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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001925582
Total reported value
$2.5B
$2.5B
11 檔
48.1%
According to the latest 13F quarterly dataset, Sofi Wealth, LLC managed an equity portfolio of $2.5B at the end of Q3 2024, spanning 11 distinct U.S. exchange-listed positions.
During Q3 2024, Sofi Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | ETF-Other | 50.11% | — | +6.97% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 20.06% | -0.09% | +8.69% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.98% | -0.19% | +8.40% | |
| 4 | SFYX | Sofi Next 500 ETF | ETF-Other | 5.72% | — | +8.61% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.07% | — | +12.45% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.88% | — | +10.85% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.88% | -0.29% | +9.55% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.87% | — | +7.83% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.71% | — | +11.48% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.39% | — | +12.79% | |
| 11 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.33% | — | +9.36% |
According to official SEC Form 13F filings, Sofi Wealth, LLC reported a total U.S. public equity portfolio value of $2.5B across 11 disclosed positions in Q3 2024.
During Q3 2024, Sofi Wealth, LLC's top holdings by market value included DIVY (50.1%)、VEA (20.1%)、VWO (7.0%). The largest single position, DIVY, represented 50.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DIVY, VEA, VWO) accounted for 48.1% of total reported equity market value during Q3 2024.
In Q3 2024, Sofi Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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