SOFI WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, SOFI WEALTH, LLC held in its portfolio 50 assets valued at $2,005,126,795 (i.e. $2.01B).
The most valuable assets in the portfolio included: ISHARES TR ($259.35M), ISHARES TR ($226.22M), and TIDAL ETF TR ($217.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SOFI WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 2104088 | 259349906 | S&P 500 GRWT ETF |
| ISHARES TR | 330274 | 226218147 | CORE S&P500 ETF |
| TIDAL ETF TR | 1643945 | 217263828 | SOFI SELECT 500 |
| ISHARES TR | 975625 | 206900870 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 3389851 | 206136822 | ISHARES US EQUIT |
| VANGUARD INTL EQUITY INDEX F | 2565883 | 137941885 | FTSE EMR MKT ETF |
| VANGUARD TAX-MANAGED INTL FD | 1608390 | 100476112 | FTSE DEV MKT ETF |
| BLACKROCK ETF TRUST | 2461727 | 81975506 | ISHARES A I INNO |
| BLACKROCK ETF TRUST | 2118592 | 81692911 | ISHARES US THEMA |
| ISHARES TR | 1087844 | 77682973 | EAFE VALUE ETF |
| ISHARES TR | 631789 | 67670947 | NATIONAL MUN ETF |
| ISHARES TR | 528835 | 60244835 | EAFE GRWTH ETF |
| ISHARES TR | 1207399 | 56192370 | CORE TOTAL USD |
| GLOBAL X FDS | 790079 | 51189230 | DEFENSE TECH ETF |
| SPDR SER TR | 1415828 | 37476977 | PORTFOLIO LN TSR |
| VANGUARD SCOTTSDALE FDS | 692870 | 32620303 | MTG-BKD SECS ETF |
| ISHARES GOLD TR | 277571 | 22530429 | ISHARES NEW |
| BLACKROCK ETF TRUST II | 314517 | 15310680 | ISHARES HIGH YIE |
| ISHARES TR | 322409 | 15266060 | HIGH YLD SYSTM B |
| INVESCO EXCH TRADED FD TR II | 480472 | 11142154 | NATL AMT MUNI |
| BLACKROCK ETF TRUST | 97609 | 7231923 | US CARBON TRANS |
| ISHARES TR | 34308 | 4419837 | MSCI KLD400 SOC |
| ISHARES TR | 58851 | 3388638 | ESG MSCI USA ETF |
| ISHARES TR | 30864 | 3160192 | 0-5 YR TIPS ETF |
| BLACKROCK ETF TRUST II | 56245 | 2968070 | ISHARES FLEXIBLE |
| ISHARES TR | 18585 | 2768860 | ESG AWR MSCI USA |
| ISHARES TR | 57386 | 2519832 | ESG ADV TTL USD |
| ISHARES TR | 27270 | 2049645 | ESG EAFE ETF |
| ISHARES TR | 35669 | 1886168 | ISHS 1-5YR INVS |
| ISHARES TR | 34633 | 1657194 | ESG AWR US AGRGT |
| ISHARES INC | 36757 | 1623566 | ESG AWR MSCI EM |
| ISHARES TR | 29317 | 1479066 | 10+ YR INVST GRD |
| ISHARES BITCOIN TRUST ETF | 29486 | 1463993 | SHS BEN INT |
| BLACKROCK ETF TRUST | 22044 | 1204951 | WORLD EX US CARB |
| ISHARES TR | 44050 | 1030091 | ESG AWRE USD ETF |
| GLOBAL X FDS | 14163 | 676858 | US INFR DEV ETF |
| ISHARES TR | 1141 | 121751 | SHRT NAT MUN ETF |
| ISHARES TR | 277 | 55219 | U.S. TECH ETF |
| ISHARES TR | 1722 | 43456 | ESG AWRE 1 5 YR |
| ISHARES INC | 319 | 23213 | MSCI EMRG CHN |
| VANGUARD BD INDEX FDS | 231 | 17131 | TOTAL BND MRKT |
| VANGUARD BD INDEX FDS | 166 | 13055 | SHORT TRM BOND |
| TIDAL ETF TR | 700 | 11372 | SOFI NEXT 500 |
| ISHARES TR | 235 | 9710 | HDG MSCI EAFE |
| VANGUARD INDEX FDS | 34 | 8751 | SMALL CP ETF |
| ISHARES TR | 40 | 3543 | CORE MSCI EAFE |
| VANGUARD MALVERN FDS | 55 | 2729 | STRM INFPROIDX |
| ISHARES TR | 27 | 2207 | IBOXX HI YD ETF |
| ISHARES TR | 41 | 1716 | GLOBAL ENERG ETF |
| VANECK ETF TR | 22 | 1113 | HIGH YLD MUNIETF |
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