Sofi Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Sofi Wealth, Llc disclosed 48 stock positions valued at approximately $2.48B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, BLACKROCK ETF TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 48
- Portfolio Value
- $2.48B
Holdings by Sector
Sofi Wealth, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 13.00% | 2,349,051 | +99,882 | +4.44% | $323,065,034 |
| BLACKROCK ETF TRUST | DYNF | Other | 10.38% | 3,791,928 | +179,167 | +4.96% | $257,889,017 |
| ISHARES TR | IVV | Other | 10.19% | 338,161 | +16,087 | +4.99% | $253,245,458 |
| ISHARES TR | IVE | Other | 9.49% | 1,038,423 | +58,458 | +5.97% | $235,784,423 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.30% | 2,623,074 | +129,493 | +5.19% | $156,571,272 |
| VANGUARD TAX-MANAGED INTL FD | VEA | Other | 3.60% | 1,254,919 | +60,102 | +5.03% | $89,412,980 |
| ISHARES TR | EFV | Other | 3.11% | 1,010,564 | +53,810 | +5.62% | $77,358,681 |
| ISHARES TR | IUSB | Other | 3.00% | 1,615,903 | +62,139 | +4.00% | $74,573,913 |
| ISHARES TR | MUB | Other | 2.89% | 666,493 | +45,596 | +7.34% | $71,728,002 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 2.04% | 2,158,881 | +175,595 | +8.85% | $50,776,882 |
| ISHARES TR | EFG | Other | 2.00% | 398,975 | +20,246 | +5.35% | $49,640,433 |
| GLOBAL X FDS | SHLD | Other | 1.98% | 823,592 | +79,555 | +10.69% | $49,176,672 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.63% | 867,101 | +34,626 | +4.16% | $40,589,013 |
| SPDR SER TR | SPTL | Other | 1.29% | 1,221,059 | +81,968 | +7.20% | $32,028,365 |
| ISHARES GOLD TR | IAU | Other | 0.80% | 263,368 | +22,258 | +9.23% | $19,886,954 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.48% | 148,576 | +27,094 | +22.30% | $11,909,885 |
| ISHARES TR | DSI | Other | 0.30% | 52,019 | +9,229 | +21.57% | $7,406,986 |
| ISHARES TR | USXF | Other | 0.25% | 87,855 | +14,388 | +19.58% | $6,101,514 |
| ISHARES TR | ESGU | Other | 0.17% | 26,173 | +3,041 | +13.15% | $4,283,759 |
| ISHARES TR | EUSB | Other | 0.16% | 93,698 | +15,057 | +19.15% | $4,071,165 |
| ISHARES TR | DMXF | Other | 0.15% | 43,134 | +9,544 | +28.41% | $3,649,135 |
| ISHARES TR | STIP | Other | 0.14% | 33,591 | +15 | +0.04% | $3,431,606 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.14% | 64,254 | +132 | +0.21% | $3,363,043 |
| ISHARES INC | ESGE | Other | 0.13% | 59,148 | +11,785 | +24.88% | $3,234,818 |
| ISHARES TR | FIBR | Other | 0.10% | 27,372 | -184 | -0.67% | $2,428,386 |
| ISHARES TR | EAGG | Other | 0.09% | 49,790 | +4,604 | +10.19% | $2,360,551 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.09% | 64,074 | +14,014 | +27.99% | $2,133,030 |
| BLACKROCK ETF TRUST | LCTD | Other | 0.08% | 33,437 | +6,878 | +25.90% | $1,927,850 |
| ISHARES TR | ICVT | Other | 0.07% | 14,733 | -575 | -3.76% | $1,793,623 |
| ISHARES TR | SUSC | Other | 0.06% | 61,965 | +5,573 | +9.88% | $1,434,585 |
Showing 30 of 48 holdings in the latest reporting period.