Filed: 4/14/2026ACC: 0001696957-26-000002
๐ What this filing means
SIGFIG WEALTH MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 139 equity positions with a total reported market value of $3.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$3.41B
Total AUM (reported)
52.82M
Total Shares
Allocation by class
CORE S&P TTL STK$575.75M16.9%
CORE US AGGBD ET$408.49M12.0%
ACTIVEBETA US LG$247.18M7.2%
CORE UNIVRSL USD$241.80M7.1%
ACTIVEBETA INT$209.54M6.1%
U S EQUITY FACTR$190.87M5.6%
MID CAP ETF$176.73M5.2%
Portfolio Concentration
Top 3$1.23B36.1%
4โ10$1.19B35.0%
11โ25$646.69M19.0%
Rest$338.31M9.9%
Top 3 weight
36.1%
Top 10 weight
71.1%
Voting Authority Distribution
Total shares with voting rights: 52.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
52.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole139
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings139
Rows:
ISHARES TR
SOLEShares4.04M
TypeSH
Market value$575.75M
16.88%
Sole
0.00
Shared
0.00
None
4.04M
ISHARES TR
SOLEShares4.11M
TypeSH
Market value$408.49M
11.98%
Sole
0.00
Shared
0.00
None
4.11M
GOLDMAN SACHS ETF TR
SOLEShares1.98M
TypeSH
Market value$247.18M
7.25%
Sole
0.00
Shared
0.00
None
1.98M
ISHARES TR
SOLEShares5.23M
TypeSH
Market value$241.80M
7.09%
Sole
0.00
Shared
0.00
None
5.23M
GOLDMAN SACHS ETF TR
SOLEShares4.86M
TypeSH
Market value$209.54M
6.14%
Sole
0.00
Shared
0.00
None
4.86M
ISHARES TR
SOLEShares2.89M
TypeSH
Market value$190.87M
5.60%
Sole
0.00
Shared
0.00
None
2.89M
VANGUARD INDEX FDS
SOLEShares615.41K
TypeSH
Market value$176.73M
5.18%
Sole
0.00
Shared
0.00
None
615.41K
GOLDMAN SACHS ETF TR
SOLEShares3.35M
TypeSH
Market value$144.54M
4.24%
Sole
0.00
Shared
0.00
None
3.35M
INVESCO ACTVELY MNGD ETC FD
SOLEShares6.70M
TypeSH
Market value$116.07M
3.40%
Sole
0.00
Shared
0.00
None
6.70M
ISHARES TR
SOLEShares1.27M
TypeSH
Market value$115.07M
3.37%
Sole
0.00
Shared
0.00
None
1.27M
ISHARES TR
SOLEShares3.09M
TypeSH
Market value$113.84M
3.34%
Sole
0.00
Shared
0.00
None
3.09M
ISHARES INC
SOLEShares1.44M
TypeSH
Market value$100.47M
2.95%
Sole
0.00
Shared
0.00
None
1.44M
ISHARES TR
SOLEShares906.58K
TypeSH
Market value$85.16M
2.50%
Sole
0.00
Shared
0.00
None
906.58K
ISHARES TR
SOLEShares433.28K
TypeSH
Market value$53.86M
1.58%
Sole
0.00
Shared
0.00
None
433.28K
ISHARES TR
SOLEShares77.49K
TypeSH
Market value$50.62M
1.48%
Sole
0.00
Shared
0.00
None
77.49K
SCHWAB STRATEGIC TR
SOLEShares1.83M
TypeSH
Market value$47.01M
1.38%
Sole
0.00
Shared
0.00
None
1.83M
VANGUARD INDEX FDS
SOLEShares64.75K
TypeSH
Market value$38.69M
1.13%
Sole
0.00
Shared
0.00
None
64.75K
SPDR INDEX SHS FDS
SOLEShares713.11K
TypeSH
Market value$32.55M
0.95%
Sole
0.00
Shared
0.00
None
713.11K
VANGUARD TAX-MANAGED FDS
SOLEShares479.12K
TypeSH
Market value$30.69M
0.90%
Sole
0.00
Shared
0.00
None
479.12K
SPDR SERIES TRUST
SOLEShares288.27K
TypeSH
Market value$22.79M
0.67%
Sole
0.00
Shared
0.00
None
288.27K
VANGUARD CHARLOTTE FDS
SOLEShares309.19K
TypeSH
Market value$14.86M
0.44%
Sole
0.00
Shared
0.00
None
309.19K
SPDR SERIES TRUST
SOLEShares570.38K
TypeSH
Market value$14.61M
0.43%
Sole
0.00
Shared
0.00
None
570.38K
VANGUARD BD INDEX FDS
SOLEShares181.55K
TypeSH
Market value$14.24M
0.42%
Sole
0.00
Shared
0.00
None
181.55K
VANGUARD INTL EQUITY INDEX F
SOLEShares256.38K
TypeSH
Market value$13.85M
0.41%
Sole
0.00
Shared
0.00
None
256.38K
SPDR INDEX SHS FDS
SOLEShares286.77K
TypeSH
Market value$13.45M
0.39%
Sole
0.00
Shared
0.00
None
286.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 4.04M | SH | $575.75M 16.88% | 0.00 | 0.00 | 4.04M |
ISHARES TRSOLE | CORE US AGGBD ET | 4.11M | SH | $408.49M 11.98% | 0.00 | 0.00 | 4.11M |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 1.98M | SH | $247.18M 7.25% | 0.00 | 0.00 | 1.98M |
ISHARES TRSOLE | CORE UNIVRSL USD | 5.23M | SH | $241.80M 7.09% | 0.00 | 0.00 | 5.23M |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 4.86M | SH | $209.54M 6.14% | 0.00 | 0.00 | 4.86M |
ISHARES TRSOLE | U S EQUITY FACTR | 2.89M | SH | $190.87M 5.60% | 0.00 | 0.00 | 2.89M |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 615.41K | SH | $176.73M 5.18% | 0.00 | 0.00 | 615.41K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA EME | 3.35M | SH | $144.54M 4.24% | 0.00 | 0.00 | 3.35M |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 6.70M | SH | $116.07M 3.40% | 0.00 | 0.00 | 6.70M |
ISHARES TRSOLE | CORE MSCI EAFE | 1.27M | SH | $115.07M 3.37% | 0.00 | 0.00 | 1.27M |
ISHARES TRSOLE | BROAD USD HIGH | 3.09M | SH | $113.84M 3.34% | 0.00 | 0.00 | 3.09M |
ISHARES INCSOLE | CORE MSCI EMKT | 1.44M | SH | $100.47M 2.95% | 0.00 | 0.00 | 1.44M |
ISHARES TRSOLE | JPMORGAN USD EMG | 906.58K | SH | $85.16M 2.50% | 0.00 | 0.00 | 906.58K |
ISHARES TRSOLE | CORE S&P SCP ETF | 433.28K | SH | $53.86M 1.58% | 0.00 | 0.00 | 433.28K |
ISHARES TRSOLE | CORE S&P500 ETF | 77.49K | SH | $50.62M 1.48% | 0.00 | 0.00 | 77.49K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.83M | SH | $47.01M 1.38% | 0.00 | 0.00 | 1.83M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 64.75K | SH | $38.69M 1.13% | 0.00 | 0.00 | 64.75K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 713.11K | SH | $32.55M 0.95% | 0.00 | 0.00 | 713.11K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 479.12K | SH | $30.69M 0.90% | 0.00 | 0.00 | 479.12K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 288.27K | SH | $22.79M 0.67% | 0.00 | 0.00 | 288.27K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 309.19K | SH | $14.86M 0.44% | 0.00 | 0.00 | 309.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 570.38K | SH | $14.61M 0.43% | 0.00 | 0.00 | 570.38K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 181.55K | SH | $14.24M 0.42% | 0.00 | 0.00 | 181.55K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 256.38K | SH | $13.85M 0.41% | 0.00 | 0.00 | 256.38K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 286.77K | SH | $13.45M 0.39% | 0.00 | 0.00 | 286.77K |
Page 1 of 6
โฆ