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The Analysis of SOFI WEALTH, LLC's Holdings & P&L

Currently, SOFI WEALTH, LLC holds 52 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in CORO (+3.3M shares, valued at $106.5M), PZA (+1.5M shares, valued at $34.5M), IVW (+145.1K shares, valued at $16.4M); decreased their positions in VEA (-413.6K shares, valued at $26.5M), EFG (-150.1K shares, valued at $16.7M), HIMU (-314.0K shares, valued at $15.1M); initiated new positions in CORO (+3.3M shares, valued at $106.5M), SYSB (+27.6K shares, valued at $2.5M), ICVT (+15.3K shares, valued at $1.6M).

1M P&L

+100.5M+4.54%

3M P&L

+139.9M+6.43%

HY P&L

+243.2M+11.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.1B

100.0%

Top Industries by Stock Count

1N/A51 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR2.2M shares6.90%2026-03-312026-05-05

SFY TIDAL ETF TR1.8M shares6.72%2026-03-312026-05-05

IVV ISHARES TR322.1K shares-2.48%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST3.6M shares6.58%2026-03-312026-05-05

IVE ISHARES TR980.0K shares0.44%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F2.5M shares-2.82%2026-03-312026-05-05

CORO ISHARES TR3.3M sharesnew addition2026-03-312026-05-05

BAI BLACKROCK ETF TRUST2.6M shares5.72%2026-03-312026-05-05

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THRO BLACKROCK ETF TRUST2.3M shares8.83%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED INTL FD1.2M shares-25.71%2026-03-312026-05-05

IUSB ISHARES TR1.6M shares28.69%2026-03-312026-05-05

EFV ISHARES TR956.8K shares-12.05%2026-03-312026-05-05

MUB ISHARES TR620.9K shares-1.72%2026-03-312026-05-05

SHLD GLOBAL X FDS744.0K shares-5.83%2026-03-312026-05-05

PZA INVESCO EXCH TRADED FD TR II2.0M shares312.78%2026-03-312026-05-05

EFG ISHARES TR378.7K shares-28.38%2026-03-312026-05-05

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VMBS VANGUARD SCOTTSDALE FDS832.5K shares20.15%2026-03-312026-05-05

SPTL SPDR SER TR1.1M shares-19.55%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR241.1K shares-13.14%2026-03-312026-05-05

LCTU BLACKROCK ETF TRUST121.5K shares24.46%2026-03-312026-05-05

DSI ISHARES TR42.8K shares24.72%2026-03-312026-05-05

USXF ISHARES TR73.5K shares24.84%2026-03-312026-05-05

STIP ISHARES TR33.6K shares8.79%2026-03-312026-05-05

EUSB ISHARES TR78.6K shares37.04%2026-03-312026-05-05

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BINC BLACKROCK ETF TRUST II64.1K shares14.00%2026-03-312026-05-05

ESGU ISHARES TR23.1K shares24.47%2026-03-312026-05-05

DMXF ISHARES TR33.6K shares23.18%2026-03-312026-05-05

SYSB ISHARES TR27.6K sharesnew addition2026-03-312026-05-05

ESGE ISHARES INC47.4K shares28.85%2026-03-312026-05-05

EAGG ISHARES TR45.2K shares30.47%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF50.1K shares69.78%2026-03-312026-05-05

ICVT ISHARES TR15.3K sharesnew addition2026-03-312026-05-05

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LCTD BLACKROCK ETF TRUST26.6K shares20.48%2026-03-312026-05-05

SUSC ISHARES TR56.4K shares28.02%2026-03-312026-05-05

PAVE GLOBAL X FDS16.6K shares16.90%2026-03-312026-05-05

SUSB ISHARES TR2.6K shares52.32%2026-03-312026-05-05

IYW ISHARES TR280 shares1.08%2026-03-312026-05-05

HYDB ISHARES TR677 shares-99.79%2026-03-312026-05-05

EMXC ISHARES INC311 shares-2.51%2026-03-312026-05-05

HIMU BLACKROCK ETF TRUST II483 shares-99.85%2026-03-312026-05-05

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HEFA ISHARES TR237 shares0.85%2026-03-312026-05-05

IGSB ISHARES TR184 shares-99.48%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS97 shares-41.57%2026-03-312026-05-05

VB VANGUARD INDEX FDS25 shares-26.47%2026-03-312026-05-05

IGLB ISHARES TR122 shares-99.58%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS51 shares-77.92%2026-03-312026-05-05

SUB ISHARES TR30 shares-97.37%2026-03-312026-05-05

IXC ISHARES TR51 shares24.39%2026-03-312026-05-05

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IEFA ISHARES TR27 shares-32.50%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS26 shares-52.73%2026-03-312026-05-05

HYG ISHARES TR14 shares-48.15%2026-03-312026-05-05

HYD VANECK ETF TR20 shares-9.09%2026-03-312026-05-05

IVW

ISHARES TR

6.90%

Shares2.2M

Event2026-03-31

Filed2026-05-05

SFY

TIDAL ETF TR

6.72%

Shares1.8M

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-2.48%

Shares322.1K

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

6.58%

Shares3.6M

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

0.44%

Shares980.0K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-2.82%

Shares2.5M

Event2026-03-31

Filed2026-05-05

CORO

ISHARES TR

New

Shares3.3M

Event2026-03-31

Filed2026-05-05

BAI

BLACKROCK ETF TRUST

5.72%

Shares2.6M

Event2026-03-31

Filed2026-05-05

THRO

BLACKROCK ETF TRUST

8.83%

Shares2.3M

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED INTL FD

-25.71%

Shares1.2M

Event2026-03-31

Filed2026-05-05

IUSB

ISHARES TR

28.69%

Shares1.6M

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

-12.05%

Shares956.8K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-1.72%

Shares620.9K

Event2026-03-31

Filed2026-05-05

SHLD

GLOBAL X FDS

-5.83%

Shares744.0K

Event2026-03-31

Filed2026-05-05

PZA

INVESCO EXCH TRADED FD TR II

312.78%

Shares2.0M

Event2026-03-31

Filed2026-05-05

EFG

ISHARES TR

-28.38%

Shares378.7K

Event2026-03-31

Filed2026-05-05

VMBS

VANGUARD SCOTTSDALE FDS

20.15%

Shares832.5K

Event2026-03-31

Filed2026-05-05

SPTL

SPDR SER TR

-19.55%

Shares1.1M

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-13.14%

Shares241.1K

Event2026-03-31

Filed2026-05-05

LCTU

BLACKROCK ETF TRUST

24.46%

Shares121.5K

Event2026-03-31

Filed2026-05-05

DSI

ISHARES TR

24.72%

Shares42.8K

Event2026-03-31

Filed2026-05-05

USXF

ISHARES TR

24.84%

Shares73.5K

Event2026-03-31

Filed2026-05-05

STIP

ISHARES TR

8.79%

Shares33.6K

Event2026-03-31

Filed2026-05-05

EUSB

ISHARES TR

37.04%

Shares78.6K

Event2026-03-31

Filed2026-05-05

BINC

BLACKROCK ETF TRUST II

14.00%

Shares64.1K

Event2026-03-31

Filed2026-05-05

ESGU

ISHARES TR

24.47%

Shares23.1K

Event2026-03-31

Filed2026-05-05

DMXF

ISHARES TR

23.18%

Shares33.6K

Event2026-03-31

Filed2026-05-05

SYSB

ISHARES TR

New

Shares27.6K

Event2026-03-31

Filed2026-05-05

ESGE

ISHARES INC

28.85%

Shares47.4K

Event2026-03-31

Filed2026-05-05

EAGG

ISHARES TR

30.47%

Shares45.2K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

69.78%

Shares50.1K

Event2026-03-31

Filed2026-05-05

ICVT

ISHARES TR

New

Shares15.3K

Event2026-03-31

Filed2026-05-05

LCTD

BLACKROCK ETF TRUST

20.48%

Shares26.6K

Event2026-03-31

Filed2026-05-05

SUSC

ISHARES TR

28.02%

Shares56.4K

Event2026-03-31

Filed2026-05-05

PAVE

GLOBAL X FDS

16.90%

Shares16.6K

Event2026-03-31

Filed2026-05-05

SUSB

ISHARES TR

52.32%

Shares2.6K

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

1.08%

Shares280

Event2026-03-31

Filed2026-05-05

HYDB

ISHARES TR

-99.79%

Shares677

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

-2.51%

Shares311

Event2026-03-31

Filed2026-05-05

HIMU

BLACKROCK ETF TRUST II

-99.85%

Shares483

Event2026-03-31

Filed2026-05-05

HEFA

ISHARES TR

0.85%

Shares237

Event2026-03-31

Filed2026-05-05

IGSB

ISHARES TR

-99.48%

Shares184

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

-41.57%

Shares97

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-26.47%

Shares25

Event2026-03-31

Filed2026-05-05

IGLB

ISHARES TR

-99.58%

Shares122

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

-77.92%

Shares51

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

-97.37%

Shares30

Event2026-03-31

Filed2026-05-05

IXC

ISHARES TR

24.39%

Shares51

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-32.50%

Shares27

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

-52.73%

Shares26

Event2026-03-31

Filed2026-05-05

HYG

ISHARES TR

-48.15%

Shares14

Event2026-03-31

Filed2026-05-05

HYD

VANECK ETF TR

-9.09%

Shares20

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available