Sofi Wealth, LLC Portfolio Holdings

Sofi Wealth, LLC

  • $732 Million
  • Q4 2024

Sofi Wealth, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $732 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $280M, Vanguard Ftse Emerging Mkts Et with a value of $96M, Tidal ETF Tr Sofi Next 500 ETF with a value of $82.2M, Vanguard Bd Index Fd Inc Total with a value of $73.1M, and Ishares National Muni Bond ETF with a value of $58.6M.

Examining the 13F form we can see an decrease of $627M in the current position value, from $1.36B to 732M.

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

Portfolio value $732 Million
ETFs: $732 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $732 Million
  • Prior Value $1.36 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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