SigFig Wealth Management, LLC
Long book
$3.41B
Q1 2026
Positions
139
Top-10 weight
71%
concentration
Last quarter
+9.1%
SPY +14.8%
Turnover
14%
of book per quarter
Strategy in plain words
auto-generated from filingsSigFig Wealth Management, LLC is a wealth-management firm allocating client money, specialised in financials (76% of the long book), running a $3.41B US long book across 139 positions.
The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P TOTAL U.S., ISHARES CORE U.S. AGGREGATE, GOLDMAN ACTIVEBETA US LC ETF, ISHR CR UNVRSE USD BD ETF-UI, GOLDMAN SACHS ACTIVEBETA INT.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.6%
Q2 2024
+6.1%
Q3 2024
-1.1%
Q4 2024
-0.5%
Q1 2025
+7.9%
Q2 2025
+5.9%
Q3 2025
+2.2%
Q4 2025
-0.3%
Q1 2026
+9.1%
Sector allocation
Technology 100%
Long book by quarter
What does SigFig Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 14, 2026 | 139 | $3.41B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 137 | $3.35B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 138 | $3.23B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 133 | $3.02B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 127 | $2.77B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 124 | $2.76B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 131 | $2.75B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 123 | $2.66B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 127 | $2.72B | canonical | SEC ↗ |