Sofi Wealth
Latest statistics and disclosures from Sofi Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SFY, VEA, VWO, SFYX, BND, and represent 87.93% of Sofi Wealth's stock portfolio.
- Added to shares of these 10 stocks: SFY (+$44M), VEA (+$22M), BND (+$7.6M), VWO (+$7.3M), SFYX (+$6.2M), BSV (+$5.2M), MUB, VB, VTIP, HYG.
- Sofi Wealth was a net buyer of stock by $102M.
- Sofi Wealth has $1.4B in assets under management (AUM), dropping by 13.94%.
- Central Index Key (CIK): 0001925582
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Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 (SFY) | 50.1 | $681M | +6% | 33M | 20.78 |
|
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 20.1 | $273M | +8% | 5.2M | 52.81 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.0 | $95M | +8% | 2.0M | 47.85 |
|
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.7 | $78M | +8% | 5.4M | 14.27 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.1 | $69M | +12% | 917k | 75.11 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $53M | +10% | 671k | 78.69 |
|
| Ishares Tr National Mun Etf (MUB) | 3.9 | $53M | +9% | 485k | 108.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.9 | $39M | +7% | 165k | 237.21 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $9.7M | +11% | 196k | 49.31 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $5.3M | +12% | 67k | 80.30 |
|
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.3 | $4.4M | +9% | 83k | 53.07 |
|
Past Filings by Sofi Wealth
SEC 13F filings are viewable for Sofi Wealth going back to 2022
- Sofi Wealth 2024 Q3 filed Oct. 29, 2024
- Sofi Wealth 2024 Q2 filed July 18, 2024
- Sofi Wealth 2024 Q1 filed May 7, 2024
- Sofi Wealth 2023 Q4 filed Jan. 24, 2024
- Sofi Wealth 2023 Q3 filed Oct. 24, 2023
- Sofi Wealth 2023 Q2 filed Aug. 3, 2023
- Sofi Wealth 2023 Q1 filed April 14, 2023
- Sofi Wealth 2022 Q4 filed Feb. 8, 2023
- Sofi Wealth 2022 Q3 filed Oct. 19, 2022
- Sofi Wealth 2022 Q2 filed July 25, 2022
- Sofi Wealth 2022 Q1 filed May 16, 2022