Sofi Wealth, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.44 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $230M, Ishares Core S&P 500 ETF with a value of $211M, Ishares S&P 500 Value ETF with a value of $199M, Blackrock ETF Tr U S Equity Fa with a value of $183M, and Vanguard Ftse Emerging Mkts Et with a value of $122M.

Examining the 13F form we can see an increase of $87.8M in the current position value, from $1.35B to 1.44B.

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

Portfolio value $1.44 Billion
ETFs: $1.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $1.44 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Sofi Wealth, LLC Portfolio

Follow Sofi Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sofi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sofi Wealth, LLC with notifications on news.