13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001925582
Total reported value
$2.5B
$2.5B
40 檔
33.0%
The Q1 2025 SEC filing reveals that Sofi Wealth, LLC held a total portfolio value of $2.5B, covering 40 public equity positions.
During Q1 2025, Sofi Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SFY, IVW) accounted for 33.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.52% | +0.05% | +4932.32% | |
| 2 | SFY | Sofi Select 500 ETF | ETF-Other | 13.31% | +0.39% | -73.97% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.96% | +0.74% | +4023.57% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 12.86% | -0.48% | +6106.46% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.97% | +0.25% | +4546.70% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.80% | -0.09% | -74.10% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 4.92% | -0.29% | +13.04% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.30% | -0.46% | +4501.01% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.28% | — | +4780.84% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.09% | -0.32% | +5413.02% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.81% | -0.19% | -48.57% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.21% | -0.03% | +3969.06% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.00% | -0.15% | +3630.90% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.90% | -0.25% | +5358.27% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.77% | — | +1925.15% | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.17% | — | +4540.71% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.18% | -0.02% | +2549.94% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.16% | — | +1688.85% | |
| 19 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.15% | +0.07% | +655.64% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.09% | +0.05% | +649.56% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.09% | — | +995.05% | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.08% | — | +645.30% | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.07% | +0.05% | +641.18% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.06% | +0.01% | +637.38% | |
| 25 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.05% | +0.03% | +592.44% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.04% | — | +735.50% | |
| 27 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.04% | — | +215.29% | |
| 28 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.03% | +0.03% | +464.99% | |
| 29 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | 0.03% | +0.01% | +529.81% | |
| 30 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.03% | — | +1894.11% | |
| 31 | PAVE | Global X US Infrastructure | ETF-Other | 0.01% | — | +559.44% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | — | — | -99.94% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | — | — | -99.96% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | — | — | -99.96% | |
| 35 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | — | — | +1044.44% | |
| 36 | SFYX | Sofi Next 500 ETF | ETF-Other | — | — | -99.98% | |
| 37 | IXC | Ishares Global Energy ETF | ETF-Other | — | — | -97.95% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | — | — | -99.96% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | — | — | -99.95% | |
| 40 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | — | — | -99.96% |
According to official SEC Form 13F filings, Sofi Wealth, LLC reported a total U.S. public equity portfolio value of $2.5B across 40 disclosed positions in Q1 2025.
During Q1 2025, Sofi Wealth, LLC's top holdings by market value included IVV (13.5%)、SFY (13.3%)、IVW (13.0%). The largest single position, IVV, represented 13.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.