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Livermore
Livermore
ZHEN

SigFig Wealth Management, LLC

SEC CIK
0001696957
Latest filing
Jul 7, 2026

The latest 13F from SigFig Wealth Management, LLC covers Q2 2026 (filed Jul 7, 2026): 142 long positions worth $3.77B. The top 10 holdings make up 71.2% of the portfolio, and the largest is iShares Tr at 17.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$15.6M
Added
72
Est. +$99.5M
Reduced
61
Est. −$39.1M
Sold out
5
Est. −$6.65M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464287150
    17.6%$663.7M
  2. iShares Core U.S. Aggregate Bond ETF464287226
    11.2%$423.5M
  3. Goldman Sachs ETF Tr381430503
    7.5%$281.6M
  4. iShares Tr46434V613
    6.8%$254.9M
  5. Goldman Sachs ETF Tr381430107
    6.0%$226.5M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +$14.5MAdded
  2. iShares Core S&P 500 ETF464287200
    +$12.8MAdded
  3. iShares Tr46434V613
    +$12.4MAdded
  4. Schwab U.S. Large-Cap ETF808524201
    +$7.54MAdded
  5. Goldman Sachs ETF Tr381430107
    +$5.21MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464287150
    +0.72 pp16.9% → 17.6%
  2. iShares Core S&P 500 ETF464287200
    +0.38 pp1.5% → 1.9%
  3. Goldman Sachs ETF Tr381430206
    +0.34 pp4.2% → 4.6%
  4. Schwab U.S. Large-Cap ETF808524201
    +0.24 pp1.4% → 1.6%
  5. iShares Tr46434V282
    +0.24 pp5.6% → 5.8%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares MSCI USA Quality Factor ETF46432F339
    −$5.07MReduced
  2. iShares Tr464288877
    −$4.97MReduced
  3. iShares Core S&P Small Cap ETF464287804
    −$4.33MReduced
  4. iShares Tr46435G672
    −$3.96MReduced
  5. iShares Core MSCI Emerging Markets ETF46434G103
    −$3.84MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288877
    −0.15 pp0.2% → 0.1%
  2. iShares MSCI USA Quality Factor ETF46432F339
    −0.13 pp0.1% → <0.1%
  3. iShares Tr46435G672
    −0.12 pp0.1% → <0.1%
  4. iShares Tr464289420
    −0.11 pp0.1% → 0.0%
  5. iShares S&P 500 Value ETF464287408
    −0.07 pp0.3% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.77B
+$361.5M (+10.6%) vs. prior quarter
Positions
142
+3 vs. prior quarter
Top 10 concentration
71.2%
Top 10 as share of value
Turnover
1.3%
Q2 2026, one quarter
Average holding period
18.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.77B (Q2 2026)

Q1 2021: $1.63BQ2 2021: $1.89BQ3 2021: $1.99BQ4 2021: $2.14BQ1 2022: $2.08BQ2 2022: $1.93BQ3 2022: $1.91BQ4 2022: $2.01BQ1 2023: $1.81BQ2 2023: $2.58BQ3 2023: $2.49BQ4 2023: $2.63BQ1 2024: $2.72BQ2 2024: $2.66BQ3 2024: $2.75BQ4 2024: $2.76BQ1 2025: $2.77BQ2 2025: $3.02BQ3 2025: $3.23BQ4 2025: $3.35BQ1 2026: $3.41BQ2 2026: $3.77B
Q1 2021Q2 2026
13F filings of SigFig Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 7, 2026142$3.77BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q1 2026SEC
Q1 2026Apr 14, 2026139$3.41BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q4 2025SEC
Q4 2025Jan 16, 2026137$3.35BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q3 2025SEC
Q3 2025Oct 21, 2025138$3.23BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q2 2025SEC
Q2 2025Jul 18, 2025133$3.02BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q1 2025SEC
Q1 2025Apr 9, 2025127$2.77BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q4 2024SEC
Q4 2024Feb 11, 2025124$2.76BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q3 2024SEC
Q3 2024Nov 14, 2024118$2.75BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q2 2024SEC
Q2 2024Aug 9, 2024123$2.66BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q1 2024SEC
Q1 2024May 10, 2024127$2.72BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q4 2023SEC
Q4 2023Feb 8, 2024116$2.63BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q3 2023SEC
Q3 2023Nov 13, 2023108$2.49BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q2 2023SEC
Q2 2023Jul 27, 2023105$2.58BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q1 2023SEC
Q1 2023May 3, 202397$1.81BiShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF TriShares Trvs. Q4 2022SEC
Q4 2022Feb 3, 2023106$2.01BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q3 2022SEC
Q3 2022Nov 10, 202297$1.91BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q2 2022SEC
Q2 2022Aug 11, 202295$1.93BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q1 2022SEC
Q1 2022May 10, 202286$2.08BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q4 2021SEC
Q4 2021Feb 14, 202282$2.14BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q3 2021SEC
Q3 2021Oct 13, 202180$1.99BiShares TriShares Core U.S. Aggregate Bond ETFGoldman Sachs ETF Trvs. Q2 2021SEC
Q2 2021Aug 10, 202181$1.89BiShares TriShares Core U.S. Aggregate Bond ETFVanguard Index FDSvs. Q1 2021SEC
Q1 2021May 12, 202175$1.63BiShares TriShares Core U.S. Aggregate Bond ETFVanguard Index FDS–SEC