Sig Fig Wealth Management, LLC Portfolio Holdings

Sig Fig Wealth Management, LLC

  • $2.75 Billion
  • Q3 2024

Sig Fig Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.75 Billion distributed in 131 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 $440M, Ishares Core U.S. Aggregate Bo with a value of $294M, Goldman Sachs ETF Tr Activebet with a value of $213M, Ishares Core Total Usd Bond Ma with a value of $185M, and Goldman Sachs ETF Tr Activebet with a value of $135M.

Examining the 13F form we can see an increase of $86.4M in the current position value, from $2.67B to 2.75B.

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 $2.75 Billion
ETFs: $2.68 Billion
Technology: $414,000

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 131
  • Current Value $2.75 Billion
  • Prior Value $2.67 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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