Data as of Q4 2025 (Dec 31, 2025)

SOFI WEALTH, LLC

•CIK: 1925582•Filing: Q4 2025

**SOFI WEALTH, LLC** manages $2.0B across a diversified portfolio of 50 positions. The fund exhibits a significant allocation to broad market indices, notably holding IVW at $259.3M and IVV at $226.2M. Further concentration is visible in sector-specific and international exposure, with top holdings including SFY ($217.3M) and IVE ($206.9M). This structure suggests a core mandate focused on capturing growth across U.S. and global equity markets.

Total AUM
$2.0B
QoQ Performance
+8.0%
Positions
17
Top 10 Concentration
79.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IVW
IVV
SFY
IVE
DYNF
VWO
VEA
IVW12.9%
IVV11.3%
SFY10.8%
IVE10.3%
DYNF10.3%
VWO6.9%
VEA5.0%
BAI4.1%

📈 Biggest Buys

IVW
ISHARES TR
+10.4%
12.9% of portfolio
BAI
BLACKROCK ETF TRUST
+39.5%
4.1% of portfolio
DYNF
BLACKROCK ETF TRUST
+9.9%
10.3% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
+13.5%
6.9% of portfolio
SHLD
GLOBAL X FDS
+38.6%
2.6% of portfolio

📉 Biggest Sells

IYW
ISHARES TR
-99.7%
0.0% of portfolio
SFY
TIDAL ETF TR
-5.2%
10.8% of portfolio
EMXC
ISHARES INC
-48.5%
0.0% of portfolio
HEFA
ISHARES TR
-54.7%
0.0% of portfolio
SFYX
TIDAL ETF TR
-3.2%
0.0% of portfolio

Sector Breakdown

Other88.7%
ETF11.3%

Changes from Q3 2025

NEW2 new positions
↑41 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVW12.9%
ISHARES TR
$259.3M
IVV11.3%
ISHARES TR
$226.2M
SFY10.8%
TIDAL ETF TR
$217.3M
IVE10.3%
ISHARES TR
$206.9M
DYNF10.3%
BLACKROCK ETF TRUST
$206.1M

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