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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
+1.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
+$75.9M
Cap. Flow %
2.26%
Top 10 Hldgs %
66.29%
Holding
146
New
8
Increased
86
Reduced
42
Closed
9

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.6M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.64M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.46M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.93M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
51
iShares Russell 1000 ETF
IWB
$47.1B
$6.14M 0.18%
16,245
-701
-4% -$260K
BLV icon
52
Vanguard Long-Term Bond ETF
BLV
$5.74B
$6.08M 0.18%
87,477
+3,029
+4% +$214K
VXF icon
53
Vanguard Extended Market ETF
VXF
$30B
$5.99M 0.18%
28,639
-41
-0.1% -$8.61K
QUAL icon
54
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$5.81M 0.17%
29,235
-17,238
-37% -$3.39M
MBB icon
55
iShares MBS ETF
MBB
$39.1B
$5.68M 0.17%
59,676
+1,170
+2% +$112K
IWX icon
56
iShares Russell Top 200 Value ETF
IWX
$3.92B
$4.72M 0.14%
+51,352
New +$4.61M
BINC icon
57
BlackRock Flexible Income ETF
BINC
$16.1B
$4.66M 0.14%
88,334
+1,971
+2% +$105K
BAI
58
iShares A.I. Innovation and Tech Active ETF
BAI
$11.4B
$4.64M 0.14%
139,420
+7,954
+6% +$276K
SHY icon
59
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.63M 0.14%
55,966
+1,462
+3% +$121K
THRO
60
iShares U.S. Thematic Rotation Active ETF
THRO
$6.22B
$4.49M 0.13%
116,387
+3,171
+3% +$121K
INTF icon
61
iShares International Equity Factor ETF
INTF
$3.55B
$4.46M 0.13%
118,114
-2,678
-2% -$98.4K
SPHY icon
62
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$4.36M 0.13%
184,136
+36,404
+25% +$863K
PCY icon
63
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$3.96M 0.12%
181,805
+5,166
+3% +$112K
MTUM icon
64
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$3.87M 0.12%
15,451
+4,491
+41% +$1.13M
IAGG icon
65
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$3.85M 0.11%
77,056
+2,066
+3% +$106K
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$121B
$3.83M 0.11%
58,001
+1,747
+3% +$114K
LCTU icon
67
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.19B
$3.79M 0.11%
51,163
-228
-0.4% -$16.8K
VV icon
68
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$3.79M 0.11%
12,034
-182
-1% -$56.8K
IAU icon
69
iShares Gold Trust
IAU
$62.8B
$3.57M 0.11%
43,938
-1,862
-4% -$146K
BCI icon
70
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$3.53M 0.11%
180,749
-10,018
-5% -$223K
TIP icon
71
iShares TIPS Bond ETF
TIP
$14.5B
$3.32M 0.1%
30,162
+1,080
+4% +$120K
ESGU icon
72
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$3.3M 0.1%
22,160
-2,414
-10% -$357K
FREL icon
73
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$3.13M 0.09%
116,074
+10,225
+10% +$279K
SCHO icon
74
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$2.95M 0.09%
121,052
+9,516
+9% +$232K
PXH icon
75
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$2.88M 0.09%
111,751
-2,110
-2% -$54.4K
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 Q4 2025 Portfolio in Review

As of Q4 2025, SigFig Wealth Management held 146 positions worth $3.35B, up 3.7% from $3.23B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2025 filing shows 8 new, 86 increased, 42 reduced and 9 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M. The largest sale was Invesco S&P 500 Momentum ETF, an estimated $5.46M.

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

  • SigFig Wealth Management's largest Q4 2025 buy was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $16.6M increase.
  • SigFig Wealth Management's biggest Q4 2025 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $3.39M.
  • SigFig Wealth Management fully exited Invesco S&P 500 Momentum ETF in Q4 2025, selling an estimated $5.46M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.35B portfolio in Q4 2025.
  • SigFig Wealth Management opened 8 new positions and closed 9 in Q4 2025.
  • SigFig Wealth Management's portfolio value rose 3.7% quarter-over-quarter to $3.35B.

Based on SigFig Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.