Sofi Wealth, LLC Top Holdings and 13F Report (2025) About Sofi Wealth, LLCInvestment ActivitySofi Wealth, LLC has $1.86 billion in total holdings as of September 30, 2025.Sofi Wealth, LLC owns shares of 48 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.82% of the portfolio was purchased this quarter.About 8.20% of the portfolio was sold this quarter.This quarter, Sofi Wealth, LLC has purchased 46 new stocks and bought additional shares in 29 stocks.Sofi Wealth, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares S&P 500 Growth ETF $230,002,536TIDAL ETF TR $223,972,564iShares Core S&P 500 ETF $210,998,030iShares S&P 500 Value ETF $199,265,022iShares U.S. Equity Factor Rotation Active ETF $182,665,778 Largest New Holdings this Quarter 09290C780 - BLACKROCK ETF TRUST $60,286,294 Holding37960A529 - GLOBAL X FDS $40,050,797 Holding46138E537 - Invesco National AMT-Free Municipal Bond ETF $10,120,038 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 1,764,821 shares (about $60.29M)Vanguard FTSE Emerging Markets ETF 1,099,444 shares (about $59.57M)GLOBAL X FDS 570,199 shares (about $40.05M)iShares U.S. Equity Factor Rotation Active ETF 531,129 shares (about $31.44M)iShares Gold Trust 154,755 shares (about $11.26M) Largest Sales this Quarter iShares U.S. Technology ETF 320,010 shares (about $62.68M)iShares MSCI Emerging Markets ex China ETF 446,700 shares (about $30.18M)iShares Currency Hedged MSCI EAFE ETF 457,354 shares (about $18.12M)iShares Core S&P 500 ETF 24,481 shares (about $16.39M)iShares National Muni Bond ETF 80,348 shares (about $8.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSofi Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$230,002,536$3,572,709 ▼-1.5%1,905,25612.4%ETFTIDAL ETF TR$223,972,564$2,626,045 ▼-1.2%1,733,66812.1%SOFI SELECT 500IVViShares Core S&P 500 ETF$210,998,030$16,385,123 ▼-7.2%315,25211.4%ETFIVEiShares S&P 500 Value ETF$199,265,022$2,681,533 ▲1.4%964,91710.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$182,665,778$31,442,832 ▲20.8%3,085,5719.8%ETFVWOVanguard FTSE Emerging Markets ETF$122,491,120$59,567,876 ▲94.7%2,260,8186.6%ETFVEAVanguard FTSE Developed Markets ETF$92,743,961$659,060 ▲0.7%1,547,7965.0%ETFBTHMBlackRock Future U.S. Themes ETF$75,252,360$3,916,239 ▲5.5%1,987,6484.1%ETFEFViShares MSCI EAFE Value ETF$70,677,445$4,469,116 ▲6.8%1,041,9793.8%ETFMUBiShares National Muni Bond ETF$61,527,683$8,556,258 ▼-12.2%577,7793.3%ETFBLACKROCK ETF TRUST$60,286,294$60,286,294 ▲New Holding1,764,8213.2%ISHARES A I INNOEFGiShares MSCI EAFE Growth ETF$57,186,418$5,696,959 ▲11.1%502,1643.1%ETFIUSBiShares Core Total USD Bond Market ETF$53,196,269$8,418,867 ▼-13.7%1,138,8632.9%ManufacturingGLOBAL X FDS$40,050,797$40,050,797 ▲New Holding570,1992.2%DEFENSE TECH ETFSPTLSPDR Portfolio Long Term Treasury ETF$35,249,881$6,733,567 ▲23.6%1,307,9731.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$30,683,719$3,451,702 ▲12.7%653,4011.7%ETFIYWiShares U.S. Technology ETF$19,587,926$62,677,054 ▼-76.2%100,0101.1%ManufacturingIAUiShares Gold Trust$19,291,751$11,261,514 ▲140.2%265,1061.0%FinanceHYDBiShares High Yield Systematic Bond ETF$14,347,750$3,262,166 ▲29.4%299,8800.8%ETFBLACKROCK ETF TRUST II$14,112,403$5,881,840 ▲71.5%286,8960.8%ISHARES HIGH YIEPZAInvesco National AMT-Free Municipal Bond ETF$10,120,038$10,120,038 ▲New Holding438,2870.5%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$5,708,459$1,624,747 ▲39.8%78,6520.3%ETFDSIiShares ESG MSCI KLD 400 ETF$3,478,237$973,594 ▲38.9%27,6160.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,972,186$32,558 ▲1.1%28,7560.2%ETFBINCiShares Flexible Income Active ETF$2,830,641$168,556 ▲6.3%53,1680.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$2,688,049$739,007 ▲37.9%46,9040.1%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$2,173,473$477,236 ▲28.1%49,4870.1%ETFESGUiShares ESG Aware MSCI USA ETF$2,116,772$612,696 ▲40.7%14,5380.1%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,882,750$372,382 ▼-16.5%35,5030.1%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$1,698,690$504,199 ▲42.2%22,4280.1%ManufacturingISHARES BITCOIN TRUST ETF$1,377,549$391,171 ▲39.7%21,1930.1%SHS BEN INTIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$1,287,705$362,372 ▲39.2%24,9850.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,246,389$301,343 ▲31.9%25,9500.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,150,123$327,564 ▲39.8%26,4880.1%ManufacturingLCTDBlackRock World ex U.S. Carbon Transition Readiness ETF$975,800$275,191 ▲39.3%18,3110.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$807,293$203,726 ▲33.8%34,2650.0%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$529,424$153,564 ▲40.9%11,1150.0%ETFSUBiShares Short-Term National Muni Bond ETF$93,418$1,364,864 ▼-93.6%8750.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$41,816$30,176,425 ▼-99.9%6190.0%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$35,785$6,960 ▲24.1%1,4140.0%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$20,557$18,115,272 ▼-99.9%5190.0%ETFBNDVanguard Total Bond Market ETF$16,606$14,149 ▼-46.0%2230.0%ETFBSVVanguard Short-Term Bond ETF$13,230$5,040 ▼-27.6%1680.0%ETFSFYXSoFi Next 500 ETF$11,621$964 ▼-7.7%7230.0%ETFVBVanguard Small-Cap ETF$7,706$514 ▼-6.3%300.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,511$1,004 ▼-28.6%500.0%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,654$992 ▼-37.5%200.0%ETFHYDVanEck High Yield Muni ETF$1,160$50 ▲4.5%230.0%ETFIXCiShares Global Energy ETF$0$12,862 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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