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Sofi Wealth, LLC Portfolio
$2.6B across 61 positions as of 2026-09-30, with 78% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.9%
-1.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.5% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +10.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | — | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVWiShares S&P 500 Growth ETF | $336.1M | 13.0% | 2,362,672 |
| SFYSoFi Select 500 ETF | $288.1M | 11.1% | 1,875,011 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $267.4M | 10.3% | 3,860,774 |
| IVViShares Core S&P 500 ETF | $260.8M | 10.1% | 340,530 |
| IVEiShares S&P 500 Value ETF | $243.8M | 9.4% | 1,068,052 |
| ISHARES TR | $130.9M | 5.1% | 3,600,573 |
| VWOVanguard FTSE Emerging Markets ETF | $130.6M | 5.0% | 2,201,148 |
| BAIiShares A.I. Innovation and Tech Active ETF | $122.5M | 4.7% | 2,595,070 |
| IUSBiShares Core Total USD Bond Market ETF | $118.4M | 4.6% | 2,685,798 |
| THROiShares U.S. Thematic Rotation Active ETF | $107.6M | 4.2% | 2,446,051 |
| VEAVanguard FTSE Developed Markets ETF | $93.1M | 3.6% | 1,318,351 |
| MUBiShares National Muni Bond ETF | $74M | 2.9% | 732,272 |
| EFViShares MSCI EAFE Value ETF | $56.9M | 2.2% | 718,442 |
| SHLDGlobal X Defense Tech ETF | $56.5M | 2.2% | 940,379 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $50.2M | 1.9% | 2,349,078 |
| IEFAiShares Core MSCI EAFE ETF | $49.7M | 1.9% | 512,686 |
| EFGiShares MSCI EAFE Growth ETF | $32.1M | 1.2% | 268,091 |
| IEMGiShares Core MSCI Emerging Markets ETF | $25.5M | 1.0% | 314,036 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $24.1M | 0.9% | 307,977 |
| VMBSVanguard Mortgage Backed Security | $19.9M | 0.8% | 448,250 |
| LCTUBlackRock U.S. Carbon Transition Readiness ETF | $13.7M | 0.5% | 168,336 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $13.5M | 0.5% | 567,376 |
| EUSBiShares ESG Advanced Universal USD Bond ETF | $9.3M | 0.4% | 223,965 |
| DSIiShares ESG MSCI KLD 400 ETF | $8.7M | 0.3% | 59,542 |
| USXFiShares ESG Advanced MSCI USA ETF | $6.8M | 0.3% | 99,932 |
| BLACKROCK ETF TRUST | $4.9M | 0.2% | 163,868 |
| ESGUiShares ESG Aware MSCI USA ETF | $4.6M | 0.2% | 27,389 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $4.5M | 0.2% | 53,331 |
| ESGEiShares ESG Aware MSCI EM ETF | $3.9M | 0.2% | 72,129 |
| BLACKROCK TOTAL RETURN FUND | $3.7M | 0.1% | 388,750 |
| BLACKROCK GLOBAL EQUITY MARKET NEUTRAL FUND | $3.7M | 0.1% | 228,281 |
| STIPiShares 0-5 Year TIPS Bond ETF | $3.4M | 0.1% | 33,784 |
| BINCiShares Flexible Income Active ETF | $3.3M | 0.1% | 65,479 |
| LCTDBlackRock World ex U.S. Carbon Transition Readiness ETF | $2.4M | 0.1% | 41,972 |
| ISHARES TR | $2.3M | 0.1% | 27,611 |
| ISHARES TR | $1.7M | 0.1% | 14,670 |
| BLACKROCK TACTICAL OPPOR | $1.6M | 0.1% | 88,507 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $1.2M | 0.0% | 23,806 |
| BLACKROCK REAL ESTATE SECURITIES FUND | $1.2M | 0.0% | 79,145 |
| VICTORY MARKET NEUTRAL INCOME FUND | $917.3K | 0.0% | 98,844 |
| RBB FD INC | $909.8K | 0.0% | 84,789 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $793.9K | 0.0% | 17,544 |
| BSIIXBlackRock Strategic Income Opportunities Portfolio - Institutional | $723.9K | 0.0% | 76,520 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $478.2K | 0.0% | 21,792 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $79.1K | 0.0% | 3,237 |
| IYWiShares U.S. Technology ETF | $37.8K | 0.0% | 143 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $17.4K | 0.0% | 176 |
| IBITiShares Bitcoin Trust ETF | $14.6K | 0.0% | 309 |
| BIMBXBlackRock Systematic Multi-Strategy Fund Institutional Class | $11.6K | 0.0% | 1,141 |
| BSVVanguard Short-Term Bond ETF | $10.2K | 0.0% | 134 |
| ISHARES TR | $7.6K | 0.0% | 168 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $6.7K | 0.0% | 145 |
| VBVanguard Small-Cap ETF | $5.6K | 0.0% | 20 |
| ISHARES TR | $5.3K | 0.0% | 117 |
| BNDVanguard Total Bond Market ETF | $5.2K | 0.0% | 74 |
| SUBiShares Short-Term National Muni Bond ETF | $1.6K | 0.0% | 15 |
| IGSBISHARES TR | $1.4K | 0.0% | 27 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $1K | 0.0% | 13 |
| IXCiShares Global Energy ETF | $1K | 0.0% | 18 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $833 | 0.0% | 17 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $477 | 0.0% | 10 |
Quarter ending 2026-09-30.
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