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SWM

SigFig Wealth Management Portfolio holdings

AUM $4B
1-Year Est. Return 10.86%
This Fund
S&P 500
This Quarter Est. Return
+0.64%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$4B
AUM Growth
+$232M
Cap. Flow
+$222M
Cap. Flow %
5.53%
Top 10 Hldgs %
68.81%
Holding
154
New
12
Increased
77
Reduced
60
Closed
4
Avg Time Held
16.6 quarters
Top 10 Avg Time Held
20.3 quarters
Top 20 Avg Time Held
18.8 quarters

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$142M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$63M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$42.2M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.9M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$11.3M

Top Sells

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$66M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$11.9M
3
MBB icon
iShares MBS ETF
MBB
+$6.51M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.25M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.65M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.98%
2 Technology 0.02%
3 Energy 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$96.8B
$665M 16.6%
3,998,550
-71,720
-2% -$11.9M
2023 Q2
13 quarters
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$444M 11.08%
4,695,257
+433,863
+10% +$42.2M
2016 Q4
39 quarters
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$288M 7.18%
1,982,913
-15,610
-0.8% -$2.26M
2018 Q2
33 quarters
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$48.6B
$267M 6.66%
6,051,951
+548,448
+10% +$24.9M
2020 Q3
24 quarters
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.85B
$235M 5.87%
5,128,697
+156,032
+3% +$7.34M
2018 Q2
33 quarters
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.71B
$223M 5.56%
2,860,041
-67,849
-2% -$5.25M
2021 Q3
20 quarters
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$74.5B
$205M 5.12%
6,835,181
+4,743,566
+227% +$142M
2016 Q4
39 quarters
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
$167M 4.18%
3,274,394
-82,922
-2% -$4.19M
2018 Q2
33 quarters
VO icon
9
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$133M 3.33%
1,699,485
-811,551
-32% -$66M
2018 Q4
31 quarters
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$189B
$129M 3.22%
1,329,530
+45,665
+4% +$4.51M
2016 Q4
39 quarters
PDBC icon
11
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.99B
$129M 3.22%
6,673,353
-248,024
-4% -$4.5M
2022 Q2
17 quarters
USHY icon
12
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$125M 3.13%
3,510,960
+307,377
+10% +$11.3M
2022 Q2
17 quarters
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$113M 2.82%
1,391,623
-1,783
-0.1% -$143K
2016 Q4
39 quarters
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
$91.6M 2.29%
1,008,486
+70,681
+8% +$6.68M
2016 Q4
39 quarters
IBIT icon
15
iShares Bitcoin Trust
IBIT
$65.9B
$73.9M 1.85%
+1,561,945
New +$63M
2026 Q3
0 quarters
IVV icon
16
iShares Core S&P 500 ETF
IVV
$888B
$73.5M 1.84%
96,036
+1,318
+1% +$1.01M
2023 Q2
13 quarters
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$102B
$56.1M 1.4%
412,256
+8,375
+2% +$1.21M
2023 Q2
13 quarters
VOO icon
18
Vanguard S&P 500 ETF
VOO
$1.04T
$45.2M 1.13%
64,535
+135
+0.2% +$94.3K
2023 Q2
13 quarters
SPDW icon
19
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$40.4M 1.01%
804,423
+47,929
+6% +$2.44M
2018 Q1
34 quarters
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$227B
$33.5M 0.84%
474,485
-2,147
-0.5% -$154K
2016 Q4
39 quarters
SPTM icon
21
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$25M 0.62%
271,829
-9,743
-3% -$898K
2023 Q2
13 quarters
SMMD icon
22
iShares Russell 2500 ETF
SMMD
$3.95B
$17M 0.43%
199,162
+22,242
+13% +$2M
2023 Q4
11 quarters
SPAB icon
23
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
$16M 0.4%
656,390
+36,311
+6% +$909K
2018 Q1
34 quarters
SCHB icon
24
Schwab US Broad Market ETF
SCHB
$44.8B
$15.3M 0.38%
521,799
-2,132
-0.4% -$62.6K
2016 Q4
39 quarters
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$14.9M 0.37%
250,698
-2,283
-0.9% -$136K
2016 Q4
39 quarters
1
2 3 4 5

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SCTC
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WB
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PWP
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SigFig Wealth Management's Q3 2026 Portfolio in Review

As of Q3 2026, SigFig Wealth Management held 154 positions worth $4B, up 6.2% from $3.77B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

SigFig Wealth Management deployed $222M of net new capital in Q3 2026, opening 12 new positions and adding to 77 existing holdings. Its largest new stake was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, down from 100% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Vanguard Morningstar Mid-Cap ETF, an estimated $66M trimmed.

  • SigFig Wealth Management's largest Q3 2026 buy was iShares Bitcoin Trust: 1,561,945 shares worth $73.9M.
  • SigFig Wealth Management added most to Schwab US Large- Cap ETF in Q3 2026, an estimated $142M increase.
  • SigFig Wealth Management's biggest Q3 2026 reduction was Vanguard Morningstar Mid-Cap ETF, cutting an estimated $66M.
  • SigFig Wealth Management fully exited iShares MBS ETF in Q3 2026, selling an estimated $6.51M.
  • SigFig Wealth Management's ten largest holdings make up 69% of its $4B portfolio in Q3 2026.
  • SigFig Wealth Management opened 12 new positions and closed 4 in Q3 2026.
  • SigFig Wealth Management's portfolio value rose 6.2% quarter-over-quarter to $4B.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.