Sofi Wealth

Sofi Wealth as of March 31, 2026

Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 52 positions in its portfolio as reported in the March 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) 12.3 $254M 2.2M 113.11
Tidal Etf Tr Sofi Select 500 (SFY) 10.6 $219M 1.8M 124.82
Ishares Tr Core S&p500 Etf (IVV) 10.1 $210M 322k 653.21
Blackrock Etf Trust Ishares Us Equit (DYNF) 10.1 $210M 3.6M 58.18
Ishares Tr S&p 500 Val Etf (IVE) 10.0 $207M 980k 211.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.5 $135M 2.5M 54.05
Ishares Tr Ishares Intl Ctr (CORO) 5.1 $107M 3.3M 32.15
Blackrock Etf Trust Ishares A I Inno (BAI) 4.1 $86M 2.6M 32.95
Blackrock Etf Trust Ishares Us Thema (THRO) 4.0 $84M 2.3M 36.22
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.7 $77M 1.2M 64.08
Ishares Tr Core Total Usd (IUSB) 3.5 $72M 1.6M 46.19
Ishares Tr Eafe Value Etf (EFV) 3.4 $71M 957k 74.35
Ishares Tr National Mun Etf (MUB) 3.2 $66M 621k 106.15
Global X Fds Defense Tech Etf (SHLD) 2.5 $53M 744k 70.84
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 2.2 $46M 2.0M 22.98
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $42M 379k 111.37
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.9 $39M 833k 46.95
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.4 $30M 1.1M 26.30
Ishares Gold Tr Ishares New (IAU) 1.0 $21M 241k 88.16
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.4 $8.5M 122k 70.14
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $5.2M 43k 121.19
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $4.1M 74k 55.20
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $3.5M 34k 103.43
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $3.4M 79k 43.50
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $3.3M 64k 51.93
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $3.3M 23k 141.42
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $2.5M 34k 75.45
Ishares Tr Systematic Bd Et (SYSB) 0.1 $2.5M 28k 89.00
Ishares Esg Awr Msci Em (ESGE) 0.1 $2.2M 47k 45.47
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.1M 45k 47.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.9M 50k 38.42
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.6M 15k 101.79
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $1.5M 27k 55.29
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.3M 56k 23.14
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $841k 17k 50.81
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $66k 2.6k 25.06
Ishares Tr U.s. Tech Etf (IYW) 0.0 $51k 280.00 181.26
Ishares Tr High Yld Systm B (HYDB) 0.0 $32k 677.00 46.51
Ishares Msci Emrg Chn (EMXC) 0.0 $24k 311.00 78.59
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $23k 483.00 47.99
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $10k 237.00 42.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $9.7k 184.00 52.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $7.6k 97.00 78.36
Vanguard Index Fds Small Cp Etf (VB) 0.0 $6.6k 25.00 265.08
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $6.0k 122.00 49.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $3.8k 51.00 73.63
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $3.2k 30.00 105.87
Ishares Tr Global Energ Etf (IXC) 0.0 $2.9k 51.00 57.45
Ishares Tr Core Msci Eafe (IEFA) 0.0 $2.4k 27.00 89.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $1.3k 26.00 50.58
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $1.1k 14.00 81.36
Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $1.0k 20.00 50.85