1y return+15.4%S&P 500 +20.9%
3y return+40.7%S&P 500 +68.5%
5y return+21.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $180 against $334 in the S&P 500.2
SigFig Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ITOTIshares Tr | $663.7M | 17.6% | |
| AGGIshares Tr | $423.5M | 11.2% | +3.6% |
| GSLCGoldman Sachs Etf Tr | $281.6M | 7.5% | +1.2% |
| IUSBIshares Tr | $254.9M | 6.8% | +5.1% |
| GSIEGoldman Sachs Etf Tr | $226.5M | 6.0% | +2.4% |
| LRGFIshares Tr | $220.0M | 5.8% | +1.2% |
| VOVanguard Index Fds | $202.1M | 5.4% | +2.0% |
| GEMGoldman Sachs Etf Tr | $172.5M | 4.6% | |
| IEFAIshares Tr | $123.7M | 3.3% | +1.0% |
| USHYIshares Tr | $118.6M | 3.1% | +3.7% |
| IEMGIshares Inc | $113.9M | 3.0% | −3.3% |
| PDBCInvesco Actvely Mngd Etc Fd | $109.6M | 2.9% | +3.3% |
| EMBIshares Tr | $90.8M | 2.4% | +3.4% |
| IVVIshares Tr | $70.5M | 1.9% | +22.2% |
| SCHXSchwab Strategic Tr | $61.1M | 1.6% | +14.1% |
| IJRIshares Tr | $59.5M | 1.6% | −6.8% |
| VOOVanguard Index Fds | $43.9M | 1.2% | |
| SPDWSpdr Index Shs Fds | $37.9M | 1.0% | +6.1% |
| VEAVanguard Tax-managed Fds | $33.8M | 0.9% | |
| SPTMSpdr Series Trust | $25.4M | 0.7% | −2.3% |
| SMMDIshares Tr | $16.1M | 0.4% | +12.5% |
| SPABSpdr Series Trust | $15.9M | 0.4% | +8.7% |
| BNDXVanguard Charlotte Fds | $15.1M | 0.4% | |
| SCHBSchwab Strategic Tr | $15.1M | 0.4% | |
| VWOVanguard Intl Equity Index F | $15.0M | 0.4% | −1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SCHXSchwab Strategic Tr | June 30, 2020 | +138.3% | $61.1M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $15.1M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $8.2M |
| GSLCGoldman Sachs Etf Tr | June 30, 2020 | +126.7% | $281.6M |
| IVWIshares Tr | September 30, 2023 | +101.0% | $11.4M |
| SPYGSpdr Series Trust | September 30, 2023 | +100.7% | $12.9M |
| VOVanguard Index Fds | June 30, 2020 | +96.6% | $202.1M |
| SCHFSchwab Strategic Tr | June 30, 2020 | +86.2% | $12.6M |
| VEAVanguard Tax-managed Fds | June 30, 2020 | +83.7% | $33.8M |
| SPDWSpdr Index Shs Fds | June 30, 2020 | +82.4% | $37.9M |
Sold off last quarter
- IWXIshares Tr was $3.8M
- COWZPacer Fds Tr was $2.0M
- ICVTIshares Tr was $339K
- QLTAIshares Tr was $309K
- FTGCFirst Tr Exchange Trad Fd Vi was $222K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −2.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +5.1% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +1.6% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +3.4% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SigFig Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1696957&type=13F-HR&dateb=&owner=include&count=40CIK 1696957
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1696957/000169695726000006/Filed July 7, 2026 · accession 0001696957-26-000006