Sofi Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.08B
Q ending 2026-03-31
Prior quarter
$2.01B
Q ending 2025-12-31
Change
+3.5% QoQ · +56.0% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVW | Shares | $254.4M | 2.2M |
| Tidal Etf Tr | SFY | Shares | $219.0M | 1.8M |
| Ishares Tr | IVV | Shares | $210.4M | 322K |
| Blackrock Etf Trust | DYNF | Shares | $210.2M | 3.6M |
| Ishares Tr | IVE | Shares | $206.9M | 980K |
| Vanguard Intl Equity Index F | VWO | Shares | $134.8M | 2.5M |
| Ishares Tr | CORO | Shares | $106.5M | 3.3M |
| Blackrock Etf Trust | BAI | Shares | $85.8M | 2.6M |
| Blackrock Etf Trust | THRO | Shares | $83.5M | 2.3M |
| Vanguard Tax-Managed Intl Fd | VEA | Shares | $76.6M | 1.2M |
| Ishares Tr | IUSB | Shares | $71.8M | 1.6M |
| Ishares Tr | EFV | Shares | $71.1M | 957K |
| Ishares Tr | MUB | Shares | $65.9M | 621K |
| Global X Fds | SHLD | Shares | $52.7M | 744K |
| Invesco Exch Traded Fd Tr Ii | PZA | Shares | $45.6M | 2.0M |
| Ishares Tr | EFG | Shares | $42.2M | 379K |
| Vanguard Scottsdale Fds | VMBS | Shares | $39.1M | 832K |
| Spdr Ser Tr | SPTL | Shares | $30.0M | 1.1M |
| Ishares Gold Tr | IAU | Shares | $21.3M | 241K |
| Blackrock Etf Trust | LCTU | Shares | $8.5M | 121K |
| Ishares Tr | DSI | Shares | $5.2M | 43K |
| Ishares Tr | USXF | Shares | $4.1M | 73K |
| Ishares Tr | STIP | Shares | $3.5M | 34K |
| Ishares Tr | EUSB | Shares | $3.4M | 79K |
| Blackrock Etf Trust Ii | BINC | Shares | $3.3M | 64K |
| Ishares Tr | ESGU | Shares | $3.3M | 23K |
| Ishares Tr | DMXF | Shares | $2.5M | 34K |
| Ishares Tr | SYSB | Shares | $2.5M | 28K |
| Ishares Inc | ESGE | Shares | $2.2M | 47K |
| Ishares Tr | EAGG | Shares | $2.1M | 45K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.9M | 50K |
| Ishares Tr | ICVT | Shares | $1.6M | 15K |
| Blackrock Etf Trust | LCTD | Shares | $1.5M | 27K |
| Ishares Tr | SUSC | Shares | $1.3M | 56K |
| Global X Fds | PAVE | Shares | $841K | 17K |
| Ishares Tr | SUSB | Shares | $66K | 3K |
| Ishares Tr | IYW | Shares | $51K | 280 |
| Ishares Tr | HYDB | Shares | $31K | 677 |
| Ishares Inc | EMXC | Shares | $24K | 311 |
| Blackrock Etf Trust Ii | HIMU | Shares | $23K | 483 |
| Ishares Tr | HEFA | Shares | $10K | 237 |
| Ishares Tr | IGSB | Shares | $10K | 184 |
| Vanguard Bd Index Fds | BSV | Shares | $8K | 97 |
| Vanguard Index Fds | VB | Shares | $7K | 25 |
| Ishares Tr | IGLB | Shares | $6K | 122 |
| Vanguard Bd Index Fds | BND | Shares | $4K | 51 |
| Ishares Tr | SUB | Shares | $3K | 30 |
| Ishares Tr | IXC | Shares | $3K | 51 |
| Ishares Tr | IEFA | Shares | $2K | 27 |
| Vanguard Malvern Fds | VTIP | Shares | $1K | 26 |
| Ishares Tr | HYG | Shares | $1K | 14 |
| Vaneck Etf Tr | HYD | Shares | $1K | 20 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.