Sofi Wealth, LLC Portfolio Holdings

Sofi Wealth, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tidal ETF Tr Sofi 500 ETF with a value of $608M, Vanguard Ftse Developed Market with a value of $235M, Vanguard Ftse Emerging Mkts Et with a value of $80M, Tidal ETF Tr Sofi Next 500 ETF with a value of $66.8M, and Vanguard Bd Index Fd Inc Total with a value of $58.8M.

Examining the 13F form we can see an increase of $117M in the current position value, from $1.08B to 1.19B.

Below you can find more details about Sofi Wealth, LLC portfolio as well as his latest detailed transactions.