The Analysis of SOFI WEALTH, LLC's Holdings


Currently, SOFI WEALTH, LLC holds 48 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in BAI (+1.8M shares, valued at $60.3M), VWO (+1.1M shares, valued at $59.6M), SHLD (+570.2K shares, valued at $40.1M); decreased their positions in IYW (-320.0K shares, valued at $62.7M), EMXC (-446.7K shares, valued at $30.2M), HEFA (-457.4K shares, valued at $18.1M); initiated new positions in BAI (+1.8M shares, valued at $60.3M), SHLD (+570.2K shares, valued at $40.1M), PZA (+438.3K shares, valued at $10.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVW ISHARES TR1.9M shares-1.53%2025-09-302025-10-22history
SFY TIDAL ETF TR1.7M shares-1.16%2025-09-302025-10-22history
IVV ISHARES TR315.3K shares-7.21%2025-09-302025-10-22history
IVE ISHARES TR964.9K shares1.36%2025-09-302025-10-22history
DYNF BLACKROCK ETF TRUST3.1M shares20.79%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F2.3M shares94.67%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED INTL FD1.5M shares0.72%2025-09-302025-10-22history
THRO BLACKROCK ETF TRUST2.0M shares5.49%2025-09-302025-10-22history
Sponsored
EFV ISHARES TR1.0M shares6.75%2025-09-302025-10-22history
MUB ISHARES TR577.8K shares-12.21%2025-09-302025-10-22history
BAI BLACKROCK ETF TRUST1.8M sharesnew addition2025-09-302025-10-22history
EFG ISHARES TR502.2K shares11.06%2025-09-302025-10-22history
IUSB ISHARES TR1.1M shares-13.66%2025-09-302025-10-22history
SHLD GLOBAL X FDS570.2K sharesnew addition2025-09-302025-10-22history
SPTL SPDR SER TR1.3M shares23.61%2025-09-302025-10-22history
VMBS VANGUARD SCOTTSDALE FDS653.4K shares12.68%2025-09-302025-10-22history
Sponsored
IYW ISHARES TR100.0K shares-76.19%2025-09-302025-10-22history
IAU ISHARES GOLD TR265.1K shares140.24%2025-09-302025-10-22history
HYDB ISHARES TR299.9K shares29.43%2025-09-302025-10-22history
HIMU BLACKROCK ETF TRUST II286.9K shares71.46%2025-09-302025-10-22history
PZA INVESCO EXCH TRADED FD TR II438.3K sharesnew addition2025-09-302025-10-22history
LCTU BLACKROCK ETF TRUST78.7K shares39.79%2025-09-302025-10-22history
DSI ISHARES TR27.6K shares38.87%2025-09-302025-10-22history
STIP ISHARES TR28.8K shares1.11%2025-09-302025-10-22history
Sponsored
BINC BLACKROCK ETF TRUST II53.2K shares6.33%2025-09-302025-10-22history
USXF ISHARES TR46.9K shares37.92%2025-09-302025-10-22history
EUSB ISHARES TR49.5K shares28.13%2025-09-302025-10-22history
ESGU ISHARES TR14.5K shares40.74%2025-09-302025-10-22history
IGSB ISHARES TR35.5K shares-16.51%2025-09-302025-10-22history
DMXF ISHARES TR22.4K shares42.21%2025-09-302025-10-22history
IBIT ISHARES BITCOIN TRUST ETF21.2K shares39.66%2025-09-302025-10-22history
IGLB ISHARES TR25.0K shares39.16%2025-09-302025-10-22history
Sponsored
EAGG ISHARES TR25.9K shares31.89%2025-09-302025-10-22history
ESGE ISHARES INC26.5K shares39.82%2025-09-302025-10-22history
LCTD BLACKROCK ETF TRUST18.3K shares39.28%2025-09-302025-10-22history
SUSC ISHARES TR34.3K shares33.75%2025-09-302025-10-22history
PAVE GLOBAL X FDS11.1K shares40.86%2025-09-302025-10-22history
SUB ISHARES TR875 shares-93.59%2025-09-302025-10-22history
EMXC ISHARES INC619 shares-99.86%2025-09-302025-10-22history
SUSB ISHARES TR1.4K shares24.14%2025-09-302025-10-22history
Sponsored
HEFA ISHARES TR519 shares-99.89%2025-09-302025-10-22history
BND VANGUARD BD INDEX FDS223 shares-46.00%2025-09-302025-10-22history
BSV VANGUARD BD INDEX FDS168 shares-27.59%2025-09-302025-10-22history
SFYX TIDAL ETF TR723 shares-7.66%2025-09-302025-10-22history
VB VANGUARD INDEX FDS30 shares-6.25%2025-09-302025-10-22history
VTIP VANGUARD MALVERN FDS50 shares-28.57%2025-09-302025-10-22history
HYG ISHARES TR20 shares-37.50%2025-09-302025-10-22history
HYD VANECK ETF TR23 shares4.55%2025-09-302025-10-22history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available