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SWM

SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+9.44%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.77B
AUM Growth
+$361M
Cap. Flow
+$69.3M
Cap. Flow %
1.84%
Top 10 Hldgs %
71.23%
Holding
147
New
8
Increased
72
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M

Top Sells

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.02M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.9M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.92M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.78M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.99%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DMXF icon
101
iShares ESG Advanced MSCI EAFE ETF
DMXF
$963M
$996K 0.03%
11,868
+88
+0.7% +$7.19K
HYLB icon
102
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$923K 0.02%
25,285
+1,106
+5% +$40.4K
SUSB icon
103
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.31B
$872K 0.02%
+34,853
New +$871K
JHMD icon
104
John Hancock Multifactor Developed International ETF
JHMD
$972M
$839K 0.02%
18,933
-37
-0.2% -$1.65K
DGRO icon
105
iShares Core Dividend Growth ETF
DGRO
$43.6B
$826K 0.02%
10,878
+507
+5% +$37.4K
VWOB icon
106
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.23B
$818K 0.02%
12,124
-849
-7% -$56.7K
JHMM icon
107
John Hancock Multifactor Mid Cap ETF
JHMM
$6.07B
$806K 0.02%
10,792
-86
-0.8% -$6.2K
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.04B
$754K 0.02%
19,028
-370
-2% -$14.4K
VUG icon
109
Vanguard Morningstar Growth ETF
VUG
$228B
$722K 0.02%
8,514
+546
+7% +$45.9K
RINT
110
Russell Investments International Developed Equity ETF
RINT
$159M
$646K 0.02%
20,341
-541
-3% -$16.9K
BALI icon
111
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.38B
$634K 0.02%
18,861
+5,952
+46% +$197K
DGS icon
112
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.75B
$601K 0.02%
9,365
+61
+0.7% +$3.92K
FNDF icon
113
Schwab Fundamental International Large Company Index ETF
FNDF
$26B
$557K 0.01%
10,591
-599
-5% -$31.5K
ESGD icon
114
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$529K 0.01%
5,162
-1,927
-27% -$196K
AAPL icon
115
Apple
AAPL
$4.67T
$518K 0.01%
1,838
– –
ISTB icon
116
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$510K 0.01%
10,563
+1,788
+20% +$86.4K
LCTD icon
117
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$298M
$509K 0.01%
8,864
-344
-4% -$19.9K
VNQ icon
118
Vanguard Real Estate ETF
VNQ
$38.6B
$495K 0.01%
5,037
-42
-0.8% -$4.01K
REMG
119
Russell Investments Emerging Markets Equity ETF
REMG
$125M
$469K 0.01%
12,822
-485
-4% -$17.3K
STIP icon
120
iShares 0-5 Year TIPS Bond ETF
STIP
$16B
$469K 0.01%
+4,584
New +$473K
SPYM
121
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$439K 0.01%
5,038
+1,190
+31% +$102K
VTES icon
122
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.23B
$437K 0.01%
4,319
+438
+11% +$44.3K
CLOA icon
123
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.28B
$435K 0.01%
8,376
-1,462
-15% -$75.8K
JHHY
124
John Hancock High Yield ETF
JHHY
$97.4M
$410K 0.01%
+16,040
New +$412K
HYG icon
125
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$400K 0.01%
4,997
-445
-8% -$35.6K
2 3 4
5
6

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 1-Year Est. Return

SigFig Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, SigFig Wealth Management held 147 positions worth $3.77B, up 11% from $3.41B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

SigFig Wealth Management's Q2 2026 filing shows 8 new, 72 increased, 61 reduced and 5 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M. The largest sale was iShares MSCI EAFE Value ETF, an estimated $5.02M.

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

  • SigFig Wealth Management's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $14.5M increase.
  • SigFig Wealth Management's biggest Q2 2026 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $5.02M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2026, selling an estimated $3.78M.
  • SigFig Wealth Management's ten largest holdings make up 71% of its $3.77B portfolio in Q2 2026.
  • SigFig Wealth Management opened 8 new positions and closed 5 in Q2 2026.
  • SigFig Wealth Management's portfolio value rose 11% quarter-over-quarter to $3.77B.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.