Sigfig Wealth Management 13F annual report

Sigfig Wealth Management is an investment fund managing more than $2.66 trillion ran by Tony Ancelj. There are currently 32 companies in Mr. Ancelj’s portfolio. The largest investments include Ishares Tr and Goldman Sachs Etf Tr, together worth $2 trillion.

Limited to 30 biggest holdings

$2.66 trillion Assets Under Management (AUM)

As of 2nd August 2024, Sigfig Wealth Management’s top holding is 20,219,337 shares of Ishares Tr currently worth over $1.54 trillion and making up 57.7% of the portfolio value. In addition, the fund holds 9,418,842 shares of Goldman Sachs Etf Tr worth $461 billion. The third-largest holding is Vanguard Index Fds worth $166 billion and the next is Invesco Actvely Mngd Etc Fd worth $79.2 billion, with 5,640,243 shares owned.

Currently, Sigfig Wealth Management's portfolio is worth at least $2.66 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Sigfig Wealth Management

The Sigfig Wealth Management office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Tony Ancelj serves as the Head of Legal and Chief Compliance Officer at Sigfig Wealth Management.

Recent trades

In the most recent 13F filing, Sigfig Wealth Management revealed that it had opened a new position in Wisdomtree Tr and bought 26,862 shares worth $1.22 billion.

The investment fund also strengthened its position in Ishares Tr by buying 301,316 additional shares. This makes their stake in Ishares Tr total 20,219,337 shares worth $1.54 trillion.

On the other hand, there are companies that Sigfig Wealth Management is getting rid of from its portfolio. Sigfig Wealth Management closed its position in Spdr Ser Tr on 9th August 2024. It sold the previously owned 42,289 shares for $3.69 billion. Tony Ancelj also disclosed a decreased stake in Vanguard Tax-managed Fds by 0.2%. This leaves the value of the investment at $33.3 billion and 677,072 shares.

One of the largest hedge funds

The two most similar investment funds to Sigfig Wealth Management are Exencial Wealth Advisors and Freestone Capital. They manage $2.66 trillion and $2.65 trillion respectively.

Tony Ancelj investment strategy

Sigfig Wealth Management’s portfolio is diversified across 3 sectors. Currently, their heaviest sector is Miscellaneous — making up 0.1% of the total portfolio value. The fund focuses on investments in the United States as 3.1% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 3% of the total holdings value. On the other hand, small-cap stocks make up only 3.1% of the portfolio. The average market cap of the portfolio companies is close to $986 billion.

The complete list of Sigfig Wealth Management trades based on 13F SEC filings

These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Ishares Tr	1.51% 20,219,337	$1,535,139,986,000	57.72%
Goldman Sachs Etf Tr	0.90% 9,418,842	$460,513,421,000	17.31%
Vanguard Index Fds	0.44% 812,667	$166,101,510,000	6.25%
Invesco Actvely Mngd Etc Fd	3.52% 5,640,243	$79,245,078,000	2.98%
Ishares Inc	1.90% 1,593,231	$80,524,808,000	3.03%
Vanguard Tax-managed Fds	24.11% 677,072	$33,275,994,000	1.25%
Spdr Ser Tr	34.81% 1,804,839	$87,286,843,000	3.28%
Dbx Etf Tr	9.56% 392,341	$19,722,448,000	0.74%
Spdr Index Shs Fds	2.09% 890,335	$31,348,940,000	1.18%
Vanguard Intl Equity Index F	22.47% 342,501	$14,837,244,000	0.56%
Vanguard Charlotte Fds	5.55% 275,663	$13,416,530,000	0.50%
Vanguard Bd Index Fds	3.19% 433,705	$32,135,567,000	1.21%
Vanguard Mun Bd Fds	40.26% 188,675	$9,454,504,000	0.36%
Schwab Strategic Tr	11.75% 1,196,217	$38,804,682,000	1.46%
Blackrock Etf Trust	5.98% 231,163	$11,490,073,000	0.43%
Invesco Exch Traded Fd Tr Ii	8.07% 344,710	$11,620,019,000	0.44%
Vanguard Scottsdale Fds	37.00% 200,054	$14,928,520,000	0.56%
Spdr Ser Tr	Closed 42,289	$3,691,424,000
Fidelity Covington Trust	2.67% 110,006	$2,787,438,000	0.10%
Blackrock Etf Trust Ii	5.94% 50,028	$2,611,436,000	0.10%
John Hancock Exchange Traded	7.40% 82,935	$3,815,064,000	0.14%
Invesco Exchange Traded Fd T	Closed 30,561	$3,434,084,000
Abrdn Etfs	4.15% 84,849	$1,724,971,000	0.06%
Ishares Tr	Closed 49,594	$4,145,933,000
Invesco Exchange Traded Fd T	3.88% 36,463	$1,383,760,000	0.05%
Wisdomtree Tr	Opened 26,862	$1,224,639,000	0.05%
Ishares Tr	Opened 29,533	$1,574,086,000	0.06%
VanEck ETF Trust	Closed 16,293	$757,787,000
Vanguard Whitehall Fds	23.62% 19,915	$1,521,973,000	0.06%
Spdr Ser Tr	Opened 38,381	$917,481,000	0.03%
Spdr S&p 500 Etf Tr	58.76% 1,019	$554,560,000	0.02%
J P Morgan Exchange Traded F	66.43% 9,886	$501,665,000	0.02%
Apple Inc	No change 2,080	$400,852,000	0.02%
Nushares Etf Tr	8.18% 8,463	$332,932,000	0.01%
Blackrock Etf Trust Ii	Opened 4,571	$237,418,000	0.01%
Invesco Exch Trd Slf Idx Fd	Closed 22,275	$461,013,000
Invesco Exch Trd Slf Idx Fd	12.37% 10,125	$194,147,000	0.01%
No transactions found
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