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CIK: 0001925582
Total reported value
$2.5B
$2.5B
52 檔
44.3%
In Q1 2026, Sofi Wealth, LLC's U.S. equity holdings reached a combined market value of $2.5B, distributed across 52 disclosed stock positions.
In Q1 2026, Sofi Wealth, LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, SFY, IVV) accounted for 44.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.26% | +0.74% | +6.90% | |
| 2 | SFY | Sofi Select 500 ETF | ETF-Other | 10.55% | +0.39% | +6.72% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.14% | +0.05% | -2.48% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 10.13% | +0.25% | +6.58% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 9.97% | -0.48% | +0.44% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.49% | -0.19% | -2.82% | |
| 7 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 5.13% | — | — | |
| 8 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.13% | +1.46% | +5.72% | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 4.02% | +0.16% | +8.83% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.69% | -0.09% | -25.71% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.46% | -0.46% | +28.69% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.43% | -0.32% | -12.05% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 3.18% | -0.29% | -1.72% | |
| 14 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.54% | -0.56% | -5.83% | |
| 15 | PZA | Invesco National Amt-free Mu | ETF-Other | 2.20% | -0.16% | +312.78% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.03% | -0.03% | -28.38% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.88% | -0.25% | +20.15% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.44% | -0.15% | -19.55% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -0.22% | -13.14% | |
| 20 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.41% | +0.07% | +24.46% | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.25% | +0.05% | +24.72% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.20% | +0.05% | +24.84% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.17% | -0.03% | +8.79% | |
| 24 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.16% | — | +37.04% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.16% | -0.02% | +14.00% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.16% | +0.01% | +24.47% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.12% | +0.03% | +23.18% | |
| 28 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.12% | -0.02% | — | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.10% | +0.03% | +28.85% | |
| 30 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.10% | — | +30.47% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.09% | — | +69.78% | |
| 32 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.08% | -0.01% | — | |
| 33 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | 0.07% | +0.01% | +20.48% | |
| 34 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.06% | — | +28.02% | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 0.04% | — | +16.90% | |
| 36 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | — | — | +52.32% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | — | — | +1.08% | |
| 38 | HYDB | Ishares High Yield Systemati | ETF-High Yield | — | — | -99.79% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | — | — | -2.51% | |
| 40 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | — | — | -99.85% | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | — | — | +0.85% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | — | — | -99.48% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | — | — | -41.57% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | — | — | -26.47% | |
| 45 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | — | — | -99.58% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | — | — | -77.92% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | — | — | -97.37% | |
| 48 | IXC | Ishares Global Energy ETF | ETF-Other | — | — | +24.39% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | — | — | -32.50% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | — | — | -52.73% |
According to official SEC Form 13F filings, Sofi Wealth, LLC reported a total U.S. public equity portfolio value of $2.5B across 52 disclosed positions in Q1 2026.
During Q1 2026, Sofi Wealth, LLC's top holdings by market value included IVW (12.3%)、SFY (10.6%)、IVV (10.1%). The largest single position, IVW, represented 12.3% of total portfolio value.
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Top New Position Initiated
CORO
市值: $106.5M
Top Position Liquidated / Trimmed
SFYX
前期市值: $11.4K
In Q1 2026, Sofi Wealth, LLC made 53 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 22 holdings, and fully liquidating 1 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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