Sofi Wealth, LLC Portfolio Holdings

Sofi Wealth, LLC

  • $1.35 Billion
  • Q2 2025

Sofi Wealth, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.35 Billion distributed in 46 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 $213M, Ishares Core S&P 500 ETF with a value of $211M, Ishares S&P 500 Value ETF with a value of $186M, Blackrock ETF Tr U S Equity Fa with a value of $139M, and Vanguard Ftse Developed Market with a value of $87.6M.

Examining the 13F form we can see an increase of $200M in the current position value, from $1.15B to 1.35B.

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

Portfolio value $1.35 Billion
ETFs: $1.35 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $1.35 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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