Sofi Wealth, LLC Top Holdings and 13F Report (2025) About Sofi Wealth, LLCInvestment ActivitySofi Wealth, LLC has $1.46 billion in total holdings as of December 31, 2024.Sofi Wealth, LLC owns shares of 40 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 56.07% of the portfolio was purchased this quarter.About 46.68% of the portfolio was sold this quarter.This quarter, Sofi Wealth, LLC has purchased 11 new stocks and bought additional shares in 10 stocks.Sofi Wealth, LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings TIDAL ETF TR $726,458,626Vanguard FTSE Developed Markets ETF $280,220,505Vanguard FTSE Emerging Markets ETF $95,974,100SoFi Next 500 ETF $82,224,988Vanguard Total Bond Market ETF $73,133,510 Largest New Holdings this Quarter TIDAL ETF TR $726,458,626 HoldingiShares S&P 500 Growth ETF $4,572,345 HoldingiShares Core S&P 500 ETF $3,745,106 HoldingiShares S&P 500 Value ETF $2,759,583 HoldingiShares U.S. Equity Factor Rotation Active ETF $2,697,684 Holding Largest Purchases this Quarter TIDAL ETF TR 6,674,556 shares (about $726.46M)Vanguard FTSE Developed Markets ETF 698,671 shares (about $33.41M)Vanguard FTSE Emerging Markets ETF 197,623 shares (about $8.70M)Vanguard Total Bond Market ETF 99,626 shares (about $7.16M)iShares National Muni Bond ETF 64,274 shares (about $6.85M) 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 PortfolioSectorTIDAL ETF TR$726,458,626$726,458,626 ▲New Holding6,674,55649.8%SOFI SELECT 500VEAVanguard FTSE Developed Markets ETF$280,220,505$33,410,446 ▲13.5%5,859,90219.2%ETFVWOVanguard FTSE Emerging Markets ETF$95,974,100$8,703,319 ▲10.0%2,179,2486.6%ETFSFYXSoFi Next 500 ETF$82,224,988$3,595,849 ▲4.6%5,694,2515.6%ETFBNDVanguard Total Bond Market ETF$73,133,510$7,164,109 ▲10.9%1,017,0145.0%ETFMUBiShares National Muni Bond ETF$58,550,333$6,848,400 ▲13.2%549,5104.0%ETFBSVVanguard Short-Term Bond ETF$56,794,948$4,956,332 ▲9.6%735,0193.9%ETFVBVanguard Small-Cap ETF$41,442,138$1,867,220 ▲4.7%172,4742.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,390,006$883,132 ▲9.3%214,5810.7%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,722,330$494,551 ▲9.5%72,7570.4%ETFHYDVanEck High Yield Muni ETF$4,718,744$392,649 ▲9.1%90,9020.3%ETFIVWiShares S&P 500 Growth ETF$4,572,345$4,572,345 ▲New Holding45,0340.3%ETFIVViShares Core S&P 500 ETF$3,745,106$3,745,106 ▲New Holding6,3620.3%ETFIVEiShares S&P 500 Value ETF$2,759,583$2,759,583 ▲New Holding14,4570.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,697,684$2,697,684 ▲New Holding52,6380.2%ETFIYWiShares U.S. Technology ETF$1,324,439$1,324,439 ▲New Holding8,3030.1%ManufacturingIUSBiShares Core Total USD Bond Market ETF$1,220,096$1,220,096 ▲New Holding26,9930.1%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$1,168,749$1,168,749 ▲New Holding21,0780.1%ManufacturingEFGiShares MSCI EAFE Growth ETF$1,015,259$1,015,259 ▲New Holding10,4850.1%ETFEFViShares MSCI EAFE Value ETF$879,437$879,437 ▲New Holding16,7610.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$685,430$685,430 ▲New Holding26,1710.0%ETFIXCiShares Global Energy ETF$604,194$604,194 ▲New Holding15,8250.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$453,380$453,380 ▲New Holding10,0000.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$320,286$320,286 ▲New Holding9,2170.0%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$284,292$284,292 ▲New Holding4,4390.0%ETFDSIiShares ESG MSCI KLD 400 ETF$176,809$176,809 ▲New Holding1,6040.0%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$164,119$164,119 ▲New Holding3,3220.0%ETFUSXFiShares ESG Advanced MSCI USA ETF$138,735$138,735 ▲New Holding2,7900.0%ManufacturingEUSBiShares ESG Advanced Total USD Bond Market ETF$136,054$136,054 ▲New Holding3,2030.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$116,890$116,890 ▲New Holding2,2610.0%ManufacturingSUBiShares Short-Term National Muni Bond ETF$110,839$110,839 ▲New Holding1,0510.0%ETFESGUiShares ESG Aware MSCI USA ETF$107,177$107,177 ▲New Holding8320.0%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$90,634$90,634 ▲New Holding1,4030.0%ManufacturingBINCiShares Flexible Income Active ETF$90,519$90,519 ▲New Holding1,7400.0%ETFESGEiShares ESG Aware MSCI EM ETF$75,067$75,067 ▲New Holding2,2480.0%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$65,001$65,001 ▲New Holding1,4000.0%ETFLCTDBlackRock World ex U.S. Carbon Transition Readiness ETF$56,800$56,800 ▲New Holding1,3050.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$27,598$27,598 ▲New Holding6830.0%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$16,591$16,591 ▲New Holding7300.0%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,331$1,331 ▲New Holding540.0%ManufacturingSFYSoFi Select 500 ETF$0$680,974,114 ▼-100.0%00.0%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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