SWM
SigFig Wealth Management Portfolio holdings
AUM
$4B
Turnover
10.39%
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
(+6.2%)
Cap. Flow
+$222M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
68.81%
Holding
154
New
12
Increased
77
Reduced
60
Closed
4
Avg Time Held
4.1
years
Top 10 Avg Time Held
5.1
years
Top 20 Avg Time Held
4.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$142M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$63M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$42.2M |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$24.9M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$11.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$66M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$11.9M |
| 3 |
iShares MBS ETF
MBB
|
+$6.51M |
| 4 |
iShares US Equity Factor ETF
LRGF
|
+$5.25M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
26
Vanguard Total International Bond ETF
BNDX
$83.4B
| $14.7M | 0.37% |
314,013
+3,264
| +1% | +$155K |
2019 Q4
27 quarters
|
|
27
Vanguard Short-Term Bond ETF
BSV
$45.4B
| $14.2M | 0.36% |
186,155
+2,638
| +1% | +$204K |
2019 Q4
27 quarters
|
|
28
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
| $14.1M | 0.35% |
272,825
-8,723
| -3% | -$452K |
2018 Q1
34 quarters
|
|
29
Schwab International Equity ETF
SCHF
$66.7B
| $13.5M | 0.34% |
492,997
+36,533
| +8% | +$1.02M |
2016 Q4
39 quarters
|
|
30
iShares S&P 500 Growth ETF
IVW
$78.1B
| $12.4M | 0.31% |
87,199
+2,767
| +3% | +$384K |
2023 Q3
12 quarters
|
|
31
BlackRock US Equity Factor Rotation ETF
DYNF
$42.1B
| $12M | 0.3% |
173,173
+4,552
| +3% | +$313K |
2024 Q1
10 quarters
|
|
32
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $11.9M | 0.3% |
325,726
-381
| -0.1% | -$13.9K |
2016 Q4
39 quarters
|
|
33
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
| $11.6M | 0.29% |
93,842
-16,421
| -15% | -$1.97M |
2023 Q3
12 quarters
|
|
34
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $11.2M | 0.28% |
507,775
+25,618
| +5% | +$582K |
2016 Q4
39 quarters
|
|
35
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $10.1M | 0.25% |
139,010
+8,254
| +6% | +$621K |
2020 Q1
26 quarters
|
|
36
iShares S&P 500 Value ETF
IVE
$49.4B
| $10M | 0.25% |
43,794
+998
| +2% | +$233K |
2024 Q1
10 quarters
|
|
37
Vanguard Morningstar Value ETF
VTV
$188B
| $8.7M | 0.22% |
40,252
+723
| +2% | +$161K |
2021 Q1
22 quarters
|
|
38
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
| $8.18M | 0.2% |
21,984
-360
| -2% | -$135K |
2016 Q4
39 quarters
|
|
39
iShares US Treasury Bond ETF
GOVT
$41.8B
| $7.11M | 0.18% |
325,172
+10,269
| +3% | +$230K |
2020 Q1
26 quarters
|
|
40
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.8B
| $6.86M | 0.17% |
303,575
+39,963
| +15% | +$927K |
2024 Q2
9 quarters
|
|
41
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
| $6.69M | 0.17% |
150,631
+1,722
| +1% | +$79.1K |
2020 Q1
26 quarters
|
|
42
Vanguard Long-Term Bond ETF
BLV
$5.38B
| $6.27M | 0.16% |
100,014
+1,951
| +2% | +$129K |
2020 Q1
26 quarters
|
|
43
iShares Russell 1000 ETF
IWB
$49B
| $6.21M | 0.16% |
14,912
-199
| -1% | -$82.7K |
2016 Q4
39 quarters
|
|
44
iShares MSCI EAFE Growth ETF
EFG
$14.9B
| $5.87M | 0.15% |
49,023
+268
| +0.5% | +$32.9K |
2020 Q2
25 quarters
|
|
45
iShares MSCI ACWI ex US ETF
ACWX
$17.4B
| $5.77M | 0.14% |
76,292
+72,206
| +1,767% | +$5.51M |
2026 Q1
2 quarters
|
|
46
iShares International Country Rotation Active ETF
CORO
$12.9B
| $5.75M | 0.14% |
158,095
+50,235
| +47% | +$1.83M |
2026 Q2
1 quarter
|
|
47
Vanguard Extended Market ETF
VXF
$29.6B
| $5.72M | 0.14% |
24,690
+100
| +0.4% | +$24.1K |
2020 Q1
26 quarters
|
|
48
iShares A.I. Innovation and Tech Active ETF
BAI
$13.5B
| $5.53M | 0.14% |
117,149
+3,681
| +3% | +$165K |
2025 Q2
5 quarters
|
|
49
Vanguard Total Bond Market
BND
$162B
| $5.43M | 0.14% |
77,359
-4,253
| -5% | -$307K |
2018 Q2
33 quarters
|
|
50
BlackRock Large Cap Core ETF
BLCR
$9.55B
| $4.95M | 0.12% |
101,066
+11,925
| +13% | +$588K |
2026 Q1
2 quarters
|
|
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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.