Holdings Channel
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

Sofi Wealth LLC Top Holdings
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.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
TIDAL ETF TR (SFY) 27,500,774 +894,411 $465,863
     SFY27,500,774+894,411$465,863
VANGUARD TAX MANAGED INTL FD (VEA) 3,904,870 +195,031 $187,043
     VEA3,904,870+195,031$187,043
VANGUARD INTL EQUITY INDEX F (VWO) 1,459,888 +94,974 $60,001
     VWO1,459,888+94,974$60,001
TIDAL ETF TR (SFYX) 4,171,401 +219,541 $53,311
     SFYX4,171,401+219,541$53,311
VANGUARD BD INDEX FDS (BND) 634,350 +41,707 $46,656
     BND634,350+41,707$46,656
ISHARES TR (MUB) 376,704 +7,652 $40,838
     MUB376,704+7,652$40,838
VANGUARD BD INDEX FDS (BSV) 497,790 +19,243 $38,340
     BSV497,790+19,243$38,340
VANGUARD INDEX FDS (VB) 127,173 +5,623 $27,130
     VB127,173+5,623$27,130
VANGUARD MALVERN FDS (VTIP) 144,598 +6,313 $6,867
     VTIP144,598+6,313$6,867
ISHARES TR (HYG) 47,012 +2,570 $3,638
     HYG47,012+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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