SIGFIG WEALTH MANAGEMENT, LLC

Filed: 10/21/2025ACC: 0001696957-25-000008

📋 What this filing means

SIGFIG WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $3.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

138

Positions

$3.23B

Total AUM (reported)

51.68M

Total Shares

Allocation by class

CORE S&P TTL STK$523.29M16.2%

CORE US AGGBD ET$348.20M10.8%

ACTIVEBETA US LG$223.75M6.9%

CORE TOTAL USD$206.68M6.4%

ACTIVEBETA INT$180.33M5.6%

U S EQUITY FACTR$171.52M5.3%

MID CAP ETF$157.97M4.9%

Portfolio Concentration

Top 3$1.10B33.9%

4–10$1.05B32.5%

11–25$662.72M20.5%

Rest$423.57M13.1%

Top 3 weight

33.9%

Top 10 weight

66.4%

Voting Authority Distribution

Total shares with voting rights: 51.68M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

51.68M

% of voting shares100.0%

Investment Discretion (by position count)

Sole138

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings138

Rows:

ISHARES TR

SOLE

CORE S&P TTL STK

Shares3.60M

TypeSH

Market value$523.29M

16.18%

Sole

0.00

Shared

0.00

None

3.60M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares3.47M

TypeSH

Market value$348.20M

10.77%

Sole

0.00

Shared

0.00

None

3.47M

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares1.72M

TypeSH

Market value$223.75M

6.92%

Sole

0.00

Shared

0.00

None

1.72M

ISHARES TR

SOLE

CORE TOTAL USD

Shares4.42M

TypeSH

Market value$206.68M

6.39%

Sole

0.00

Shared

0.00

None

4.42M

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA INT

Shares4.40M

TypeSH

Market value$180.33M

5.58%

Sole

0.00

Shared

0.00

None

4.40M

ISHARES TR

SOLE

U S EQUITY FACTR

Shares2.49M

TypeSH

Market value$171.52M

5.30%

Sole

0.00

Shared

0.00

None

2.49M

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares538.88K

TypeSH

Market value$157.97M

4.88%

Sole

0.00

Shared

0.00

None

538.88K

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA EME

Shares3.22M

TypeSH

Market value$130.60M

4.04%

Sole

0.00

Shared

0.00

None

3.22M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.21M

TypeSH

Market value$104.99M

3.25%

Sole

0.00

Shared

0.00

None

1.21M

INVESCO ACTVELY MNGD ETC FD

SOLE

OPTIMUM YIELD

Shares7.45M

TypeSH

Market value$100.47M

3.11%

Sole

0.00

Shared

0.00

None

7.45M

ISHARES TR

SOLE

BROAD USD HIGH

Shares2.54M

TypeSH

Market value$96.04M

2.97%

Sole

0.00

Shared

0.00

None

2.54M

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.41M

TypeSH

Market value$92.30M

2.85%

Sole

0.00

Shared

0.00

None

1.41M

ISHARES TR

SOLE

JPMORGAN USD EMG

Shares783K

TypeSH

Market value$74.68M

2.31%

Sole

0.00

Shared

0.00

None

783K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares372.91K

TypeSH

Market value$44.22M

1.37%

Sole

0.00

Shared

0.00

None

372.91K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares66.13K

TypeSH

Market value$44.09M

1.36%

Sole

0.00

Shared

0.00

None

66.13K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares66.40K

TypeSH

Market value$40.51M

1.25%

Sole

0.00

Shared

0.00

None

66.40K

ISHARES TR

SOLE

ESG MSCI USA ETF

Shares667.27K

TypeSH

Market value$38.05M

1.18%

Sole

0.00

Shared

0.00

None

667.27K

DBX ETF TR

SOLE

XTRACKERS MSCI

Shares585.99K

TypeSH

Market value$35.72M

1.10%

Sole

0.00

Shared

0.00

None

585.99K

ISHARES TR

SOLE

ESG AWR US AGRGT

Shares740.77K

TypeSH

Market value$35.58M

1.10%

Sole

0.00

Shared

0.00

None

740.77K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares1.32M

TypeSH

Market value$34.67M

1.07%

Sole

0.00

Shared

0.00

None

1.32M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares519.03K

TypeSH

Market value$30.97M

0.96%

Sole

0.00

Shared

0.00

None

519.03K

ISHARES TR

SOLE

ESG ADV TTL USD

Shares614.69K

TypeSH

Market value$27.01M

0.84%

Sole

0.00

Shared

0.00

None

614.69K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares629.55K

TypeSH

Market value$26.78M

0.83%

Sole

0.00

Shared

0.00

None

629.55K

SPDR SERIES TRUST

SOLE

PORTFOLI S&P1500

Shares312.11K

TypeSH

Market value$25.02M

0.77%

Sole

0.00

Shared

0.00

None

312.11K

ISHARES TR

SOLE

ESG EAFE ETF

Shares226.72K

TypeSH

Market value$17.11M

0.53%

Sole

0.00

Shared

0.00

None

226.72K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P TTL STK	3.60M	SH	$523.29M 16.18%	3.60M
ISHARES TRSOLE	CORE US AGGBD ET	3.47M	SH	$348.20M 10.77%	3.47M
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	1.72M	SH	$223.75M 6.92%	1.72M
ISHARES TRSOLE	CORE TOTAL USD	4.42M	SH	$206.68M 6.39%	4.42M
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA INT	4.40M	SH	$180.33M 5.58%	4.40M
ISHARES TRSOLE	U S EQUITY FACTR	2.49M	SH	$171.52M 5.30%	2.49M
VANGUARD INDEX FDSSOLE	MID CAP ETF	538.88K	SH	$157.97M 4.88%	538.88K
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA EME	3.22M	SH	$130.60M 4.04%	3.22M
ISHARES TRSOLE	CORE MSCI EAFE	1.21M	SH	$104.99M 3.25%	1.21M
INVESCO ACTVELY MNGD ETC FDSOLE	OPTIMUM YIELD	7.45M	SH	$100.47M 3.11%	7.45M
ISHARES TRSOLE	BROAD USD HIGH	2.54M	SH	$96.04M 2.97%	2.54M
ISHARES INCSOLE	CORE MSCI EMKT	1.41M	SH	$92.30M 2.85%	1.41M
ISHARES TRSOLE	JPMORGAN USD EMG	783K	SH	$74.68M 2.31%	783K
ISHARES TRSOLE	CORE S&P SCP ETF	372.91K	SH	$44.22M 1.37%	372.91K
ISHARES TRSOLE	CORE S&P500 ETF	66.13K	SH	$44.09M 1.36%	66.13K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	66.40K	SH	$40.51M 1.25%	66.40K
ISHARES TRSOLE	ESG MSCI USA ETF	667.27K	SH	$38.05M 1.18%	667.27K
DBX ETF TRSOLE	XTRACKERS MSCI	585.99K	SH	$35.72M 1.10%	585.99K
ISHARES TRSOLE	ESG AWR US AGRGT	740.77K	SH	$35.58M 1.10%	740.77K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	1.32M	SH	$34.67M 1.07%	1.32M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	519.03K	SH	$30.97M 0.96%	519.03K
ISHARES TRSOLE	ESG ADV TTL USD	614.69K	SH	$27.01M 0.84%	614.69K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	629.55K	SH	$26.78M 0.83%	629.55K
SPDR SERIES TRUSTSOLE	PORTFOLI S&P1500	312.11K	SH	$25.02M 0.77%	312.11K
ISHARES TRSOLE	ESG EAFE ETF	226.72K	SH	$17.11M 0.53%	226.72K

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