SOFI WEALTH, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,005,127
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 50 | 2,005,127 | 13F-HR | SOFI WEALTH, LLC |
| Q3 2025 | 10/22/2025 | 48 | 1,856,879 | 13F-HR | SOFI WEALTH, LLC |
| Q2 2025 | 8/11/2025 | 46 | 1,636,844 | 13F-HR | SOFI WEALTH, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 305 K | 15.2% | 1.95 K | 0 | 1.95 K |
| ETFs | 1.641 M | 81.9% | 143 K | 0 | 143 K |
| Debt | 13 | 0.0% | 0 | 0 | 0 |
| Other | 58.71 K | 2.9% | 3.343 K | 0 | 3.343 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
2,005,127
Holdings
50
QoQ value change ($000)
148,248
(8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.