Sofi Wealth, LLC Top Holdings and 13F Report (2026) About Sofi Wealth, LLCInvestment ActivitySofi Wealth, LLC has $2.48 billion in total holdings as of June 30, 2026.Sofi Wealth, LLC owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.98% of the portfolio was purchased this quarter.About 0.01% of the portfolio was sold this quarter.This quarter, Sofi Wealth, LLC has purchased 52 new stocks and bought additional shares in 36 stocks.Sofi Wealth, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $323,065,034TIDAL ETF TR $271,870,307iShares U.S. Equity Factor Rotation Active ETF $257,889,017iShares Core S&P 500 ETF $253,245,458iShares S&P 500 Value ETF $235,784,423 Largest Purchases this Quarter iShares S&P 500 Growth ETF 99,882 shares (about $13.74M)iShares S&P 500 Value ETF 58,458 shares (about $13.27M)iShares U.S. Equity Factor Rotation Active ETF 179,167 shares (about $12.19M)iShares Core S&P 500 ETF 16,087 shares (about $12.05M)TIDAL ETF TR 71,873 shares (about $10.70M) Largest Sales this Quarter iShares Convertible Bond ETF 575 shares (about $70.00K)iShares U.S. Technology ETF 113 shares (about $28.45K)iShares U.S. Fixed Income Balanced Risk Systematic ETF 184 shares (about $16.32K)iShares High Yield Systematic Bond ETF 339 shares (about $15.86K)iShares MSCI Emerging Markets ex China ETF 115 shares (about $11.78K) 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$323,065,034$13,736,774 â–²4.4%2,349,05113.0%ETFTIDAL ETF TR$271,870,307$10,699,735 â–²4.1%1,826,22610.9%SOFI SELECT 500DYNFiShares U.S. Equity Factor Rotation Active ETF$257,889,017$12,185,147 â–²5.0%3,791,92810.4%ETFIVViShares Core S&P 500 ETF$253,245,458$12,047,397 â–²5.0%338,16110.2%ETFIVEiShares S&P 500 Value ETF$235,784,423$13,273,479 â–²6.0%1,038,4239.5%ETFVWOVanguard FTSE Emerging Markets ETF$156,571,272$7,729,436 â–²5.2%2,623,0746.3%ETFBLACKROCK ETF TRUST$138,949,104$1,737,282 â–²1.3%2,635,6055.6%ISHARES A I INNOISHARES TR$127,423,006$6,211,715 â–²5.1%3,481,5035.1%ISHARES INTL CTRBTHMBlackRock Future U.S. Themes ETF$103,982,622$4,584,921 â–²4.6%2,412,0304.2%ETFVEAVanguard FTSE Developed Markets ETF$89,412,980$4,282,268 â–²5.0%1,254,9193.6%ETFEFViShares MSCI EAFE Value ETF$77,358,681$4,119,156 â–²5.6%1,010,5643.1%ETFIUSBiShares Core Total USD Bond Market ETF$74,573,913$2,867,714 â–²4.0%1,615,9033.0%ETFMUBiShares National Muni Bond ETF$71,728,002$4,907,043 â–²7.3%666,4932.9%ETFPZAInvesco National AMT-Free Municipal Bond ETF$50,776,882$4,129,994 â–²8.9%2,158,8812.0%ETFEFGiShares MSCI EAFE Growth ETF$49,640,433$2,519,005 â–²5.3%398,9752.0%ETFGLOBAL X FDS$49,176,672$4,750,228 â–²10.7%823,5922.0%DEFENSE TECH ETFVMBSVanguard Mortgage-Backed Securities ETF$40,589,013$1,620,844 â–²4.2%867,1011.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$32,028,365$2,150,020 â–²7.2%1,221,0591.3%ETFIAUiShares Gold Trust$19,886,954$1,680,705 â–²9.2%263,3680.8%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$11,909,885$2,171,861 â–²22.3%148,5760.5%ETFDSIiShares ESG MSCI KLD 400 ETF$7,406,986$1,314,117 â–²21.6%52,0190.3%ETFUSXFiShares ESG Advanced MSCI USA ETF$6,101,514$999,244 â–²19.6%87,8550.2%ETFESGUiShares ESG Aware MSCI USA ETF$4,283,759$497,723 â–²13.1%26,1730.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$4,071,165$654,225 â–²19.1%93,6980.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$3,649,135$807,422 â–²28.4%43,1340.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,431,606$1,532 â–²0.0%33,5910.1%ETFBINCiShares Flexible Income Active ETF$3,363,043$6,909 â–²0.2%64,2540.1%ETFESGEiShares ESG Aware MSCI EM ETF$3,234,818$644,524 â–²24.9%59,1480.1%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$2,428,386$16,324 â–¼-0.7%27,3720.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,360,551$218,276 â–²10.2%49,7900.1%ETFISHARES BITCOIN TRUST ETF$2,133,030$466,527 â–²28.0%64,0740.1%SHS BEN INTLCTDBlackRock World ex U.S. Carbon Transition Readiness ETF$1,927,850$396,559 â–²25.9%33,4370.1%ETFICVTiShares Convertible Bond ETF$1,793,623$70,002 â–¼-3.8%14,7330.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$1,434,585$129,024 â–²9.9%61,9650.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,099,828$124,265 â–²12.7%18,6660.0%ETFBNDVanguard Total Bond Market ETF$81,967$78,225 â–²2,090.2%1,1170.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$65,194$350 â–¼-0.5%2,6090.0%ETFIYWiShares U.S. Technology ETF$42,042$28,448 â–¼-40.4%1670.0%ETFIEFAiShares Core MSCI EAFE ETF$41,008$38,403 â–²1,474.1%4250.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$20,070$11,776 â–¼-37.0%1960.0%ETFBLACKROCK ETF TRUST II$18,711$5,325 â–¼-22.2%3760.0%ISHARES HIGH YIEHYDBiShares High Yield Systematic Bond ETF$15,815$15,862 â–¼-50.1%3380.0%ETFBSVVanguard Short-Term Bond ETF$10,152$2,577 â–²34.0%1300.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$7,279$3,851 â–¼-34.6%1550.0%ETFVBVanguard Small-Cap ETF$6,024$1,506 â–¼-20.0%200.0%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$5,917$201 â–¼-3.3%1180.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,543$7,006 â–¼-73.4%490.0%ETFSUBiShares Short-Term National Muni Bond ETF$2,325$845 â–¼-26.7%220.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,066$82 â–¼-7.1%130.0%ETFIXCiShares Global Energy ETF$927$1,561 â–¼-62.7%190.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$919$408 â–¼-30.8%180.0%ETFHYDVanEck High Yield Muni ETF$577$472 â–¼-45.0%110.0%ETFShowing largest 100 holdings. 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