SOFI WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$2,075,434
Net value change ($000)
+70,307 (3.5%)
New positions
3
Sold out positions
1
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 106,484 NEW
PZA 34,434 309.0%
IUSB 15,576 27.7%
VMBS 6,465 19.8%
DYNF 4,053 2.0%
BAI 3,781 4.6%
SYSB 2,453 NEW
THRO 1,819 2.2%
SFY 1,714 0.8%
ICVT 1,558 NEW
Top Reduces (Value $000, Stocks/ETFs)
VEA -23,912 -23.8%
EFG -18,066 -30.0%
IVV -15,836 -7.0%
HIMU -15,288 -99.8%
HYDB -15,235 -99.8%
SPTL -7,519 -20.1%
EFV -6,548 -8.4%
IVW -4,947 -1.9%
VWO -3,164 -2.3%
IGSB -1,876 -99.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type