SigFig Wealth Management, LLC

Q2 2026 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/14/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None