Sofi Wealth, LLC Top Holdings and 13F Report (2025) About Sofi Wealth, LLCInvestment ActivitySofi Wealth, LLC has $1.64 billion in total holdings as of June 30, 2025.Sofi Wealth, LLC owns shares of 46 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.30% of the portfolio was purchased this quarter.About 0.00% of the portfolio was sold this quarter.This quarter, Sofi Wealth, LLC has purchased 40 new stocks and bought additional shares in 33 stocks.Sofi Wealth, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $213,027,068iShares Core S&P 500 ETF $210,940,172TIDAL ETF TR $207,199,467iShares S&P 500 Value ETF $186,026,542iShares U.S. Equity Factor Rotation Active ETF $139,114,926 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $67,040,105 Holding46435G250 - iShares High Yield Systematic Bond ETF $10,999,865 Holding092528843 - BLACKROCK ETF TRUST II $8,136,887 Holding464285204 - iShares Gold Trust $6,881,482 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $2,926,889 Holding Largest Purchases this Quarter BlackRock Future U.S. Themes ETF 1,884,208 shares (about $67.04M)iShares Core S&P 500 ETF 19,577 shares (about $12.16M)iShares High Yield Systematic Bond ETF 231,698 shares (about $11.00M)iShares S&P 500 Value ETF 54,664 shares (about $10.68M)iShares S&P 500 Growth ETF 77,843 shares (about $8.57M) Largest Sales this Quarter Vanguard Total Bond Market ETF 163 shares (about $12.00K)Vanguard Small-Cap ETF 44 shares (about $10.52K)SoFi Next 500 ETF 276 shares (about $4.12K)Vanguard Short-Term Bond ETF 50 shares (about $3.94K)Vanguard Short-Term Inflation-Protected Securities ETF 13 shares (about $657.61) 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$213,027,068$8,570,513 ▲4.2%1,934,85113.0%ETFIVViShares Core S&P 500 ETF$210,940,172$12,155,357 ▲6.1%339,73312.9%ETFTIDAL ETF TR$207,199,467$1,944,066 ▲0.9%1,753,99512.7%SOFI SELECT 500IVEiShares S&P 500 Value ETF$186,026,542$10,682,438 ▲6.1%951,93211.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$139,114,926$5,909,455 ▲4.4%2,554,4428.5%ETFVEAVanguard FTSE Developed Markets ETF$87,612,817$1,071,446 ▲1.2%1,536,7975.4%ETFIYWiShares U.S. Technology ETF$72,776,822$2,558,157 ▲3.6%420,0204.4%ManufacturingMUBiShares National Muni Bond ETF$68,761,111$3,859,700 ▲5.9%658,1274.2%ETFBTHMBlackRock Future U.S. Themes ETF$67,040,105$67,040,105 ▲New Holding1,884,2084.1%ETFEFViShares MSCI EAFE Value ETF$61,962,316$3,304,451 ▲5.6%976,0923.8%ETFIUSBiShares Core Total USD Bond Market ETF$60,981,980$3,566,598 ▲6.2%1,319,1003.7%ManufacturingVWOVanguard FTSE Emerging Markets ETF$57,441,582$2,012,528 ▲3.6%1,161,3743.5%ETFEFGiShares MSCI EAFE Growth ETF$50,639,427$2,855,662 ▲6.0%452,1383.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$28,243,748$1,291,719 ▲4.8%447,3191.7%ManufacturingSPTLSPDR Portfolio Long Term Treasury ETF$28,124,790$2,171,691 ▲8.4%1,058,1191.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$26,872,479$1,578,850 ▲6.2%579,8981.6%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$17,380,862$1,144,077 ▲7.0%457,8731.1%ETFHYDBiShares High Yield Systematic Bond ETF$10,999,865$10,999,865 ▲New Holding231,6980.7%ETFBLACKROCK ETF TRUST II$8,136,887$8,136,887 ▲New Holding167,3220.5%ISHARES HIGH YIEIAUiShares Gold Trust$6,881,482$6,881,482 ▲New Holding110,3510.4%FinanceLCTUBlackRock U.S. Carbon Transition Readiness ETF$3,785,115$1,528,617 ▲67.7%56,2660.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,926,889$2,926,889 ▲New Holding28,4410.2%ETFBINCiShares Flexible Income Active ETF$2,642,123$205,707 ▲8.4%50,0020.2%ETFDSIiShares ESG MSCI KLD 400 ETF$2,309,920$913,351 ▲65.4%19,8860.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,243,596$109,687 ▲5.1%42,5250.1%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$1,834,123$718,894 ▲64.5%34,0090.1%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$1,681,949$642,321 ▲61.8%38,6210.1%ETFSUBiShares Short-Term National Muni Bond ETF$1,452,483$228,629 ▲18.7%13,6590.1%ETFESGUiShares ESG Aware MSCI USA ETF$1,397,618$567,571 ▲68.4%10,3300.1%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$1,173,970$450,800 ▲62.3%15,7710.1%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$935,397$379,322 ▲68.2%19,6760.1%ETFISHARES BITCOIN TRUST ETF$928,885$928,885 ▲New Holding15,1750.1%SHS BEN INTIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$901,454$375,564 ▲71.4%17,9540.1%ETFESGEiShares ESG Aware MSCI EM ETF$742,035$244,538 ▲49.2%18,9440.0%ManufacturingLCTDBlackRock World ex U.S. Carbon Transition Readiness ETF$668,679$250,647 ▲60.0%13,1470.0%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$595,112$256,950 ▲76.0%25,6180.0%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$343,879$147,601 ▲75.2%7,8910.0%ETFBNDVanguard Total Bond Market ETF$30,415$12,004 ▼-28.3%4130.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$28,678$13,118 ▲84.3%1,1390.0%ManufacturingBSVVanguard Short-Term Bond ETF$18,266$3,937 ▼-17.7%2320.0%ETFIXCiShares Global Energy ETF$12,862$118 ▲0.9%3270.0%ETFSFYXSoFi Next 500 ETF$11,689$4,120 ▼-26.1%7830.0%ETFVBVanguard Small-Cap ETF$7,648$10,516 ▼-57.9%320.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,541$658 ▼-15.7%700.0%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,611$82 ▼-3.0%320.0%ETFHYDVanEck High Yield Muni ETF$1,087$544 ▼-33.3%220.0%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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