduce -5.3% | 0.11% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.2% | 0.33% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.6% | 0.43% | −0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -3.8% | 0.19% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -6.4% | 0.25% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -9.8% | 0.10% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -4.1% | 0.34% | −0.01 |
| BIDD iShares International Divide | Sold out | 0.00% | −0.01 |
| IGRO iShares Intl Div Growth ETF | Sold out | 0.00% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -51.7% | 0.01% | −0.01 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -41.6% | 0.01% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -2.5% | 0.41% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.7% | 0.24% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -0.1% | 0.18% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -4.1% | 0.18% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.3% | 0.27% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -5.5% | 0.08% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -0.1% | 0.18% | −0.01 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.01 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.01 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.01 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -3.5% | 0.07% | −0.01 |
| SPIP SS SPDR P Tips ETF | Reduce -4.5% | 0.05% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.3% | 0.05% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -3.6% | 0.04% | −0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -1.9% | 0.09% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.5% | 0.11% | −0.00 |
| LCTD iShares World Ex U.S. Carbon | Reduce -13.6% | 0.02% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -7.5% | 0.03% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Reduce -0.4% | 0.11% | −0.00 |
| JHMM John Hancock Multi Fact Mid | Reduce -6.0% | 0.02% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -1.0% | 0.08% | −0.00 |
| JHEM John Hancock Multi Em MRK Et | Reduce -7.0% | 0.02% | −0.00 |
| JHSC John Hancock Multi Small Cap | Reduce -10.1% | 0.01% | −0.00 |
| SUSA iShares ESG Optimized MSCI U | Reduce -11.8% | 0.01% | −0.00 |
| INTF iShares International Equity | Reduce -2.2% | 0.13% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.6% | 0.01% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -1.8% | 0.01% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 0.02% | −0.00 |
| FGDL Franklin Resp Sourced Gold | Reduce -5.9% | 0.01% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.9% | 0.96% | +0.00 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -0.1% | 1.11% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHX Schwab US Large-Cap ETF | Add +17.2% | 1.24% | +0.17 |
| GSIE Goldman Sachs Activebeta Int | Add +1.8% | 5.73% | +0.16 |
| IWX iShares Russell Top 200 Valu | New | 0.14% | +0.14 |
| IVE iShares S&P 500 Value ETF | Add +33.6% | 0.36% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +8.1% | 1.44% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +4.8% | 10.83% | +0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +5.6% | 0.88% | +0.05 |
| USHY iShares Broad Usd High Yield | Add +6.7% | 3.02% | +0.05 |
| SMMD iShares Russell 2500 ETF | Add +20.3% | 0.30% | +0.05 |
| RGLO Russell Invest GLB Eq-Usd Inc. | New | 0.04% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +565.8% | 0.05% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +3.6% | 1.40% | +0.04 |
| SYSB iShares Systematic Bond ETF | New | 0.03% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.7% | 6.42% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +2.3% | 2.89% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | Add +41.0% | 0.12% | +0.03 |
| SPHY SS SPDR P High Yield ETF | Add +24.6% | 0.13% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +10.2% | 0.33% | +0.02 |
| RINT RSL in-Intrntnl DVL Eq Et-$i | New | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.8% | 0.21% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +4.5% | 0.38% | +0.01 |
| REMG Ru in Em Marke Equity ETF-US | New | 0.01% | +0.01 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +11.6% | 0.08% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.9% | 0.08% | +0.01 |
| EVUS iShares ESG Aw MSCI US Value | Add +40.9% | 0.03% | +0.01 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.01% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.01% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +16.5% | 0.06% | +0.01 |
| RUSC RSL Inv-US SML CP Eqt ETF-$i | New | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +2.5% | 0.30% | +0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.0% | 0.41% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +14.5% | 0.03% | +0.00 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +54.3% | 0.01% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +9.7% | 0.04% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +8.5% | 0.09% | +0.00 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.7% | 0.37% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +4.8% | 0.39% | +0.00 |
| OEF iShares S&P 100 ETF | Add +1.6% | 0.26% | +0.00 |
| VGIT Vanguard Intermediate-Term T | Add +11.0% | 0.05% | +0.00 |
| FREL Fidelity MSCI RL Est Indx | Add +9.7% | 0.09% | +0.00 |
| SCHH Schwab US REIT ETF | Add +14.8% | 0.03% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +25.3% | 0.01% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +8.7% | 0.03% | +0.00 |
| SCHK Schwab 1000 Index ETF | Add +8.4% | 0.03% | +0.00 |
| SCHP Schwab U.S. Tips ETF | Add +9.4% | 0.05% | +0.00 |
| THRO iShares U.S. Thematic Rotati | Add +2.8% | 0.13% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Add +2.0% | 0.06% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +22.3% | 0.01% | +0.00 |
| DGS Wisdomtree Em Small Cap | Add +13.9% | 0.01% | +0.00 |
| ICVT iShares Convertible Bond ETF | Add +12.6% | 0.02% | +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 |