SigFig Wealth Management, LLC

Q2 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2025
Date filed
7/18/2025
Form type
13F-HR
Num holdings
133
Total value ($000)
$3,022,175
Net value change ($000)
+255,507 (9.2%)
New positions
10
Sold out positions
4
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2025 Next filing: 10/21/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 51,619 12.2%
GSLC 21,147 10.4%
VO 14,724 43.2%
GSIE 14,128 8.6%
LRGF 12,302 10.8%
GEM 11,580 10.4%
IEMG 10,708 14.7%
SCHX 8,966 45.9%
IEFA 7,268 7.7%
AGG 6,773 2.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -14,568 -29.3%
IWX -5,710 -100.0%
EMXC -2,916 -100.0%
PDBC -2,252 -2.5%
VTEB -1,789 -27.6%
BNDX -1,521 -10.4%
HEFA -1,176 -100.0%
IAU -495 -21.8%
VUG -377 -18.7%
HYDB -303 -58.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type