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SOFI WEALTH, LLC

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13F filer, CIK 1925582, SAN FRANCISCO, CA

SOFI WEALTH, LLC reported $2,075,433,894 across 52 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 76.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-008352

Period
2026-03-31
Reported value
$2.08B
Holdings
52
Top 10 weight
76.51%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COROnew+3,311,784$106M
PZAadded+1,502,814$34.5M
IVWadded+145,081$16.4M
IUSBadded+346,365$16M
SFYadded+110,408$13.8M

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
VEAreduced-413,573-$26.5M
EFGreduced-150,106-$16.7M
HIMUreduced-314,034-$15.1M
HYDBreduced-321,732-$15M
EFVreduced-131,090-$9.75M

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, Q1 2026

Share positions as resolved from 13F-HR 0001398344-26-008352, largest first. % of portfolio is the value over $2,075,433,894, 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; 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; 2026Q1: 2,249,169 shares 2,249,169$254M12.26%+145,081Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,754,353 shares 1,754,353$219M10.55%+110,408Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 322,074 shares 322,074$210M10.14%-8,200Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,612,761 shares 3,612,761$210M10.13%+222,910Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 979,965 shares 979,965$207M9.97%+4,340Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,493,581 shares 2,493,581$135M6.49%-72,302Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,311,784 shares 3,311,784$106M5.13%newTimeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764,821 shares; 2025Q4: 2,461,727 shares; 2026Q1: 2,602,652 shares 2,602,652$85.8M4.13%+140,925Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,305,676 shares 2,305,676$83.5M4.02%+187,084Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,194,817 shares 1,194,817$76.6M3.69%-413,573Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,553,764 shares 1,553,764$71.8M3.46%+346,365Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 956,754 shares 956,754$71.1M3.43%-131,090Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 620,897 shares 620,897$65.9M3.18%-10,892Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570,199 shares; 2025Q4: 790,079 shares; 2026Q1: 744,037 shares 744,037$52.7M2.54%-46,042Timeline
PZAINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,287 shares; 2025Q4: 480,472 shares; 2026Q1: 1,983,286 shares 1,983,286$45.6M2.2%+1,502,814Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 378,729 shares 378,729$42.2M2.03%-150,106Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 832,475 shares 832,475$39.1M1.88%+139,605Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,139,091 shares 1,139,091$30M1.44%-276,737Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,351 shares; 2025Q3: 265,106 shares; 2025Q4: 277,571 shares; 2026Q1: 241,110 shares 241,110$21.3M1.02%-36,461Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 121,482 shares 121,482$8.52M0.41%+23,873Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,790 shares 42,790$5.19M0.25%+8,482Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 73,467 shares 73,467$4.06M0.2%+14,616Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,441 shares; 2025Q3: 28,756 shares; 2025Q4: 30,864 shares; 2026Q1: 33,576 shares 33,576$3.47M0.17%+2,712Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 78,641 shares 78,641$3.42M0.16%+21,255Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 64,122 shares 64,122$3.33M0.16%+7,877Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 832 shares; 2025Q1: 6,135 shares; 2025Q2: 10,330 shares; 2025Q3: 14,538 shares; 2025Q4: 18,585 shares; 2026Q1: 23,132 shares 23,132$3.27M0.16%+4,547Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,590 shares 33,590$2.53M0.12%+6,320Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,556 shares 27,556$2.45M0.12%newTimeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,363 shares 47,363$2.15M0.1%+10,606Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,186 shares 45,186$2.15M0.1%+10,553Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,175 shares; 2025Q3: 21,193 shares; 2025Q4: 29,486 shares; 2026Q1: 50,060 shares 50,060$1.92M0.09%+20,574Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,308 shares 15,308$1.56M0.08%newTimeline
LCTDBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,559 shares 26,559$1.47M0.07%+4,515Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 14,557 shares; 2025Q2: 25,618 shares; 2025Q3: 34,265 shares; 2025Q4: 44,050 shares; 2026Q1: 56,392 shares 56,392$1.3M0.06%+12,342Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 4,504 shares; 2025Q2: 7,891 shares; 2025Q3: 11,115 shares; 2025Q4: 14,163 shares; 2026Q1: 16,557 shares 16,557$841K0.04%+2,394Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 618 shares; 2025Q2: 1,139 shares; 2025Q3: 1,414 shares; 2025Q4: 1,722 shares; 2026Q1: 2,623 shares 2,623$65.7K<0.01%+901Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,303 shares; 2025Q1: 405,256 shares; 2025Q2: 420,020 shares; 2025Q3: 100,010 shares; 2025Q4: 277 shares; 2026Q1: 280 shares 280$50.8K<0.01%+3Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231,698 shares; 2025Q3: 299,880 shares; 2025Q4: 322,409 shares; 2026Q1: 677 shares 677$31.5K<0.01%-321,732Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,078 shares; 2025Q1: 426,861 shares; 2025Q2: 447,319 shares; 2025Q3: 619 shares; 2025Q4: 319 shares; 2026Q1: 311 shares 311$24.4K<0.01%-8Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,322 shares; 2025Q3: 286,896 shares; 2025Q4: 314,517 shares; 2026Q1: 483 shares 483$23.2K<0.01%-314,034Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,217 shares; 2025Q1: 427,734 shares; 2025Q2: 457,873 shares; 2025Q3: 519 shares; 2025Q4: 235 shares; 2026Q1: 237 shares 237$10.1K<0.01%+2Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 184 shares 184$9.66K<0.01%-35,485Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,876 shares; 2024Q4: 735,019 shares; 2025Q1: 282 shares; 2025Q2: 232 shares; 2025Q3: 168 shares; 2025Q4: 166 shares; 2026Q1: 97 shares 97$7.6K<0.01%-69Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,703 shares; 2024Q4: 172,474 shares; 2025Q1: 76 shares; 2025Q2: 32 shares; 2025Q3: 30 shares; 2025Q4: 34 shares; 2026Q1: 25 shares 25$6.63K<0.01%-9Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 122 shares 122$6.04K<0.01%-29,195Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917,388 shares; 2024Q4: 1,017,014 shares; 2025Q1: 576 shares; 2025Q2: 413 shares; 2025Q3: 223 shares; 2025Q4: 231 shares; 2026Q1: 51 shares 51$3.75K<0.01%-180Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,051 shares; 2025Q1: 11,509 shares; 2025Q2: 13,659 shares; 2025Q3: 875 shares; 2025Q4: 1,141 shares; 2026Q1: 30 shares 30$3.18K<0.01%-1,111Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,825 shares; 2025Q1: 324 shares; 2025Q2: 327 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 51 shares 51$2.93K<0.01%+10Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 27 shares 27$2.41K<0.01%-13Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,342 shares; 2024Q4: 214,581 shares; 2025Q1: 83 shares; 2025Q2: 70 shares; 2025Q3: 50 shares; 2025Q4: 55 shares; 2026Q1: 26 shares 26$1.31K<0.01%-29Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,469 shares; 2024Q4: 72,757 shares; 2025Q1: 33 shares; 2025Q2: 32 shares; 2025Q3: 20 shares; 2025Q4: 27 shares; 2026Q1: 14 shares 14$1.14K<0.01%-13Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,338 shares; 2024Q4: 90,902 shares; 2025Q1: 33 shares; 2025Q2: 22 shares; 2025Q3: 23 shares; 2025Q4: 22 shares; 2026Q1: 20 shares 20$1.02K<0.01%-2Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TIDAL TRUST ITIDAL TRUST I700$11.4Kshares

How Q1 2026 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 0001398344-26-008352 base2026-05-05acceptance time not in the bulk data set