Sofi Wealth
Latest statistics and disclosures from Sofi Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SFY, VEA, VWO, SFYX, BND, and represent 87.77% of Sofi Wealth's stock portfolio.
- Added to shares of these 10 stocks: SFY (+$33M), VEA (+$19M), VWO (+$8.2M), BND (+$5.4M), SFYX, BSV, MUB, VB, VTIP, HYG.
- Sofi Wealth was a net buyer of stock by $80M.
- Sofi Wealth has $1.1B in assets under management (AUM), dropping by 15.27%.
- Central Index Key (CIK): 0001925582
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Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 (SFY) | 50.7 | $545M | +6% | 29M | 18.63 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 20.0 | $215M | +9% | 4.3M | 50.17 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.4 | $69M | +13% | 1.7M | 41.77 |
|
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.9 | $63M | +8% | 4.5M | 13.96 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.8 | $51M | +11% | 708k | 72.63 |
|
| Ishares Tr National Mun Etf (MUB) | 4.0 | $43M | +6% | 402k | 107.60 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $42M | +8% | 542k | 76.67 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.9 | $31M | +8% | 137k | 228.59 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $7.6M | +9% | 159k | 47.89 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $4.0M | +10% | 52k | 77.73 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $3.6M | +6% | 70k | 52.26 |
|
Past Filings by Sofi Wealth
SEC 13F filings are viewable for Sofi Wealth going back to 2022
- Sofi Wealth 2024 Q1 filed May 7, 2024
- Sofi Wealth 2023 Q4 filed Jan. 24, 2024
- Sofi Wealth 2023 Q3 filed Oct. 24, 2023
- Sofi Wealth 2023 Q2 filed Aug. 3, 2023
- Sofi Wealth 2023 Q1 filed April 14, 2023
- Sofi Wealth 2022 Q4 filed Feb. 8, 2023
- Sofi Wealth 2022 Q3 filed Oct. 19, 2022
- Sofi Wealth 2022 Q2 filed July 25, 2022
- Sofi Wealth 2022 Q1 filed May 16, 2022