Sofi Wealth, LLC
Sofi Wealth, LLC reported 52 US-listed holdings worth $2.48 billion in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: iShares S&P Growth Index FD (13.0%), Sofi Select 500 ETF (10.9%) and BlackRock ETF Trust (10.4%). Against the quarter before, it opened 0 positions, added to 35, trimmed 16 and sold out of 0.
Reported holdings$2.48B+19.7% on Q1 2026
Positions52as many as Q1 2026
The largest ten78.8%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Added to
The 14 largest of its 52 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 35Held 1Trimmed 16
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 35
- iShares S&P Growth Index FD IVW+99,882 shares · +4%
- iShares S&P 500 Value ETF IVE+58,458 shares · +6%
- BlackRock ETF Trust DYNF+179,167 shares · +5%
- iShares Core S&P 500 ETF IVV+16,087 shares · +5%
- Sofi Select 500 ETF SFY+71,873 shares · +4%
- Vanguard Ftse Emerging Markets VWO+129,493 shares · +5%
- BlackRock ETF Trust CORO+169,719 shares · +5%
- iShares Trust MUB+45,596 shares · +7%
and 27 more in the table below
Trimmed 16
- iShares Trust Conv BD ETF ICVT-575 shares · -4%
- iShares Trust IYW-113 shares · -40%
- iShares U.s. Fixed Income Balanced Risk Systematic ETF SYSB-184 shares · -1%
- iShares Trust HYDB-339 shares · -50%
- iShares Inc. EMXC-115 shares · -37%
- iShares Trust IGSB-135 shares · -73%
- BlackRock ETF Trust II HIMU-107 shares · -22%
- iShares Trust HEFA-82 shares · -35%
and 8 more in the table below
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| iShares S&P Growth Index FD IVW | 2,349,051 | $323.1 million | 13.00% | +99,882 |
| Sofi Select 500 ETF SFY | 1,826,226 | $271.9 million | 10.94% | +71,873 |
| BlackRock ETF Trust DYNF | 3,791,928 | $257.9 million | 10.38% | +179,167 |
| iShares Core S&P 500 ETF IVV | 338,161 | $253.2 million | 10.19% | +16,087 |
| iShares S&P 500 Value ETF IVE | 1,038,423 | $235.8 million | 9.49% | +58,458 |
| Vanguard Ftse Emerging Markets VWO | 2,623,074 | $156.6 million | 6.30% | +129,493 |
| iShares A.i. Innovation and Tech Active ETF BAI | 2,635,605 | $138.9 million | 5.59% | +32,953 |
| BlackRock ETF Trust CORO | 3,481,503 | $127.4 million | 5.13% | +169,719 |
| BlackRock ETF Trust THRO | 2,412,030 | $104.0 million | 4.18% | +106,354 |
| Vanguard Ftse Developed Markets VEA | 1,254,919 | $89.4 million | 3.60% | +60,102 |
| iShares Trust EFV | 1,010,564 | $77.4 million | 3.11% | +53,810 |
| iShares Core Total USD Bond Market ETF IUSB | 1,615,903 | $74.6 million | 3.00% | +62,139 |
| iShares Trust MUB | 666,493 | $71.7 million | 2.89% | +45,596 |
| Invesco Exch Traded FD Trust II PZA | 2,158,881 | $50.8 million | 2.04% | +175,595 |
| iShares Trust EFG | 398,975 | $49.6 million | 2.00% | +20,246 |
| Global X FDS SHLD | 823,592 | $49.2 million | 1.98% | +79,555 |
| Vanguard Scottsdale FDS VMBS | 867,101 | $40.6 million | 1.63% | +34,626 |
| SPDR Ser Trust SPTL | 1,221,059 | $32.0 million | 1.29% | +81,968 |
| iShares Gold Trust IAU | 263,368 | $19.9 million | 0.80% | +22,258 |
| BlackRock ETF Trust LCTU | 148,576 | $11.9 million | 0.48% | +27,094 |
| iShares Trust DSI | 52,019 | $7.4 million | 0.30% | +9,229 |
| iShares Trust USXF | 87,855 | $6.1 million | 0.25% | +14,388 |
| iShares Trust ESGU | 26,173 | $4.3 million | 0.17% | +3,041 |
| iShares Trust EUSB | 93,698 | $4.1 million | 0.16% | +15,057 |
| iShares Trust DMXF | 43,134 | $3.6 million | 0.15% | +9,544 |
| iShares Trust STIP | 33,591 | $3.4 million | 0.14% | +15 |
| BlackRock ETF Trust II BINC | 64,254 | $3.4 million | 0.14% | +132 |
| iShares Inc. ESGE | 59,148 | $3.2 million | 0.13% | +11,785 |
| iShares U.s. Fixed Income Balanced Risk Systematic ETF SYSB | 27,372 | $2.4 million | 0.10% | -184 |
| iShares Trust EAGG | 49,790 | $2.4 million | 0.09% | +4,604 |
| iShares Bitcoin Trust ETF IBIT | 64,074 | $2.1 million | 0.09% | +14,014 |
| BlackRock ETF Trust LCTD | 33,437 | $1.9 million | 0.08% | +6,878 |
| iShares Trust Conv BD ETF ICVT | 14,733 | $1.8 million | 0.07% | -575 |
| iShares Trust SUSC | 61,965 | $1.4 million | 0.06% | +5,573 |
| Global X Infrastr Development ETF (pave) PAVE | 18,666 | $1.1 million | 0.04% | +2,109 |
| Vanguard Total Bond Market ETF BND | 1,117 | $81,967 | 0.00% | +1,066 |
| iShares Trust SUSB | 2,609 | $65,194 | 0.00% | -14 |
| iShares Trust IYW | 167 | $42,042 | 0.00% | -113 |
| iShares Core MSCI Eafe ETF IEFA | 425 | $41,008 | 0.00% | +398 |
| iShares Inc. EMXC | 196 | $20,070 | 0.00% | -115 |
| BlackRock ETF Trust II HIMU | 376 | $18,711 | 0.00% | -107 |
| iShares Trust HYDB | 338 | $15,815 | 0.00% | -339 |
| Vanguard BD Index FDS BSV | 130 | $10,152 | 0.00% | +33 |
| iShares Trust HEFA | 155 | $7,279 | 0.00% | -82 |
| Vanguard Small Cap ETF VB | 20 | $6,024 | 0.00% | -5 |
| iShares ETFs IGLB | 118 | $5,917 | 0.00% | -4 |
| iShares Trust IGSB | 49 | $2,543 | 0.00% | -135 |
| iShares Trust SUB | 22 | $2,325 | 0.00% | -8 |
| iShares Trust HYG | 13 | $1,066 | 0.00% | -1 |
| iShares Trust IXC | 19 | $927 | 0.00% | -32 |
| Vanguard Shrt-Term Infl-Prot Se VTIP | 18 | $919 | 0.00% | -8 |
| Vaneck ETF Trust HYD | 11 | $577 | 0.00% | -9 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.