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 | |
|---|---|---|---|---|---|---|---|
101
Schwab US REIT ETF
SCHH
$10.8B
| $970K | 0.02% |
44,022
-897
| -2% | -$21.3K |
2016 Q4
39 quarters
|
|
102
iShares Mortgage-Backed Securities Active ETF
MBBA
$148M
| $938K | 0.02% |
+19,987
| New | +$973K |
2026 Q3
0 quarters
|
|
103
iShares Core Dividend Growth ETF
DGRO
$43.3B
| $890K | 0.02% |
11,799
+921
| +8% | +$71.9K |
2022 Q3
16 quarters
|
|
104
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
| $875K | 0.02% |
35,836
+983
| +3% | +$24.3K |
2026 Q2
1 quarter
|
|
105
John Hancock Multifactor Developed International ETF
JHMD
$972M
| $835K | 0.02% |
18,833
-100
| -0.5% | -$4.55K |
2022 Q2
17 quarters
|
|
106
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.13B
| $826K | 0.02% |
13,090
+966
| +8% | +$63.5K |
2022 Q2
17 quarters
|
|
107
Vanguard Morningstar Growth ETF
VUG
$232B
| $809K | 0.02% |
8,979
+465
| +5% | +$40.7K |
2020 Q4
23 quarters
|
|
108
iShares Long-Term National Muni Bond ETF
LMUB
$1.51B
| $808K | 0.02% |
17,371
-3,220
| -16% | -$159K |
2026 Q1
2 quarters
|
|
109
John Hancock Multifactor Mid Cap ETF
JHMM
$5.87B
| $762K | 0.02% |
10,655
-137
| -1% | -$10.2K |
2022 Q2
17 quarters
|
|
110
John Hancock Multifactor Emerging Markets ETF
JHEM
$953M
| $747K | 0.02% |
18,835
-193
| -1% | -$7.61K |
2022 Q2
17 quarters
|
|
111
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.5B
| $738K | 0.02% |
21,428
+2,567
| +14% | +$88.2K |
2024 Q4
7 quarters
|
|
112
Russell Investments International Developed Equity ETF
RINT
$152M
| $668K | 0.02% |
20,860
+519
| +3% | +$16.9K |
2025 Q4
3 quarters
|
|
113
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
| $619K | 0.02% |
9,804
+439
| +5% | +$27.8K |
2024 Q3
8 quarters
|
|
114
Schwab Municipal Bond ETF
SCMB
$3.15B
| $618K | 0.02% |
+25,585
| New | +$643K |
2026 Q3
0 quarters
|
|
115
Apple
AAPL
$5T
| $612K | 0.02% |
1,838
| – | – |
2020 Q4
23 quarters
|
|
116
Schwab Fundamental International Large Company Index ETF
FNDF
$25.3B
| $603K | 0.02% |
11,214
+623
| +6% | +$33.9K |
2025 Q2
5 quarters
|
|
117
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.25B
| $570K | 0.01% |
12,074
+1,511
| +14% | +$72.3K |
2025 Q2
5 quarters
|
|
118
State Street SPDR Portfolio S&P 500 ETF
SPYM
$177B
| $525K | 0.01% |
5,852
+814
| +16% | +$72.8K |
2025 Q4
3 quarters
|
|
119
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$314M
| $524K | 0.01% |
9,049
+185
| +2% | +$10.9K |
2023 Q3
12 quarters
|
|
120
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
| $517K | 0.01% |
5,020
-142
| -3% | -$14.9K |
2025 Q2
5 quarters
|
|
121
iShares 0-5 Year TIPS Bond ETF
STIP
$16.5B
| $478K | 0.01% |
4,795
+211
| +5% | +$21.3K |
2026 Q2
1 quarter
|
|
122
Russell Investments Emerging Markets Equity ETF
REMG
$119M
| $476K | 0.01% |
13,055
+233
| +2% | +$8.44K |
2025 Q4
3 quarters
|
|
123
Vanguard Real Estate ETF
VNQ
$36.4B
| $438K | 0.01% |
4,875
-162
| -3% | -$15.7K |
2024 Q3
8 quarters
|
|
124
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$3.67B
| $417K | 0.01% |
4,230
-89
| -2% | -$8.94K |
2025 Q2
5 quarters
|
|
125
iShares Securitized Income Active ETF
SECU
$891M
| $400K | 0.01% |
+8,228
| New | +$407K |
2026 Q3
0 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.