Sofi Wealth, LLC Top Holdings and 13F Report (2024) About Sofi Wealth, LLCInvestment ActivitySofi Wealth, LLC has $1.36 billion in total holdings as of September 30, 2024.Sofi Wealth, LLC owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 7.50% of the portfolio was purchased this quarter.This quarter, Sofi Wealth, LLC has purchased 11 new stocks and bought additional shares in 11 stocks.Sofi Wealth, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings SoFi Select 500 ETF $680,974,114Vanguard FTSE Developed Markets ETF $272,564,588Vanguard FTSE Emerging Markets ETF $94,820,771SoFi Next 500 ETF $77,687,658Vanguard Total Bond Market ETF $68,905,026 Largest Purchases this Quarter SoFi Select 500 ETF 2,135,524 shares (about $44.38M)Vanguard FTSE Developed Markets ETF 412,520 shares (about $21.79M)Vanguard Total Bond Market ETF 101,581 shares (about $7.63M)Vanguard FTSE Emerging Markets ETF 153,485 shares (about $7.34M)SoFi Next 500 ETF 431,498 shares (about $6.16M) 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 PortfolioSectorSFYSoFi Select 500 ETF$680,974,114$44,376,189 ▲7.0%32,770,65050.1%ETFVEAVanguard FTSE Developed Markets ETF$272,564,588$21,785,180 ▲8.7%5,161,23120.1%ETFVWOVanguard FTSE Emerging Markets ETF$94,820,771$7,344,258 ▲8.4%1,981,6257.0%ETFSFYXSoFi Next 500 ETF$77,687,658$6,156,225 ▲8.6%5,445,2315.7%ETFBNDVanguard Total Bond Market ETF$68,905,026$7,629,750 ▲12.5%917,3885.1%ETFBSVVanguard Short-Term Bond ETF$52,791,270$5,167,340 ▲10.9%670,8763.9%ETFMUBiShares National Muni Bond ETF$52,711,164$4,596,133 ▲9.6%485,2363.9%ETFVBVanguard Small-Cap ETF$39,069,124$2,836,789 ▲7.8%164,7032.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,681,604$997,046 ▲11.5%196,3420.7%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,337,431$605,218 ▲12.8%66,4690.4%ETFHYDVanEck High Yield Muni ETF$4,422,739$378,548 ▲9.4%83,3380.3%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
