Sigfig Wealth Management, LLC
SigFig Wealth Management, LLC is a registered investment adviser established in 2011 and headquartered in San Francisco, California. The firm manages approximately 3 billion USD in assets and serves a diverse roster of primarily retail (individual) clients, with over 93,000 accounts. SigFig provides automated and advisor-assisted portfolio management, leveraging technology to offer personalized, diversified investment solutions. The firm employs around 125 people and focuses on affordable, technology-driven wealth management for individuals.
Investment Strategy
SigFig Wealth Management employs a technology-driven investment strategy focused on providing diversified, low-cost portfolios primarily for retail individual investors. Portfolios are managed through a combination of automated tools and advisor support, utilizing a range of ETFs to offer broad market exposure and balance between asset classes. The firm uses a passive, long-term approach emphasizing diversification, risk management, and efficient allocation in line with client goals and risk tolerance.
Latest 13F Filing Activity
Sigfig Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 136 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares TR among other positions. Sigfig Wealth Management, LLC reduced exposure to Vanguard Index FDS, Ishares TR, Invesco Exch Traded FD TR II among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 16.18% | $523.3M | 3,604,140 | $99.28 | $145.65 | +$48.0M |
A AGG | ISHARES TR | 10.77% | $348.2M | 3,473,163 | $107.44 | $100.25 | +$36.5M |
G GSLC | GOLDMAN SACHS ETF TR | 6.92% | $223.8M | 1,720,790 | $66.89 | $130.28 | -$1.6M |
I IUSB | ISHARES TR | 6.39% | $206.7M | 4,424,772 | $50.06 | $46.71 | +$16.8M |
G GSIE | GOLDMAN SACHS ETF TR | 5.58% | $180.3M | 4,401,595 | $30.82 | $41.11 | +$2.5M |