StockDriftsStockDriftsTop 50 Sofi Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 13% | 2.35M | $323.1M | +4.44%(+99.88K) | $101.84(+39.19%) | 2026-06-30 | |
| SFY | TIDAL ETF TR | 10.94% | 1.83M | $271.9M | +4.10%(+71.87K) | $96.36(+59.10%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 10.38% | 3.79M | $257.9M | +4.96%(+179.17K) | $52.95(+32.25%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.19% | 338.2K | $253.2M | +4.99%(+16.09K) | $586.12(+32.63%) | 2026-06-30 | |
| IVE | ISHARES TR | 9.49% | 1.04M | $235.8M | +5.97%(+58.46K) | $192.75(+22.81%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.3% | 2.62M | $156.6M | +5.19%(+129.49K) | $49.22(+22.73%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 5.59% | 2.64M | $138.9M | +1.27%(+32.95K) | $32.31(+37.54%) | 2026-06-30 | |
| CORO | ISHARES TR | 5.13% | 3.48M | $127.4M | +5.12%(+169.72K) | $31.72(+16.44%) | 2026-06-30 | |
| THRO | BLACKROCK ETF TRUST | 4.18% | 2.41M | $104.0M | +4.61%(+106.35K) | $34.48(+28.36%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED INTL FD | 3.6% | 1.25M | $89.4M | +5.03%(+60.10K) | $49.92(+46.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.82% | +59.41% | — | — | +51.47% |
| Top 20 Holdings Unweighted | +10.73% | +35.75% | — | — | +27.13% |
Sofi Wealth LLC reports $2.48B in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are IVW (13.0%), SFY (10.9%) and DYNF (10.4%). The top 20 holdings account for 98.02% of reported assets. Its disclosed equity book has returned +59.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sofi Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925582). View Sofi Wealth LLC’s 13F filings on SEC