Sofi Wealth, LLC Top Holdings and 13F Report (2026) About Sofi Wealth, LLCInvestment ActivitySofi Wealth, LLC has $2.08 billion in total holdings as of March 31, 2026.Sofi Wealth, LLC owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.17% of the portfolio was purchased this quarter.About 5.33% of the portfolio was sold this quarter.This quarter, Sofi Wealth, LLC has purchased 50 new stocks and bought additional shares in 27 stocks.Sofi Wealth, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares S&P 500 Growth ETF $254,403,465TIDAL ETF TR $218,978,340iShares Core S&P 500 ETF $210,381,767iShares U.S. Equity Factor Rotation Active ETF $210,190,451iShares S&P 500 Value ETF $206,919,651 Largest New Holdings this Quarter 09290C764 - ISHARES TR $106,483,797 Holding46435U796 - iShares U.S. Fixed Income Balanced Risk Systematic ETF $2,452,520 Holding46435G102 - iShares Convertible Bond ETF $1,558,183 Holding Largest Purchases this Quarter ISHARES TR 3,311,784 shares (about $106.48M)Invesco National AMT-Free Municipal Bond ETF 1,502,814 shares (about $34.53M)iShares S&P 500 Growth ETF 145,081 shares (about $16.41M)iShares Core Total USD Bond Market ETF 346,365 shares (about $16.00M)TIDAL ETF TR 110,408 shares (about $13.78M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 413,573 shares (about $26.50M)iShares MSCI EAFE Growth ETF 150,106 shares (about $16.72M)BLACKROCK ETF TRUST II 314,034 shares (about $15.07M)iShares High Yield Systematic Bond ETF 321,732 shares (about $14.96M)iShares MSCI EAFE Value ETF 131,090 shares (about $9.75M) 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$254,403,465$16,410,109 ▲6.9%2,249,16912.3%ETFTIDAL ETF TR$218,978,340$13,781,126 ▲6.7%1,754,35310.6%SOFI SELECT 500IVViShares Core S&P 500 ETF$210,381,767$5,356,317 ▼-2.5%322,07410.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$210,190,451$12,968,905 ▲6.6%3,612,76110.1%ETFIVEiShares S&P 500 Value ETF$206,919,651$916,391 ▲0.4%979,96510.0%ETFVWOVanguard FTSE Emerging Markets ETF$134,778,077$3,907,924 ▼-2.8%2,493,5816.5%ETFISHARES TR$106,483,797$106,483,797 ▲New Holding3,311,7845.1%ISHARES INTL CTRBLACKROCK ETF TRUST$85,757,369$4,643,478 ▲5.7%2,602,6524.1%ISHARES A I INNOBTHMBlackRock Future U.S. Themes ETF$83,511,574$6,776,182 ▲8.8%2,305,6764.0%ETFVEAVanguard FTSE Developed Markets ETF$76,563,887$26,501,763 ▼-25.7%1,194,8173.7%ETFIUSBiShares Core Total USD Bond Market ETF$71,768,344$15,998,596 ▲28.7%1,553,7643.5%ManufacturingEFViShares MSCI EAFE Value ETF$71,134,646$9,746,540 ▼-12.1%956,7543.4%ETFMUBiShares National Muni Bond ETF$65,908,250$1,156,186 ▼-1.7%620,8973.2%ETFGLOBAL X FDS$52,707,592$3,261,616 ▼-5.8%744,0372.5%DEFENSE TECH ETFPZAInvesco National AMT-Free Municipal Bond ETF$45,575,915$34,534,668 ▲312.8%1,983,2862.2%ETFEFGiShares MSCI EAFE Growth ETF$42,179,052$16,717,307 ▼-28.4%378,7292.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$39,084,713$6,554,457 ▲20.1%832,4751.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$29,958,088$7,278,182 ▼-19.5%1,139,0911.4%ETFIAUiShares Gold Trust$21,256,259$3,214,402 ▼-13.1%241,1101.0%FinanceLCTUBlackRock U.S. Carbon Transition Readiness ETF$8,520,421$1,674,388 ▲24.5%121,4820.4%ETFDSIiShares ESG MSCI KLD 400 ETF$5,185,718$1,027,933 ▲24.7%42,7900.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$4,055,395$806,807 ▲24.8%73,4670.2%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$3,472,757$280,501 ▲8.8%33,5760.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$3,420,886$924,593 ▲37.0%78,6410.2%ETFBINCiShares Flexible Income Active ETF$3,329,881$409,056 ▲14.0%64,1220.2%ETFESGUiShares ESG Aware MSCI USA ETF$3,271,287$643,029 ▲24.5%23,1320.2%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$2,534,400$476,850 ▲23.2%33,5900.1%ManufacturingFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$2,452,520$2,452,520 ▲New Holding27,5560.1%ETFESGEiShares ESG Aware MSCI EM ETF$2,153,611$482,258 ▲28.9%47,3630.1%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,148,574$501,790 ▲30.5%45,1860.1%ETFISHARES BITCOIN TRUST ETF$1,923,320$790,459 ▲69.8%50,0600.1%SHS BEN INTICVTiShares Convertible Bond ETF$1,558,183$1,558,183 ▲New Holding15,3080.1%ETFLCTDBlackRock World ex U.S. Carbon Transition Readiness ETF$1,468,332$249,615 ▲20.5%26,5590.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$1,304,781$285,565 ▲28.0%56,3920.1%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$841,271$121,641 ▲16.9%16,5570.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$65,737$22,581 ▲52.3%2,6230.0%ManufacturingIYWiShares U.S. Technology ETF$50,753$544 ▲1.1%2800.0%ManufacturingHYDBiShares High Yield Systematic Bond ETF$31,489$14,964,577 ▼-99.8%6770.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$24,441$629 ▼-2.5%3110.0%ManufacturingBLACKROCK ETF TRUST II$23,177$15,069,081 ▼-99.8%4830.0%ISHARES HIGH YIEHEFAiShares Currency Hedged MSCI EAFE ETF$10,054$85 ▲0.9%2370.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$9,664$1,863,734 ▼-99.5%1840.0%ManufacturingBSVVanguard Short-Term Bond ETF$7,601$5,407 ▼-41.6%970.0%ETFVBVanguard Small-Cap ETF$6,627$2,386 ▼-26.5%250.0%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$6,037$1,444,674 ▼-99.6%1220.0%ETFBNDVanguard Total Bond Market ETF$3,755$13,253 ▼-77.9%510.0%ETFSUBiShares Short-Term National Muni Bond ETF$3,176$117,618 ▼-97.4%300.0%ETFIXCiShares Global Energy ETF$2,930$575 ▲24.4%510.0%ETFIEFAiShares Core MSCI EAFE ETF$2,408$1,159 ▼-32.5%270.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,315$1,467 ▼-52.7%260.0%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,139$1,058 ▼-48.1%140.0%ETFHYDVanEck High Yield Muni ETF$1,017$102 ▼-9.1%200.0%ETFSFYXSoFi Next 500 ETF$0$11,372 ▼-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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