13F Filings History of SOFI WEALTH, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$2,005,126,795
Signature - Title
Candice Gilman - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by SOFI WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SOFI WEALTH, LLC reported 50 stock holdings with total value $2,005,126,795 as of Q4 2025. Top holdings included IVW, IVV, SFY, IVE, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $2,005,126,795 +$149,438,936 -$31,773,374 +$117,665,562 IVW, IVV, SFY, IVE, DYNF 13F-HR 30 Jan 2026, 17:09
Q3 2025 48 $1,856,879,349 +$256,636,067 -$152,300,524 +$104,335,543 IVW, SFY, IVV, IVE, DYNF 13F-HR 22 Oct 2025, 11:51
Q2 2025 46 $1,636,844,472 +$168,624,256 -$31,861 +$168,592,395 IVW, IVV, SFY, IVE, DYNF 13F-HR 11 Aug 2025, 09:43
Q1 2025 40 $1,330,176,769 +$945,316,210 -$1,041,045,221 -$95,729,011 IVV, SFY, IVW, IVE, DYNF 13F-HR 21 Apr 2025, 09:22
Q4 2024 40 $1,458,734,672 +$817,879,076 -$680,974,114 +$136,904,962 SFY, VEA, VWO, SFYX, BND 13F-HR 04 Feb 2025, 16:11
Q3 2024 11 $1,358,965,489 +$101,872,676 $0 +$101,872,676 SFY, VEA, VWO, SFYX, BND 13F-HR 29 Oct 2024, 15:58
Q2 2024 11 $1,192,650,454 +$86,161,980 $0 +$86,161,980 SFY, VEA, VWO, SFYX, BND 13F-HR 18 Jul 2024, 17:23
Q1 2024 11 $1,075,494,983 +$80,211,793 $0 +$80,211,793 SFY, VEA, VWO, SFYX, BND 13F-HR 07 May 2024, 14:58
Q4 2023 11 $933,050,022 +$38,381,635 $0 +$38,381,635 SFY, VEA, VWO, SFYX, BND 13F-HR 24 Jan 2024, 17:03
Q3 2023 11 $820,061,670 +$36,206,565 -$24,815 +$36,181,750 SFY, VEA, VWO, SFYX, BND 13F-HR 24 Oct 2023, 09:46
Q2 2023 11 $810,079,348 +$32,101,860 $0 +$32,101,860 SFY, VEA, VWO, SFYX, BND 13F-HR 03 Aug 2023, 15:31
Q1 2023 11 $742,144,737 +$33,825,285 $0 +$33,825,285 SFY, VEA, VWO, SFYX, MUB 13F-HR 14 Apr 2023, 11:03
Q4 2022 11 $664,368,350 +$29,432,911 $0 +$29,432,911 SFY, VEA, VWO, MUB, SFYX 13F-HR 08 Feb 2023, 10:25
Q3 2022 11 $597,368,000 +$33,293,065 $0 +$33,293,065 SFY, VEA, VWO, MUB, SFYX 13F-HR 19 Oct 2022, 13:47
Q2 2022 11 $597,323,000 +$40,523,955 $0 +$40,523,955 SFY, VEA, VWO, MUB, SFYX 13F-HR 25 Jul 2022, 10:12
Q1 2022 11 $659,131,000 $0 $0 $0 SFY, VEA, VWO, SFYX, MUB 13F-HR 16 May 2022, 10:14