StockDriftsStockDriftsTop 50 Sofi Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 12.99% | 2.36M | $336.1M | +0.58%(+13.62K) | $102.06(+36.44%) | 2026-09-30 | |
| SFY | TIDAL ETF TR | 11.14% | 1.88M | $288.1M | +2.67%(+48.78K) | $97.79(+56.17%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 10.34% | 3.86M | $267.4M | +1.82%(+68.85K) | $53.23(+29.47%) | 2026-09-30 | |
| IVV | ISHARES TR | 10.08% | 340.5K | $260.8M | +0.70%(+2.37K) | $587.31(+31.66%) | 2026-09-30 | |
| IVE | ISHARES TR | 9.43% | 1.07M | $243.8M | +2.85%(+29.63K) | $193.72(+23.49%) | 2026-09-30 | |
| CORO | ISHARES TR | 5.06% | 3.60M | $130.9M | +3.42%(+119.07K) | $31.88(+11.92%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.05% | 2.20M | $130.6M | -16.09%(-421.93K) | $49.22(+15.43%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 4.73% | 2.60M | $122.5M | -1.54%(-40.53K) | $32.31(+31.69%) | 2026-09-30 | |
| IUSB | ISHARES TR | 4.58% | 2.69M | $118.4M | +66.21%(+1.07M) | $45.58(-1.73%) | 2026-09-30 | |
| THRO | BLACKROCK ETF TRUST | 4.16% | 2.45M | $107.6M | +1.41%(+34.02K) | $34.61(+27.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.11% | +64.78% | — | — | +51.54% |
| Top 20 Holdings Unweighted | +11.39% | +38.20% | — | — | +25.38% |
Sofi Wealth LLC reports $2.59B in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are IVW (13.0%), SFY (11.1%) and DYNF (10.3%). The top 20 holdings account for 96.19% of reported assets. Its disclosed equity book has returned +64.78% on a three-year cumulative basis. Figures reflect the Q3 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