account_balance

Investment manager · 13F filer · SEC CIK 1925582

SoFi Wealth, LLC

Reported value$2.59Bas of Sep 30, 2026
Positions61 10 new, 1 sold out
Top 10 weight77.6%IVW alone is 13%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares Tr 13.0% Held
SFY Tidal ETF Tr 11.1% Added +3%
DYNF BlackRock ETF Trust 10.3% Held
IVV iShares Tr 10.1% Held
IVE iShares Tr 9.4% Added +3%
CORO iShares Tr 5.1% Added +3%
VWO Vanguard Intl Equity Index F 5.0% Trimmed −16%
BAI BlackRock ETF Trust 4.7% Held
IUSB iShares Tr 4.6% Added +66%
THRO BlackRock ETF Trust 4.2% Held
VEA Vanguard Tax-Managed Intl Fd 3.6% Added +5%
MUB iShares Tr 2.9% Added +10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • IEMG $25.5M
  • IALT $4.89M
  • BlackRock Total Return Fund $3.67M
  • BlackRock Global Equity Market Neutral Fund $3.66M
arrow_upwardAdded
  • IEFA +120532%
  • EUSB +139%
  • IUSB +66%
  • IAU +17%
arrow_downwardTrimmed
  • SPTL −54%
  • VMBS −48%
  • EFG −33%
  • EFV −29%
remove_circleSold out
  • HIMU $18.7K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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