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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 53.98% of Sofi Wealth's stock portfolio.
Added to shares of these 10 stocks: IEFA (+$50M), IUSB (+$47M), IEMG (+$26M), SFY (+$7.5M), SHLD (+$7.0M), IVE (+$6.8M), MUB (+$6.7M), EUSB (+$5.4M), IALT, DYNF.
Started 10 new stock positions in MAHQX, CBHIX, PBAIX, BIMBX, EBSIX, BlackRock Real Estate Securiti, IEMG, BDMIX, BSIIX, IALT.
Reduced shares in these 10 stocks: VWO (-$25M), EFV (-$23M), VMBS (-$19M), EFG (-$16M), SPTL (-$16M), IBIT, BAI, EAGG, SUSC, BND.
Sold out of its position in HIMU.
Sofi Wealth was a net buyer of stock by $100M.
Sofi Wealth has $2.6B in assets under management (AUM), dropping by 4.09%.
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 61 positions in its portfolio as reported in the September 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	$336M		2.4M	142.26	View chart
Tidal Etf Tr Sofi Select 500 (SFY)	11.1	$288M	+2%	1.9M	153.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	10.3	$267M		3.9M	69.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	10.1	$261M		341k	765.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	9.4	$244M	+2%	1.1M	228.28	View chart
Ishares Tr Ishares Intl Ctr (CORO)	5.1	$131M	+3%	3.6M	36.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.0	$131M	-16%	2.2M	59.31	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	4.7	$123M		2.6M	47.19	View chart
Ishares Tr Core Total Usd (IUSB)	4.6	$118M	+66%	2.7M	44.09	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	4.2	$108M		2.4M	43.98	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	3.6	$93M	+5%	1.3M	70.61	View chart
Ishares Tr National Mun Etf (MUB)	2.9	$74M	+9%	732k	101.10	View chart
Ishares Tr Eafe Value Etf (EFV)	2.2	$57M	-28%	718k	79.14	View chart
Global X Fds Defense Tech Etf (SHLD)	2.2	$57M	+14%	940k	60.08	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.9	$50M	+8%	2.3M	21.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$50M	+120532%	513k	96.88	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$32M	-32%	268k	119.83	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$26M	NEW	314k	81.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$24M	+16%	308k	78.10	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$20M	-48%	448k	44.41	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.5	$14M	+13%	168k	81.67	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$14M	-53%	567k	23.85	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.4	$9.3M	+139%	224k	41.57	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$8.7M	+14%	60k	146.18	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$6.8M	+13%	100k	68.06	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$4.9M	NEW	164k	29.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$4.6M	+4%	27k	166.80	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.2	$4.5M	+23%	53k	84.65	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$3.9M	+21%	72k	54.16	View chart
Blackrock Total Return Fund Institutional (MAHQX)	0.1	$3.7M	NEW	389k	9.44	View chart
Blackrock Global Equity Market Neutral Fund Institutional Shares / Class I (BDMIX)	0.1	$3.7M	NEW	228k	16.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.4M		34k	99.70	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$3.3M		66k	50.79	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.1	$2.4M	+25%	42k	57.96	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$2.3M		28k	84.28	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$1.7M		15k	112.94	View chart
Blackrock Tactical Oppor Ntf Equity Funds (PBAIX)	0.1	$1.6M	NEW	89k	18.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$1.2M	+27%	24k	52.50	View chart
Blackrock Real Estate Securities Fund Institutional	0.0	$1.2M	NEW	79k	15.68	View chart
Victory Market Neutral Income Fund Class I (CBHIX)	0.0	$917k	NEW	99k	9.28	View chart
RBB Campbell Syste I (EBSIX)	0.0	$910k	NEW	85k	10.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$794k	-64%	18k	45.25	View chart
Blackrock Strategic Income Opportunities Instl (BSIIX)	0.0	$724k	NEW	77k	9.46	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$478k	-64%	22k	21.94	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$79k	+24%	3.2k	24.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$38k	-14%	143.00	264.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$17k	-10%	176.00	99.04	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$15k	-99%	309.00	47.31	View chart
Blackrock Systematic Multi-strategy Fund Instl Class / Institutional Class (BIMBX)	0.0	$12k	NEW	1.1k	10.17	View chart
Vanguard Short-term Bond Short Trm Bond (BSV)	0.0	$10k	+3%	134.00	76.47	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$7.6k	-50%	168.00	45.01	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$6.7k	-6%	145.00	46.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$5.6k		20.00	278.65	View chart
Ishares Tr 10+ Yr Invst Gr Crp (IGLB)	0.0	$5.3k		117.00	45.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$5.2k	-93%	74.00	69.72	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.6k	-31%	15.00	106.40	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$1.4k	-44%	27.00	51.48	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.0k		13.00	79.23	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$1.0k	-5%	18.00	57.11	View chart
Vanguard Short-term Inflation-protected Securities Etf Strm Infproidx (VTIP)	0.0	$833.000000	-5%	17.00	49.00	View chart
Vaneck Etf Tr High Yld Munietf (HYD)	0.0	$477.000000	-9%	10.00	47.70	View chart

Past Filings by Sofi Wealth

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

Sofi Wealth 2026 Q3 filed Oct. 27, 2026
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

View all past filings

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