Sofi Wealth, Llc Portfolio Stock Holdings
Sofi Wealth, Llc disclosed 52 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and BLACKROCK ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 52
- Portfolio Value
- $2.1B
Holdings by Sector
Sofi Wealth, Llc Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 12.26% | 2,249,169 | +145,081 | +6.90% | $254,403,465 |
| ISHARES TR | IVV | Other | 10.14% | 322,074 | -8,200 | -2.48% | $210,381,767 |
| BLACKROCK ETF TRUST | DYNF | Other | 10.13% | 3,612,761 | +222,910 | +6.58% | $210,190,451 |
| ISHARES TR | IVE | Other | 9.97% | 979,965 | +4,340 | +0.44% | $206,919,651 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.49% | 2,493,581 | -72,302 | -2.82% | $134,778,077 |
| VANGUARD TAX-MANAGED INTL FD | VEA | Other | 3.69% | 1,194,817 | -413,573 | -25.71% | $76,563,887 |
| ISHARES TR | IUSB | Other | 3.46% | 1,553,764 | +346,365 | +28.69% | $71,768,344 |
| ISHARES TR | EFV | Other | 3.43% | 956,754 | -131,090 | -12.05% | $71,134,646 |
| ISHARES TR | MUB | Other | 3.18% | 620,897 | -10,892 | -1.72% | $65,908,250 |
| GLOBAL X FDS | SHLD | Other | 2.54% | 744,037 | -46,042 | -5.83% | $52,707,592 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 2.20% | 1,983,286 | +1,502,814 | +312.78% | $45,575,915 |
| ISHARES TR | EFG | Other | 2.03% | 378,729 | -150,106 | -28.38% | $42,179,052 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.88% | 832,475 | +139,605 | +20.15% | $39,084,713 |
| SPDR SER TR | SPTL | Other | 1.44% | 1,139,091 | -276,737 | -19.55% | $29,958,088 |
| ISHARES GOLD TR | IAU | Other | 1.02% | 241,110 | -36,461 | -13.14% | $21,256,259 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.41% | 121,482 | +23,873 | +24.46% | $8,520,421 |
| ISHARES TR | DSI | Other | 0.25% | 42,790 | +8,482 | +24.72% | $5,185,718 |
| ISHARES TR | USXF | Other | 0.20% | 73,467 | +14,616 | +24.84% | $4,055,395 |
| ISHARES TR | STIP | Other | 0.17% | 33,576 | +2,712 | +8.79% | $3,472,757 |
| ISHARES TR | EUSB | Other | 0.16% | 78,641 | +21,255 | +37.04% | $3,420,886 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.16% | 64,122 | +7,877 | +14.00% | $3,329,881 |
| ISHARES TR | ESGU | Other | 0.16% | 23,132 | +4,547 | +24.47% | $3,271,287 |
| ISHARES TR | DMXF | Other | 0.12% | 33,590 | +6,320 | +23.18% | $2,534,400 |
| ISHARES TR | FIBR | Other | 0.12% | 27,556 | +27,556 | +100.00% | $2,452,520 |
| ISHARES INC | ESGE | Other | 0.10% | 47,363 | +10,606 | +28.85% | $2,153,611 |
| ISHARES TR | EAGG | Other | 0.10% | 45,186 | +10,553 | +30.47% | $2,148,574 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.09% | 50,060 | +20,574 | +69.78% | $1,923,320 |
| ISHARES TR | ICVT | Other | 0.08% | 15,308 | +15,308 | +100.00% | $1,558,183 |
| BLACKROCK ETF TRUST | LCTD | Other | 0.07% | 26,559 | +4,515 | +20.48% | $1,468,332 |
| ISHARES TR | SUSC | Other | 0.06% | 56,392 | +12,342 | +28.02% | $1,304,781 |
| GLOBAL X FDS | PAVE | Other | 0.04% | 16,557 | +2,394 | +16.90% | $841,271 |
| ISHARES TR | SUSB | Other | 0.00% | 2,623 | +901 | +52.32% | $65,737 |
| ISHARES TR | IYW | Other | 0.00% | 280 | +3 | +1.08% | $50,753 |
| ISHARES TR | HYDB | Other | 0.00% | 677 | -321,732 | -99.79% | $31,489 |
| ISHARES INC | EMXC | Other | 0.00% | 311 | -8 | -2.51% | $24,441 |
| BLACKROCK ETF TRUST II | 092528843 | Other | 0.00% | 483 | -314,034 | -99.85% | $23,177 |
| ISHARES TR | HEFA | Other | 0.00% | 237 | +2 | +0.85% | $10,054 |
| ISHARES TR | IGSB | Other | 0.00% | 184 | -35,485 | -99.48% | $9,664 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.00% | 97 | -69 | -41.57% | $7,601 |
| VANGUARD INDEX FDS | VB | Other | 0.00% | 25 | -9 | -26.47% | $6,627 |
| ISHARES TR | IGLB | Other | 0.00% | 122 | -29,195 | -99.58% | $6,037 |
| VANGUARD BD INDEX FDS | BND | Other | 0.00% | 51 | -180 | -77.92% | $3,755 |
| ISHARES TR | SUB | Other | 0.00% | 30 | -1,111 | -97.37% | $3,176 |
| ISHARES TR | IXC | Other | 0.00% | 51 | +10 | +24.39% | $2,930 |
| ISHARES TR | IEFA | Other | 0.00% | 27 | -13 | -32.50% | $2,408 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.00% | 26 | -29 | -52.73% | $1,315 |
| ISHARES TR | HYG | Other | 0.00% | 14 | -13 | -48.15% | $1,139 |
| VANECK ETF TR | HYD | Other | 0.00% | 20 | -2 | -9.09% | $1,017 |