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SOFI WEALTH, LLC

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13F filer, CIK 1925582, SAN FRANCISCO, CA

SOFI WEALTH, LLC reported $2,005,126,795 across 50 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-30. Its ten largest share positions make up 79.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-001749

Period
2025-12-31
Reported value
$2.01B
Holdings
50
Top 10 weight
79.58%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVWadded+198,832$24.5M
BAIadded+696,906$23.2M
DYNFadded+304,280$18.5M
VWOadded+305,065$16.4M
SHLDadded+219,880$14.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IYWreduced-99,733-$19.9M
SFYreduced-89,723-$11.9M
EMXCreduced-300-$21.8K
HEFAreduced-284-$11.7K
TIDAL TRUST Ireduced-23-$373

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001398344-26-001749, largest first. % of portfolio is the value over $2,005,126,795, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,034 shares; 2025Q1: 1,857,008 shares; 2025Q2: 1,934,851 shares; 2025Q3: 1,905,256 shares; 2025Q4: 2,104,088 shares 2,104,088$259M12.93%+198,832Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,362 shares; 2025Q1: 320,156 shares; 2025Q2: 339,733 shares; 2025Q3: 315,252 shares; 2025Q4: 330,274 shares 330,274$226M11.28%+15,022Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,674,556 shares; 2025Q1: 1,737,538 shares; 2025Q2: 1,753,995 shares; 2025Q3: 1,733,668 shares; 2025Q4: 1,643,945 shares 1,643,945$217M10.84%-89,723Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,457 shares; 2025Q1: 897,268 shares; 2025Q2: 951,932 shares; 2025Q3: 964,917 shares; 2025Q4: 975,625 shares 975,625$207M10.32%+10,708Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,638 shares; 2025Q1: 2,445,932 shares; 2025Q2: 2,554,442 shares; 2025Q3: 3,085,571 shares; 2025Q4: 3,389,851 shares 3,389,851$206M10.28%+304,280Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981,625 shares; 2024Q4: 2,179,248 shares; 2025Q1: 1,120,684 shares; 2025Q2: 1,161,374 shares; 2025Q3: 2,260,818 shares; 2025Q4: 2,565,883 shares 2,565,883$138M6.88%+305,065Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161,231 shares; 2024Q4: 5,859,902 shares; 2025Q1: 1,518,003 shares; 2025Q2: 1,536,797 shares; 2025Q3: 1,547,796 shares; 2025Q4: 1,608,390 shares 1,608,390$100M5.01%+60,594Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764,821 shares; 2025Q4: 2,461,727 shares 2,461,727$82M4.09%+696,906Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,884,208 shares; 2025Q3: 1,987,648 shares; 2025Q4: 2,118,592 shares 2,118,592$81.7M4.07%+130,944Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,761 shares; 2025Q1: 924,037 shares; 2025Q2: 976,092 shares; 2025Q3: 1,041,979 shares; 2025Q4: 1,087,844 shares 1,087,844$77.7M3.87%+45,865Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,236 shares; 2024Q4: 549,510 shares; 2025Q1: 621,185 shares; 2025Q2: 658,127 shares; 2025Q3: 577,779 shares; 2025Q4: 631,789 shares 631,789$67.7M3.37%+54,010Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,485 shares; 2025Q1: 426,641 shares; 2025Q2: 452,138 shares; 2025Q3: 502,164 shares; 2025Q4: 528,835 shares 528,835$60.2M3%+26,671Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,993 shares; 2025Q1: 1,241,951 shares; 2025Q2: 1,319,100 shares; 2025Q3: 1,138,863 shares; 2025Q4: 1,207,399 shares 1,207,399$56.2M2.8%+68,536Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570,199 shares; 2025Q4: 790,079 shares 790,079$51.2M2.55%+219,880Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,171 shares; 2025Q1: 976,415 shares; 2025Q2: 1,058,119 shares; 2025Q3: 1,307,973 shares; 2025Q4: 1,415,828 shares 1,415,828$37.5M1.87%+107,855Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 545,827 shares; 2025Q2: 579,898 shares; 2025Q3: 653,401 shares; 2025Q4: 692,870 shares 692,870$32.6M1.63%+39,469Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,351 shares; 2025Q3: 265,106 shares; 2025Q4: 277,571 shares 277,571$22.5M1.12%+12,465Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,322 shares; 2025Q3: 286,896 shares; 2025Q4: 314,517 shares 314,517$15.3M0.76%+27,621Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231,698 shares; 2025Q3: 299,880 shares; 2025Q4: 322,409 shares 322,409$15.3M0.76%+22,529Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,287 shares; 2025Q4: 480,472 shares 480,472$11.1M0.56%+42,185Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,439 shares; 2025Q1: 33,543 shares; 2025Q2: 56,266 shares; 2025Q3: 78,652 shares; 2025Q4: 97,609 shares 97,609$7.23M0.36%+18,957Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,604 shares; 2025Q1: 12,023 shares; 2025Q2: 19,886 shares; 2025Q3: 27,616 shares; 2025Q4: 34,308 shares 34,308$4.42M0.22%+6,692Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,790 shares; 2025Q1: 20,679 shares; 2025Q2: 34,009 shares; 2025Q3: 46,904 shares; 2025Q4: 58,851 shares 58,851$3.39M0.17%+11,947Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,441 shares; 2025Q3: 28,756 shares; 2025Q4: 30,864 shares 30,864$3.16M0.16%+2,108Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,740 shares; 2025Q1: 46,109 shares; 2025Q2: 50,002 shares; 2025Q3: 53,168 shares; 2025Q4: 56,245 shares 56,245$2.97M0.15%+3,077Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 832 shares; 2025Q1: 6,135 shares; 2025Q2: 10,330 shares; 2025Q3: 14,538 shares; 2025Q4: 18,585 shares 18,585$2.77M0.14%+4,047Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,203 shares; 2025Q1: 23,872 shares; 2025Q2: 38,621 shares; 2025Q3: 49,487 shares; 2025Q4: 57,386 shares 57,386$2.52M0.13%+7,899Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,403 shares; 2025Q1: 9,715 shares; 2025Q2: 15,771 shares; 2025Q3: 22,428 shares; 2025Q4: 27,270 shares 27,270$2.05M0.1%+4,842Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,261 shares; 2025Q1: 40,446 shares; 2025Q2: 42,525 shares; 2025Q3: 35,503 shares; 2025Q4: 35,669 shares 35,669$1.89M0.09%+166Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 11,697 shares; 2025Q2: 19,676 shares; 2025Q3: 25,950 shares; 2025Q4: 34,633 shares 34,633$1.66M0.08%+8,683Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 12,701 shares; 2025Q2: 18,944 shares; 2025Q3: 26,488 shares; 2025Q4: 36,757 shares 36,757$1.62M0.08%+10,269Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,322 shares; 2025Q1: 10,474 shares; 2025Q2: 17,954 shares; 2025Q3: 24,985 shares; 2025Q4: 29,317 shares 29,317$1.48M0.07%+4,332Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,175 shares; 2025Q3: 21,193 shares; 2025Q4: 29,486 shares 29,486$1.46M0.07%+8,293Timeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,305 shares; 2025Q1: 8,219 shares; 2025Q2: 13,147 shares; 2025Q3: 18,311 shares; 2025Q4: 22,044 shares 22,044$1.2M0.06%+3,733Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 14,557 shares; 2025Q2: 25,618 shares; 2025Q3: 34,265 shares; 2025Q4: 44,050 shares 44,050$1.03M0.05%+9,785Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 4,504 shares; 2025Q2: 7,891 shares; 2025Q3: 11,115 shares; 2025Q4: 14,163 shares 14,163$677K0.03%+3,048Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,051 shares; 2025Q1: 11,509 shares; 2025Q2: 13,659 shares; 2025Q3: 875 shares; 2025Q4: 1,141 shares 1,141$122K0.01%+266Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,303 shares; 2025Q1: 405,256 shares; 2025Q2: 420,020 shares; 2025Q3: 100,010 shares; 2025Q4: 277 shares 277$55.2K<0.01%-99,733Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 618 shares; 2025Q2: 1,139 shares; 2025Q3: 1,414 shares; 2025Q4: 1,722 shares 1,722$43.5K<0.01%+308Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,078 shares; 2025Q1: 426,861 shares; 2025Q2: 447,319 shares; 2025Q3: 619 shares; 2025Q4: 319 shares 319$23.2K<0.01%-300Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917,388 shares; 2024Q4: 1,017,014 shares; 2025Q1: 576 shares; 2025Q2: 413 shares; 2025Q3: 223 shares; 2025Q4: 231 shares 231$17.1K<0.01%+8Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,876 shares; 2024Q4: 735,019 shares; 2025Q1: 282 shares; 2025Q2: 232 shares; 2025Q3: 168 shares; 2025Q4: 166 shares 166$13.1K<0.01%-2Timeline
TIDAL TRUST ITIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445,231 shares; 2024Q4: 5,694,251 shares; 2025Q1: 1,059 shares; 2025Q2: 783 shares; 2025Q3: 723 shares; 2025Q4: 700 shares 700$11.4K<0.01%-23
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,217 shares; 2025Q1: 427,734 shares; 2025Q2: 457,873 shares; 2025Q3: 519 shares; 2025Q4: 235 shares 235$9.71K<0.01%-284Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,703 shares; 2024Q4: 172,474 shares; 2025Q1: 76 shares; 2025Q2: 32 shares; 2025Q3: 30 shares; 2025Q4: 34 shares 34$8.75K<0.01%+4Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40$3.54K<0.01%newTimeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,342 shares; 2024Q4: 214,581 shares; 2025Q1: 83 shares; 2025Q2: 70 shares; 2025Q3: 50 shares; 2025Q4: 55 shares 55$2.73K<0.01%+5Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,469 shares; 2024Q4: 72,757 shares; 2025Q1: 33 shares; 2025Q2: 32 shares; 2025Q3: 20 shares; 2025Q4: 27 shares 27$2.21K<0.01%+7Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,825 shares; 2025Q1: 324 shares; 2025Q2: 327 shares; 2025Q3: not reported; 2025Q4: 41 shares 41$1.72K<0.01%newTimeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,338 shares; 2024Q4: 90,902 shares; 2025Q1: 33 shares; 2025Q2: 22 shares; 2025Q3: 23 shares; 2025Q4: 22 shares 22$1.11K<0.01%-1Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-001749 base2026-01-30acceptance time not in the bulk data set