SigFig Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$4,004,648
Net value change ($000)
+232,108 (6.2%)
New positions
12
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
SCHX 143,959 235.6%
IBIT 73,942 NEW
AGG 20,435 4.8%
PDBC 19,161 17.5%
IUSB 11,908 4.7%
GSIE 8,595 3.8%
USHY 6,783 5.7%
GSLC 6,010 2.1%
ACWX 5,461 1773.1%
IEFA 5,143 4.2%
Top Reduces (Value $000, Stocks/ETFs)
VO -68,790 -34.0%
MBB -6,513 -100.0%
GEM -5,211 -3.0%
MTUM -4,651 -100.0%
IJR -3,433 -5.8%
XMMO -2,273 -100.0%
SPSM -2,103 -100.0%
SPYG -1,396 -10.8%
IJH -1,363 -33.2%
IEMG -925 -0.8%
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