SOFI WEALTH, LLC

Est. AUM

$2.08B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 GRWT ETF	$254.4M	2249169	12.26%	SOLE
2	TIDAL ETF TR	SOFI SELECT 500	$219.0M	1754353	10.55%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$210.4M	322074	10.14%	SOLE
4	BLACKROCK ETF TRUST	ISHARES US EQUIT	$210.2M	3612761	10.13%	SOLE
5	ISHARES TR	S&P 500 VAL ETF	$206.9M	979965	9.97%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$134.8M	2493581	6.49%	SOLE
7	ISHARES TR	ISHARES INTL CTR	$106.5M	3311784	5.13%	SOLE
8	BLACKROCK ETF TRUST	ISHARES A I INNO	$85.8M	2602652	4.13%	SOLE
9	BLACKROCK ETF TRUST	ISHARES US THEMA	$83.5M	2305676	4.02%	SOLE
10	VANGUARD TAX-MANAGED INTL FD	FTSE DEV MKT ETF	$76.6M	1194817	3.69%	SOLE
11	ISHARES TR	CORE TOTAL USD	$71.8M	1553764	3.46%	SOLE
12	ISHARES TR	EAFE VALUE ETF	$71.1M	956754	3.43%	SOLE
13	ISHARES TR	NATIONAL MUN ETF	$65.9M	620897	3.18%	SOLE
14	GLOBAL X FDS	DEFENSE TECH ETF	$52.7M	744037	2.54%	SOLE
15	INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$45.6M	1983286	2.20%	SOLE
16	ISHARES TR	EAFE GRWTH ETF	$42.2M	378729	2.03%	SOLE
17	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$39.1M	832475	1.88%	SOLE
18	SPDR SER TR	PORTFOLIO LN TSR	$30.0M	1139091	1.44%	SOLE
19	ISHARES GOLD TR	ISHARES NEW	$21.3M	241110	1.02%	SOLE
20	BLACKROCK ETF TRUST	US CARBON TRANS	$8.5M	121482	0.41%	SOLE
21	ISHARES TR	MSCI KLD400 SOC	$5.2M	42790	0.25%	SOLE
22	ISHARES TR	ESG MSCI USA ETF	$4.1M	73467	0.20%	SOLE
23	ISHARES TR	0-5 YR TIPS ETF	$3.5M	33576	0.17%	SOLE
24	ISHARES TR	ESG ADV TTL USD	$3.4M	78641	0.16%	SOLE
25	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$3.3M	64122	0.16%	SOLE
26	ISHARES TR	ESG AWR MSCI USA	$3.3M	23132	0.16%	SOLE
27	ISHARES TR	ESG EAFE ETF	$2.5M	33590	0.12%	SOLE
28	ISHARES TR	SYSTEMATIC BD ET	$2.5M	27556	0.12%	SOLE
29	ISHARES INC	ESG AWR MSCI EM	$2.2M	47363	0.10%	SOLE
30	ISHARES TR	ESG AWR US AGRGT	$2.1M	45186	0.10%	SOLE
31	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.9M	50060	0.09%	SOLE
32	ISHARES TR	CONV BD ETF	$1.6M	15308	0.08%	SOLE
33	BLACKROCK ETF TRUST	WORLD EX US CARB	$1.5M	26559	0.07%	SOLE
34	ISHARES TR	ESG AWRE USD ETF	$1.3M	56392	0.06%	SOLE
35	GLOBAL X FDS	US INFR DEV ETF	$841K	16557	0.04%	SOLE
36	ISHARES TR	ESG AWRE 1 5 YR	$66K	2623	0.00%	SOLE
37	ISHARES TR	U.S. TECH ETF	$51K	280	0.00%	SOLE
38	ISHARES TR	HIGH YLD SYSTM B	$31K	677	0.00%	SOLE
39	ISHARES INC	MSCI EMRG CHN	$24K	311	0.00%	SOLE
40	BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$23K	483	0.00%	SOLE
41	ISHARES TR	ISHS 1-5YR INVS	$10K	184	0.00%	SOLE
42	ISHARES TR	HDG MSCI EAFE	$10K	237	0.00%	SOLE
43	VANGUARD BD INDEX FDS	SHORT TRM BOND	$8K	97	0.00%	SOLE
44	VANGUARD INDEX FDS	SMALL CP ETF	$7K	25	0.00%	SOLE
45	ISHARES TR	10+ YR INVST GRD	$6K	122	0.00%	SOLE
46	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4K	51	0.00%	SOLE
47	ISHARES TR	SHRT NAT MUN ETF	$3K	30	0.00%	SOLE
48	ISHARES TR	GLOBAL ENERG ETF	$3K	51	0.00%	SOLE
49	ISHARES TR	CORE MSCI EAFE	$2K	27	0.00%	SOLE
50	VANECK ETF TR	HIGH YLD MUNIETF	$1K	20	0.00%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.