Institutions / Sofi Wealth, LLC

Sofi Wealth, LLC

CIK 1925582 · Institution · as of Dec 31, 2025
Portfolio value
$2.01B
Positions
50
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 50 →
CompanyClassValueShares% of portfolio
iShares Tr$259.35M2,104,08812.9%
iShares Tr$226.22M330,27411.3%
Tidal ETF Tr$217.26M1,643,94510.8%
iShares Tr$206.90M975,62510.3%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$206.14M3,389,85110.3%
Vanguard Intl Equity Index F$137.94M2,565,8836.9%
Vanguard Tax-Managed Intl Fd$100.48M1,608,3905.0%
BlackRock ETF Trust$81.98M2,461,7274.1%
BlackRock ETF Trust$81.69M2,118,5924.1%
iShares Tr$77.68M1,087,8443.9%
iShares Tr$67.67M631,7893.4%
iShares Tr$60.24M528,8353.0%
iShares Tr$56.19M1,207,3992.8%
Global X Fds$51.19M790,0792.6%
SPDR Ser Tr$37.48M1,415,8281.9%
Vanguard Scottsdale Fds$32.62M692,8701.6%
iShares Gold Tr$22.53M277,5711.1%
BlackRock ETF Trust II$15.31M314,5170.8%
iShares Tr$15.27M322,4090.8%
Invesco Exch Traded Fd Tr II$11.14M480,4720.6%
BlackRock ETF Trust$7.23M97,6090.4%
iShares Tr$4.42M34,3080.2%
iShares Tr$3.39M58,8510.2%
iShares MSCI UAE ETF$3.16M30,8640.2%
BlackRock ETF Trust II$2.97M56,2450.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.