Sig Fig Wealth Management, LLC Portfolio Holdings

Sig Fig Wealth Management, LLC

  • $2.77 Billion
  • Q1 2025

Sig Fig Wealth Management, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.77 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $424M, Ishares Core U.S. Aggregate Bo with a value of $305M, Goldman Sachs ETF Tr Activebet with a value of $204M, Ishares Core Total Usd Bond Ma with a value of $188M, and Goldman Sachs ETF Tr Activebet with a value of $143M.

Examining the 13F form we can see an decrease of $4M in the current position value, from $2.77B to 2.77B.

Sig Fig Wealth Management, LLC is based out at San Francisco, CA

Below you can find more details about Sig Fig Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.77 Billion
ETFs: $2.7 Billion
Technology: $395,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $2.77 Billion
  • Prior Value $2.77 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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