Sofi Wealth, LLC Top Holdings and 13F Report (2024)

About Sofi Wealth, LLC

Sofi Wealth, LLC has $1.08 billion in total holdings as of March 31, 2024.
Sofi Wealth, LLC owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 7.46% of the portfolio was purchased this quarter.
This quarter, Sofi Wealth, LLC has purchased 11 new stocks and bought additional shares in 11 stocks.
Sofi Wealth, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

SoFi Select 500 ETF: 1,763,375 shares (about $32.85M)
Vanguard FTSE Developed Markets ETF: 384,746 shares (about $19.30M)
Vanguard FTSE Emerging Markets ETF: 196,591 shares (about $8.21M)
Vanguard Total Bond Market ETF: 73,673 shares (about $5.35M)
SoFi Next 500 ETF: 337,774 shares (about $4.72M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SFY SoFi Select 500 ETF	$545,191,091	$32,851,676 ▲	6.4%	29,264,149	50.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$215,210,032	$19,302,707 ▲	9.9%	4,289,616	20.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$69,191,120	$8,211,605 ▲	13.5%	1,656,479	6.4%	ETF
SFYX SoFi Next 500 ETF	$62,948,083	$4,715,325 ▲	8.1%	4,509,175	5.9%	ETF
BND Vanguard Total Bond Market ETF	$51,423,734	$5,350,872 ▲	11.6%	708,023	4.8%	ETF
MUB iShares National Muni Bond ETF	$43,299,000	$2,765,643 ▲	6.8%	402,407	4.0%	ETF
BSV Vanguard Short-Term Bond ETF	$41,580,576	$3,415,034 ▲	8.9%	542,332	3.9%	ETF
VB Vanguard Small-Cap ETF	$31,399,031	$2,328,640 ▲	8.0%	137,360	2.9%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$7,590,709	$665,910 ▲	9.6%	158,503	0.7%	Manufacturing
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$4,030,130	$375,901 ▲	10.3%	51,848	0.4%	ETF
HYD VanEck High Yield Muni ETF	$3,631,477	$228,480 ▲	6.7%	69,489	0.3%	ETF

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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