Sofi Wealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Sofi Wealth, Llc disclosed 57 stock positions valued at approximately $2.59B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, TIDAL ETF TR, and BLACKROCK ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $2.59B
Holdings by Sector
Sofi Wealth, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 12.99% | 2,362,672 | +13,621 | +0.58% | $336,113,760 |
| TIDAL ETF TR | SFY | Other | 11.14% | 1,875,011 | +48,785 | +2.67% | $288,078,938 |
| BLACKROCK ETF TRUST | DYNF | Other | 10.34% | 3,860,774 | +68,846 | +1.82% | $267,397,215 |
| ISHARES TR | IVV | Other | 10.08% | 340,530 | +2,369 | +0.70% | $260,794,793 |
| ISHARES TR | IVE | Other | 9.43% | 1,068,052 | +29,629 | +2.85% | $243,814,850 |
| ISHARES TR | CORO | Other | 5.06% | 3,600,573 | +119,070 | +3.42% | $130,880,839 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.05% | 2,201,148 | -421,926 | -16.09% | $130,550,072 |
| BLACKROCK ETF TRUST | BAI | Other | 4.73% | 2,595,070 | -40,535 | -1.54% | $122,461,335 |
| ISHARES TR | IUSB | Other | 4.58% | 2,685,798 | +1,069,895 | +66.21% | $118,416,854 |
| BLACKROCK ETF TRUST | THRO | Other | 4.16% | 2,446,051 | +34,021 | +1.41% | $107,577,321 |
| VANGUARD TAX-MANAGED INTL FD | VEA | Other | 3.60% | 1,318,351 | +63,432 | +5.05% | $93,088,769 |
| ISHARES TR | MUB | Other | 2.86% | 732,272 | +65,779 | +9.87% | $74,032,708 |
| ISHARES TR | EFV | Other | 2.20% | 718,442 | -292,122 | -28.91% | $56,857,526 |
| GLOBAL X FDS | SHLD | Other | 2.18% | 940,379 | +116,787 | +14.18% | $56,497,989 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 1.94% | 2,349,078 | +190,197 | +8.81% | $50,246,782 |
| ISHARES TR | IEFA | Other | 1.92% | 512,686 | +512,261 | +120532.00% | $49,668,983 |
| ISHARES TR | EFG | Other | 1.24% | 268,091 | -130,884 | -32.81% | $32,125,397 |
| ISHARES INC | IEMG | Other | 0.99% | 314,036 | +314,036 | +100.00% | $25,487,169 |
| ISHARES GOLD TR | IAU | Other | 0.93% | 307,977 | +44,609 | +16.94% | $24,053,031 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.77% | 448,250 | -418,851 | -48.30% | $19,906,776 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.53% | 168,336 | +19,760 | +13.30% | $13,748,018 |
| SPDR SER TR | SPTL | Other | 0.52% | 567,376 | -653,683 | -53.53% | $13,531,914 |
| ISHARES TR | EUSB | Other | 0.36% | 223,965 | +130,267 | +139.03% | $9,310,228 |
| ISHARES TR | DSI | Other | 0.34% | 59,542 | +7,523 | +14.46% | $8,703,789 |
| ISHARES TR | USXF | Other | 0.26% | 99,932 | +12,077 | +13.75% | $6,801,404 |
| BLACKROCK ETF TRUST | IALT | Other | 0.19% | 163,868 | +163,868 | +100.00% | $4,893,098 |
| ISHARES TR | ESGU | Other | 0.18% | 27,389 | +1,216 | +4.65% | $4,568,542 |
| ISHARES TR | DMXF | Other | 0.17% | 53,331 | +10,197 | +23.64% | $4,514,510 |
| ISHARES INC | ESGE | Other | 0.15% | 72,129 | +12,981 | +21.95% | $3,906,510 |
| BLACKROCK GLOBAL EQUITY MARKET NEUTRAL FUND | BDMIX | Other | 0.14% | 228,281 | +228,281 | +100.00% | $3,661,633 |
Showing 30 of 57 holdings in the latest reporting period.