Sofi Wealth

Sofi Wealth as of June 30, 2026

Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 52 positions in its portfolio as reported in the June 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) 13.0 $323M 2.3M 137.53
Tidal Etf Tr Sofi Select 500 (SFY) 10.9 $272M 1.8M 148.87
Blackrock Etf Trust Ishares Us Equit (DYNF) 10.4 $258M 3.8M 68.01
Ishares Tr Core S&p500 Etf (IVV) 10.2 $253M 338k 748.89
Ishares Tr S&p 500 Val Etf (IVE) 9.5 $236M 1.0M 227.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.3 $157M 2.6M 59.69
Blackrock Etf Trust Ishares A I Inno (BAI) 5.6 $139M 2.6M 52.72
Ishares Tr Ishares Intl Ctr (CORO) 5.1 $127M 3.5M 36.60
Blackrock Etf Trust Ishares Us Thema (THRO) 4.2 $104M 2.4M 43.11
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.6 $89M 1.3M 71.25
Ishares Tr Eafe Value Etf (EFV) 3.1 $77M 1.0M 76.55
Ishares Tr Core Total Usd (IUSB) 3.0 $75M 1.6M 46.15
Ishares Tr National Mun Etf (MUB) 2.9 $72M 667k 107.62
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 2.0 $51M 2.2M 23.52
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $50M 399k 124.42
Global X Fds Defense Tech Etf (SHLD) 2.0 $49M 824k 59.71
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $41M 867k 46.81
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.3 $32M 1.2M 26.23
Ishares Gold Tr Ishares New (IAU) 0.8 $20M 263k 75.51
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.5 $12M 149k 80.16
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $7.4M 52k 142.39
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $6.1M 88k 69.45
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $4.3M 26k 163.67
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $4.1M 94k 43.45
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $3.6M 43k 84.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $3.4M 34k 102.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $3.4M 64k 52.34
Ishares Esg Awr Msci Em (ESGE) 0.1 $3.2M 59k 54.69
Ishares Tr Systematic Bd Et (SYSB) 0.1 $2.4M 27k 88.72
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.4M 50k 47.41
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $2.1M 64k 33.29
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.1 $1.9M 33k 57.66
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.8M 15k 121.74
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.4M 62k 23.15
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.1M 19k 58.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $82k 1.1k 73.38
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $65k 2.6k 24.99
Ishares Tr U.s. Tech Etf (IYW) 0.0 $42k 167.00 251.75
Ishares Tr Core Msci Eafe (IEFA) 0.0 $41k 425.00 96.49
Ishares Msci Emrg Chn (EMXC) 0.0 $20k 196.00 102.40
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $19k 376.00 49.76
Ishares Tr High Yld Systm B (HYDB) 0.0 $16k 338.00 46.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $10k 130.00 78.09
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $7.3k 155.00 46.96
Vanguard Index Fds Small Cp Etf (VB) 0.0 $6.0k 20.00 301.20
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $5.9k 118.00 50.14
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $2.5k 49.00 51.90
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $2.3k 22.00 105.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $1.1k 13.00 82.00
Ishares Tr Global Energ Etf (IXC) 0.0 $927.000500 19.00 48.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $919.000800 18.00 51.06
Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $576.999500 11.00 52.45