Holders — by stockHoldings — by fund
SOFI WEALTH, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001925582
$2.48B
disclosed book value
52
positions
13%
largest position share
Positions, as of 2026-06-30
top 52 of 52 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVWISHARES TR | 2.3M | $323.1M | 13% |
| 2 | SFYTIDAL ETF TR | 1.8M | $271.9M | 10.9% |
| 3 | DYNFBLACKROCK ETF TRUST | 3.8M | $257.9M | 10.4% |
| 4 | IVVISHARES TR | 338,161 | $253.2M | 10.2% |
| 5 | IVEISHARES TR | 1.0M | $235.8M | 9.5% |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 2.6M | $156.6M | 6.3% |
| 7 | BAIBLACKROCK ETF TRUST | 2.6M | $138.9M | 5.6% |
| 8 | COROISHARES TR | 3.5M | $127.4M | 5.1% |
| 9 | THROBLACKROCK ETF TRUST | 2.4M | $104.0M | 4.2% |
| 10 | VEAVANGUARD TAX-MANAGED INTL FD | 1.3M | $89.4M | 3.6% |
| 11 | EFVISHARES TR | 1.0M | $77.4M | 3.1% |
| 12 | IUSBISHARES TR | 1.6M | $74.6M | 3% |
| 13 | MUBISHARES TR | 666,493 | $71.7M | 2.9% |
| 14 | PZAINVESCO EXCH TRADED FD TR II | 2.2M | $50.8M | 2% |
| 15 | EFGISHARES TR | 398,975 | $49.6M | 2% |
| 16 | SHLDGLOBAL X FDS | 823,592 | $49.2M | 2% |
| 17 | VMBSVANGUARD SCOTTSDALE FDS | 867,101 | $40.6M | 1.6% |
| 18 | SPTLSPDR SER TR | 1.2M | $32.0M | 1.3% |
| 19 | IAUISHARES GOLD TR | 263,368 | $19.9M | 0.8% |
| 20 | LCTUBLACKROCK ETF TRUST | 148,576 | $11.9M | 0.5% |
| 21 | DSIISHARES TR | 52,019 | $7.4M | 0.3% |
| 22 | USXFISHARES TR | 87,855 | $6.1M | 0.2% |
| 23 | ESGUISHARES TR | 26,173 | $4.3M | 0.2% |
| 24 | EUSBISHARES TR | 93,698 | $4.1M | 0.2% |
| 25 | DMXFISHARES TR | 43,134 | $3.6M | 0.1% |
| 26 | STIPISHARES TR | 33,591 | $3.4M | 0.1% |
| 27 | BINCBLACKROCK ETF TRUST II | 64,254 | $3.4M | 0.1% |
| 28 | ESGEISHARES INC | 59,148 | $3.2M | 0.1% |
| 29 | SYSBISHARES TR | 27,372 | $2.4M | 0.1% |
| 30 | EAGGISHARES TR | 49,790 | $2.4M | 0.1% |
| 31 | IBITISHARES BITCOIN TRUST ETF | 64,074 | $2.1M | 0.1% |
| 32 | LCTDBLACKROCK ETF TRUST | 33,437 | $1.9M | 0.1% |
| 33 | ICVTISHARES TR | 14,733 | $1.8M | 0.1% |
| 34 | SUSCISHARES TR | 61,965 | $1.4M | 0.1% |
| 35 | PAVEGLOBAL X FDS | 18,666 | $1.1M | 0% |
| 36 | BNDVANGUARD BD INDEX FDS | 1,117 | $81,967 | 0% |
| 37 | SUSBISHARES TR | 2,609 | $65,194 | 0% |
| 38 | IYWISHARES TR | 167 | $42,042 | 0% |
| 39 | IEFAISHARES TR | 425 | $41,008 | 0% |
| 40 | EMXCISHARES INC | 196 | $20,070 | 0% |
| 41 | HIMUBLACKROCK ETF TRUST II | 376 | $18,711 | 0% |
| 42 | HYDBISHARES TR | 338 | $15,815 | 0% |
| 43 | BSVVANGUARD BD INDEX FDS | 130 | $10,152 | 0% |
| 44 | HEFAISHARES TR | 155 | $7,279 | 0% |
| 45 | VBVANGUARD INDEX FDS | 20 | $6,024 | 0% |
| 46 | IGLBISHARES TR | 118 | $5,917 | 0% |
| 47 | IGSBISHARES TR | 49 | $2,543 | 0% |
| 48 | SUBISHARES TR | 22 | $2,325 | 0% |
| 49 | HYGISHARES TR | 13 | $1,066 | 0% |
| 50 | IXCISHARES TR | 19 | $927 | 0% |
| 51 | VTIPVANGUARD MALVERN FDS | 18 | $919 | 0% |
| 52 | HYDVANECK ETF TR | 11 | $577 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.