Sofi Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists 61 separate holdings, managed under the firm's discretion.
The report identifies Candice Gilman as the Chief Compliance Officer responsible for the filing, which was signed on October 20, 2026. The firm's address is listed as 234 1st St, San Francisco, CA 94104.
The portfolio is dominated by large-cap exchange-traded funds (ETFs), with several funds holding significant positions. The Tidal ETF Trust SOFI Select 500 is the largest holding, with 288,078,938 shares. Other prominent ETFs include the BlackRock ETF Trust iShares US Equity with 267,397,215 shares, the iShares Core S&P 500 ETF with 260,794,793 shares, and the iShares S&P 500 Growth ETF with 336,113,760 shares.
The filing also includes a variety of other investment vehicles. Notable entries include the BlackRock Total Return Fund Institutional with 3,669,799 shares, the Vanguard International Equity Index Fund FTSE EMR MKT ETF with 130,550,072 shares, and the iShares Core MSCI EAFE ETF with 49,668,983 shares. The portfolio also holds positions in funds focused on specific themes, such as the Global X Funds US Infrastructure Development ETF and the Global X Funds Defense Tech ETF.
