§ 13F · FUND PROFILE
SOFI WEALTH, LLC.
AUM · $2.5B (13F)Positions · 52Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 2.35M | $323M | 13.0% | +4% |
| 2 | SFY | TIDAL ETF TR | 1.83M | $272M | 10.9% | +4% |
| 3 | DYNF | BLACKROCK ETF TRUST | 3.79M | $258M | 10.4% | +5% |
| 4 | IVV | ISHARES TR | 338K | $253M | 10.2% | +5% |
| 5 | IVE | ISHARES TR | 1.04M | $236M | 9.5% | +6% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 2.62M | $157M | 6.3% | +5% |
| 7 | BAI | BLACKROCK ETF TRUST | 2.64M | $139M | 5.6% | +1% |
| 8 | CORO | ISHARES TR | 3.48M | $127M | 5.1% | +5% |
| 9 | THRO | BLACKROCK ETF TRUST | 2.41M | $104M | 4.2% | +5% |
| 10 | VEA | VANGUARD TAX-MANAGED INTL FD | 1.25M | $89M | 3.6% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOFI SIGNAL
AC read
SOFI WEALTH, LLC is a Other fund managing $2.5 billion in assets. The fund runs a portfolio of 52 positions.
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