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Sofi Wealth

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

Top 5 stock holdings are IVW, SFY, DYNF, IVV, IVE, and represent 54.00% of Sofi Wealth's stock portfolio.
Added to shares of these 10 stocks: IVW (+$14M), IVE (+$13M), DYNF (+$12M), IVV (+$12M), SFY (+$11M), VWO (+$7.7M), CORO (+$6.2M), MUB, SHLD, THRO.
Reduced shares in these 10 stocks: ICVT, IYW, SYSB, HYDB, EMXC, IGSB, HIMU, HEFA, IXC, VB.
Sofi Wealth was a net buyer of stock by $124M.
Sofi Wealth has $2.5B in assets under management (AUM), dropping by 19.73%.
Central Index Key (CIK): 0001925582

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Positions held by Sofi Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	13.0	$323M	+4%	2.3M	137.53	View chart
Tidal Etf Tr Sofi Select 500 (SFY)	10.9	$272M	+4%	1.8M	148.87	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	10.4	$258M	+4%	3.8M	68.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.2	$253M	+4%	338k	748.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	9.5	$236M	+5%	1.0M	227.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.3	$157M	+5%	2.6M	59.69	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	5.6	$139M		2.6M	52.72	View chart
Ishares Tr Ishares Intl Ctr (CORO)	5.1	$127M	+5%	3.5M	36.60	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	4.2	$104M	+4%	2.4M	43.11	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	3.6	$89M	+5%	1.3M	71.25	View chart
Ishares Tr Eafe Value Etf (EFV)	3.1	$77M	+5%	1.0M	76.55	View chart
Ishares Tr Core Total Usd (IUSB)	3.0	$75M	+3%	1.6M	46.15	View chart
Ishares Tr National Mun Etf (MUB)	2.9	$72M	+7%	667k	107.62	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	2.0	$51M	+8%	2.2M	23.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.0	$50M	+5%	399k	124.42	View chart
Global X Fds Defense Tech Etf (SHLD)	2.0	$49M	+10%	824k	59.71	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$41M	+4%	867k	46.81	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.3	$32M	+7%	1.2M	26.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$20M	+9%	263k	75.51	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.5	$12M	+22%	149k	80.16	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$7.4M	+21%	52k	142.39	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$6.1M	+19%	88k	69.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$4.3M	+13%	26k	163.67	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.2	$4.1M	+19%	94k	43.45	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$3.6M	+28%	43k	84.60	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.4M		34k	102.16	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$3.4M		64k	52.34	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.2M	+24%	59k	54.69	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$2.4M		27k	88.72	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.4M	+10%	50k	47.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.1M	+27%	64k	33.29	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.1	$1.9M	+25%	33k	57.66	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$1.8M	-3%	15k	121.74	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.4M	+9%	62k	23.15	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$1.1M	+12%	19k	58.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$82k	+2090%	1.1k	73.38	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$65k		2.6k	24.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$42k	-40%	167.00	251.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$41k	+1474%	425.00	96.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$20k	-36%	196.00	102.40	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$19k	-22%	376.00	49.76	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$16k	-50%	338.00	46.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$10k	+34%	130.00	78.09	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$7.3k	-34%	155.00	46.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$6.0k	-20%	20.00	301.20	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$5.9k	-3%	118.00	50.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$2.5k	-73%	49.00	51.90	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$2.3k	-26%	22.00	105.68	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.1k	-7%	13.00	82.00	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$927.000500	-62%	19.00	48.79	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$919.000800	-30%	18.00	51.06	View chart
Vaneck Etf Tr High Yld Munietf (HYD)	0.0	$576.999500	-45%	11.00	52.45	View chart

Past Filings by Sofi Wealth

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

Sofi Wealth 2026 Q2 filed Aug. 10, 2026
Sofi Wealth 2026 Q1 filed May 5, 2026
Sofi Wealth 2025 Q4 filed Jan. 30, 2026
Sofi Wealth 2025 Q3 filed Oct. 22, 2025
Sofi Wealth 2025 Q2 filed Aug. 11, 2025
Sofi Wealth 2025 Q1 filed April 21, 2025
Sofi Wealth 2024 Q4 filed Feb. 4, 2025
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

View all past filings

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