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 | |
|---|---|---|---|---|---|---|---|
126
John Hancock High Yield ETF
JHHY
$130M
| $391K | 0.01% |
15,859
-181
| -1% | -$4.61K |
2026 Q2
1 quarter
|
|
127
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.75B
| $387K | 0.01% |
7,457
-919
| -11% | -$47.7K |
2025 Q2
5 quarters
|
|
128
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $373K | 0.01% |
4,829
-168
| -3% | -$13.3K |
2020 Q2
25 quarters
|
|
129
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
| $357K | 0.01% |
5,658
-5
| -0.1% | -$331 |
2025 Q2
5 quarters
|
|
130
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $352K | 0.01% |
7,552
+2,183
| +41% | +$104K |
2026 Q1
2 quarters
|
|
131
iShares ESG Advanced Universal USD Bond ETF
EUSB
$696M
| $348K | 0.01% |
8,362
+527
| +7% | +$22.5K |
2021 Q1
22 quarters
|
|
132
iShares MSCI USA Quality Factor ETF
QUAL
$48.6B
| $327K | 0.01% |
1,473
-13
| -0.9% | -$2.88K |
2023 Q1
14 quarters
|
|
133
iShares Investment Grade Systematic Bond ETF
IGEB
$1.43B
| $317K | 0.01% |
7,402
+1,478
| +25% | +$65.2K |
2025 Q2
5 quarters
|
|
134
iShares Morningstar Growth ETF
ILCG
$3.16B
| $304K | 0.01% |
+2,601
| New | +$299K |
2026 Q3
0 quarters
|
|
135
John Hancock Multifactor Small Cap ETF
JHSC
$682M
| $301K | 0.01% |
6,626
-5
| -0.1% | -$241 |
2023 Q4
11 quarters
|
|
136
iShares Core High Dividend ETF
HDV
$15.3B
| $293K | 0.01% |
10,486
+1,080
| +11% | +$31.1K |
2026 Q1
2 quarters
|
|
137
ExxonMobil
XOM
$728B
| $283K | 0.01% |
+1,740
| New | +$272K |
2026 Q3
0 quarters
|
|
138
iShares Convertible Bond ETF
ICVT
$7.71B
| $276K | 0.01% |
+2,448
| New | +$282K |
2026 Q3
0 quarters
|
|
139
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.87B
| $274K | 0.01% |
6,418
-585
| -8% | -$26.1K |
2026 Q1
2 quarters
|
|
140
iShares High Yield Muni Active ETF
HIMU
$2.46B
| $256K | 0.01% |
5,596
+460
| +9% | +$22.1K |
2025 Q1
6 quarters
|
|
141
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.19B
| $239K | 0.01% |
12,222
-374
| -3% | -$7.31K |
2024 Q4
7 quarters
|
|
142
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.55B
| $238K | 0.01% |
12,168
-343
| -3% | -$6.73K |
2024 Q4
7 quarters
|
|
143
Russell Investments U.S. Small Cap Equity ETF
RUSC
$74.4M
| $237K | 0.01% |
6,552
+109
| +2% | +$4.13K |
2025 Q4
3 quarters
|
|
144
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.53B
| $237K | 0.01% |
11,754
-295
| -2% | -$5.99K |
2025 Q4
3 quarters
|
|
145
iShares Global Clean Energy ETF
ICLN
$2.15B
| $235K | 0.01% |
13,833
+1,913
| +16% | +$34.5K |
2026 Q2
1 quarter
|
|
146
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.93B
| $224K | 0.01% |
9,025
+763
| +9% | +$19.4K |
2026 Q1
2 quarters
|
|
147
iShares Core International Aggregate Bond Fund
IAGG
$12.5B
| $224K | 0.01% |
4,544
+167
| +4% | +$8.31K |
2025 Q2
5 quarters
|
|
148
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
| $223K | 0.01% |
+2,502
| New | +$231K |
2026 Q3
0 quarters
|
|
149
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.4B
| $212K | 0.01% |
+6,935
| New | +$207K |
2026 Q3
0 quarters
|
|
150
Vanguard Russell 2000 ETF
VTWO
$16.1B
| $200K | 0.01% |
+1,785
| New | +$212K |
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.