Sofi Wealth

Latest statistics and disclosures from Sofi Wealth's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVW, SFY, IVV, IVE, DYNF, and represent 56.38% of Sofi Wealth's stock portfolio.
  • Added to shares of these 10 stocks: BAI (+$60M), VWO (+$60M), SHLD (+$40M), DYNF (+$31M), IAU (+$11M), PZA (+$10M), SPTL (+$6.7M), HIMU (+$5.9M), EFG (+$5.7M), EFV.
  • Started 3 new stock positions in SHLD, PZA, BAI.
  • Reduced shares in these 10 stocks: IYW (-$63M), EMXC (-$30M), HEFA (-$18M), IVV (-$16M), MUB (-$8.6M), IUSB (-$8.4M), IVW, SFY, SUB, IGSB.
  • Sold out of its position in IXC.
  • Sofi Wealth was a net buyer of stock by $104M.
  • Sofi Wealth has $1.9B in assets under management (AUM), dropping by 13.44%.
  • Central Index Key (CIK): 0001925582

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Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 12.4 $230M 1.9M 120.72
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Tidal Etf Tr Sofi Select 500 (SFY) 12.1 $224M 1.7M 129.19
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Ishares Tr Core S&p500 Etf (IVV) 11.4 $211M -7% 315k 669.30
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Ishares Tr S&p 500 Val Etf (IVE) 10.7 $199M 965k 206.51
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Blackrock Etf Trust Ishares Us Equit (DYNF) 9.8 $183M +20% 3.1M 59.20
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.6 $123M +94% 2.3M 54.18
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.0 $93M 1.5M 59.92
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Blackrock Etf Trust Ishares Us Thema (THRO) 4.1 $75M +5% 2.0M 37.86
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Ishares Tr Eafe Value Etf (EFV) 3.8 $71M +6% 1.0M 67.83
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Ishares Tr National Mun Etf (MUB) 3.3 $62M -12% 578k 106.49
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Blackrock Etf Trust Ishares A I Inno (BAI) 3.2 $60M NEW 1.8M 34.16
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Ishares Tr Eafe Grwth Etf (EFG) 3.1 $57M +11% 502k 113.88
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Ishares Tr Core Total Usd (IUSB) 2.9 $53M -13% 1.1M 46.71
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Global X Fds Defense Tech Etf (SHLD) 2.2 $40M NEW 570k 70.24
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.9 $35M +23% 1.3M 26.95
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.7 $31M +12% 653k 46.96
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Ishares Tr U.s. Tech Etf (IYW) 1.1 $20M -76% 100k 195.86
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Ishares Gold Tr Ishares New (IAU) 1.0 $19M +140% 265k 72.77
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Ishares Tr High Yld Systm B (HYDB) 0.8 $14M +29% 300k 47.84
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Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.8 $14M +71% 287k 49.19
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.5 $10M NEW 438k 23.09
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $5.7M +39% 79k 72.58
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Ishares Tr Msci Kld400 Soc (DSI) 0.2 $3.5M +38% 28k 125.95
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $3.0M 29k 103.36
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $2.8M +6% 53k 53.24
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $2.7M +37% 47k 57.31
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $2.2M +28% 50k 43.92
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.1M +40% 15k 145.60
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.9M -16% 36k 53.03
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Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.7M +42% 22k 75.74
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.4M +39% 21k 65.00
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $1.3M +39% 25k 51.54
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.2M +31% 26k 48.03
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Ishares Esg Awr Msci Em (ESGE) 0.1 $1.2M +39% 27k 43.42
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Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $976k +39% 18k 53.29
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $807k +33% 34k 23.56
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $529k +40% 11k 47.63
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $93k -93% 875.00 106.76
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Ishares Msci Emrg Chn (EMXC) 0.0 $42k -99% 619.00 67.55
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $36k +24% 1.4k 25.31
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $21k -99% 519.00 39.61
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $17k -46% 223.00 74.47
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $13k -27% 168.00 78.75
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Tidal Etf Tr Sofi Next 500 (SFYX) 0.0 $12k -7% 723.00 16.07
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $7.7k -6% 30.00 256.87
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $2.5k -28% 50.00 50.22
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $1.7k -37% 20.00 82.70
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Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $1.2k +4% 23.00 50.43
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Past Filings by Sofi Wealth

SEC 13F filings are viewable for Sofi Wealth going back to 2022