SOFI WEALTH, LLC: 13F holdings
CIK 19255822026Q2
| Positions | 52 |
|---|
| Reported value | $2.5bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 52 (+0 vs prior quarter) |
|---|
| Reported value | $2.5bn (+19.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 2,349,051 | $323.1m | 13.0% |
| SFY TIDAL ETF TR | 1,826,226 | $271.9m | 10.9% |
| DYNF BLACKROCK ETF TRUST | 3,791,928 | $257.9m | 10.4% |
| IVV ISHARES TR | 338,161 | $253.2m | 10.2% |
| IVE ISHARES TR | 1,038,423 | $235.8m | 9.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 2,623,074 | $156.6m | 6.3% |
| BAI BLACKROCK ETF TRUST | 2,635,605 | $138.9m | 5.6% |
| CORO ISHARES TR | 3,481,503 | $127.4m | 5.1% |
| EFSI BLACKROCK ETF TRUST | 2,412,030 | $104.0m | 4.2% |
| VEA VANGUARD TAX-MANAGED INTL FD | 1,254,919 | $89.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1925582")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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