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Size ($ in 1000's)
At 12/31/2023: $933,049 At 09/30/2023: $820,062
Sofi Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sofi Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Sofi Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Sofi Wealth LLC.
In the Sofi Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sofi Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Sofi Wealth LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
TIDAL ETF TR (SFY) |
27,500,774 |
+894,411 |
$465,863 | SFY | 27,500,774 | +894,411 | $465,863 | VANGUARD TAX MANAGED INTL FD (VEA) |
3,904,870 |
+195,031 |
$187,043 | VEA | 3,904,870 | +195,031 | $187,043 | VANGUARD INTL EQUITY INDEX F (VWO) |
1,459,888 |
+94,974 |
$60,001 | VWO | 1,459,888 | +94,974 | $60,001 | TIDAL ETF TR (SFYX) |
4,171,401 |
+219,541 |
$53,311 | SFYX | 4,171,401 | +219,541 | $53,311 | VANGUARD BD INDEX FDS (BND) |
634,350 |
+41,707 |
$46,656 | BND | 634,350 | +41,707 | $46,656 | ISHARES TR (MUB) |
376,704 |
+7,652 |
$40,838 | MUB | 376,704 | +7,652 | $40,838 | VANGUARD BD INDEX FDS (BSV) |
497,790 |
+19,243 |
$38,340 | BSV | 497,790 | +19,243 | $38,340 | VANGUARD INDEX FDS (VB) |
127,173 |
+5,623 |
$27,130 | VB | 127,173 | +5,623 | $27,130 | VANGUARD MALVERN FDS (VTIP) |
144,598 |
+6,313 |
$6,867 | VTIP | 144,598 | +6,313 | $6,867 | ISHARES TR (HYG) |
47,012 |
+2,570 |
$3,638 | HYG | 47,012 | +2,570 | $3,638 |
See Full List: All Stocks Held By Sofi Wealth LLC
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Sofi Wealth LLC
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