Sofi Wealth

Sofi Wealth as of Sept. 30, 2025

Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 48 positions in its portfolio as reported in the September 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) 12.4 $230M 1.9M 120.72
Tidal Etf Tr Sofi Select 500 (SFY) 12.1 $224M 1.7M 129.19
Ishares Tr Core S&p500 Etf (IVV) 11.4 $211M 315k 669.30
Ishares Tr S&p 500 Val Etf (IVE) 10.7 $199M 965k 206.51
Blackrock Etf Trust Ishares Us Equit (DYNF) 9.8 $183M 3.1M 59.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.6 $123M 2.3M 54.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.0 $93M 1.5M 59.92
Blackrock Etf Trust Ishares Us Thema (THRO) 4.1 $75M 2.0M 37.86
Ishares Tr Eafe Value Etf (EFV) 3.8 $71M 1.0M 67.83
Ishares Tr National Mun Etf (MUB) 3.3 $62M 578k 106.49
Blackrock Etf Trust Ishares A I Inno (BAI) 3.2 $60M 1.8M 34.16
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $57M 502k 113.88
Ishares Tr Core Total Usd (IUSB) 2.9 $53M 1.1M 46.71
Global X Fds Defense Tech Etf (SHLD) 2.2 $40M 570k 70.24
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.9 $35M 1.3M 26.95
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.7 $31M 653k 46.96
Ishares Tr U.s. Tech Etf (IYW) 1.1 $20M 100k 195.86
Ishares Gold Tr Ishares New (IAU) 1.0 $19M 265k 72.77
Ishares Tr High Yld Systm B (HYDB) 0.8 $14M 300k 47.84
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.8 $14M 287k 49.19
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.5 $10M 438k 23.09
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $5.7M 79k 72.58
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $3.5M 28k 125.95
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $3.0M 29k 103.36
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $2.8M 53k 53.24
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $2.7M 47k 57.31
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $2.2M 50k 43.92
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.1M 15k 145.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.9M 36k 53.03
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.7M 22k 75.74
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.4M 21k 65.00
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $1.3M 25k 51.54
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.2M 26k 48.03
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.2M 27k 43.42
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $976k 18k 53.29
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $807k 34k 23.56
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $529k 11k 47.63
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $93k 875.00 106.76
Ishares Msci Emrg Chn (EMXC) 0.0 $42k 619.00 67.55
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $36k 1.4k 25.31
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $21k 519.00 39.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $17k 223.00 74.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $13k 168.00 78.75
Tidal Etf Tr Sofi Next 500 (SFYX) 0.0 $12k 723.00 16.07
Vanguard Index Fds Small Cp Etf (VB) 0.0 $7.7k 30.00 256.87
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $2.5k 50.00 50.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $1.7k 20.00 82.70
Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $1.2k 23.00 50.43