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Sofi Wealth - Q4 2025 13F Filings

SO

Sofi Wealth, LLC

CIK: 0001925582
Address: California San Francisco 234 1St St
$2.01 B
Portfolio Value
50
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+8.23%
$2.01 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Sofi Wealth Q4 2025 Filing Summary

Sofi Wealth, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 2.01 B reflecting a +7.98% change from the prior quarter, spanning 50 assets. The top 10 holdings comprised 79.6% of the portfolio. Quarterly activity included 2 new positions and 0 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Sofi Wealth’s Q4 2025 Filing

Sofi Wealth submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Sofi Wealth reported a managed portfolio value of 2.01 B, consisting of 50 individual positions.

This page displays the raw filing documents. To see which stocks Sofi Wealth bought or sold during Q4 2025, please visit Sofi Wealth's Portfolio Analysis page.