DOSSIER · 13F-HR · Q2 2026

SigFig Wealth Management, LLC

$3.8B in tracked AUM across 142 positions as of Q2 2026.

SW
CIK 0001696957 · last filed Jun 30, 2026
Total AUM
$3.8B
as of Q2 2026
Holdings
142
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$664M4.1M17.6%
02
AGG
ISHARES TR
$423M4.3M11.2%
03
GSLC
GOLDMAN SACHS ETF TR
$282M2.0M7.5%
04
IUSB
ISHARES TR
$255M5.5M6.8%
05
GSIE
GOLDMAN SACHS ETF TR
$227M5.0M6.0%
06
LRGF
ISHARES TR
$220M2.9M5.8%
07
VO
VANGUARD INDEX FDS
$202M2.5M5.4%
08
GEM
GOLDMAN SACHS ETF TR
$173M3.4M4.6%
09
IEFA
ISHARES TR
$124M1.3M3.3%
10
USHY
ISHARES TR
$119M3.2M3.1%

Filing history

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 positionsView →
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
2023Q3Sep 30
$2.5B 3.3%
115 positionsLocked
Showing 12 of 38