§ 13F · FUND PROFILE
SOFI WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1636.8T (13F)Positions · 46Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 2.10M | $259.3T | 12.9% | +10% |
| 2 | IVV | ISHARES TR | 330K | $226.2T | 11.3% | +5% |
| 3 | SFY | TIDAL ETF TR | 1.64M | $217.3T | 10.8% | −5% |
| 4 | IVE | ISHARES TR | 976K | $206.9T | 10.3% | +1% |
| 5 | DYNF | BLACKROCK ETF TRUST | 3.39M | $206.1T | 10.3% | +10% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 2.57M | $137.9T | 6.9% | +13% |
| 7 | VEA | VANGUARD TAX-MANAGED INTL FD | 1.61M | $100.5T | 5.0% | +4% |
| 8 | BAI | BLACKROCK ETF TRUST | 2.46M | $82.0T | 4.1% | +39% |
| 9 | THRO | BLACKROCK ETF TRUST | 2.12M | $81.7T | 4.1% | +7% |
| 10 | EFV | ISHARES TR | 1.09M | $77.7T | 3.9% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOFI SIGNAL
AC read
SOFI WEALTH, LLC is a Other fund managing $1636844.5 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed