Sofi Wealth, LLC Portfolio Holdings

Sofi Wealth, LLC

  • $1.15 Billion
  • Q1 2025

Sofi Wealth, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $180M, Ishares S&P 500 Growth ETF with a value of $172M, Ishares S&P 500 Value ETF with a value of $171M, Blackrock ETF Tr U S Equity Fa with a value of $119M, and Vanguard Ftse Developed Market with a value of $77.2M.

Examining the 13F form we can see an increase of $418M in the current position value, from $732M to 1.15B.

Below you can find more details about Sofi Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.15 Billion
ETFs: $1.15 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $1.15 Billion
  • Prior Value $732 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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