Latest SOFI WEALTH, LLC Stock Portfolio
About SOFI WEALTH, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SOFI WEALTH, LLC reported an equity portfolio of $1.9 Billions as of 30 Sep, 2025.
The top stock holdings of SOFI WEALTH, LLC are IJR, ACSI, IJR. The fund has invested 12.4% of it's portfolio in ISHARES TR and 12.1% of portfolio in TIDAL ETF TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES INC (EMGF) and ISHARES TR (AAXJ). SOFI WEALTH, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), GLOBAL X FDS (BITS) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), VANGUARD INTL EQUITY INDEX F (VEU) and BLACKROCK ETF TRUST II (HYMU).
The top stock holdings of SOFI WEALTH, LLC are IJR, ACSI, IJR. The fund has invested 12.4% of it's portfolio in ISHARES TR and 12.1% of portfolio in TIDAL ETF TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES INC (EMGF) and ISHARES TR (AAXJ). SOFI WEALTH, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), GLOBAL X FDS (BITS) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), VANGUARD INTL EQUITY INDEX F (VEU) and BLACKROCK ETF TRUST II (HYMU).
SOFI WEALTH, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust | 60,286,300 |
| global x fds | 40,050,800 |
| invesco exch traded fd tr ii | 10,120,000 |
New stocks bought by SOFI WEALTH, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares gold tr | 140 |
| vanguard intl equity index f | 94.67 |
| blackrock etf trust ii | 71.46 |
| ishares tr | 42.21 |
| global x fds | 40.86 |
| ishares tr | 40.74 |
| ishares inc | 39.82 |
| blackrock etf trust | 39.79 |
Additions to existing portfolio by SOFI WEALTH, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -99.89 |
| ishares inc | -99.86 |
| ishares tr | -93.59 |
| ishares tr | -76.19 |
| vanguard bd index fds | -46.00 |
| ishares tr | -37.5 |
| vanguard malvern fds | -28.57 |
| vanguard bd index fds | -27.59 |
SOFI WEALTH, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -12,862 |
SOFI WEALTH, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.8 |
SOFI WEALTH, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SOFI WEALTH, LLC
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 3.81 | 1,041,980 | 70,677,400 | added | 6.75 | ||
| AAXJ | ishares tr | 3.31 | 577,779 | 61,527,700 | reduced | -12.21 | ||
| AAXJ | ishares tr | 3.08 | 502,164 | 57,186,400 | added | 11.06 | ||
| AAXJ | ishares tr | 0.19 | 27,616 | 3,478,240 | added | 38.87 | ||
| AAXJ | ishares tr | 0.10 | 35,503 | 1,882,750 | reduced | -16.51 | ||
| AAXJ | ishares tr | 0.00 | 20.00 | 1,654 | reduced | -37.5 | ||
| AAXJ | ishares tr | 0.00 | 875 | 93,418 | reduced | -93.59 | ||
| ACSI | tidal etf tr | 12.06 | 1,733,670 | 223,973,000 | reduced | -1.16 | ||
| ACSI | tidal etf tr | 0.00 | 723 | 11,621 | reduced | -7.66 | ||
| ACWF | ishares tr | 2.87 | 1,138,860 | 53,196,300 | reduced | -13.66 | ||
| ACWF | ishares tr | 0.00 | 519 | 20,557 | reduced | -99.89 | ||
| AGNG | global x fds | 0.03 | 11,115 | 529,424 | added | 40.86 | ||
| AGT | ishares tr | 0.77 | 299,880 | 14,347,800 | added | 29.43 | ||
| AGT | ishares tr | 0.11 | 14,538 | 2,116,770 | added | 40.74 | ||
| AGT | ishares tr | 0.04 | 34,265 | 807,293 | added | 33.75 | ||
| AGT | ishares tr | 0.00 | 1,414 | 35,785 | added | 24.14 | ||
| AMPS | ishares tr | 0.16 | 28,756 | 2,972,190 | added | 1.11 | ||
| AOA | ishares tr | 0.07 | 24,985 | 1,287,700 | added | 39.16 | ||
| BECO | blackrock etf trust | 9.84 | 3,085,570 | 182,666,000 | added | 20.79 | ||
| BECO | blackrock etf trust | 4.05 | 1,987,650 | 75,252,400 | added | 5.49 | ||