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 $2.08B across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($254.4M, 12.26%), SFY ($219.0M, 10.55%), IVV ($210.4M, 10.14%), DYNF ($210.2M, 10.13%), IVE ($206.9M, 9.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $254.4M | 12.26% | 2.2M | Added |
| 2 | SFY | TIDAL ETF TR | $219.0M | 10.55% | 1.8M | Added |
| 3 | IVV | ISHARES TR | $210.4M | 10.14% | 322,074 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $210.2M | 10.13% | 3.6M | Added |
| 5 | IVE | ISHARES TR | $206.9M | 9.97% | 979,965 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $134.8M | 6.49% | 2.5M | Trimmed |
| 7 | CORO | ISHARES TR | $106.5M | 5.13% | 3.3M | New |
| 8 | BAI | BLACKROCK ETF TRUST | $85.8M | 4.13% | 2.6M | Added |
| 9 | THRO | BLACKROCK ETF TRUST | $83.5M | 4.02% | 2.3M | Added |
| 10 | VEA | VANGUARD TAX-MANAGED INTL FD | $76.6M | 3.69% | 1.2M | Trimmed |
| 11 | IUSB | ISHARES TR | $71.8M | 3.46% | 1.6M | Added |
| 12 | EFV | ISHARES TR | $71.1M | 3.43% | 956,754 | Trimmed |
| 13 | MUB | ISHARES TR | $65.9M | 3.18% | 620,897 | Trimmed |
| 14 | SHLD | GLOBAL X FDS | $52.7M | 2.54% | 744,037 | Trimmed |
| 15 | PZA | INVESCO EXCH TRADED FD TR II | $45.6M | 2.20% | 2.0M | Added |
| 16 | EFG | ISHARES TR | $42.2M | 2.03% | 378,729 | Trimmed |
| 17 | VMBS | VANGUARD SCOTTSDALE FDS | $39.1M | 1.88% | 832,475 | Added |
| 18 | SPTL | SPDR SER TR | $30.0M | 1.44% | 1.1M | Trimmed |
| 19 | IAU | ISHARES GOLD TR | $21.3M | 1.02% | 241,110 | Trimmed |
| 20 | LCTU | BLACKROCK ETF TRUST | $8.5M | 0.41% | 121,482 | Added |
| 21 | DSI | ISHARES TR | $5.2M | 0.25% | 42,790 | Added |
| 22 | USXF | ISHARES TR | $4.1M | 0.20% | 73,467 | Added |
| 23 | STIP | ISHARES TR | $3.5M | 0.17% | 33,576 | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $3.3M | 0.16% | 64,122 | Added |
| 25 | ESGU | ISHARES TR | $3.3M | 0.16% | 23,132 | Added |
Source: SEC Form 13F filings · as of 2026-03-31