Sofi Wealth 13F Portfolio Q4 2025

Sofi Wealth, LLC (CIK: 0001925582) is a financial institution headquartered at 234 1St St, , San Francisco, California 94104. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $2,005,126,795, comprising 50 distinct securities. Over its filing history, it has submitted 16 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. IVW iShares S&P 500 Growth ETF

+$24.51 M

2. BAI iShares A.I. Innovation and Tech Active ETF

+$23.21 M

3. DYNF iShares U.S. Equity Factor Rotation Active ETF

+$18.5 M

4. VWO Vanguard FTSE Emerging Markets ETF

+$16.4 M

5. SHLD Global X Defense Tech ETF

+$14.25 M

Top Sells

Q4 2025

1. IYW iShares U.S. Technology ETF

−$19.88 M

2. SFY SoFi Select 500 ETF

−$11.86 M

3. EMXC iShares MSCI Emerging Markets ex China ETF

−$21,830.41

4. HEFA iShares Currency Hedged MSCI EAFE ETF

−$11,734.64

5. SFYX SoFi Next 500 ETF

−$373.65

Stocks/ETFs

+8.23%

$2.01 B 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
iShares S&P 500 Growth ETF ETF-IVW	2.1 M	$259.35 M	12.93%	▲ 198,832	Add 10.4%
iShares Core S&P 500 ETF ETF-IVV	330,274	$226.22 M	11.28%	▲ 15,022	Add 4.8%
SoFi Select 500 ETF ETF-SFY	1.64 M	$217.26 M	10.84%	▼ 89,723	Reduce -5.2%
iShares S&P 500 Value ETF ETF-IVE	975,625	$206.9 M	10.32%	▲ 10,708	Add 1.1%
iShares U.S. Equity Factor Rotation Active ETF ETF-DYNF	3.39 M	$206.14 M	10.28%	▲ 304,280	Add 9.9%
Vanguard FTSE Emerging Markets ETF ETF-VWO	2.57 M	$137.94 M	6.88%	▲ 305,065	Add 13.5%
Vanguard FTSE Developed Markets ETF ETF-VEA	1.61 M	$100.48 M	5.01%	▲ 60,594	Add 3.9%
iShares A.I. Innovation and Tech Active ETF ETF-BAI	2.46 M	$81.98 M	4.09%	▲ 696,906	Add 39.5%
iShares U.S. Thematic Rotation Active ETF ETF-THRO	2.12 M	$81.69 M	4.07%	▲ 130,944	Add 6.6%
iShares MSCI EAFE Value ETF ETF-EFV	1.09 M	$77.68 M	3.87%	▲ 45,865	Add 4.4%

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Sofi Wealth, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Sofi Wealth, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 16 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Sofi Wealth, LLC Quarterly 13F Statistics

Discover detailed insights into Sofi Wealth, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Sofi Wealth, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Sofi Wealth, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Sofi Wealth, LLC 13F Filings, Portfolio & Analysis

Sofi Wealth, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Sofi Wealth, LLC's Portfolio

Sofi Wealth, LLC Quarterly 13F Statistics

Sofi Wealth, LLC's All 13F Filings