SigFig Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$3,411,064
Net value change ($000)
+56,093 (1.7%)
New positions
11
Sold out positions
9
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
AGG 45,046 12.4%
ITOT 34,431 6.4%
IUSB 26,276 12.2%
GSIE 17,237 9.0%
GSLC 16,682 7.2%
VO 16,398 10.2%
LRGF 15,242 8.7%
PDBC 14,894 14.7%
USHY 12,488 12.3%
GEM 9,602 7.1%
Top Reduces (Value $000, Stocks/ETFs)
USSG -37,177 -100.0%
USXF -36,960 -95.8%
EAGG -34,183 -94.9%
EUSB -27,421 -98.9%
DMXF -16,634 -94.9%
ESGE -11,920 -89.3%
HYXF -11,317 -100.0%
ESML -9,099 -100.0%
OEF -8,604 -100.0%
SPYG -6,125 -48.4%
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