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 87.12% of Sofi Wealth's stock portfolio.
  • Added to shares of these 10 stocks: SFY (+$15M), VEA (+$9.3M), VWO, BND, SFYX, BSV, VB, MUB, VTIP, HYG.
  • Sofi Wealth was a net buyer of stock by $38M.
  • Sofi Wealth has $933M in assets under management (AUM), dropping by 13.78%.
  • 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 December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr Sofi Selct 500 (SFY) 49.9 $466M +3% 28M 16.94
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 20.0 $187M +5% 3.9M 47.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.4 $60M +6% 1.5M 41.10
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Tidal Etf Tr Sofi Next 500 (SFYX) 5.7 $53M +5% 4.2M 12.78
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.0 $47M +7% 634k 73.55
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Ishares Tr National Mun Etf (MUB) 4.4 $41M +2% 377k 108.41
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Vanguard Bd Index Fds Short Trm Bond (BSV) 4.1 $38M +4% 498k 77.02
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Vanguard Index Fds Small Cp Etf (VB) 2.9 $27M +4% 127k 213.33
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $6.9M +4% 145k 47.49
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $3.6M +5% 47k 77.39
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Vaneck Etf Tr High Yld Munietf (HYD) 0.4 $3.4M +3% 65k 51.63
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Past Filings by Sofi Wealth

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