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SOFI WEALTH, LLC

234 1ST ST, SAN FRANCISCO, CA 94104 • 855-525-7634

Q2 2025 · Filed 2025-08-11
Market Value
$1.6B
+22.4%
Holdings
45
+5
New Purchases
5
Added To
33
Closed
0
Reduced
7
Top 10 Concentration
80.7%
Turnover
11.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
THRO 4.12% 0.00% +4.12% $67M
HYDB 0.68% 0.00% +0.68% $11M
IAU 0.42% 0.00% +0.42% $7M
IYW 4.47% 4.28% +0.19% $73M
STIP 0.18% 0.00% +0.18% $3M
IVW 13.08% 12.96% +0.12% $213M
LCTU 0.23% 0.15% +0.08% $4M
IBIT 0.06% 0.00% +0.06% $929K
DSI 0.14% 0.09% +0.05% $2M
USXF 0.11% 0.07% +0.04% $2M
ESGU 0.09% 0.06% +0.03% $1M
EUSB 0.10% 0.08% +0.03% $2M
DMXF 0.07% 0.05% +0.02% $1M
IGLB 0.06% 0.04% +0.02% $901K
EAGG 0.06% 0.04% +0.02% $935K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVE 11.42% 12.86% -1.43% $186M
MUB 4.22% 4.92% -0.70% $69M
SFY 12.72% 13.31% -0.59% $207M
IVV 12.95% 13.52% -0.57% $211M
IUSB 3.74% 4.30% -0.56% $61M
DYNF 8.54% 8.97% -0.42% $139M
VEA 5.38% 5.80% -0.42% $88M
EFV 3.80% 4.09% -0.29% $62M
VWO 3.53% 3.81% -0.29% $57M
SPTL 1.73% 2.00% -0.27% $28M
VMBS 1.65% 1.90% -0.25% $27M
HEFA 1.07% 1.17% -0.10% $17M
EFG 3.11% 3.21% -0.10% $51M
EMXC 1.73% 1.77% -0.03% $28M
IGSB 0.14% 0.16% -0.02% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $299M 18.3%
Large Cap 24 $1.0B 62.2%
Mid Cap 8 $89M 5.5%
Small Cap 8 $227M 14.0%
Micro Cap 2 $680K 0.0%

Portfolio Analytics

Avg Market Cap
$59.0B
Median Market Cap
$15.0B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.92
# Stocks
0
# ETFs / Funds
45

Top Holdings (45 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVW 13.08% 1,934,851 $213M $110.10 $41M +77,843 +4.2%
2 IVV 12.95% 339,733 $211M $620.90 $31M +19,577 +6.1%
3 SFY 12.72% 1,753,995 $207M $118.13 $30M +16,457 +0.9%
4 IVE 11.42% 951,932 $186M $195.42 $15M +54,664 +6.1%
5 DYNF 8.54% 2,554,442 $139M $54.46 $20M +108,510 +4.4%
6 VEA 5.38% 1,536,797 $88M $57.01 $10M +18,794 +1.2%
7 IYW 4.47% 420,020 $73M $173.27 $16M +14,764 +3.6%
8 MUB 4.22% 658,127 $69M $104.48 $3M +36,942 +6.0%
9 THRO 4.12% 1,884,208 $67M $35.58 +1,884,208 NEW
10 EFV 3.80% 976,092 $62M $63.48 $7M +52,055 +5.6%
11 IUSB 3.74% 1,319,100 $61M $46.23 $4M +77,149 +6.2%
12 VWO 3.53% 1,161,374 $57M $49.46 $7M +40,690 +3.6%
13 EFG 3.11% 452,138 $51M $112.00 $8M +25,497 +6.0%
14 EMXC 1.73% 447,319 $28M $63.14 $5M +20,458 +4.8%
15 SPTL 1.73% 1,058,119 $28M $26.58 $2M +81,704 +8.4%
16 VMBS 1.65% 579,898 $27M $46.34 $2M +34,071 +6.2%
17 HEFA 1.07% 457,873 $17M $37.96 $2M +30,139 +7.0%
18 HYDB 0.68% 231,698 $11M $47.48 +231,698 NEW
19 IAU 0.42% 110,351 $7M $62.36 +110,351 NEW
20 LCTU 0.23% 56,266 $4M $67.27 $2M +22,723 +67.7%
21 STIP 0.18% 28,441 $3M $102.91 +28,441 NEW
22 BINC 0.16% 50,002 $3M $52.84 $227K +3,893 +8.4%
23 DSI 0.14% 19,886 $2M $116.16 $1M +7,863 +65.4%
24 IGSB 0.14% 42,525 $2M $52.76 $125K +2,079 +5.1%
25 USXF 0.11% 34,009 $2M $53.93 $869K +13,330 +64.5%
26 EUSB 0.10% 38,621 $2M $43.55 $648K +14,749 +61.8%
27 SUB 0.09% 13,659 $1M $106.34 $237K +2,150 +18.7%
28 ESGU 0.09% 10,330 $1M $135.30 $650K +4,195 +68.4%
29 DMXF 0.07% 15,771 $1M $74.44 $520K +6,056 +62.3%
30 EAGG 0.06% 19,676 $935K $47.54 $380K +7,979 +68.2%
31 IBIT 0.06% 15,175 $929K $61.21 +15,175 NEW
32 IGLB 0.06% 17,954 $901K $50.21 $375K +7,480 +71.4%
33 ESGE 0.05% 18,944 $742K $39.17 $298K +6,243 +49.1%
34 LCTD 0.04% 13,147 $669K $50.86 $289K +4,928 +60.0%
35 SUSC 0.04% 25,618 $595K $23.23 $259K +11,061 +76.0%
36 PAVE 0.02% 7,891 $344K $43.58 $174K +3,387 +75.2%
37 BND —% 413 $30K $73.64 -$12K -163 -28.3%
38 SUSB —% 1,139 $29K $25.18 $13K +521 +84.3%
39 BSV —% 232 $18K $78.73 -$4K -50 -17.7%
40 IXC —% 327 $13K $39.33 -$767 +3 +0.9%
41 SFYX —% 783 $12K $14.93 -$3K -276 -26.1%
42 VB —% 32 $8K $239.00 -$9K -44 -57.9%
43 VTIP —% 70 $4K $50.59 -$581 -13 -15.7%
44 HYG —% 32 $3K $81.59 -$22 -1 -3.0%
45 HYD —% 22 $1K $49.41 -$591 -11 -33.3%

New Positions

SymbolValue% Port
THRO $67M 4.12%
HYDB $11M 0.68%
IAU $7M 0.42%
STIP $3M 0.18%
IBIT $929K 0.06%
View SEC EDGAR Filings for SOFI WEALTH, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms