1y return+20.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $130 against $127 in the S&P 500.2
Sofi Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVWIshares Tr | $323.1M | 13.0% | +4.4% |
| SFYTidal Etf Tr | $271.9M | 10.9% | +4.1% |
| DYNFBlackrock Etf Trust | $257.9M | 10.4% | +5.0% |
| IVVIshares Tr | $253.2M | 10.2% | +5.0% |
| IVEIshares Tr | $235.8M | 9.5% | +6.0% |
| VWOVanguard Intl Equity Index F | $156.6M | 6.3% | +5.2% |
| BAIBlackrock Etf Trust | $138.9M | 5.6% | +1.3% |
| COROIshares Tr | $127.4M | 5.1% | +5.1% |
| THROBlackrock Etf Trust | $104.0M | 4.2% | +4.6% |
| VEAVanguard Tax-managed Intl Fd | $89.4M | 3.6% | +5.0% |
| EFVIshares Tr | $77.4M | 3.1% | +5.6% |
| IUSBIshares Tr | $74.6M | 3.0% | +4.0% |
| MUBIshares Tr | $71.7M | 2.9% | +7.3% |
| PZAInvesco Exch Traded Fd Tr II | $50.8M | 2.0% | +8.9% |
| EFGIshares Tr | $49.6M | 2.0% | +5.3% |
| SHLDGlobal X Fds | $49.2M | 2.0% | +10.7% |
| VMBSVanguard Scottsdale Fds | $40.6M | 1.6% | +4.2% |
| SPTLSpdr Ser Tr | $32.0M | 1.3% | +7.2% |
| IAUIshares Gold Tr | $19.9M | 0.8% | +9.2% |
| LCTUBlackrock Etf Trust | $11.9M | 0.5% | +22.3% |
| DSIIshares Tr | $7.4M | 0.3% | +21.6% |
| USXFIshares Tr | $6.1M | 0.2% | +19.6% |
| ESGUIshares Tr | $4.3M | 0.2% | +13.1% |
| EUSBIshares Tr | $4.1M | 0.2% | +19.1% |
| DMXFIshares Tr | $3.6M | 0.1% | +28.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EMXCIshares Inc | December 31, 2024 | +84.5% | $20K |
| ESGEIshares Inc | December 31, 2024 | +63.8% | $3.2M |
| IYWIshares Tr | December 31, 2024 | +58.1% | $42K |
| BAIBlackrock Etf Trust | September 30, 2025 | +54.3% | $138.9M |
| VEAVanguard Tax-managed Intl Fd | March 31, 2022 | +48.3% | $89.4M |
| EFVIshares Tr | December 31, 2024 | +45.9% | $77.4M |
| PAVEGlobal X Fds | December 31, 2024 | +45.8% | $1.1M |
| USXFIshares Tr | December 31, 2024 | +39.7% | $6.1M |
| SFYTidal Etf Tr | December 31, 2024 | +36.8% | $271.9M |
| IVWIshares Tr | December 31, 2024 | +35.5% | $323.1M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +6.6% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sofi Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1925582&type=13F-HR&dateb=&owner=include&count=40CIK 1925582
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1925582/000139834426013880/Filed August 10, 2026 · accession 0001398344-26-013880