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CIK: 0001925582
Total reported value
$2.5B
$2.5B
50 檔
44.9%
The Q4 2025 SEC filing reveals that Sofi Wealth, LLC held a total portfolio value of $2.5B, covering 50 public equity positions.
In Q4 2025, Sofi Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 41 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVV, SFY) accounted for 44.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.93% | +0.74% | +10.44% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.28% | +0.05% | +4.77% | |
| 3 | SFY | Sofi Select 500 ETF | ETF-Other | 10.84% | +0.39% | -5.18% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.32% | -0.48% | +1.11% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 10.28% | +0.25% | +9.86% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.88% | -0.19% | +13.49% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.01% | -0.09% | +3.91% | |
| 8 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.09% | +1.46% | +39.49% | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 4.07% | +0.16% | +6.59% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.87% | -0.32% | +4.40% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.37% | -0.29% | +9.35% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.00% | -0.03% | +5.31% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.80% | -0.46% | +6.02% | |
| 14 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.55% | -0.56% | +38.56% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.87% | -0.15% | +8.25% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.63% | -0.25% | +6.04% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.12% | -0.22% | +4.70% | |
| 18 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.76% | — | +9.63% | |
| 19 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.76% | — | +7.51% | |
| 20 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.56% | -0.16% | +9.63% | |
| 21 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.36% | +0.07% | +24.10% | |
| 22 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.22% | +0.05% | +24.23% | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.17% | +0.05% | +25.47% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.16% | -0.03% | +7.33% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.15% | -0.02% | +5.79% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.14% | +0.01% | +27.84% | |
| 27 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.13% | — | +15.96% | |
| 28 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.10% | +0.03% | +21.59% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.09% | — | +0.47% | |
| 30 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.08% | — | +33.46% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.08% | +0.03% | +38.77% | |
| 32 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.07% | — | +17.34% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.07% | — | +39.13% | |
| 34 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | 0.06% | +0.01% | +20.39% | |
| 35 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.05% | — | +28.56% | |
| 36 | PAVE | Global X US Infrastructure | ETF-Other | 0.03% | — | +27.42% | |
| 37 | SUB | Ishares Short-term National | ETF-Other | 0.01% | — | +30.40% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | — | — | -99.72% | |
| 39 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | — | — | +21.78% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | — | — | -48.47% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | — | — | +3.59% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | — | — | -1.19% | |
| 43 | SFYX | Sofi Next 500 ETF | ETF-Other | — | — | -3.18% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | — | — | -54.72% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | — | — | +13.33% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | — | — | — | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | — | — | +10.00% | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | — | — | +35.00% | |
| 49 | IXC | Ishares Global Energy ETF | ETF-Other | — | — | — | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | — | — | -4.35% |
According to official SEC Form 13F filings, Sofi Wealth, LLC reported a total U.S. public equity portfolio value of $2.5B across 50 disclosed positions in Q4 2025.
During Q4 2025, Sofi Wealth, LLC's top holdings by market value included IVW (12.9%)、IVV (11.3%)、SFY (10.8%). The largest single position, IVW, represented 12.9% of total portfolio value.
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Top New Position Initiated
IEFA
市值: $3.5K
Top Position Liquidated / Trimmed
SFY
前期市值: $224.0M
In Q4 2025, Sofi Wealth, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 41 positions, trimming 7 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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