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Sigfig Wealth Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 7 July 2026, signed by Steve Mattus, CCO. Retrieved 14 October 2026. Page updated 21 October 2026.

Sigfig Wealth Management’s reported 13F holdings total $3.77B across 142 positions as of 30 June 2026. The ten largest make up 71.2% of it, and its value rose 10.6% from the prior quarter.

$3.77B
Reported 13F value
142
Positions
71.2%
In the 10 largest
+10.6%
Value vs. prior quarter

Largest positions

iShares TRCORE S&P TTL STK$664M
Class
CORE S&P TTL STK
Share
17.6%
iShares TRCORE US AGGBD ET$423M
Class
CORE US AGGBD ET
Share
11.2%
Goldman Sachs ETF TRACTIVEBETA US LG$282M
Class
ACTIVEBETA US LG
Share
7.5%
iShares TRCORE UNIVRSL USD$255M
Class
CORE UNIVRSL USD
Share
6.8%
Goldman Sachs ETF TRACTIVEBETA INT$227M
Class
ACTIVEBETA INT
Share
6.0%
iShares TRU S EQUITY FACTR$220M
Class
U S EQUITY FACTR
Share
5.8%
Vanguard Index FdsMID CAP ETF$202M
Class
MID CAP ETF
Share
5.4%
Goldman Sachs ETF TRACTIVEBETA EME$173M
Class
ACTIVEBETA EME
Share
4.6%
iShares TRCORE MSCI EAFE$124M
Class
CORE MSCI EAFE
Share
3.3%
iShares TRBROAD USD HIGH$119M
Class
BROAD USD HIGH
Share
3.1%
iShares Inc.CORE MSCI EMKT$114M
Class
CORE MSCI EMKT
Share
3.0%
Invesco Actvely Mngd Etc FDOPTIMUM YIELD$110M
Class
OPTIMUM YIELD
Share
2.9%
iShares TRJPMORGAN USD EMG$90.8M
Class
JPMORGAN USD EMG
Share
2.4%
iShares TRCORE S&P500 ETF$70.5M
Class
CORE S&P500 ETF
Share
1.9%
Schwab Strategic TRUS LRG CAP ETF$61.1M
Class
US LRG CAP ETF
Share
1.6%
iShares TRCORE S&P SCP ETF$59.5M
Class
CORE S&P SCP ETF
Share
1.6%
Vanguard Index FdsS&P 500 ETF SHS$43.9M
Class
S&P 500 ETF SHS
Share
1.2%
SPDR Index Shs FdsST STR PO EX ETF$37.9M
Class
ST STR PO EX ETF
Share
1.0%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$33.8M
Class
VAN FTSE DEV MKT
Share
0.9%
SPDR Series TrustST STR PR SP1500$25.4M
Class
ST STR PR SP1500
Share
0.7%
iShares TRRUSEL 2500 ETF$16.1M
Class
RUSEL 2500 ETF
Share
0.4%
SPDR Series TrustST STR AGGRE ETF$15.9M
Class
ST STR AGGRE ETF
Share
0.4%
Vanguard Charlotte FdsTOTAL INT BD ETF$15.1M
Class
TOTAL INT BD ETF
Share
0.4%
Schwab Strategic TRUS BRD MKT ETF$15.1M
Class
US BRD MKT ETF
Share
0.4%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$15M
Class
FTSE EMR MKT ETF
Share
0.4%
SPDR Index Shs FdsST PORT MARK ETF$14.4M
Class
ST PORT MARK ETF
Share
0.4%
Vanguard BD Index FdsSHORT TRM BOND$14.3M
Class
SHORT TRM BOND
Share
0.4%
SPDR Series TrustST STR P500GRW$12.9M
Class
ST STR P500GRW
Share
0.3%
Schwab Strategic TRINTL EQTY ETF$12.6M
Class
INTL EQTY ETF
Share
0.3%
Schwab Strategic TREMRG MKTEQ ETF$11.7M
Class
EMRG MKTEQ ETF
Share
0.3%
iShares TRS&P 500 GRWT ETF$11.4M
Class
S&P 500 GRWT ETF
Share
0.3%
Blackrock ETF TrustISHARES US EQUIT$11.4M
Class
ISHARES US EQUIT
Share
0.3%
Schwab Strategic TRUS AGGREGATE B$11.2M
Class
US AGGREGATE B
Share
0.3%
Vanguard BD Index FdsINTERMED TERM$10.1M
Class
INTERMED TERM
Share
0.3%
iShares TRS&P 500 VAL ETF$9.72M
Class
S&P 500 VAL ETF
Share
0.3%
Vanguard Index FdsVALUE ETF$8.64M
Class
VALUE ETF
Share
0.2%
Vanguard Index FdsTOTAL STK MKT$8.16M
Class
TOTAL STK MKT
Share
0.2%
iShares TRUS TREAS BD ETF$7.2M
Class
US TREAS BD ETF
Share
0.2%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$7M
Class
MTG-BKD SECS ETF
Share
0.2%
Vanguard BD Index FdsLONG TERM BOND$6.83M
Class
LONG TERM BOND
Share
0.2%
iShares TRMBS ETF$6.51M
Class
MBS ETF
Share
0.2%
SPDR Series TrustST PORT HIGH ETF$6.18M
Class
ST PORT HIGH ETF
Share
0.2%
iShares TRRUS 1000 ETF$6.14M
Class
RUS 1000 ETF
Share
0.2%
Vanguard BD Index FdsTOTAL BND MRKT$6.02M
Class
TOTAL BND MRKT
Share
0.2%
iShares TREAFE GRWTH ETF$6.01M
Class
EAFE GRWTH ETF
Share
0.2%
Vanguard Index FdsEXTEND MKT ETF$6M
Class
EXTEND MKT ETF
Share
0.2%
Blackrock ETF TrustISHA I IN TE ETF$5.77M
Class
ISHA I IN TE ETF
Share
0.2%
iShares TR10-20 YR TRS ETF$4.81M
Class
10-20 YR TRS ETF
Share
0.1%
iShares TR1 3 YR TREAS BD$4.74M
Class
1 3 YR TREAS BD
Share
0.1%
iShares TRINTL EQTY FACTOR$4.71M
Class
INTL EQTY FACTOR
Share
0.1%

The share class is shown on a wider screen.

The 50 largest of 142 positions by value, with holdings of the same security combined. The 142 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1696957
File number
028-17789
Options
0 call, 0 put
In the 25 largest
90.4%
Prior quarter
$3.41B at 31 March 2026
Positions opened
8
Positions closed
5

Common questions

What are Sigfig Wealth Management’s 13F holdings worth?

$3.77 billion across 142 positions for the quarter ended 30 June 2026.

What is Sigfig Wealth Management’s largest 13F holding?

ISHARES TR (CORE S&P TTL STK) was the largest position at $664 million, or 17.6% of reported 13F value, as of 30 June 2026.

How concentrated is Sigfig Wealth Management’s 13F portfolio?

The ten largest positions accounted for 71.2% of reported value and the twenty-five largest for 90.4%, across 142 positions as of 30 June 2026.

Does Form 13F show everything Sigfig Wealth Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Sigfig Wealth Management file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Sigfig Wealth Management profile

Sources

  1. Form 13F-HR, accession 0001696957-26-000006, filed 7 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001696957-26-000002, filed 14 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Sigfig Wealth Management LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.