SOFI WEALTH, LLC
CIK 1925582
13F filing for Q2 2026・No. 1,442
- Holdings
- US$2.48B
- Quarter change
- +US$409.47M
- Entries
- 52
- Net bought (estimate)
- +US$123.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 16
- Added 36
- Corporate actions 0
- Unchanged 0
Largest holdings
52 stocks worth US$2.48B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRS&P 500 GRWT ETF | Added | 2,349,051 | US$323.07M | 13.00% |
| TIDAL ETF TRSOFI SELECT 500 | Added | 1,826,226 | US$271.87M | 10.94% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 3,791,928 | US$257.89M | 10.38% |
| IVVISHARES TRCORE S&P500 ETF | Added | 338,161 | US$253.25M | 10.19% |
| ISHARES TRS&P 500 VAL ETF | Added | 1,038,423 | US$235.78M | 9.49% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 2,623,074 | US$156.57M | 6.30% |
| BLACKROCK ETF TRUSTISHARES A I INNO | Added | 2,635,605 | US$138.95M | 5.59% |
| ISHARES TRISHARES INTL CTR | Added | 3,481,503 | US$127.42M | 5.13% |
| BLACKROCK ETF TRUSTISHARES US THEMA | Added | 2,412,030 | US$103.98M | 4.18% |
| VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF | Added | 1,254,919 | US$89.41M | 3.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.