# SigFig Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1696957. Source: https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/

- Reported value: $4.0B
- Positions: 150
- Weight of the ten largest: 68.8%
- Filed: 2026-10-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $664.9M | 3,998,550 | 16.6% | 14 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $443.9M | 4,695,257 | 11.1% | 32 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $287.6M | 1,982,913 | 7.2% | 32 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $266.8M | 6,051,951 | 6.7% | 25 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $235.1M | 5,128,697 | 5.9% | 32 |
| ISHARES TR | [LRGF](https://holderbook.com/stocks/LRGF/) | $222.7M | 2,860,041 | 5.6% | 21 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $205.1M | 6,835,181 | 5.1% | 32 |
| GOLDMAN SACHS ETF TR | [GEM](https://holderbook.com/stocks/GEM/) | $167.3M | 3,274,394 | 4.2% | 32 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $133.3M | 1,699,485 | 3.3% | 32 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $128.8M | 1,329,530 | 3.2% | 32 |
| INVESCO ACTVELY MNGD ETC FD | [PDBC](https://holderbook.com/stocks/PDBC/) | $128.8M | 6,673,353 | 3.2% | 18 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $125.4M | 3,510,960 | 3.1% | 18 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $112.9M | 1,391,623 | 2.8% | 32 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $91.6M | 1,008,486 | 2.3% | 32 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $73.9M | 1,561,945 | 1.8% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $73.5M | 96,036 | 1.8% | 14 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $56.1M | 412,256 | 1.4% | 14 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $45.2M | 64,535 | 1.1% | 14 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $40.4M | 804,423 | 1.0% | 32 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $33.5M | 474,485 | 0.8% | 32 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $25.0M | 271,829 | 0.6% | 14 |
| ISHARES TR | [SMMD](https://holderbook.com/stocks/SMMD/) | $17.0M | 199,162 | 0.4% | 12 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $16.0M | 656,390 | 0.4% | 32 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $15.3M | 521,799 | 0.4% | 32 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $14.9M | 250,698 | 0.4% | 32 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $14.7M | 314,013 | 0.4% | 28 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $14.2M | 186,155 | 0.4% | 28 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $14.1M | 272,825 | 0.4% | 32 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $13.5M | 492,997 | 0.3% | 32 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $12.4M | 87,199 | 0.3% | 13 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $12.0M | 173,173 | 0.3% | 11 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $11.9M | 325,726 | 0.3% | 32 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $11.6M | 93,842 | 0.3% | 13 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $11.2M | 507,775 | 0.3% | 32 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $10.1M | 139,010 | 0.3% | 27 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $10.0M | 43,794 | 0.2% | 11 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $8.7M | 40,252 | 0.2% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $8.2M | 21,984 | 0.2% | 32 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $7.1M | 325,172 | 0.2% | 27 |
| SPDR SERIES TRUST | [SPHY](https://holderbook.com/stocks/SPHY/) | $6.9M | 303,575 | 0.2% | 10 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $6.7M | 150,631 | 0.2% | 27 |
| VANGUARD BD INDEX FDS | [BLV](https://holderbook.com/stocks/BLV/) | $6.3M | 100,014 | 0.2% | 27 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $6.2M | 14,912 | 0.2% | 32 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $5.9M | 49,023 | 0.1% | 26 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $5.8M | 76,292 | 0.1% | 3 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $5.7M | 158,095 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $5.7M | 24,690 | 0.1% | 27 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $5.5M | 117,149 | 0.1% | 6 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $5.4M | 77,359 | 0.1% | 32 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $4.9M | 101,066 | 0.1% | 3 |
| ISHARES TR | [INTF](https://holderbook.com/stocks/INTF/) | $4.7M | 114,138 | 0.1% | 26 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $4.6M | 49,689 | 0.1% | 12 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $4.6M | 152,769 | 0.1% | 2 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $4.5M | 54,867 | 0.1% | 32 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $4.4M | 12,388 | 0.1% | 32 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $4.3M | 90,356 | 0.1% | 23 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $4.2M | 73,869 | 0.1% | 8 |
| INVESCO EXCH TRADED FD TR II | [PCY](https://holderbook.com/stocks/PCY/) | $3.9M | 194,816 | 0.1% | 32 |
| ISHARES TR | [IWX](https://holderbook.com/stocks/IWX/) | $3.8M | 35,039 | 0.1% | 1 |
| BLACKROCK ETF TRUST II | [GGOV](https://holderbook.com/stocks/GGOV/) | $3.7M | 74,478 | 0.1% | 2 |
| ABRDN ETFS | [BCI](https://holderbook.com/stocks/BCI/) | $3.7M | 144,119 | 0.1% | 18 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $3.7M | 12,589 | 0.1% | 1 |
| BLACKROCK ETF TRUST | [LCTU](https://holderbook.com/stocks/LCTU/) | $3.6M | 44,425 | 0.1% | 18 |
| BLACKROCK ETF TRUST | [IDEF](https://holderbook.com/stocks/IDEF/) | $3.5M | 113,681 | 0.1% | 3 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $3.4M | 20,459 | 0.1% | 27 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $3.4M | 77,396 | 0.1% | 7 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $3.4M | 42,505 | 0.1% | 23 |
| WISDOMTREE TR | [IQDG](https://holderbook.com/stocks/IQDG/) | $3.3M | 77,084 | 0.1% | 5 |
| SPDR SERIES TRUST | [HYMB](https://holderbook.com/stocks/HYMB/) | $3.2M | 137,380 | 0.1% | 10 |
| INVESCO EXCH TRADED FD TR II | [PXH](https://holderbook.com/stocks/PXH/) | $3.1M | 105,583 | 0.1% | 30 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $3.0M | 126,962 | 0.1% | 32 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $3.0M | 28,919 | 0.1% | 32 |
| FIDELITY COVINGTON TRUST | [FREL](https://holderbook.com/stocks/FREL/) | $2.9M | 108,480 | 0.1% | 32 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.8M | 27,847 | 0.1% | 32 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.7M | 38,186 | 0.1% | 14 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $2.5M | 17,365 | 0.1% | 20 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $2.5M | 46,482 | 0.1% | 21 |
| ISHARES TR | [EAGG](https://holderbook.com/stocks/EAGG/) | $2.3M | 50,685 | 0.1% | 18 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $2.3M | 78,879 | 0.1% | 32 |
| ISHARES TR | [USXF](https://holderbook.com/stocks/USXF/) | $1.9M | 27,978 | 0.0% | 22 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $1.8M | 35,648 | 0.0% | 11 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $1.7M | 13,186 | 0.0% | 12 |
| VANGUARD MUN BD FDS | [VTEI](https://holderbook.com/stocks/VTEI/) | $1.7M | 17,695 | 0.0% | 7 |
| ISHARES TR | [SUSC](https://holderbook.com/stocks/SUSC/) | $1.6M | 73,033 | 0.0% | 19 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $1.6M | 63,224 | 0.0% | 32 |
| RUSSELL INVTS EXCHANGE TRADE | [RGLO](https://holderbook.com/stocks/RGLO/) | $1.5M | 46,257 | 0.0% | 4 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.5M | 5,226 | 0.0% | 32 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.5M | 18,965 | 0.0% | 8 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $1.5M | 13,652 | 0.0% | 5 |
| JOHN HANCOCK EXCHANGE TRADED | [JHML](https://holderbook.com/stocks/JHML/) | $1.4M | 16,136 | 0.0% | 19 |
| SPDR SERIES TRUST | [SPIP](https://holderbook.com/stocks/SPIP/) | $1.4M | 55,588 | 0.0% | 32 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $1.4M | 24,974 | 0.0% | 26 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $1.3M | 13,141 | 0.0% | 11 |
| SCHWAB STRATEGIC TR | [SCHK](https://holderbook.com/stocks/SCHK/) | $1.3M | 35,740 | 0.0% | 7 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $1.3M | 20,610 | 0.0% | 32 |
| ISHARES TR | [SYSB](https://holderbook.com/stocks/SYSB/) | $1.3M | 15,004 | 0.0% | 4 |
| ISHARES TR | [EVUS](https://holderbook.com/stocks/EVUS/) | $1.2M | 32,411 | 0.0% | 5 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.1M | 7,112 | 0.0% | 15 |
| ISHARES TR | [DMXF](https://holderbook.com/stocks/DMXF/) | $1.0M | 12,077 | 0.0% | 22 |
| DBX ETF TR | [HYLB](https://holderbook.com/stocks/HYLB/) | $1.0M | 28,737 | 0.0% | 29 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.0% | +14.8% | -5.8% | 100% |
| Q1 2026 | -0.7% | -4.6% | +4.0% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.3% | 100% |
| Q3 2025 | +5.4% | +7.8% | -2.4% | 100% |
| Q2 2025 | +7.1% | +10.5% | -3.3% | 101% |
| Q1 2025 | -0.9% | -4.6% | +3.7% | 101% |
| Q4 2024 | -2.2% | +2.1% | -4.3% | 101% |
| Q3 2024 | +5.6% | +5.4% | +0.1% | 101% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $4.0B | 150 |
| Q2 2026 | $3.8B | 142 |
| Q1 2026 | $3.4B | 139 |
| Q4 2025 | $3.4B | 137 |
| Q3 2025 | $3.2B | 138 |
| Q2 2025 | $3.0B | 133 |
| Q1 2025 | $2.8B | 127 |
| Q4 2024 | $2.8B | 124 |
| Q3 2024 | $2.8B | 118 |
| Q2 2024 | $2.7B | 123 |
| Q1 2024 | $2.7B | 127 |
| Q4 2023 | $2.6B | 116 |

