Sofi Wealth, LLC Portfolio Holdings

Sofi Wealth, LLC

  • $1.36 Billion
  • Q3 2024

Sofi Wealth, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tidal ETF Tr Sofi 500 ETF with a value of $681M, Vanguard Ftse Developed Market with a value of $273M, Vanguard Ftse Emerging Mkts Et with a value of $94.8M, Tidal ETF Tr Sofi Next 500 ETF with a value of $77.7M, and Vanguard Bd Index Fd Inc Total with a value of $68.9M.

Examining the 13F form we can see an increase of $166M in the current position value, from $1.19B to 1.36B.

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

Portfolio value $1.36 Billion
ETFs: $1.36 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $1.36 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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