SigFig Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$3,772,540
Net value change ($000)
+361,476 (10.6%)
New positions
8
Sold out positions
5
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 87,987 15.3%
GSLC 34,408 13.9%
LRGF 29,161 15.3%
GEM 27,990 19.4%
VO 25,331 14.3%
IVV 19,869 39.3%
GSIE 16,964 8.1%
AGG 14,961 3.7%
SCHX 14,081 30.0%
IEMG 13,401 13.3%
Top Reduces (Value $000, Stocks/ETFs)
PDBC -6,439 -5.5%
EFV -4,725 -58.5%
QUAL -4,440 -93.2%
IAGG -3,908 -94.6%
IWX -3,779 -100.0%
COWZ -2,005 -100.0%
BINC -1,957 -50.8%
IVE -1,615 -14.2%
THRO -1,208 -27.5%
TLH -1,092 -18.5%
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