DOSSIER · 13F-HR · Q3 2026

SigFig Wealth Management, LLC

$4.0B in tracked AUM across 150 positions as of Q3 2026.

SW
CIK 0001696957 · last filed Sep 30, 2026
Total AUM
$4.0B
as of Q3 2026
Holdings
150
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of SigFig Wealth Management, LLC 13F Filing
1. Portfolio Overview

SigFig Wealth Management, LLC reported a substantial expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 222.9%, growing from $1.04 billion to $3.35 billion. This dramatic increase suggests significant net new capital inflows, rather than merely market appreciation, given the magnitude of the growth over a single quarter.

The portf...

2. Key Holdings

The portfolio is dominated by broad-market, "smart beta," and fixed income ETFs, reflecting a reliance on systematic investment strategies.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$665M4.0M16.6%
02
AGG
ISHARES TR
$444M4.7M11.1%
03
GSLC
GOLDMAN SACHS ETF TR
$288M2.0M7.2%
04
IUSB
ISHARES TR
$267M6.1M6.7%
05
GSIE
GOLDMAN SACHS ETF TR
$235M5.1M5.9%
06
LRGF
ISHARES TR
$223M2.9M5.6%
07
SCHX
SCHWAB STRATEGIC TR
$205M6.8M5.1%
08
GEM
GOLDMAN SACHS ETF TR
$167M3.3M4.2%
09
VO
VANGUARD INDEX FDS
$133M1.7M3.3%
10
IEFA
ISHARES TR
$129M1.3M3.2%

Filing history

2026Q3Sep 30
$4.0B▲ 6.2%
150 positionsView →
2026Q2Jun 30
$3.8B▲ 10.6%
142 positionsView →
2026Q1Mar 31
$3.4B▲ 1.7%
139 positionsView →
2025Q4Dec 31
$3.4B▲ 3.7%
137 positionsView →
2025Q3Sep 30
$3.2B▲ 7.0%
138 positionsLocked
2025Q2Jun 30
$3.0B▲ 9.2%
133 positionsLocked
2025Q1Mar 31
$2.8B▲ 0.2%
127 positionsLocked
2024Q4Dec 31
$2.8B▲ 0.3%
124 positionsLocked
2024Q3Sep 30
$2.8B▲ 3.6%
131 positionsLocked
2024Q2Jun 30
$2.7B▼ 2.4%
123 positionsLocked
2024Q1Mar 31
$2.7B▲ 3.5%
127 positionsLocked
2023Q4Dec 31
$2.6B▲ 5.6%
124 positionsLocked
Showing 12 of 39