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Sofi Technologies shares owned by Ameliora Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Ameliora Wealth Management from 13F filings

Historical chart of Ameliora Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Ameliora Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Ameliora Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 100k 15.88

More positions owned by Ameliora Wealth Management

Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Series Trust State Street Spd (FLRN)
Ishares Tr CORE S&P500 ETF (IVV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Investment Grade (IGEB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
STATE STR SPDR S&P 500 ETF T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Japn (DBJP)
Broadcom (AVGO)

View all positions for Ameliora Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
Jane Street
Susquehanna International
BlackRock
UBS Group
Vanguard Capital Management
D. E. Shaw & Co
Vanguard Portfolio Management
Citadel Advisors
Geode Capital Management
State Street Corporation
Morgan Stanley
Goldman Sachs Group
Squarepoint Ops
Bank Of Montreal

View all funds holding Sofi Technologies