SIGFIG WEALTH MANAGEMENT, LLC

Filed: 4/9/2025ACC: 0001696957-25-000005

📋 What this filing means

SIGFIG WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $2.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$2.77B

Total AUM (reported)

49.14M

Total Shares

Allocation by class

CORE S&P TTL STK$423.63M15.3%

CORE US AGGBD ET$304.97M11.0%

ACTIVEBETA US LG$204.19M7.4%

CORE TOTAL USD$188.17M6.8%

ACTIVEBETA INT$163.74M5.9%

U S EQUITY FACTR$113.73M4.1%

ACTIVEBETA EME$111.08M4.0%

Portfolio Concentration

Top 3$932.80M33.7%

4–10$861.19M31.1%

11–25$613.59M22.2%

Rest$359.09M13.0%

Top 3 weight

33.7%

Top 10 weight

64.8%

Voting Authority Distribution

Total shares with voting rights: 49.14M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

49.14M

% of voting shares100.0%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings127

Rows:

ISHARES TR

SOLE

CORE S&P TTL STK

Shares3.49M

TypeSH

Market value$423.63M

15.31%

Sole

0.00

Shared

0.00

None

3.49M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares3.09M

TypeSH

Market value$304.97M

11.02%

Sole

0.00

Shared

0.00

None

3.09M

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares1.87M

TypeSH

Market value$204.19M

7.38%

Sole

0.00

Shared

0.00

None

1.87M

ISHARES TR

SOLE

CORE TOTAL USD

Shares4.09M

TypeSH

Market value$188.17M

6.80%

Sole

0.00

Shared

0.00

None

4.09M

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares4.55M

TypeSH

Market value$163.74M

5.92%

Sole

0.00

Shared

0.00

None

4.55M

ISHARES TR

SOLE

U S EQUITY FACTR

Shares1.98M

TypeSH

Market value$113.73M

4.11%

Sole

0.00

Shared

0.00

None

1.98M

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA EME

Shares3.34M

TypeSH

Market value$111.08M

4.01%

Sole

0.00

Shared

0.00

None

3.34M

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares586.48K

TypeSH

Market value$101.45M

3.67%

Sole

0.00

Shared

0.00

None

586.48K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.24M

TypeSH

Market value$94.63M

3.42%

Sole

0.00

Shared

0.00

None

1.24M

INVESCO ACTVELY MNGD ETC FD

SOLE

OPTIMUM YIELD

Shares6.57M

TypeSH

Market value$88.39M

3.19%

Sole

0.00

Shared

0.00

None

6.57M

ISHARES TR

SOLE

BROAD USD HIGH

Shares2.24M

TypeSH

Market value$82.54M

2.98%

Sole

0.00

Shared

0.00

None

2.24M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares721.29K

TypeSH

Market value$75.02M

2.71%

Sole

0.00

Shared

0.00

None

721.29K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.35M

TypeSH

Market value$72.75M

2.63%

Sole

0.00

Shared

0.00

None

1.35M

ISHARES TR

SOLE

JPMORGAN USD EMG

Shares726.83K

TypeSH

Market value$65.57M

2.37%

Sole

0.00

Shared

0.00

None

726.83K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares89.19K

TypeSH

Market value$49.78M

1.80%

Sole

0.00

Shared

0.00

None

89.19K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares132.46K

TypeSH

Market value$34.06M

1.23%

Sole

0.00

Shared

0.00

None

132.46K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares66.08K

TypeSH

Market value$33.75M

1.22%

Sole

0.00

Shared

0.00

None

66.08K

ISHARES TR

SOLE

ESG MSCI USA ETF

Shares668.87K

TypeSH

Market value$31.10M

1.12%

Sole

0.00

Shared

0.00

None

668.87K

ISHARES TR

SOLE

ESG AWR US AGRGT

Shares650.26K

TypeSH

Market value$30.80M

1.11%

Sole

0.00

Shared

0.00

None

650.26K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares549.58K

TypeSH

Market value$27.94M

1.01%

Sole

0.00

Shared

0.00

None

549.58K

DBX ETF TR

SOLE

XTRACKERS MSCI

Shares507.39K

TypeSH

Market value$25.45M

0.92%

Sole

0.00

Shared

0.00

None

507.39K

ISHARES TR

SOLE

ESG ADV TTL USD

Shares543.32K

TypeSH

Market value$23.51M

0.85%

Sole

0.00

Shared

0.00

None

543.32K

SPDR SER TR

SOLE

PORTFOLI S&P1500

Shares341.55K

TypeSH

Market value$21.84M

0.79%

Sole

0.00

Shared

0.00

None

341.55K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares571.60K

TypeSH

Market value$19.97M

0.72%

Sole

0.00

Shared

0.00

None

571.60K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares908.66K

TypeSH

Market value$19.52M

0.71%

Sole

0.00

Shared

0.00

None

908.66K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P TTL STK	3.49M	SH	$423.63M 15.31%	3.49M
ISHARES TRSOLE	CORE US AGGBD ET	3.09M	SH	$304.97M 11.02%	3.09M
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	1.87M	SH	$204.19M 7.38%	1.87M
ISHARES TRSOLE	CORE TOTAL USD	4.09M	SH	$188.17M 6.80%	4.09M
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	4.55M	SH	$163.74M 5.92%	4.55M
ISHARES TRSOLE	U S EQUITY FACTR	1.98M	SH	$113.73M 4.11%	1.98M
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA EME	3.34M	SH	$111.08M 4.01%	3.34M
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	586.48K	SH	$101.45M 3.67%	586.48K
ISHARES TRSOLE	CORE MSCI EAFE	1.24M	SH	$94.63M 3.42%	1.24M
INVESCO ACTVELY MNGD ETC FDSOLE	OPTIMUM YIELD	6.57M	SH	$88.39M 3.19%	6.57M
ISHARES TRSOLE	BROAD USD HIGH	2.24M	SH	$82.54M 2.98%	2.24M
ISHARES TRSOLE	CORE S&P SCP ETF	721.29K	SH	$75.02M 2.71%	721.29K
ISHARES INCSOLE	CORE MSCI EMKT	1.35M	SH	$72.75M 2.63%	1.35M
ISHARES TRSOLE	JPMORGAN USD EMG	726.83K	SH	$65.57M 2.37%	726.83K
ISHARES TRSOLE	CORE S&P500 ETF	89.19K	SH	$49.78M 1.80%	89.19K
VANGUARD INDEX FDSSOLE	MID CAP ETF	132.46K	SH	$34.06M 1.23%	132.46K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	66.08K	SH	$33.75M 1.22%	66.08K
ISHARES TRSOLE	ESG MSCI USA ETF	668.87K	SH	$31.10M 1.12%	668.87K
ISHARES TRSOLE	ESG AWR US AGRGT	650.26K	SH	$30.80M 1.11%	650.26K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	549.58K	SH	$27.94M 1.01%	549.58K
DBX ETF TRSOLE	XTRACKERS MSCI	507.39K	SH	$25.45M 0.92%	507.39K
ISHARES TRSOLE	ESG ADV TTL USD	543.32K	SH	$23.51M 0.85%	543.32K
SPDR SER TRSOLE	PORTFOLI S&P1500	341.55K	SH	$21.84M 0.79%	341.55K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	571.60K	SH	$19.97M 0.72%	571.60K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	908.66K	SH	$19.52M 0.71%	908.66K

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