SigFig Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), SigFig Wealth Management, LLC reported 139 stock positions worth $3.4 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.0%) and Goldman Activebeta US LC ETF (GSLC, 7.2%). Compared with Q4 2025, it opened 11 new positions, sold out of 9, added to 75 and reduced 53. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +13%) and the biggest sale an exit from Xtrackers MSCI USA Sele Eqty (USSG).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001696957
- Portfolio Value
- $3.4B (Q1 2026)
- SEC Filing
- 0001696957-26-000002 ↗ filed Apr 14, 2026
Holdings Value
Holdings 139 stocks · $3.4B
| ITOT iShares Core S&P Total U.S. | 16.88% | 4,042,349 | $575.8M | Add +11.1% |
| AGG iShares Core U.S. Aggregate | 11.98% | 4,114,974 | $408.5M | Add +13.1% |
| GSLC Goldman Activebeta US LC ETF | 7.25% | 1,975,417 | $247.2M | Add +13.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 7.09% | 5,234,998 | $241.8M | Add +13.0% |
| GSIE Goldman Sachs Activebeta Int | 6.14% | 4,858,335 | $209.5M | Add +8.5% |
| LRGF iShares US Equity Factor ETF | 5.60% | 2,891,969 | $190.9M | Add +14.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.18% | 615,408 | $176.7M | Add +11.4% |
| GEM Goldman Sachs Activebeta Em | 4.24% | 3,345,899 | $144.5M | Add +3.2% |
| PDBC Invesco Optimum Yield Divers | 3.40% | 6,701,694 | $116.1M | Reduce -12.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.37% | 1,271,070 | $115.1M | Add +4.6% |
| USHY iShares Broad Usd High Yield | 3.34% | 3,090,034 | $113.8M | Add +14.0% |
| IEMG iShares Core MSCI Emerging | 2.95% | 1,440,403 | $100.5M | Add +0.1% |
| EMB iShares JP Morgan Usd Emergi | 2.50% | 906,584 | $85.2M | Add +12.8% |
| IJR iShares Core S&P Small-Cap E | 1.58% | 433,280 | $53.9M | Add +7.5% |
| IVV iShares Core S&P 500 ETF | 1.48% | 77,493 | $50.6M | Add +13.1% |
| SCHX Schwab US Large-Cap ETF | 1.38% | 1,833,652 | $47.0M | Add +18.5% |
| VOO Vanguard S&P 500 ETF | 1.13% | 64,753 | $38.7M | Reduce -2.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.95% | 713,109 | $32.6M | Add +7.3% |
| VEA Vanguard Ftse Developed ETF | 0.90% | 479,118 | $30.7M | Reduce -6.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.67% | 288,268 | $22.8M | Reduce -1.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.44% | 309,187 | $14.9M | Add +8.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.43% | 570,377 | $14.6M | Add +6.8% |
| BSV Vanguard Short-Term Bond ETF | 0.42% | 181,550 | $14.2M | Add +9.5% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 256,383 | $13.9M | Reduce -4.6% |
| SPEM State Street SP PTF Em ETF | 0.39% | 286,774 | $13.5M | Reduce -1.7% |
| SCHB Schwab US Broad Market ETF | 0.38% | 522,955 | $13.1M | Add +1.5% |
| SMMD iShares Russell 2500 ETF | 0.35% | 157,244 | $12.0M | Add +18.3% |
| SCHF Schwab Intl Equity ETF | 0.33% | 458,511 | $11.3M | Reduce -1.3% |
| IVE iShares S&P 500 Value ETF | 0.33% | 53,694 | $11.3M | Reduce -5.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.32% | 467,808 | $10.9M | Reduce -0.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.32% | 326,253 | $10.8M | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 87,339 | $9.9M | Add +5.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.29% | 169,694 | $9.9M | Reduce -16.3% |
| BIV Vanguard Intermediate-Term B | 0.28% | 125,857 | $9.7M | Add +10.1% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 108,676 | $8.1M | Reduce -8.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 39,727 | $7.8M | Add +6.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 22,667 | $7.2M | Reduce -4.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.20% | 148,163 | $7.0M | Add +8.9% |
| BLV Vanguard Long-Term Bond ETF | 0.20% | 97,467 | $6.7M | Add +11.4% |
| GOVT iShares US Treasury Bond ETF | 0.19% | 287,200 | $6.6M | Add +424.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.19% | 66,638 | $6.5M | Reduce -43.8% |
| BND Vanguard Total Bond Market | 0.18% | 82,538 | $6.1M | Reduce -1.3% |
| MBB iShares MBS ETF | 0.17% | 62,261 | $5.9M | Add +4.3% |
| TLH iShares 10-20 Year Treasury | 0.17% | 58,607 | $5.9M | Reduce -7.7% |
| IWB iShares Russell 1000 ETF | 0.17% | 16,146 | $5.8M | Reduce -0.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 46,387 | $5.2M | Add +1708.5% |
| VXF Vanguard Extended Market ETF | 0.15% | 24,811 | $5.1M | Reduce -13.4% |
| SPHY SS SPDR P High Yield ETF | 0.15% | 218,945 | $5.1M | Add +18.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.14% | 146,885 | $4.8M | Add +5.3% |
| QUAL iShares MSCI USA Quality Fac | 0.14% | 24,834 | $4.8M | Reduce -15.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 57,430 | $4.7M | Add +2.6% |
| INTF iShares International Equity | 0.14% | 118,892 | $4.6M | Add +0.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.13% | 18,479 | $4.4M | Add +19.6% |
| THRO iShares U.S. Thematic Rotati | 0.13% | 121,444 | $4.4M | Add +4.3% |
| IAGG iShares Intl Aggregate Bond | 0.12% | 82,528 | $4.1M | Add +7.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 13,350 | $4.0M | Add +10.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.11% | 74,175 | $3.9M | Reduce -16.0% |
| PCY Invesco Emerging Markets Sov | 0.11% | 184,022 | $3.8M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 56,436 | $3.8M | Reduce -2.7% |
| IWX iShares Russell Top 200 Valu | 0.11% | 40,777 | $3.8M | Reduce -20.6% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.11% | 155,536 | $3.8M | Reduce -13.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 68,472 | $3.4M | Add +23.6% |
| TIP iShares Tips Bond ETF | 0.10% | 30,483 | $3.4M | Add +1.1% |
| LCTU iShares U.S. Carbon Transiti | 0.10% | 47,049 | $3.3M | Reduce -8.0% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.10% | 79,877 | $3.3M | New |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.09% | 97,437 | $3.2M | New |
| ESGU iShares ESG Aware MSCI USA | 0.09% | 22,286 | $3.2M | Add +0.6% |
| FREL Fidelity MSCI RL Est Indx | 0.09% | 114,594 | $3.1M | Reduce -1.3% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.09% | 112,888 | $3.0M | Add +1.0% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.09% | 73,681 | $3.0M | Add +7.4% |
| SCHO Schwab Short-Term US Treas | 0.09% | 121,068 | $2.9M | Add +0.0% |
| PRF Invesco Rafi US 1000 ETF | 0.07% | 51,593 | $2.5M | Add +24.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.07% | 83,635 | $2.4M | Reduce -3.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.07% | 92,438 | $2.3M | Add +24.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.07% | 98,454 | $2.3M | Add +3.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 17,946 | $2.2M | Reduce -8.4% |
| MUB iShares National Muni Bond E | 0.06% | 19,277 | $2.0M | Reduce -2.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 32,046 | $2.0M | New |
| XMMO Invesco S&P Midcap Momentum | 0.06% | 13,207 | $1.9M | New |
| EAGG iShares ESG Aware US Aggrega | 0.05% | 38,684 | $1.8M | Reduce -94.9% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 18,059 | $1.8M | Add +12.9% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 29,179 | $1.7M | Add +10.2% |
| SCHP Schwab U.S. Tips ETF | 0.05% | 61,917 | $1.6M | Add +1.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.05% | 13,907 | $1.6M | Add +5.2% |
| USXF iShares ESG Advance MSCI USA | 0.05% | 29,588 | $1.6M | Reduce -95.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 5,851 | $1.5M | Reduce -8.4% |
| SPIP SS SPDR P Tips ETF | 0.04% | 58,579 | $1.5M | Reduce -5.0% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.04% | 15,199 | $1.5M | Add +8.5% |
| IAU iShares Gold Trust | 0.04% | 16,560 | $1.5M | Reduce -62.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 31,430 | $1.4M | Reduce -89.6% |
| RGLO Russell Invest GLB Eq-Usd Inc. | 0.04% | 47,050 | $1.4M | Add +3.0% |
| USRT iShares Core US REIT ETF | 0.04% | 21,851 | $1.3M | Reduce -4.2% |
| JHML John Hancock Multi Fact LRG | 0.04% | 16,512 | $1.3M | Reduce -1.3% |
| SCHK Schwab 1000 Index ETF | 0.04% | 38,528 | $1.2M | Add +35.3% |
| SYSB iShares Systematic Bond ETF | 0.04% | 13,524 | $1.2M | Add +5.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.03% | 11,430 | $1.1M | Add +18.2% |
| EVUS iShares ESG Aw MSCI US Value | 0.03% | 32,218 | $1.0M | Add +3.7% |
| SCHH Schwab US REIT ETF | 0.03% | 44,533 | $957K | Reduce -0.2% |
| LMUB iShares LT National Muni BD | 0.03% | 18,613 | $929K | New |
| VYM Vanguard High DVD Yield ETF | 0.03% | 6,054 | $897K | Reduce -9.9% |
Portfolio Sells Q4 2025 → Q1 2026
| USSG Xtrackers MSCI USA Sele Eqty | Sold out | 0.00% | −1.11 |
| USXF iShares ESG Advance MSCI USA | Reduce -95.6% | 0.05% | −1.10 |
| EAGG iShares ESG Aware US Aggrega | Reduce -94.9% | 0.05% | −1.02 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -98.9% | 0.01% | −0.82 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -95.0% | 0.03% | −0.50 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -89.6% | 0.04% | −0.36 |
| HYXF iShares ESG Adv High Yield | Sold out | 0.00% | −0.34 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.27 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.26 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -43.8% | 0.19% | −0.19 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 1.13% | −0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -16.3% | 0.29% | −0.08 |
| IAU iShares Gold Trust | Reduce -62.3% | 0.04% | −0.06 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.8% | 0.90% | −0.06 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.0% | 0.67% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -15.1% | 0.14% | −0.03 |
| IWX iShares Russell Top 200 Valu | Reduce -20.6% | 0.11% | −0.03 |
| VXF Vanguard Extended Market ETF | Reduce -13.4% | 0.15% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.5% | 0.21% | −0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -16.0% | 0.11% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -5.0% | 0.33% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.6% | 0.41% | −0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -7.7% | 0.17% | −0.02 |
| LCTU iShares U.S. Carbon Transiti | Reduce -8.0% | 0.10% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -8.1% | 0.24% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.6% | 0.17% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -1.7% | 0.39% | −0.01 |
| FGDL Franklin Resp Sourced Gold | Sold out | 0.00% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.4% | 0.06% | −0.01 |
| HIMU iShares High Yild Muni A ETF | Reduce -59.2% | 0.01% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.5% | 0.32% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -32.4% | 0.02% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.4% | 0.32% | −0.01 |
| ICVT iShares Convertible Bond ETF | Reduce -47.9% | 0.01% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.01 |
| HYGW iShares HY Corp. BD Buywr ETF | Sold out | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -1.3% | 0.18% | −0.01 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -3.8% | 0.07% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.4% | 0.04% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -2.7% | 0.06% | −0.00 |
| SPIP SS SPDR P Tips ETF | Reduce -5.0% | 0.04% | −0.00 |
| LCTD iShares World Ex U.S. Carbon | Reduce -16.5% | 0.01% | −0.00 |
| FREL Fidelity MSCI RL Est Indx | Reduce -1.3% | 0.09% | −0.00 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -22.9% | 0.01% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.7% | 0.11% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -1.3% | 0.33% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -9.9% | 0.03% | −0.00 |
| JHML John Hancock Multi Fact LRG | Reduce -1.3% | 0.04% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| AGG iShares Core U.S. Aggregate | Add +13.1% | 11.98% | +1.14 |
| ITOT iShares Core S&P Total U.S. | Add +11.1% | 16.88% | +0.74 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +13.0% | 7.09% | +0.66 |
| GSIE Goldman Sachs Activebeta Int | Add +8.5% | 6.14% | +0.41 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +11.4% | 5.18% | +0.40 |
| GSLC Goldman Activebeta US LC ETF | Add +13.4% | 7.25% | +0.38 |
| LRGF iShares US Equity Factor ETF | Add +14.3% | 5.60% | +0.36 |
| USHY iShares Broad Usd High Yield | Add +14.0% | 3.34% | +0.32 |
| GEM Goldman Sachs Activebeta Em | Add +3.2% | 4.24% | +0.22 |
| EMB iShares JP Morgan Usd Emergi | Add +12.8% | 2.50% | +0.19 |
| GOVT iShares US Treasury Bond ETF | Add +424.5% | 0.19% | +0.16 |
| EFG iShares MSCI Eafe Growth ETF | Add +1708.5% | 0.15% | +0.14 |
| SCHX Schwab US Large-Cap ETF | Add +18.5% | 1.38% | +0.14 |
| IJR iShares Core S&P Small-Cap E | Add +7.5% | 1.58% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.6% | 3.37% | +0.13 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.10% | +0.10 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.09% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +13.1% | 1.48% | +0.09 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +7.3% | 0.95% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +0.1% | 2.95% | +0.06 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.06% | +0.06 |
| XMMO Invesco S&P Midcap Momentum | New | 0.06% | +0.06 |
| SMMD iShares Russell 2500 ETF | Add +18.3% | 0.35% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +9.5% | 0.42% | +0.03 |
| LMUB iShares LT National Muni BD | New | 0.03% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +8.9% | 0.44% | +0.03 |
| SPHY SS SPDR P High Yield ETF | Add +18.9% | 0.15% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +10.1% | 0.28% | +0.02 |
| SPAB SS SPDR P Agg Bond ETF | Add +6.8% | 0.43% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +23.6% | 0.10% | +0.02 |
| BLV Vanguard Long-Term Bond ETF | Add +11.4% | 0.20% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.0% | 0.23% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +19.6% | 0.13% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | Add +24.4% | 0.07% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +8.9% | 0.20% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +24.3% | 0.07% | +0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.01% | +0.01 |
| SCHK Schwab 1000 Index ETF | Add +35.3% | 0.04% | +0.01 |
| HDV iShares Core High Dividend E | New | 0.01% | +0.01 |
| FTGC First Trust Global Tactical | New | 0.01% | +0.01 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.01% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.01% | +0.01 |
| IAGG iShares Intl Aggregate Bond | Add +7.1% | 0.12% | +0.01 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +12.9% | 0.05% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +18.2% | 0.03% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +10.9% | 0.12% | +0.00 |
| MBB iShares MBS ETF | Add +4.3% | 0.17% | +0.00 |
| VGIT Vanguard Intermediate-Term T | Add +10.2% | 0.05% | +0.00 |
| BAI Ishrs AI in and Tech Act ETF | Add +5.3% | 0.14% | +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 |