Sofi Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Sofi Wealth, LLC reported 40 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.5% of the portfolio, followed by Sofi Select 500 ETF (SFY, 13.3%) and iShares S&P 500 Growth ETF (IVW, 13.0%). Compared with Q4 2024, it added to 29 and reduced 11. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +4932%) and the biggest sale Sofi Select 500 ETF (SFY, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001925582
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0001398344-25-007340 ↗ filed Apr 21, 2025
Holdings Value
Holdings 40 stocks · $1.3B
| IVV iShares Core S&P 500 ETF | 13.52% | 320,156 | $179.9M | Add +4932.3% |
| SFY Sofi Select 500 ETF | 13.31% | 1,737,538 | $177.1M | Reduce -74.0% |
| IVW iShares S&P 500 Growth ETF | 12.96% | 1,857,008 | $172.4M | Add +4023.6% |
| IVE iShares S&P 500 Value ETF | 12.86% | 897,268 | $171.0M | Add +6106.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.97% | 2,445,932 | $119.3M | Add +4546.7% |
| VEA Vanguard Ftse Developed ETF | 5.80% | 1,518,003 | $77.2M | Reduce -74.1% |
| MUB iShares National Muni Bond E | 4.92% | 621,185 | $65.5M | Add +13.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.30% | 1,241,951 | $57.2M | Add +4501.0% |
| IYW iShares Ustechnology ETF | 4.28% | 405,256 | $56.9M | Add +4780.8% |
| EFV iShares MSCI Eafe Value ETF | 4.09% | 924,037 | $54.5M | Add +5413.0% |
| VWO Vanguard Ftse Emerging Marke | 3.81% | 1,120,684 | $50.7M | Reduce -48.6% |
| EFG iShares MSCI Eafe Growth ETF | 3.21% | 426,641 | $42.7M | Add +3969.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.00% | 976,415 | $26.6M | Add +3630.9% |
| VMBS Vanguard Mortgage-Backed Sec | 1.90% | 545,827 | $25.3M | Add +5358.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.77% | 426,861 | $23.5M | Add +1925.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.17% | 427,734 | $15.5M | Add +4540.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.18% | 46,109 | $2.4M | Add +2549.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 40,446 | $2.1M | Add +1688.8% |
| LCTU iShares U.S. Carbon Transiti | 0.15% | 33,543 | $2.0M | Add +655.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.09% | 12,023 | $1.2M | Add +649.6% |
| SUB iShares Short-Term National | 0.09% | 11,509 | $1.2M | Add +995.0% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.08% | 23,872 | $1.0M | Add +645.3% |
| USXF iShares ESG Advance MSCI USA | 0.07% | 20,679 | $965K | Add +641.2% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 6,135 | $748K | Add +637.4% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.05% | 9,715 | $654K | Add +592.4% |
| EAGG iShares ESG Aware US Aggrega | 0.04% | 11,697 | $555K | Add +735.5% |
| IGLB iShares 10+ Year Inv GR Corp. | 0.04% | 10,474 | $526K | Add +215.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.03% | 12,701 | $444K | Add +465.0% |
| LCTD iShares World Ex U.S. Carbon | 0.03% | 8,219 | $380K | Add +529.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.03% | 14,557 | $336K | Add +1894.1% |
| PAVE Global X US Infrastructure | 0.01% | 4,504 | $170K | Add +559.4% |
| BND Vanguard Total Bond Market | 0.00% | 576 | $42K | Reduce -99.9% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 282 | $22K | Reduce -100.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 76 | $17K | Reduce -100.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.00% | 618 | $15K | Add +1044.4% |
| SFYX Sofi Next 500 ETF | 0.00% | 1,059 | $14K | Reduce -100.0% |
| IXC iShares Global Energy ETF | 0.00% | 324 | $14K | Reduce -98.0% |
| VTIP Vanguard Short-Term Tips | 0.00% | 83 | $4K | Reduce -100.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 33 | $3K | Reduce -100.0% |
| HYD Vaneck High Yield Muni ETF | 0.00% | 33 | $2K | Reduce -100.0% |
Portfolio Sells Q4 2024 → Q1 2025
| SFY Sofi Select 500 ETF | Reduce -74.0% | 13.31% | −36.49 |
| VEA Vanguard Ftse Developed ETF | Reduce -74.1% | 5.80% | −13.41 |
| SFYX Sofi Next 500 ETF | Reduce -100.0% | 0.00% | −5.64 |
| BND Vanguard Total Bond Market | Reduce -99.9% | 0.00% | −5.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -100.0% | 0.00% | −3.89 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -100.0% | 0.00% | −2.84 |
| VWO Vanguard Ftse Emerging Marke | Reduce -48.6% | 3.81% | −2.77 |
| VTIP Vanguard Short-Term Tips | Reduce -100.0% | 0.00% | −0.71 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -100.0% | 0.00% | −0.39 |
| HYD Vaneck High Yield Muni ETF | Reduce -100.0% | 0.00% | −0.32 |
| IXC iShares Global Energy ETF | Reduce -98.0% | 0.00% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Add +4932.3% | 13.52% | +13.27 |
| IVE iShares S&P 500 Value ETF | Add +6106.5% | 12.86% | +12.67 |
| IVW iShares S&P 500 Growth ETF | Add +4023.6% | 12.96% | +12.65 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4546.7% | 8.97% | +8.78 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4501.0% | 4.30% | +4.22 |
| IYW iShares Ustechnology ETF | Add +4780.8% | 4.28% | +4.19 |
| EFV iShares MSCI Eafe Value ETF | Add +5413.0% | 4.09% | +4.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +3969.1% | 3.21% | +3.14 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +3630.9% | 2.00% | +1.95 |
| VMBS Vanguard Mortgage-Backed Sec | Add +5358.3% | 1.90% | +1.87 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +1925.2% | 1.77% | +1.69 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +4540.7% | 1.17% | +1.15 |
| MUB iShares National Muni Bond E | Add +13.0% | 4.92% | +0.91 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +2549.9% | 0.18% | +0.18 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1688.8% | 0.16% | +0.15 |
| LCTU iShares U.S. Carbon Transiti | Add +655.6% | 0.15% | +0.13 |
| SUB iShares Short-Term National | Add +995.0% | 0.09% | +0.08 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +649.6% | 0.09% | +0.08 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +645.3% | 0.08% | +0.07 |
| USXF iShares ESG Advance MSCI USA | Add +641.2% | 0.07% | +0.06 |
| ESGU iShares ESG Aware MSCI USA | Add +637.4% | 0.06% | +0.05 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +592.4% | 0.05% | +0.04 |
| EAGG iShares ESG Aware US Aggrega | Add +735.5% | 0.04% | +0.04 |
| IGLB iShares 10+ Year Inv GR Corp. | Add +215.3% | 0.04% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +465.0% | 0.03% | +0.03 |
| LCTD iShares World Ex U.S. Carbon | Add +529.8% | 0.03% | +0.02 |
| SUSC iShares ESG Aware Usd Corpor | Add +1894.1% | 0.03% | +0.02 |
| PAVE Global X US Infrastructure | Add +559.4% | 0.01% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +1044.4% | 0.00% | +0.00 |
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 |