The Analysis of SOFI WEALTH, LLC's Holdings
Currently, SOFI WEALTH, LLC holds 50 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in IVW (+198.8K shares, valued at $24.5M), BAI (+696.9K shares, valued at $23.2M), DYNF (+304.3K shares, valued at $18.5M); decreased their positions in IYW (-99.7K shares, valued at $19.9M), SFY (-89.7K shares, valued at $11.9M), EMXC (-300 shares, valued at $21.8K); initiated new positions in IEFA (+40 shares, valued at $3.5K), IXC (+41 shares, valued at $1.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR2.1M shares10.44%2025-12-312026-01-30
IVV ISHARES TR330.3K shares4.77%2025-12-312026-01-30 SFY TIDAL ETF TR1.6M shares-5.18%2025-12-312026-01-30 IVE ISHARES TR975.6K shares1.11%2025-12-312026-01-30 DYNF BLACKROCK ETF TRUST3.4M shares9.86%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F2.6M shares13.49%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED INTL FD1.6M shares3.91%2025-12-312026-01-30 BAI BLACKROCK ETF TRUST2.5M shares39.49%2025-12-312026-01-30 THRO BLACKROCK ETF TRUST2.1M shares6.59%2025-12-312026-01-30 EFV ISHARES TR1.1M shares4.40%2025-12-312026-01-30 MUB ISHARES TR631.8K shares9.35%2025-12-312026-01-30 EFG ISHARES TR528.8K shares5.31%2025-12-312026-01-30 IUSB ISHARES TR1.2M shares6.02%2025-12-312026-01-30 SHLD GLOBAL X FDS790.1K shares38.56%2025-12-312026-01-30 SPTL SPDR SER TR1.4M shares8.25%2025-12-312026-01-30 VMBS VANGUARD SCOTTSDALE FDS692.9K shares6.04%2025-12-312026-01-30 HIMU BLACKROCK ETF TRUST II314.5K shares9.63%2025-12-312026-01-30 HYDB ISHARES TR322.4K shares7.51%2025-12-312026-01-30 PZA INVESCO EXCH TRADED FD TR II480.5K shares9.62%2025-12-312026-01-30 LCTU BLACKROCK ETF TRUST97.6K shares24.10%2025-12-312026-01-30 DSI ISHARES TR34.3K shares24.23%2025-12-312026-01-30 USXF ISHARES TR58.9K shares25.47%2025-12-312026-01-30 STIP ISHARES TR30.9K shares7.33%2025-12-312026-01-30 BINC BLACKROCK ETF TRUST II56.2K shares5.79%2025-12-312026-01-30 ESGU ISHARES TR18.6K shares27.84%2025-12-312026-01-30 EUSB ISHARES TR57.4K shares15.96%2025-12-312026-01-30 DMXF ISHARES TR27.3K shares21.59%2025-12-312026-01-30 IGSB ISHARES TR35.7K shares0.47%2025-12-312026-01-30 EAGG ISHARES TR34.6K shares33.46%2025-12-312026-01-30 ESGE ISHARES INC36.8K shares38.77%2025-12-312026-01-30 IGLB ISHARES TR29.3K shares17.34%2025-12-312026-01-30 IBIT ISHARES BITCOIN TRUST ETF29.5K shares39.13%2025-12-312026-01-30 LCTD BLACKROCK ETF TRUST22.0K shares20.39%2025-12-312026-01-30 SUSC ISHARES TR44.0K shares28.56%2025-12-312026-01-30 PAVE GLOBAL X FDS14.2K shares27.42%2025-12-312026-01-30 SUB ISHARES TR1.1K shares30.40%2025-12-312026-01-30 IYW ISHARES TR277 shares-99.72%2025-12-312026-01-30 SUSB ISHARES TR1.7K shares21.78%2025-12-312026-01-30 EMXC ISHARES INC319 shares-48.47%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS231 shares3.59%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS166 shares-1.19%2025-12-312026-01-30 SFYX TIDAL ETF TR700 shares-3.18%2025-12-312026-01-30 HEFA ISHARES TR235 shares-54.72%2025-12-312026-01-30 VB VANGUARD INDEX FDS34 shares13.33%2025-12-312026-01-30 IEFA ISHARES TR40 sharesnew addition2025-12-312026-01-30 VTIP VANGUARD MALVERN FDS55 shares10.00%2025-12-312026-01-30 HYG ISHARES TR27 shares35.00%2025-12-312026-01-30 IXC ISHARES TR41 sharesnew addition2025-12-312026-01-30 HYD VANECK ETF TR22 shares-4.35%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available