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