Sofi Wealth

Sofi Wealth as of Dec. 31, 2025

Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 50 positions in its portfolio as reported in the December 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) 12.9 $259M 2.1M 123.26
Ishares Tr Core S&p500 Etf (IVV) 11.3 $226M 330k 684.94
Tidal Etf Tr Sofi Select 500 (SFY) 10.8 $217M 1.6M 132.16
Ishares Tr S&p 500 Val Etf (IVE) 10.3 $207M 976k 212.07
Blackrock Etf Trust Ishares Us Equit (DYNF) 10.3 $206M 3.4M 60.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.9 $138M 2.6M 53.76
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.0 $101M 1.6M 62.47
Blackrock Etf Trust Ishares A I Inno (BAI) 4.1 $82M 2.5M 33.30
Blackrock Etf Trust Ishares Us Thema (THRO) 4.1 $82M 2.1M 38.56
Ishares Tr Eafe Value Etf (EFV) 3.9 $78M 1.1M 71.41
Ishares Tr National Mun Etf (MUB) 3.4 $68M 632k 107.11
Ishares Tr Eafe Grwth Etf (EFG) 3.0 $60M 529k 113.92
Ishares Tr Core Total Usd (IUSB) 2.8 $56M 1.2M 46.54
Global X Fds Defense Tech Etf (SHLD) 2.6 $51M 790k 64.79
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.9 $38M 1.4M 26.47
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $33M 693k 47.08
Ishares Gold Tr Ishares New (IAU) 1.1 $23M 278k 81.17
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.8 $15M 315k 48.68
Ishares Tr High Yld Systm B (HYDB) 0.8 $15M 322k 47.35
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.6 $11M 481k 23.19
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.4 $7.2M 98k 74.09
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $4.4M 34k 128.83
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $3.4M 59k 57.58
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $3.2M 31k 102.39
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $3.0M 56k 52.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.8M 19k 148.98
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $2.5M 57k 43.91
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $2.0M 27k 75.16
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.9M 36k 52.88
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.7M 35k 47.85
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.6M 37k 44.17
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.1 $1.5M 29k 50.45
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.5M 30k 49.65
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $1.2M 22k 54.66
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.0M 44k 23.38
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $677k 14k 47.79
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $122k 1.1k 106.71
Ishares Tr U.s. Tech Etf (IYW) 0.0 $55k 277.00 199.35
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $44k 1.7k 25.24
Ishares Msci Emrg Chn (EMXC) 0.0 $23k 319.00 72.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $17k 231.00 74.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $13k 166.00 78.64
Tidal Etf Tr Sofi Next 500 (SFYX) 0.0 $11k 700.00 16.25
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $9.7k 235.00 41.32
Vanguard Index Fds Small Cp Etf (VB) 0.0 $8.8k 34.00 257.38
Ishares Tr Core Msci Eafe (IEFA) 0.0 $3.5k 40.00 88.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $2.7k 55.00 49.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $2.2k 27.00 81.74
Ishares Tr Global Energ Etf (IXC) 0.0 $1.7k 41.00 41.85
Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $1.1k 22.00 50.59