Sofi Wealth

Sofi Wealth as of June 30, 2025

Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 46 positions in its portfolio as reported in the June 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) 13.0 $213M 1.9M 110.10
Ishares Tr Core S&p500 Etf (IVV) 12.9 $211M 340k 620.90
Tidal Etf Tr Sofi Select 500 (SFY) 12.7 $207M 1.8M 118.13
Ishares Tr S&p 500 Val Etf (IVE) 11.4 $186M 952k 195.42
Blackrock Etf Trust Ishares Us Equit (DYNF) 8.5 $139M 2.6M 54.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.4 $88M 1.5M 57.01
Ishares Tr U.s. Tech Etf (IYW) 4.4 $73M 420k 173.27
Ishares Tr National Mun Etf (MUB) 4.2 $69M 658k 104.48
Blackrock Etf Trust Ishares Us Thema (THRO) 4.1 $67M 1.9M 35.58
Ishares Tr Eafe Value Etf (EFV) 3.8 $62M 976k 63.48
Ishares Tr Core Total Usd (IUSB) 3.7 $61M 1.3M 46.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $57M 1.2M 49.46
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $51M 452k 112.00
Ishares Msci Emrg Chn (EMXC) 1.7 $28M 447k 63.14
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.7 $28M 1.1M 26.58
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $27M 580k 46.34
Ishares Tr Hdg Msci Eafe (HEFA) 1.1 $17M 458k 37.96
Ishares Tr High Yld Systm B (HYDB) 0.7 $11M 232k 47.48
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.5 $8.1M 167k 48.63
Ishares Gold Tr Ishares New (IAU) 0.4 $6.9M 110k 62.36
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $3.8M 56k 67.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $2.9M 28k 102.91
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $2.6M 50k 52.84
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.3M 20k 116.16
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.2M 43k 52.76
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.8M 34k 53.93
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $1.7M 39k 43.55
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.5M 14k 106.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.4M 10k 135.30
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.2M 16k 74.44
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $935k 20k 47.54
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $929k 15k 61.21
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $902k 18k 50.21
Ishares Esg Awr Msci Em (ESGE) 0.0 $742k 19k 39.17
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $669k 13k 50.86
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $595k 26k 23.23
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $344k 7.9k 43.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $30k 413.00 73.64
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $29k 1.1k 25.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $18k 232.00 78.73
Ishares Tr Global Energ Etf (IXC) 0.0 $13k 327.00 39.33
Tidal Etf Tr Sofi Next 500 (SFYX) 0.0 $12k 783.00 14.93
Vanguard Index Fds Small Cp Etf (VB) 0.0 $7.6k 32.00 239.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $3.5k 70.00 50.59
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $2.6k 32.00 81.59
Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $1.1k 22.00 49.41