EdgeMarket › What Sofi Wealth, Llc reported owning
What Sofi Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
52Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVW iShares S&P 500 Growth ETF | 254.4M | 12.3% | 2.2M | 138.83 | +22.2% |
| SFY SoFi Select 500 ETF | 219.0M | 10.6% | 1.8M | 151.78 | +24.1% |
| IVV iShares Core S&P 500 ETF | 210.4M | 10.1% | 322.1K | 769.31 | +20.0% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 210.2M | 10.1% | 3.6M | 69.08 | +22.3% |
| IVE iShares S&P 500 Value ETF | 206.9M | 10.0% | 980.0K | 237.24 | +17.6% |
| VWO Vanguard FTSE Emerging Markets ETF | 134.8M | 6.5% | 2.5M | 60.45 | +17.7% |
| CORO iShares International Country Rotation Active | 106.5M | 5.1% | 3.3M | 37.15 | +27.5% |
| BAI iShares A.I. Innovation and Tech Active ETF | 85.8M | 4.1% | 2.6M | 44.30 | +46.6% |
| THRO iShares U.S. Thematic Rotation Active ETF | 83.5M | 4.0% | 2.3M | 43.61 | +19.9% |
| VEA Vanguard FTSE Developed Markets ETF | 76.6M | 3.7% | 1.2M | 73.42 | +24.7% |
| IUSB iShares Core Universal USD Bond ETF | 71.8M | 3.5% | 1.6M | 45.43 | -1.7% |
| EFV iShares MSCI EAFE Value ETF | 71.1M | 3.4% | 956.8K | 82.23 | +21.4% |
| MUB iShares National Muni Bond ETF | 65.9M | 3.2% | 620.9K | 105.34 | +1.2% |
| SHLD Global X Defense Tech ETF | 52.7M | 2.5% | 744.0K | 67.09 | +11.1% |
| PZA Invesco National AMT-Free Municipal Bond ETFo | 45.6M | 2.2% | 2.0M | 22.82 | +3.3% |
| EFG iShares MSCI EAFE Growth ETF | 42.2M | 2.0% | 378.7K | 125.70 | +12.3% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 39.1M | 1.9% | 832.5K | 46.15 | -0.4% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 30.0M | 1.4% | 1.1M | 25.09 | -4.4% |
| IAU ISHARES GOLD TRUST | 21.3M | 1.0% | 241.1K | 86.79 | +37.5% |
| LCTU iShares U.S. Carbon Transition Readiness Aware | 8.5M | 0.4% | 121.5K | 82.47 | +18.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 5.2M | 0.2% | 42.8K | 146.62 | +21.9% |
| USXF iShares ESG Advanced MSCI USA ETF | 4.1M | 0.2% | 73.5K | 68.28 | +22.7% |
| STIP iShares 0-5 Year TIPS Bond ETF | 3.5M | 0.2% | 33.6K | 100.92 | -2.2% |
| EUSB iShares ESG Advanced Universal USD Bond ETF | 3.4M | 0.2% | 78.6K | 42.80 | -1.5% |
| BINC iShares Flexible Income Active ETF | 3.3M | 0.2% | 64.1K | 52.00 | -1.7% |
| ESGU iShares ESG Aware MSCI USA ETF | 3.3M | 0.2% | 23.1K | 167.74 | +20.3% |
| DMXF iShares ESG Advanced MSCI EAFE ETF | 2.5M | 0.1% | 33.6K | 86.85 | +15.5% |
| SYSB iShares Systematic Bond ETF | 2.5M | 0.1% | 27.6K | 87.19 | -1.8% |
| ESGE iShares ESG Aware MSCI EM ETF | 2.2M | 0.1% | 47.4K | 53.93 | +33.5% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 2.1M | 0.1% | 45.2K | 46.63 | -1.8% |
| IBIT iShares Bitcoin Trust ETF | 1.9M | 0.1% | 50.1K | 43.68 | -32.7% |
| ICVT iShares Convertible Bond ETF | 1.6M | 0.1% | 15.3K | 115.86 | +25.4% |
| LCTD iShares World ex U.S. Carbon Transition Readin | 1.5M | 0.1% | 26.6K | 60.47 | +15.4% |
| SUSC iShares ESG Aware USD Corporate Bond ETF | 1.3M | 0.1% | 56.4K | 22.64 | -2.7% |
| PAVE Global X U.S. Infrastructure Development ETF | 841.3K | 0.0% | 16.6K | 56.39 | +22.9% |
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond | 65.7K | 0.0% | 2.6K | 24.84 | -1.5% |
| IYW iShares U.S. Technology ETF | 50.8K | 0.0% | 280 | 247.25 | +37.9% |
| HYDB iShares High Yield Systematic Bond ETF | 31.5K | 0.0% | 677 | 46.54 | -1.5% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 24.4K | 0.0% | 311 | 97.80 | +53.2% |
| HIMU iShares High Yield Muni Active ETF | 23.2K | 0.0% | 483 | 48.23 | +1.4% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 10.1K | 0.0% | 237 | 47.25 | +20.3% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 9.7K | 0.0% | 184 | 52.11 | -1.4% |
| BSV Vanguard Short-Term Bond ETF | 7.6K | 0.0% | 97 | 77.57 | -1.4% |
| VB Vanguard Morningstar Small-Cap ETF | 6.6K | 0.0% | 25 | 304.76 | +24.4% |
| IGLB iShares 10 Year Investment Grade Corporate Bo | 6.0K | 0.0% | 122 | 47.79 | -4.9% |
| BND Vanguard Total Bond Market ETF | 3.8K | 0.0% | 51 | 72.23 | -1.8% |
| SUB iShares Short-Term National Muni Bond ETF | 3.2K | 0.0% | 30 | 106.30 | -0.6% |
| IXC iShares Global Energy ETF | 2.9K | 0.0% | 51 | 58.47 | +45.5% |
| IEFA iShares Core MSCI EAFE ETF | 2.4K | 0.0% | 27 | 100.85 | +16.8% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 1.3K | 0.0% | 26 | 49.79 | -1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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