SOFI WEALTH, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,484,904
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 52 | 2,484,904 | 13F-HR | SOFI WEALTH, LLC |
| Q1 2026 | 5/5/2026 | 52 | 2,075,434 | 13F-HR | SOFI WEALTH, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 2.485 M | 100.0% | 409.5 K | 0 | 409.5 K |
| Debt | 10 | 0.0% | 2 | 0 | 2 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
2,484,904
Holdings
52
QoQ value change ($000)
409,470
(19.7%)
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.