SOFI WEALTH, LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$2.0B
Holdings
50
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 2,104,088 | $259.3M | 12.93% | |
| 2 | IVVISHARES TR | 330,274 | $226.2M | 11.28% | |
| 3 | SFYTIDAL ETF TR | 1,643,945 | $217.3M | 10.84% | |
| 4 | IVEISHARES TR | 975,625 | $206.9M | 10.32% | |
| 5 | DYNFBLACKROCK ETF TRUST | 3,389,851 | $206.1M | 10.28% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 2,565,883 | $137.9M | 6.88% | |
| 7 | VEAVANGUARD TAX-MANAGED INTL FD | 1,608,390 | $100.5M | 5.01% | |
| 8 | BAIBLACKROCK ETF TRUST | 2,461,727 | $82.0M | 4.09% | |
| 9 | THROBLACKROCK ETF TRUST | 2,118,592 | $81.7M | 4.07% | |
| 10 | EFVISHARES TR | 1,087,844 | $77.7M | 3.87% | |
| 11 | MUBISHARES TR | 631,789 | $67.7M | 3.37% | |
| 12 | EFGISHARES TR | 528,835 | $60.2M | 3.00% | |
| 13 | IUSBISHARES TR | 1,207,399 | $56.2M | 2.80% | |
| 14 | SHLDGLOBAL X FDS | 790,079 | $51.2M | 2.55% | |
| 15 | SPTLSPDR SER TR | 1,415,828 | $37.5M | 1.87% | |
| 16 | VMBSVANGUARD SCOTTSDALE FDS | 692,870 | $32.6M | 1.63% | |
| 17 | IAU*ISHARES GOLD TR | 277,571 | $22.5M | 1.12% | |
| 18 | HIMUBLACKROCK ETF TRUST II | 314,517 | $15.3M | 0.76% | |
| 19 | HYDBISHARES TR | 322,409 | $15.3M | 0.76% | |
| 20 | PZAINVESCO EXCH TRADED FD TR II | 480,472 | $11.1M | 0.56% | |
| 21 | LCTUBLACKROCK ETF TRUST | 97,609 | $7.2M | 0.36% | |
| 22 | DSIISHARES TR | 34,308 | $4.4M | 0.22% | |
| 23 | USXFISHARES TR | 58,851 | $3.4M | 0.17% | |
| 24 | STIPISHARES TR | 30,864 | $3.2M | 0.16% | |
| 25 | BINCBLACKROCK ETF TRUST II | 56,245 | $3.0M | 0.15% | |
| 26 | ESGUISHARES TR | 18,585 | $2.8M | 0.14% | |
| 27 | EUSBISHARES TR | 57,386 | $2.5M | 0.13% | |
| 28 | DMXFISHARES TR | 27,270 | $2.0M | 0.10% | |
| 29 | IGSBISHARES TR | 35,669 | $1.9M | 0.09% | |
| 30 | EAGGISHARES TR | 34,633 | $1.7M | 0.08% | |
| 31 | ESGEISHARES INC | 36,757 | $1.6M | 0.08% | |
| 32 | IGLBISHARES TR | 29,317 | $1.5M | 0.07% | |
| 33 | IBITISHARES BITCOIN TRUST ETF | 29,486 | $1.5M | 0.07% | |
| 34 | LCTDBLACKROCK ETF TRUST | 22,044 | $1.2M | 0.06% | |
| 35 | SUSCISHARES TR | 44,050 | $1.0M | 0.05% | |
| 36 | BCCCGLOBAL X FDS | 14,163 | $676K | 0.03% | |
| 37 | SUBISHARES TR | 1,141 | $121K | 0.01% | |
| 38 | IYWISHARES TR | 277 | $55K | 0.00% | |
| 39 | SUSBISHARES TR | 1,722 | $43K | 0.00% | |
| 40 | EMXCISHARES INC | 319 | $23K | 0.00% | |
| 41 | BNDVANGUARD BD INDEX FDS | 231 | $17K | 0.00% | |
| 42 | BSVVANGUARD BD INDEX FDS | 166 | $13K | 0.00% | |
| 43 | SFYXTIDAL ETF TR | 700 | $11K | 0.00% | |
| 44 | HEFAISHARES TR | 235 | $9K | 0.00% | |
| 45 | VBVANGUARD INDEX FDS | 34 | $8K | 0.00% | |
| 46 | AQLTISHARES TR | 40 | $3K | 0.00% | |
| 47 | HYGISHARES TR | 27 | $2K | 0.00% | |
| 48 | VTIPVANGUARD MALVERN FDS | 55 | $2K | 0.00% | |
| 49 | IXCISHARES TR | 41 | $1K | 0.00% | |
| 50 | HYDVANECK ETF TR | 22 | $1K | 0.00% |