Sofi Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Sofi Wealth, LLC reported 40 stock positions worth $1.5 billion. Its top holding was Sofi Select 500 ETF (SFY) at 49.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.2%) and Vanguard Ftse Emerging Marke (VWO, 6.6%). Compared with Q3 2024, it opened 29 new positions and added to 11. The biggest buy was a new position in iShares S&P 500 Growth ETF (IVW).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001925582
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001398344-25-001935 ↗ filed Feb 4, 2025
Holdings Value
Holdings 40 stocks · $1.5B
| SFY Sofi Select 500 ETF | 49.80% | 6,674,556 | $726.5M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 19.21% | 5,859,902 | $280.2M | Add +13.5% |
| VWO Vanguard Ftse Emerging Marke | 6.58% | 2,179,248 | $96.0M | Add +10.0% |
| SFYX Sofi Next 500 ETF | 5.64% | 5,694,251 | $82.2M | Add +4.6% |
| BND Vanguard Total Bond Market | 5.01% | 1,017,014 | $73.1M | Add +10.9% |
| MUB iShares National Muni Bond E | 4.01% | 549,510 | $58.6M | Add +13.3% |
| BSV Vanguard Short-Term Bond ETF | 3.89% | 735,019 | $56.8M | Add +9.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.84% | 172,474 | $41.4M | Add +4.7% |
| VTIP Vanguard Short-Term Tips | 0.71% | 214,581 | $10.4M | Add +9.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.39% | 72,757 | $5.7M | Add +9.5% |
| HYD Vaneck High Yield Muni ETF | 0.32% | 90,902 | $4.7M | Add +9.1% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 45,034 | $4.6M | New |
| IVV iShares Core S&P 500 ETF | 0.26% | 6,362 | $3.7M | New |
| IVE iShares S&P 500 Value ETF | 0.19% | 14,457 | $2.8M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.18% | 52,638 | $2.7M | New |
| IYW iShares Ustechnology ETF | 0.09% | 8,303 | $1.3M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.08% | 26,993 | $1.2M | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.08% | 21,078 | $1.2M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 10,485 | $1.0M | New |
| EFV iShares MSCI Eafe Value ETF | 0.06% | 16,761 | $879K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.05% | 26,171 | $685K | New |
| IXC iShares Global Energy ETF | 0.04% | 15,825 | $604K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.03% | 10,000 | $453K | New |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 9,217 | $320K | New |
| LCTU iShares U.S. Carbon Transiti | 0.02% | 4,439 | $284K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 1,604 | $177K | New |
| IGLB iShares 10+ Year Inv GR Corp. | 0.01% | 3,322 | $164K | New |
| USXF iShares ESG Advance MSCI USA | 0.01% | 2,790 | $139K | New |
| EUSB Ishr ESG Advn Universal BD-$ | 0.01% | 3,203 | $136K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.01% | 2,261 | $117K | New |
| SUB iShares Short-Term National | 0.01% | 1,051 | $111K | New |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 832 | $107K | New |
| DMXF iShares ESG Advanc MSCI Eafe | 0.01% | 1,403 | $91K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.01% | 1,740 | $91K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 2,248 | $75K | New |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 1,400 | $65K | New |
| LCTD iShares World Ex U.S. Carbon | 0.00% | 1,305 | $57K | New |
| PAVE Global X US Infrastructure | 0.00% | 683 | $28K | New |
| SUSC iShares ESG Aware Usd Corpor | 0.00% | 730 | $17K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.00% | 54 | $1K | New |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
| IVW iShares S&P 500 Growth ETF | New | 0.31% | +0.31 |
| IVV iShares Core S&P 500 ETF | New | 0.26% | +0.26 |
| IVE iShares S&P 500 Value ETF | New | 0.19% | +0.19 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.18% | +0.18 |
| MUB iShares National Muni Bond E | Add +13.3% | 4.01% | +0.14 |
| IYW iShares Ustechnology ETF | New | 0.09% | +0.09 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.08% | +0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.08% | +0.08 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.07% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | New | 0.06% | +0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.05% | +0.05 |
| IXC iShares Global Energy ETF | New | 0.04% | +0.04 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.03% | +0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.02% | +0.02 |
| LCTU iShares U.S. Carbon Transiti | New | 0.02% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.01% | +0.01 |
| IGLB iShares 10+ Year Inv GR Corp. | New | 0.01% | +0.01 |
| USXF iShares ESG Advance MSCI USA | New | 0.01% | +0.01 |
| EUSB Ishr ESG Advn Universal BD-$ | New | 0.01% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +9.6% | 3.89% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.01% | +0.01 |
| SUB iShares Short-Term National | New | 0.01% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | New | 0.01% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.01% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.01% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.01% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | New | 0.00% | +0.00 |
| LCTD iShares World Ex U.S. Carbon | New | 0.00% | +0.00 |
| PAVE Global X US Infrastructure | New | 0.00% | +0.00 |
| SUSC iShares ESG Aware Usd Corpor | New | 0.00% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.00% | +0.00 |
| VTIP Vanguard Short-Term Tips | Add +9.3% | 0.71% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +9.5% | 0.39% | −0.00 |
| HYD Vaneck High Yield Muni ETF | Add +9.1% | 0.32% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.7% | 2.84% | −0.03 |
| BND Vanguard Total Bond Market | Add +10.9% | 5.01% | −0.06 |
| SFYX Sofi Next 500 ETF | Add +4.6% | 5.64% | −0.08 |
| SFY Sofi Select 500 ETF | Add +1.8% | 49.80% | −0.31 |
| VWO Vanguard Ftse Emerging Marke | Add +10.0% | 6.58% | −0.40 |
| VEA Vanguard Ftse Developed ETF | Add +13.5% | 19.21% | −0.85 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $2.5B | IVW, SFY, DYNF, IVV, IVE |
| Q1 2026 | 52 | $2.1B | IVW, SFY, IVV, DYNF, IVE |
| Q4 2025 | 50 | $2.0B | IVW, IVV, SFY, IVE, DYNF |
| Q3 2025 | 48 | $1.9B | IVW, SFY, IVV, IVE, DYNF |
| Q2 2025 | 46 | $1.6B | IVW, IVV, SFY, IVE, DYNF |
| Q1 2025 | 40 | $1.3B | IVV, SFY, IVW, IVE, DYNF |
| Q4 2024 | 40 | $1.5B | SFY, VEA, VWO, SFYX, BND |
| Q3 2024 | 11 | $1.4B | TIDAL ETF TR, VEA, VWO, SFYX, BND |
| Q2 2024 | 11 | $1.2B | TIDAL ETF TR, VEA, VWO, SFYX, BND |
| Q1 2024 | 11 | $1.1B | TIDAL ETF TR, VEA, VWO, SFYX, BND |