SOFI Wealth, LLC ETF holdings
San Francisco, CA
Reported $2.5B in 52 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.5B
ETFs held
52
Change from prior quarter
+19.7%
With price moves
ETFs as a share of its 13F
100.0%
of $2.5B
Top 10 of 52 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $323.1M | 2,349,051 | +99,882 shares |
| SFY | SoFi Select 500 ETF | $271.9M | 1,826,226 | +71,873 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $257.9M | 3,791,928 | +179,167 shares |
| IVV | iShares Core S&P 500 ETF | $253.2M | 338,161 | +16,087 shares |
| IVE | iShares S&P 500 Value ETF | $235.8M | 1,038,423 | +58,458 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $156.6M | 2,623,074 | +129,493 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $138.9M | 2,635,605 | +32,953 shares |
| CORO | iShares International Country Rotation Active ETF | $127.4M | 3,481,503 | +169,719 shares |
| THRO | iShares U.S. Thematic Rotation Active ETF | $104.0M | 2,412,030 | +106,354 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $89.4M | 1,254,919 | +60,102 shares |
42 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001925582. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does SOFI Wealth, LLC own?
SOFI Wealth, LLC reported 52 ETF positions worth $2.5B in its Form 13F for June 30, 2026. The largest was IVW, at $323.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.