SigFig Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
138
Total value ($000)
$3,234,094
Net value change ($000)
+211,919 (7.0%)
New positions
7
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VO 109,189 223.8%
ITOT 48,038 10.1%
LRGF 45,481 36.1%
AGG 36,453 11.7%
IUSB 16,792 8.8%
PDBC 14,332 16.6%
USHY 10,320 12.0%
IVV 8,877 25.2%
IEMG 8,838 10.6%
GEM 7,945 6.5%
Top Reduces (Value $000, Stocks/ETFs)
VXF -100,759 -94.4%
IJR -36,993 -45.6%
SPMO -8,893 -61.9%
EFG -3,511 -85.4%
MTUM -3,470 -55.3%
IYW -3,022 -93.6%
VTEB -2,287 -48.6%
IHDG -2,161 -100.0%
GSLC -1,585 -0.7%
ESML -1,547 -14.6%
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