Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SOFI WEALTH, LLC (CIK 1925582) reported $2.48B across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVW ($323.1M, 13.00%), SFY ($271.9M, 10.94%), DYNF ($257.9M, 10.38%), IVV ($253.2M, 10.19%), IVE ($235.8M, 9.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $323.1M | 13.00% | 2.3M | Added |
| 2 | SFY | TIDAL ETF TR | $271.9M | 10.94% | 1.8M | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $257.9M | 10.38% | 3.8M | Added |
| 4 | IVV | ISHARES TR | $253.2M | 10.19% | 338,161 | Added |
| 5 | IVE | ISHARES TR | $235.8M | 9.49% | 1.0M | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $156.6M | 6.30% | 2.6M | Added |
| 7 | BAI | BLACKROCK ETF TRUST | $138.9M | 5.59% | 2.6M | Added |
| 8 | CORO | ISHARES TR | $127.4M | 5.13% | 3.5M | Added |
| 9 | THRO | BLACKROCK ETF TRUST | $104.0M | 4.18% | 2.4M | Added |
| 10 | VEA | VANGUARD TAX-MANAGED INTL FD | $89.4M | 3.60% | 1.3M | Added |
| 11 | EFV | ISHARES TR | $77.4M | 3.11% | 1.0M | Added |
| 12 | IUSB | ISHARES TR | $74.6M | 3.00% | 1.6M | Added |
| 13 | MUB | ISHARES TR | $71.7M | 2.89% | 666,493 | Added |
| 14 | PZA | INVESCO EXCH TRADED FD TR II | $50.8M | 2.04% | 2.2M | Added |
| 15 | EFG | ISHARES TR | $49.6M | 2.00% | 398,975 | Added |
| 16 | SHLD | GLOBAL X FDS | $49.2M | 1.98% | 823,592 | Added |
| 17 | VMBS | VANGUARD SCOTTSDALE FDS | $40.6M | 1.63% | 867,101 | Added |
| 18 | SPTL | SPDR SER TR | $32.0M | 1.29% | 1.2M | Added |
| 19 | IAU | ISHARES GOLD TR | $19.9M | 0.80% | 263,368 | Added |
| 20 | LCTU | BLACKROCK ETF TRUST | $11.9M | 0.48% | 148,576 | Added |
| 21 | DSI | ISHARES TR | $7.4M | 0.30% | 52,019 | Added |
| 22 | USXF | ISHARES TR | $6.1M | 0.25% | 87,855 | Added |
| 23 | ESGU | ISHARES TR | $4.3M | 0.17% | 26,173 | Added |
| 24 | EUSB | ISHARES TR | $4.1M | 0.16% | 93,698 | Added |
| 25 | DMXF | ISHARES TR | $3.6M | 0.15% | 43,134 | Added |
Source: SEC Form 13F filings · as of 2026-06-30