SW

SOFI WEALTH, LLC

13F
SOFI WEALTH, LLC
Last update 2025-04-21 40 Stocks (0 new)
Value $1.33 Bil Turnover 71 %
Countries:
Top Holdings: IVV(13.52%)SFY(13.31%)IVW(12.96%)IVE(12.86%)DYNF(8.97%)
Summary Stock Picks Current Portfolio
SOFI WEALTH, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
320,156
179,895.4
+4,932.32%
13.520
+13.25%
0.030
+19.67%
+7.80%
634,518.9
 
SFY
SoFi Select 500 ETF
1,737,538
177,089.9
-73.97%
13.310
-36.84%
39.940
+25.99%
+11.47%
512.7
 
IVW
iShares S&P 500 Growth ETF
1,857,008
172,386.1
+4,023.57%
12.960
+12.65%
0.340
+27.10%
+10.87%
61,778.2
 
IVE
iShares S&P 500 Value ETF
897,268
171,001.3
+6,106.46%
12.860
+12.65%
0.460
+11.73%
+4.23%
39,547.7
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2,445,932
119,263.6
+4,546.70%
8.970
+8.78%
0.780
+20.83%
+8.66%
19,386.4
 
VEA
Vanguard FTSE Developed Markets ETF
1,518,003
77,160.1
-74.10%
5.800
-14.23%
0.050
+12.49%
+19.94%
157,607.2
 
MUB
iShares National Muni Bond ETF
621,185
65,497.7
+13.04%
4.920
+0.57%
0.170
+0.46%
-1.56%
38,301.5
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
1,241,951
57,229.1
+4,501.01%
4.300
+4.21%
0.170
+1.58%
+3.40%
32,719.8
 
IYW
iShares U.S. Technology ETF
405,256
56,914.1
+4,780.84%
4.280
+4.19%
0.320
+36.16%
+12.15%
22,366.6
 
EFV
iShares MSCI EAFE Value ETF
924,037
54,462.7
+5,413.02%
4.090
+4.02%
0.270
+10.12%
+22.88%
25,947.4
 

SOFI WEALTH, LLC's Historical Top Holdings Breakdowns

SOFI WEALTH, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SFY
SoFi Select 500 ETF
2025-03-31
Reduce
Reduce
-36.84%
●
101.52 ($108.97) 114.95
$120.64
10.71%
Reduce -73.97%
1,737,538
-4,937,018
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-14.23%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Reduce -74.1%
1,518,003
-4,341,899
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+13.25%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 4932.32%
320,156
313,794
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+12.65%
●
185.78 ($193.5) 198.58
$197.34
1.98%
Add 6106.46%
897,268
882,811
IVW
iShares S&P 500 Growth ETF
2025-03-31
Add
Add
+12.65%
●
92.45 ($100.81) 106.69
$112.31
11.41%
Add 4023.57%
1,857,008
1,811,974
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Add
Add
+8.78%
●
48.08 ($51.4) 53.73
$55.30
7.59%
Add 4546.7%
2,445,932
2,393,294
SFYX
SoFi Next 500 ETF
2025-03-31
Reduce
Reduce
-5.64%
●
13.15 ($14.53) 15.37
$15.19
4.55%
Reduce -99.98%
1,059
-5,693,192
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-5.01%
●
71.17 ($72.57) 73.66
$72.85
0.39%
Reduce -99.94%
576
-1,016,438
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+4.21%
●
44.72 ($45.57) 46.25
$45.77
0.44%
Add 4501.01%
1,241,951
1,214,958
IYW
iShares U.S. Technology ETF
2025-03-31
Add
Add
+4.19%
●
140.44 ($155.77) 166.79
$178.72
14.73%
Add 4780.84%
405,256
396,953

SOFI WEALTH, LLC Total Holding History ($B)

To

SOFI WEALTH, LLC's Asset Allocation

To

SOFI WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SOFI WEALTH, LLC's Hypothetical Growth since 2025-03-31

SOFI WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SOFI WEALTH, LLC's Holdings Heat Map

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SOFI WEALTH, LLC's Holdings Bubble Chart

SOFI WEALTH, LLC News

  • 1

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