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Sigfig Wealth Management 13F Portfolio

Portfolio Manager
Sigfig Wealth Management LLC
Performance
-0.19% (2026 Q3)
AUM (13F)
$4.00B
# of Holdings
150
Performance Rank
Allocation (Top 20)
88.33%
Latest filing
Q3 2026

Sigfig Wealth Management LLC Holdings Map

Top 50 Sigfig Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITOT
ISHARES TR
16.6%4.00M$664.9M
-1.76%(-71.72K)
2025-Q3: 3.60M shares2025-Q4: 3.64M shares2026-Q1: 4.04M shares2026-Q2: 4.07M shares2026-Q3: 4.00M shares
$84.32(+97.72%)
2026-09-30
AGG
ISHARES TR
11.08%4.70M$443.9M
+10.18%(+433.86K)
2025-Q3: 3.47M shares2025-Q4: 3.64M shares2026-Q1: 4.11M shares2026-Q2: 4.26M shares2026-Q3: 4.70M shares
$104.64(-9.11%)
2026-09-30
GSLC
GOLDMAN SACHS ETF TR
7.18%1.98M$287.6M
-0.78%(-15.61K)
2025-Q3: 1.72M shares2025-Q4: 1.74M shares2026-Q1: 1.98M shares2026-Q2: 2.00M shares2026-Q3: 1.98M shares
$74.44(+96.62%)
2026-09-30
IUSB
ISHARES TR
6.66%6.05M$266.8M
+9.97%(+548.45K)
2025-Q3: 4.42M shares2025-Q4: 4.63M shares2026-Q1: 5.23M shares2026-Q2: 5.50M shares2026-Q3: 6.05M shares
$49.31(-10.10%)
2026-09-30
GSIE
GOLDMAN SACHS ETF TR
5.87%5.13M$235.1M
+3.14%(+156.03K)
2025-Q3: 4.40M shares2025-Q4: 4.48M shares2026-Q1: 4.86M shares2026-Q2: 4.97M shares2026-Q3: 5.13M shares
$32.84(+39.56%)
2026-09-30
LRGF
ISHARES TR
5.56%2.86M$222.7M
-2.32%(-67.85K)
2025-Q3: 2.49M shares2025-Q4: 2.53M shares2026-Q1: 2.89M shares2026-Q2: 2.93M shares2026-Q3: 2.86M shares
$50.61(+54.89%)
2026-09-30
SCHX
SCHWAB STRATEGIC TR
5.12%6.84M$205.1M
+226.79%(+4.74M)
2025-Q3: 1.32M shares2025-Q4: 1.55M shares2026-Q1: 1.83M shares2026-Q2: 2.09M shares2026-Q3: 6.84M shares
$27.79(+8.47%)
2026-09-30
GEM
GOLDMAN SACHS ETF TR
4.18%3.27M$167.3M
-2.47%(-82.92K)
2025-Q3: 3.22M shares2025-Q4: 3.24M shares2026-Q1: 3.35M shares2026-Q2: 3.36M shares2026-Q3: 3.27M shares
$34.29(+41.08%)
2026-09-30
VO
VANGUARD INDEX FDS
3.33%1.70M$133.3M
-32.32%(-811.55K)
2025-Q3: 2.16M shares2025-Q4: 2.21M shares2026-Q1: 2.46M shares2026-Q2: 2.51M shares2026-Q3: 1.70M shares
$69.83(+14.70%)
2026-09-30
IEFA
ISHARES TR
3.22%1.33M$128.8M
+3.56%(+45.66K)
2025-Q3: 1.21M shares2025-Q4: 1.22M shares2026-Q1: 1.27M shares2026-Q2: 1.28M shares2026-Q3: 1.33M shares
$66.29(+44.75%)
2026-09-30

About Sigfig Wealth Management LLCโ€™s portfolio

Sigfig Wealth Management LLC reports $4.00B in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (16.6%), AGG (11.1%) and GSLC (7.2%). The top 20 holdings account for 88.33% of reported assets. Its disclosed equity book has returned +46.12% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
ITOT โ€” 17.3% ($664.88M)AGG โ€” 11.5% ($443.89M)GSLC โ€” 7.5% ($287.60M)IUSB โ€” 6.9% ($266.83M)GSIE โ€” 6.1% ($235.10M)LRGF โ€” 5.8% ($222.65M)SCHX โ€” 5.3% ($205.06M)GEM โ€” 4.3% ($167.32M)VO โ€” 3.5% ($133.27M)IEFA โ€” 3.3% ($128.80M)Other โ€” 28.4% ($1.09B)
72%in top 10
  • ITOT17.3%
  • AGG11.5%
  • GSLC7.5%
  • IUSB6.9%
  • GSIE6.1%
  • LRGF5.8%
  • SCHX5.3%
  • GEM4.3%
  • VO3.5%
  • IEFA3.3%
  • Other28.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
IBITISHARES BITCOIN TRUST ETF1.9%
Added to
32
SCHXSCHWAB STRATEGIC TR+226.8%
AGGISHARES TR+10.2%
IUSBISHARES TR+10.0%
USHYISHARES TR+9.6%
+28 more
Trimmed
17
VOVANGUARD INDEX FDS-32.3%
ITOTISHARES TR-1.8%
LRGFISHARES TR-2.3%
PDBCINVESCO ACTVELY MNGD ETC FD-3.6%
+13 more

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Source filings

Holdings on this page are parsed from Sigfig Wealth Management LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696957). View Sigfig Wealth Management LLCโ€™s 13F filings on SEC

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