SEC 13F Intelligence

Managers / Q4 2024 · view latest →

SigFig Wealth Management, LLC

CIK 0001696957 · 2443 FILLMORE STREET, #380-1512, SAN FRANCISCO, CA, 94115 · 6503078236

Reported Value
$2.8B
Q4 2024
Positions
124
Filings on Record
31
2019–present window
Filed
Feb 11, 2025
original filing

Summary

Sigfig Wealth Management, Llc reported $2.8B in U.S.-listed holdings across 124 positions for Q4 2024.

Its largest position, ITOT, represents 16.3% of the portfolio.

Compared with Q3 2024, the fund opened 11 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $470MQ4 ’18Q1 ’19: $564MQ2 ’19: $642MQ3 ’19: $702MQ4 ’19: $812MQ4 ’19Q1 ’20: $736MQ2 ’20: $935MQ3 ’20: $1.1BQ4 ’20: $1.4BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.9BQ3 ’21: $2.0BQ4 ’21: $2.1BQ4 ’21Q1 ’22: $2.1BQ2 ’22: $1.9BQ3 ’22: $1.9BQ4 ’22: $2.01TQ4 ’22Q1 ’23: $1.8BQ2 ’23: $2.6BQ3 ’23: $2.5BQ4 ’23: $2.6BQ4 ’23Q1 ’24: $2.7BQ2 ’24: $2.7BQ3 ’24: $2.8BQ4 ’24: $2.8BQ4 ’24Q1 ’25: $2.8BQ2 ’25: $3.0BQ3 ’25: $3.2BQ4 ’25: $3.4BQ4 ’25Q1 ’26: $3.4BQ2 ’26: $3.8Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$3.8B142Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$3.4B139Apr 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.4B137Jan 16, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.2B138Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.0B133Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.8B127Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.8B124Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.8B131Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.7B123Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.7B127May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.6B124Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.5B115Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.6B109Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.8B97May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.01T106Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.9B97Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.9B95Aug 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.1B86May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.1B82Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.0B80Oct 13, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.9B81Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.6B75May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.4B72Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.1B70Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$935M63Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$736M55May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$812M46Jan 28, 202013F-HRchanges · EDGAR ↗
Q3 2019$702M43Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$642M48Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$564M47May 1, 201913F-HRchanges · EDGAR ↗
Q4 2018$470M47Jan 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.