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Asset Manager ← All Institutions

SOFI WEALTH, LLC

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

Q3 2025 · Filed 2025-10-22
Market Value
$1.8B
+13.1%
Holdings
48
+3
New Purchases
3
Added To
28
Closed
1
Reduced
16
Top 10 Concentration
79.7%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAI 3.27% 0.00% +3.27% $60M
VWO 6.65% 3.53% +3.12% $122M
SHLD 2.17% 0.00% +2.17% $40M
DYNF 9.91% 8.54% +1.37% $183M
IAU 1.05% 0.42% +0.62% $19M
PZA 0.55% 0.00% +0.55% $10M
SPTL 1.91% 1.73% +0.19% $35M
HYDB 0.78% 0.68% +0.10% $14M
LCTU 0.31% 0.23% +0.08% $6M
DSI 0.19% 0.14% +0.05% $3M
USXF 0.15% 0.11% +0.03% $3M
EFV 3.84% 3.80% +0.03% $71M
ESGU 0.11% 0.09% +0.03% $2M
DMXF 0.09% 0.07% +0.02% $2M
IBIT 0.07% 0.06% +0.02% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IYW 1.06% 4.47% -3.41% $20M
EMXC 0.00% 1.73% -1.73% $42K
IVV 11.45% 12.95% -1.50% $211M
HEFA 0.00% 1.07% -1.07% $21K
MUB 3.34% 4.22% -0.88% $62M
IUSB 2.89% 3.74% -0.86% $53M
IVE 10.81% 11.42% -0.61% $199M
IVW 12.48% 13.08% -0.60% $230M
SFY 12.15% 12.72% -0.57% $224M
VEA 5.03% 5.38% -0.35% $93M
SUB 0.01% 0.09% -0.08% $93K
IGSB 0.10% 0.14% -0.04% $2M
THRO 4.08% 4.12% -0.03% $75M
STIP 0.16% 0.18% -0.02% $3M
BINC 0.15% 0.16% -0.01% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $304M 16.5%
Large Cap 24 $1.1B 59.4%
Mid Cap 11 $193M 10.5%
Small Cap 8 $251M 13.6%
Micro Cap 2 $987K 0.1%

Portfolio Analytics

Avg Market Cap
$55.6B
Median Market Cap
$12.3B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.95
# Stocks
0
# ETFs / Funds
48

Top Holdings (48 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVW 12.48% 1,905,256 $230M $120.72 $17M -29,595 -1.5%
2 SFY 12.15% 1,733,668 $224M $129.19 $17M -20,327 -1.2%
3 IVV 11.45% 315,252 $211M $669.30 $58K -24,481 -7.2%
4 IVE 10.81% 964,917 $199M $206.51 $13M +12,985 +1.4%
5 DYNF 9.91% 3,085,571 $183M $59.20 $44M +531,129 +20.8%
6 VWO 6.65% 2,260,818 $122M $54.18 $65M +1,099,444 +94.7%
7 VEA 5.03% 1,547,796 $93M $59.92 $5M +10,999 +0.7%
8 THRO 4.08% 1,987,648 $75M $37.86 $8M +103,440 +5.5%
9 EFV 3.84% 1,041,979 $71M $67.83 $9M +65,887 +6.8%
10 MUB 3.34% 577,779 $62M $106.49 -$7M -80,348 -12.2%
11 BAI 3.27% 1,764,821 $60M $34.16 +1,764,821 NEW
12 EFG 3.10% 502,164 $57M $113.88 $7M +50,026 +11.1%
13 IUSB 2.89% 1,138,863 $53M $46.71 -$8M -180,237 -13.7%
14 SHLD 2.17% 570,199 $40M $70.24 +570,199 NEW
15 SPTL 1.91% 1,307,973 $35M $26.95 $7M +249,854 +23.6%
16 VMBS 1.67% 653,401 $31M $46.96 $4M +73,503 +12.7%
17 IYW 1.06% 100,010 $20M $195.86 -$53M -320,010 -76.2%
18 IAU 1.05% 265,106 $19M $72.77 $12M +154,755 +140.2%
19 HYDB 0.78% 299,880 $14M $47.84 $3M +68,182 +29.4%
20 PZA 0.55% 438,287 $10M $23.09 +438,287 NEW
21 LCTU 0.31% 78,652 $6M $72.58 $2M +22,386 +39.8%
22 DSI 0.19% 27,616 $3M $125.95 $1M +7,730 +38.9%
23 STIP 0.16% 28,756 $3M $103.36 $45K +315 +1.1%
24 BINC 0.15% 53,168 $3M $53.24 $189K +3,166 +6.3%
25 USXF 0.15% 46,904 $3M $57.31 $854K +12,895 +37.9%
26 EUSB 0.12% 49,487 $2M $43.92 $492K +10,866 +28.1%
27 ESGU 0.11% 14,538 $2M $145.60 $719K +4,208 +40.7%
28 IGSB 0.10% 35,503 $2M $53.03 -$361K -7,022 -16.5%
29 DMXF 0.09% 22,428 $2M $75.74 $525K +6,657 +42.2%
30 IBIT 0.07% 21,193 $1M $65.00 $449K +6,018 +39.7%
31 IGLB 0.07% 24,985 $1M $51.54 $386K +7,031 +39.2%
32 EAGG 0.07% 25,950 $1M $48.03 $311K +6,274 +31.9%
33 ESGE 0.06% 26,488 $1M $43.42 $408K +7,544 +39.8%
34 LCTD 0.05% 18,311 $976K $53.29 $307K +5,164 +39.3%
35 SUSC 0.04% 34,265 $807K $23.56 $212K +8,647 +33.8%
36 PAVE 0.03% 11,115 $529K $47.63 $186K +3,224 +40.9%
37 SUB 0.01% 875 $93K $106.76 -$1M -12,784 -93.6%
38 EMXC —% 619 $42K $67.55 -$28M -446,700 -99.9%
39 SUSB —% 1,414 $36K $25.31 $7K +275 +24.1%
40 HEFA —% 519 $21K $39.61 -$17M -457,354 -99.9%
41 BND —% 223 $17K $74.47 -$14K -190 -46.0%
42 BSV —% 168 $13K $78.75 -$5K -64 -27.6%
43 SFYX —% 723 $12K $16.07 -$68 -60 -7.7%
44 VB —% 30 $8K $256.87 $58 -2 -6.2%
45 VTIP —% 50 $3K $50.22 -$1K -20 -28.6%
46 HYG —% 20 $2K $82.70 -$957 -12 -37.5%
47 HYD —% 23 $1K $50.43 $73 +1 +4.5%
48 IXC —% -$13K -327 -100.0% SOLD

New Positions

SymbolValue% Port
BAI $60M 3.27%
SHLD $40M 2.17%
PZA $10M 0.55%

Sold Out Positions

SymbolValue% Port
IXC —%
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