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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
-0.47%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.41B
AUM Growth
+$56.1M
Cap. Flow
+$84.3M
Cap. Flow %
2.47%
Top 10 Hldgs %
71.12%
Holding
148
New
11
Increased
75
Reduced
53
Closed
9

Top Buys

Rank Stock Value
1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$60.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$47.7M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$30.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$28.1M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$24.9M

Top Sells

Rank Stock Value
1
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$37.2M
2
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$37.1M
3
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$34.2M
4
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$27.4M
5
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
26
Schwab US Broad Market ETF
SCHB
$42.5B
$13.1M 0.38%
522,955
+7,582
+1% +$199K
SMMD icon
27
iShares Russell 2500 ETF
SMMD
$3.54B
$12M 0.35%
157,244
+24,373
+18% +$1.92M
SCHF icon
28
Schwab International Equity ETF
SCHF
$64.9B
$11.3M 0.33%
458,511
-5,996
-1% -$153K
IVE icon
29
iShares S&P 500 Value ETF
IVE
$49.4B
$11.3M 0.33%
53,694
-2,846
-5% -$616K
SCHZ icon
30
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$10.9M 0.32%
467,808
-2,017
-0.4% -$47.2K
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$10.8M 0.32%
326,253
-5,094
-2% -$174K
IVW icon
32
iShares S&P 500 Growth ETF
IVW
$70.9B
$9.88M 0.29%
87,339
+4,489
+5% +$540K
DYNF icon
33
BlackRock US Equity Factor Rotation ETF
DYNF
$37.6B
$9.87M 0.29%
169,694
-33,136
-16% -$2.01M
BIV icon
34
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$9.71M 0.28%
125,857
+11,591
+10% +$902K
EFV icon
35
iShares MSCI EAFE Value ETF
EFV
$28.3B
$8.08M 0.24%
108,676
-9,592
-8% -$721K
VTV icon
36
Vanguard Value ETF
VTV
$189B
$7.79M 0.23%
39,727
+2,248
+6% +$450K
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$650B
$7.24M 0.21%
22,667
-1,077
-5% -$361K
VMBS icon
38
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.96M 0.2%
148,163
+12,119
+9% +$572K
BLV icon
39
Vanguard Long-Term Bond ETF
BLV
$5.78B
$6.7M 0.2%
97,467
+9,990
+11% +$697K
GOVT icon
40
iShares US Treasury Bond ETF
GOVT
$43.8B
$6.58M 0.19%
287,200
+232,446
+425% +$5.36M
SPYG icon
41
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.7B
$6.52M 0.19%
66,638
-51,922
-44% -$5.41M
BND icon
42
Vanguard Total Bond Market
BND
$158B
$6.08M 0.18%
82,538
-1,061
-1% -$78.7K
MBB icon
43
iShares MBS ETF
MBB
$39.1B
$5.91M 0.17%
62,261
+2,585
+4% +$247K
TLH icon
44
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$5.9M 0.17%
58,607
-4,878
-8% -$498K
IWB icon
45
iShares Russell 1000 ETF
IWB
$47.4B
$5.76M 0.17%
16,146
-99
-0.6% -$36.9K
EFG icon
46
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$5.17M 0.15%
46,387
+43,822
+1,708% +$5.15M
VXF icon
47
Vanguard Extended Market ETF
VXF
$30.1B
$5.11M 0.15%
24,811
-3,828
-13% -$819K
SPHY icon
48
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$5.11M 0.15%
218,945
+34,809
+19% +$821K
BAI
49
iShares A.I. Innovation and Tech Active ETF
BAI
$11.6B
$4.84M 0.14%
146,885
+7,465
+5% +$256K
QUAL icon
50
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$4.76M 0.14%
24,834
-4,401
-15% -$882K
1
2
3 4 5

Similar funds

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

SigFig Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, SigFig Wealth Management held 148 positions worth $3.41B, up 1.7% from $3.35B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

SigFig Wealth Management's Q1 2026 filing shows 11 new, 75 increased, 53 reduced and 9 closed positions. Its largest new stake was BlackRock Large Cap Core ETF: 79,877 shares worth $3.28M. The largest sale was Xtrackers MSCI USA ESG Leaders Equity ETF, an estimated $37.2M.

By sector, the portfolio is most concentrated in Technology at 0.01% of assets, down from 0.01% a quarter earlier.

  • SigFig Wealth Management's largest Q1 2026 buy was BlackRock Large Cap Core ETF: 79,877 shares worth $3.28M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $60.1M increase.
  • SigFig Wealth Management's biggest Q1 2026 reduction was iShares ESG Advanced MSCI USA ETF, cutting an estimated $37.1M.
  • SigFig Wealth Management fully exited Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2026, selling an estimated $37.2M.
  • SigFig Wealth Management's ten largest holdings make up 71% of its $3.41B portfolio in Q1 2026.
  • SigFig Wealth Management opened 11 new positions and closed 9 in Q1 2026.
  • SigFig Wealth Management's portfolio value rose 1.7% quarter-over-quarter to $3.41B.

Based on SigFig Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.