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Sofi Wealth, Llc

Portfolio Manager
Sofi Wealth, Llc
Performance
-2.52% (2026 Q1)
AUM (13F)
$2.08B
# of Holdings
52
Performance Rank
Allocation (Top 20)
98.1%

Sofi Wealth, Llc Holdings Map

Top 50 Sofi Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVW
ISHARES TR
12.26%2.25M$254.4M
+6.90%(+145.08K)
2025-Q1: 1.86M shares2025-Q2: 1.93M shares2025-Q3: 1.91M shares2025-Q4: 2.10M shares2026-Q1: 2.25M shares
$100.90(+36.03%)
2026-03-31
SFY
TIDAL ETF TR
10.55%1.75M$219.0M
+6.72%(+110.41K)
2025-Q1: 1.74M shares2025-Q2: 1.75M shares2025-Q3: 1.73M shares2025-Q4: 1.64M shares2026-Q1: 1.75M shares
$94.78(+55.62%)
2026-03-31
IVV
ISHARES TR
10.14%322.1K$210.4M
-2.48%(-8.20K)
2025-Q1: 320.2K shares2025-Q2: 339.7K shares2025-Q3: 315.3K shares2025-Q4: 330.3K shares2026-Q1: 322.1K shares
$580.84(+28.39%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
10.13%3.61M$210.2M
+6.58%(+222.91K)
2025-Q1: 2.45M shares2025-Q2: 2.55M shares2025-Q3: 3.09M shares2025-Q4: 3.39M shares2026-Q1: 3.61M shares
$52.49(+26.59%)
2026-03-31
IVE
ISHARES TR
9.97%980.0K$206.9M
+0.44%(+4.34K)
2025-Q1: 897.3K shares2025-Q2: 951.9K shares2025-Q3: 964.9K shares2025-Q4: 975.6K shares2026-Q1: 980.0K shares
$191.29(+17.44%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
6.49%2.49M$134.8M
-2.82%(-72.30K)
2025-Q1: 1.12M shares2025-Q2: 1.16M shares2025-Q3: 2.26M shares2025-Q4: 2.57M shares2026-Q1: 2.49M shares
$48.86(+22.67%)
2026-03-31
CORO
ISHARES TR
5.13%3.31M$106.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.31M shares
$31.61(+13.43%)
2026-03-31
BAI
BLACKROCK ETF TRUST
4.13%2.60M$85.8M
+5.72%(+140.93K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.76M shares2025-Q4: 2.46M shares2026-Q1: 2.60M shares
$32.19(+50.43%)
2026-03-31
THRO
BLACKROCK ETF TRUST
4.02%2.31M$83.5M
+8.83%(+187.08K)
2025-Q1: 0 shares2025-Q2: 1.88M shares2025-Q3: 1.99M shares2025-Q4: 2.12M shares2026-Q1: 2.31M shares
$34.27(+24.25%)
2026-03-31
VEA
VANGUARD TAX-MANAGED INTL FD
3.69%1.19M$76.6M
-25.71%(-413.57K)
2025-Q1: 1.52M shares2025-Q2: 1.54M shares2025-Q3: 1.55M shares2025-Q4: 1.61M shares2026-Q1: 1.19M shares
$49.08(+43.90%)
2026-03-31

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