Sofi Wealth

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

  • Top 5 stock holdings are IVW, IVV, SFY, IVE, DYNF, and represent 55.65% of Sofi Wealth's stock portfolio.
  • Added to shares of these 10 stocks: IVW (+$25M), BAI (+$23M), DYNF (+$19M), VWO (+$16M), SHLD (+$14M), IVV (+$10M), MUB (+$5.8M), THRO (+$5.0M), VEA, EFV.
  • Started 2 new stock positions in IXC, IEFA.
  • Reduced shares in these 7 stocks: IYW (-$20M), SFY (-$12M), EMXC, HEFA, SFYX, BSV, HYD.
  • Sofi Wealth was a net buyer of stock by $118M.
  • Sofi Wealth has $2.0B in assets under management (AUM), dropping by 7.98%.
  • Central Index Key (CIK): 0001925582

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Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 50 positions in its portfolio as reported in the December 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) 12.9 $259M +10% 2.1M 123.26
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Ishares Tr Core S&p500 Etf (IVV) 11.3 $226M +4% 330k 684.94
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Tidal Etf Tr Sofi Select 500 (SFY) 10.8 $217M -5% 1.6M 132.16
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Ishares Tr S&p 500 Val Etf (IVE) 10.3 $207M 976k 212.07
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Blackrock Etf Trust Ishares Us Equit (DYNF) 10.3 $206M +9% 3.4M 60.81
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.9 $138M +13% 2.6M 53.76
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.0 $101M +3% 1.6M 62.47
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Blackrock Etf Trust Ishares A I Inno (BAI) 4.1 $82M +39% 2.5M 33.30
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Blackrock Etf Trust Ishares Us Thema (THRO) 4.1 $82M +6% 2.1M 38.56
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Ishares Tr Eafe Value Etf (EFV) 3.9 $78M +4% 1.1M 71.41
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Ishares Tr National Mun Etf (MUB) 3.4 $68M +9% 632k 107.11
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Ishares Tr Eafe Grwth Etf (EFG) 3.0 $60M +5% 529k 113.92
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Ishares Tr Core Total Usd (IUSB) 2.8 $56M +6% 1.2M 46.54
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Global X Fds Defense Tech Etf (SHLD) 2.6 $51M +38% 790k 64.79
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.9 $38M +8% 1.4M 26.47
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $33M +6% 693k 47.08
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Ishares Gold Tr Ishares New (IAU) 1.1 $23M +4% 278k 81.17
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Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.8 $15M +9% 315k 48.68
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Ishares Tr High Yld Systm B (HYDB) 0.8 $15M +7% 322k 47.35
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.6 $11M +9% 481k 23.19
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.4 $7.2M +24% 98k 74.09
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Ishares Tr Msci Kld400 Soc (DSI) 0.2 $4.4M +24% 34k 128.83
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Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $3.4M +25% 59k 57.58
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $3.2M +7% 31k 102.39
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $3.0M +5% 56k 52.77
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.8M +27% 19k 148.98
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $2.5M +15% 57k 43.91
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Ishares Tr Esg Eafe Etf (DMXF) 0.1 $2.0M +21% 27k 75.16
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.9M 36k 52.88
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.7M +33% 35k 47.85
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Ishares Esg Awr Msci Em (ESGE) 0.1 $1.6M +38% 37k 44.17
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $1.5M +17% 29k 50.45
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.5M +39% 30k 49.65
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Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $1.2M +20% 22k 54.66
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.0M +28% 44k 23.38
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $677k +27% 14k 47.79
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $122k +30% 1.1k 106.71
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $55k -99% 277.00 199.35
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $44k +21% 1.7k 25.24
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Ishares Msci Emrg Chn (EMXC) 0.0 $23k -48% 319.00 72.77
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $17k +3% 231.00 74.16
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $13k 166.00 78.64
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Tidal Etf Tr Sofi Next 500 (SFYX) 0.0 $11k -3% 700.00 16.25
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $9.7k -54% 235.00 41.32
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $8.8k +13% 34.00 257.38
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $3.5k NEW 40.00 88.58
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $2.7k +10% 55.00 49.62
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $2.2k +35% 27.00 81.74
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Ishares Tr Global Energ Etf (IXC) 0.0 $1.7k NEW 41.00 41.85
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Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $1.1k -4% 22.00 50.59
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Past Filings by Sofi Wealth

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