SOFI WEALTH, LLC
CIK: 0001925582SEC EDGAR →
Portfolio Value
$2.0B
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 2,104,088 | $259.3M | 12.93% |
| 2 | ISHARES TR | 330,274 | $226.2M | 11.28% |
| 3 | TIDAL ETF TR | 1,643,945 | $217.3M | 10.84% |
| 4 | ISHARES TR | 975,625 | $206.9M | 10.32% |
| 5 | BLACKROCK ETF TRUST | 3,389,851 | $206.1M | 10.28% |
| 6 | VANGUARD INTL EQUITY INDEX F | 2,565,883 | $137.9M | 6.88% |
| 7 | VANGUARD TAX-MANAGED INTL FD | 1,608,390 | $100.5M | 5.01% |
| 8 | BLACKROCK ETF TRUST | 2,461,727 | $82.0M | 4.09% |
| 9 | BLACKROCK ETF TRUST | 2,118,592 | $81.7M | 4.07% |
| 10 | ISHARES TR | 1,087,844 | $77.7M | 3.87% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (50)
$259.3M · 2.1M shares
$226.2M · 330K shares
$217.3M · 1.6M shares
$206.9M · 976K shares
$206.1M · 3.4M shares
$137.9M · 2.6M shares
$100.5M · 1.6M shares
$82.0M · 2.5M shares
$81.7M · 2.1M shares
$77.7M · 1.1M shares
$67.7M · 632K shares
$60.2M · 529K shares
$56.2M · 1.2M shares
$51.2M · 790K shares
$37.5M · 1.4M shares
$32.6M · 693K shares
$22.5M · 278K shares
$15.3M · 315K shares
$15.3M · 322K shares
$11.1M · 480K shares
$7.2M · 98K shares
$4.4M · 34K shares
$3.4M · 59K shares
$3.2M · 31K shares
$3.0M · 56K shares
$2.8M · 19K shares
$2.5M · 57K shares
$2.0M · 27K shares
$1.9M · 36K shares
$1.7M · 35K shares
$1.6M · 37K shares
$1.5M · 29K shares
$1.5M · 29K shares
$1.2M · 22K shares
$1.0M · 44K shares
$676K · 14K shares
$121K · 1K shares
$55K · 277 shares
$43K · 2K shares
$23K · 319 shares
$17K · 231 shares
$13K · 166 shares
$11K · 700 shares
$9K · 235 shares
$8K · 34 shares
$3K · 40 shares
$2K · 27 shares
$2K · 55 shares
$1K · 41 shares
$1K · 22 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $2.0B | 98.1% |
| Unknown | 5 | $38.5M | 1.9% |