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SOFI WEALTH, LLC

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

Q4 2025 · Filed 2026-01-30
Market Value
$2.0B
+8.0%
Holdings
49
+1
New Purchases
2
Added To
40
Closed
0
Reduced
7
Top 10 Concentration
80.2%
Turnover
4.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAI 4.12% 3.27% +0.85% $82M
IVW 13.03% 12.48% +0.55% $259M
DYNF 10.36% 9.91% +0.45% $206M
SHLD 2.57% 2.17% +0.40% $51M
VWO 6.93% 6.65% +0.29% $138M
IAU 1.13% 1.05% +0.09% $23M
EFV 3.90% 3.84% +0.07% $78M
MUB 3.40% 3.34% +0.06% $68M
LCTU 0.36% 0.31% +0.05% $7M
DSI 0.22% 0.19% +0.03% $4M
USXF 0.17% 0.15% +0.02% $3M
ESGU 0.14% 0.11% +0.02% $3M
THRO 4.11% 4.08% +0.02% $82M
ESGE 0.08% 0.06% +0.02% $2M
VEA 5.05% 5.03% +0.02% $100M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SFY 10.92% 12.15% -1.24% $217M
IYW 0.00% 1.06% -1.06% $55K
IVE 10.40% 10.81% -0.42% $207M
IVV 11.37% 11.45% -0.08% $226M
EFG 3.03% 3.10% -0.08% $60M
IUSB 2.82% 2.89% -0.06% $56M
SPTL 1.88% 1.91% -0.03% $37M
VMBS 1.64% 1.67% -0.03% $33M
HYDB 0.77% 0.78% -0.01% $15M
IGSB 0.09% 0.10% -0.01% $2M
BINC 0.15% 0.15% -0.00% $3M
STIP 0.16% 0.16% -0.00% $3M
IBIT 0.07% 0.07% -0.00% $1M
EMXC 0.00% 0.00% -0.00% $23K
HEFA 0.00% 0.00% -0.00% $10K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $327M 16.4%
Large Cap 25 $1.2B 59.2%
Mid Cap 11 $235M 11.8%
Small Cap 8 $249M 12.5%
Micro Cap 2 $1M 0.1%

Portfolio Analytics

Avg Market Cap
$58.2B
Median Market Cap
$13.5B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.95
# Stocks
0
# ETFs / Funds
49

Top Holdings (49 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVW 13.03% 2,104,088 $259M $123.26 $29M +198,832 +10.4%
2 IVV 11.37% 330,274 $226M $684.94 $15M +15,022 +4.8%
3 SFY 10.92% 1,643,945 $217M $132.16 -$7M -89,723 -5.2%
4 IVE 10.40% 975,625 $207M $212.07 $8M +10,708 +1.1%
5 DYNF 10.36% 3,389,851 $206M $60.81 $23M +304,280 +9.9%
6 VWO 6.93% 2,565,883 $138M $53.76 $15M +305,065 +13.5%
7 VEA 5.05% 1,608,390 $100M $62.47 $8M +60,594 +3.9%
8 BAI 4.12% 2,461,727 $82M $33.30 $22M +696,906 +39.5%
9 THRO 4.11% 2,118,592 $82M $38.56 $6M +130,944 +6.6%
10 EFV 3.90% 1,087,844 $78M $71.41 $7M +45,865 +4.4%
11 MUB 3.40% 631,789 $68M $107.11 $6M +54,010 +9.3%
12 EFG 3.03% 528,835 $60M $113.92 $3M +26,671 +5.3%
13 IUSB 2.82% 1,207,399 $56M $46.54 $3M +68,536 +6.0%
14 SHLD 2.57% 790,079 $51M $64.79 $11M +219,880 +38.6%
15 SPTL 1.88% 1,415,828 $37M $26.47 $2M +107,855 +8.2%
16 VMBS 1.64% 692,870 $33M $47.08 $2M +39,469 +6.0%
17 IAU 1.13% 277,571 $23M $81.17 $3M +12,465 +4.7%
18 HYDB 0.77% 322,409 $15M $47.35 $918K +22,529 +7.5%
19 PZA 0.56% 480,472 $11M $23.19 $1M +42,185 +9.6%
20 LCTU 0.36% 97,609 $7M $74.09 $2M +18,957 +24.1%
21 DSI 0.22% 34,308 $4M $128.83 $942K +6,692 +24.2%
22 USXF 0.17% 58,851 $3M $57.58 $701K +11,947 +25.5%
23 STIP 0.16% 30,864 $3M $102.39 $188K +2,108 +7.3%
24 BINC 0.15% 56,245 $3M $52.77 $137K +3,077 +5.8%
25 ESGU 0.14% 18,585 $3M $148.98 $652K +4,047 +27.8%
26 EUSB 0.13% 57,386 $3M $43.91 $346K +7,899 +16.0%
27 DMXF 0.10% 27,270 $2M $75.16 $351K +4,842 +21.6%
28 IGSB 0.09% 35,669 $2M $52.88 $3K +166 +0.5%
29 EAGG 0.08% 34,633 $2M $47.85 $411K +8,683 +33.5%
30 ESGE 0.08% 36,757 $2M $44.17 $473K +10,269 +38.8%
31 IGLB 0.07% 29,317 $1M $50.45 $191K +4,332 +17.3%
32 IBIT 0.07% 29,486 $1M $49.65 $86K +8,293 +39.1%
33 LCTD 0.06% 22,044 $1M $54.66 $229K +3,733 +20.4%
34 SUSC 0.05% 44,050 $1M $23.38 $223K +9,785 +28.6%
35 PAVE 0.03% 14,163 $677K $47.79 $147K +3,048 +27.4%
36 SUB 0.01% 1,141 $122K $106.71 $28K +266 +30.4%
37 IYW —% 277 $55K $199.35 -$20M -99,733 -99.7%
38 SUSB —% 1,722 $43K $25.24 $8K +308 +21.8%
39 EMXC —% 319 $23K $72.77 -$19K -300 -48.5%
40 BND —% 231 $17K $74.16 $525 +8 +3.6%
41 BSV —% 166 $13K $78.64 -$175 -2 -1.2%
42 SFYX —% 700 $11K $16.25 -$249 -23 -3.2%
43 HEFA —% 235 $10K $41.32 -$11K -284 -54.7%
44 VB —% 34 $9K $257.38 $1K +4 +13.3%
45 IEFA —% 40 $4K $88.58 +40 NEW
46 VTIP —% 55 $3K $49.62 $218 +5 +10.0%
47 HYG —% 27 $2K $81.74 $553 +7 +35.0%
48 IXC —% 41 $2K $41.85 +41 NEW
49 HYD —% 22 $1K $50.59 -$47 -1 -4.3%

New Positions

SymbolValue% Port
IEFA $4K —%
IXC $2K —%
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