Sofi Wealth, LLC Top Holdings and 13F Report (2025) About Sofi Wealth, LLCInvestment ActivitySofi Wealth, LLC has $1.33 billion in total holdings as of March 31, 2025.Sofi Wealth, LLC owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 71.07% of the portfolio was purchased this quarter.About 78.26% of the portfolio was sold this quarter.This quarter, Sofi Wealth, LLC has purchased 40 new stocks and bought additional shares in 29 stocks.Sofi Wealth, LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $179,895,428TIDAL ETF TR $177,089,860iShares S&P 500 Growth ETF $172,386,069iShares S&P 500 Value ETF $171,001,278iShares U.S. Equity Factor Rotation Active ETF $119,263,627 Largest Purchases this Quarter iShares Core S&P 500 ETF 313,794 shares (about $176.32M)iShares S&P 500 Value ETF 882,811 shares (about $168.25M)iShares S&P 500 Growth ETF 1,811,974 shares (about $168.21M)iShares U.S. Equity Factor Rotation Active ETF 2,393,294 shares (about $116.70M)iShares Core Total USD Bond Market ETF 1,214,958 shares (about $55.99M) Largest Sales this Quarter TIDAL ETF TR 4,937,018 shares (about $503.18M)Vanguard FTSE Developed Markets ETF 4,341,899 shares (about $220.70M)SoFi Next 500 ETF 5,693,192 shares (about $77.00M)Vanguard Total Bond Market ETF 1,016,438 shares (about $74.68M)Vanguard Short-Term Bond ETF 734,737 shares (about $57.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSofi Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$179,895,428$176,320,625 ▲4,932.3%320,15613.5%ETFTIDAL ETF TR$177,089,860$503,180,838 ▼-74.0%1,737,53813.3%SOFI SELECT 500IVWiShares S&P 500 Growth ETF$172,386,069$168,205,562 ▲4,023.6%1,857,00813.0%ETFIVEiShares S&P 500 Value ETF$171,001,278$168,246,064 ▲6,106.5%897,26812.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$119,263,627$116,696,998 ▲4,546.7%2,445,9329.0%ETFVEAVanguard FTSE Developed Markets ETF$77,160,072$220,698,668 ▼-74.1%1,518,0035.8%ETFMUBiShares National Muni Bond ETF$65,497,726$7,557,410 ▲13.0%621,1854.9%ETFIUSBiShares Core Total USD Bond Market ETF$57,229,097$55,985,260 ▲4,501.0%1,241,9514.3%ManufacturingIYWiShares U.S. Technology ETF$56,914,114$55,748,041 ▲4,780.8%405,2564.3%ManufacturingEFViShares MSCI EAFE Value ETF$54,462,713$53,474,820 ▲5,413.0%924,0374.1%ETFVWOVanguard FTSE Emerging Markets ETF$50,722,154$47,910,603 ▼-48.6%1,120,6843.8%ETFEFGiShares MSCI EAFE Growth ETF$42,664,086$41,615,586 ▲3,969.1%426,6413.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$26,617,077$25,903,655 ▲3,630.9%976,4152.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$25,277,254$24,814,154 ▲5,358.3%545,8271.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$23,515,791$22,354,603 ▲1,925.1%426,8611.8%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$15,522,473$15,187,988 ▲4,540.7%427,7341.2%ETFBINCiShares Flexible Income Active ETF$2,415,206$2,324,064 ▲2,549.9%46,1090.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,118,153$1,999,745 ▲1,688.9%40,4460.2%ManufacturingLCTUBlackRock U.S. Carbon Transition Readiness ETF$2,032,851$1,763,828 ▲655.6%33,5430.2%ETFDSIiShares ESG MSCI KLD 400 ETF$1,231,252$1,066,989 ▲649.6%12,0230.1%ETFSUBiShares Short-Term National Muni Bond ETF$1,215,366$1,104,379 ▲995.1%11,5090.1%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$1,034,141$895,386 ▲645.3%23,8720.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$965,094$834,884 ▲641.2%20,6790.1%ManufacturingESGUiShares ESG Aware MSCI USA ETF$747,888$646,463 ▲637.4%6,1350.1%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$654,214$559,735 ▲592.4%9,7150.0%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$555,390$488,916 ▲735.5%11,6970.0%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$526,088$359,231 ▲215.3%10,4740.0%ETFESGEiShares ESG Aware MSCI EM ETF$443,886$365,321 ▲465.0%12,7010.0%ManufacturingLCTDBlackRock World ex U.S. Carbon Transition Readiness ETF$379,634$319,356 ▲529.8%8,2190.0%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$335,696$318,862 ▲1,894.1%14,5570.0%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$169,952$144,180 ▲559.4%4,5040.0%ETFBNDVanguard Total Bond Market ETF$42,321$74,681,723 ▼-99.9%5760.0%ETFBSVVanguard Short-Term Bond ETF$22,053$57,457,997 ▼-100.0%2820.0%ETFVBVanguard Small-Cap ETF$16,925$38,392,581 ▼-100.0%760.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$15,456$14,105 ▲1,044.4%6180.0%ManufacturingSFYXSoFi Next 500 ETF$14,322$76,995,180 ▼-100.0%1,0590.0%ETFIXCiShares Global Energy ETF$13,629$652,047 ▼-98.0%3240.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,122$10,652,539 ▼-100.0%830.0%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,633$5,802,494 ▼-100.0%330.0%ETFHYDVanEck High Yield Muni ETF$1,678$4,620,551 ▼-100.0%330.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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