13FBOX
SOFI WEALTH, LLC · 13F Holdings
Options Calculator Rankings

SOFI WEALTH, LLC

No.1537 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.48B
QoQ Change Q1 2026
+$409.5M+19.7%
Holdings
52
New Buys
0
Adds
36
Reduces
16
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVW
13%12.26%$323.1M2.3M$254.4M2.2M+99,882+4.44%Add
SSOFI SELECT 500 ETFSFY
10.94%10.55%$271.9M1.8M$219.0M1.8M+71,873+4.10%Add
BBLACKROCK ETF TRUSTDYNF
10.38%10.13%$257.9M3.8M$210.2M3.6M+179,167+4.96%Add
IISHARES TRIVV
10.19%10.14%$253.2M338,161$210.4M322,074+16,087+4.99%Add
IISHARES S&PIVE
9.49%9.97%$235.8M1.0M$206.9M979,965+58,458+5.97%Add
VVANGUARD FSTEVWO
6.3%6.49%$156.6M2.6M$134.8M2.5M+129,493+5.19%Add
BBLACKROCK ETF TRUSTBAI
5.59%4.13%$138.9M2.6M$85.8M2.6M+32,953+1.27%Add
BBLACKROCK ETF TRUSTCORO
5.13%5.13%$127.4M3.5M$106.5M3.3M+169,719+5.12%Add
BBLACKROCK ETF TRUSTTHRO
4.18%4.02%$104.0M2.4M$83.5M2.3M+106,354+4.61%Add
VVANGUARD FTSEVEA
3.6%3.69%$89.4M1.3M$76.6M1.2M+60,102+5.03%Add
IISHARES TREFV
3.11%3.43%$77.4M1.0M$71.1M956,754+53,810+5.62%Add
IISHARES TRIUSB
3%3.46%$74.6M1.6M$71.8M1.6M+62,139+4.00%Add
IISHARES TRGVI
2.89%3.18%$71.7M666,493$65.9M620,897+45,596+7.34%Add
IINVESCO EXCH TRADED FD TR IIPZA
2.04%2.2%$50.8M2.2M$45.6M2.0M+175,595+8.85%Add
IISHARES TREFG
2%2.03%$49.6M398,975$42.2M378,729+20,246+5.35%Add
GGLOBAL X FDSSHLD
1.98%2.54%$49.2M823,592$52.7M744,037+79,555+10.69%Add
VVANGUARD SCOTTSDALE FDSVMBS
1.63%1.88%$40.6M867,101$39.1M832,475+34,626+4.16%Add
SSPDR SERIES TRUSTSPTL
1.29%1.44%$32.0M1.2M$30.0M1.1M+81,968+7.20%Add
IISHARES GOLD TRIAU
0.8%1.02%$19.9M263,368$21.3M241,110+22,258+9.23%Add
BBLACKROCK ETF TRUSTLCTU
0.48%0.41%$11.9M148,576$8.5M121,482+27,094+22.30%Add
IISHARES TRDSI
0.3%0.25%$7.4M52,019$5.2M42,790+9,229+21.57%Add
IISHARES TRUSXF
0.25%0.2%$6.1M87,855$4.1M73,467+14,388+19.58%Add
IISHARES TRITOT
0.17%0.16%$4.3M26,173$3.3M23,132+3,041+13.15%Add
IISHARES TREUSB
0.16%0.16%$4.1M93,698$3.4M78,641+15,057+19.15%Add
IISHARES TRDMXF
0.15%0.12%$3.6M43,134$2.5M33,590+9,544+28.41%Add
IISHARES TRSTIP
0.14%0.17%$3.4M33,591$3.5M33,576+15+0.04%Add
BBLACKROCK ETF TRUST IIBINC
0.14%0.16%$3.4M64,254$3.3M64,122+132+0.21%Add
IISHARES INCESGE
0.13%0.1%$3.2M59,148$2.2M47,363+11,785+24.88%Add
IISHARES SYSTEMATIC BOND ETFSYSB
0.1%0.12%$2.4M27,372$2.5M27,556-184-0.67%Reduce
IISHARES ESG AWARE US AGGREGATE BOND ETFEAGG
0.09%0.1%$2.4M49,790$2.1M45,186+4,604+10.19%Add
IISHARES BITCOIN TRUST ETFIBIT
0.09%0.09%$2.1M64,074$1.9M50,060+14,014+27.99%Add
BBLACKROCK ETF TRUSTLCTD
0.08%0.07%$1.9M33,437$1.5M26,559+6,878+25.90%Add
IISHARES TRICVT
0.07%0.08%$1.8M14,733$1.6M15,308-575-3.76%Reduce
IISHARES TRIBDU
0.06%0.06%$1.4M61,965$1.3M56,392+5,573+9.88%Add
GGLOBAL X FDSPAVE
0.04%0.04%$1.1M18,666$841,27116,557+2,109+12.74%Add
VVANGUARD TOTALBND
<0.01%<0.01%$81,9671,117$3,75551+1,066+2,090.20%Add
IISHARES TRSUSB
<0.01%<0.01%$65,1942,609$65,7372,623-14-0.53%Reduce
IISHARES U.S. TECHNOLOGY ETFIYW
<0.01%<0.01%$42,042167$50,753280-113-40.36%Reduce
IISHARES TRIEFA
<0.01%<0.01%$41,008425$2,40827+398+1,474.07%Add
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
<0.01%<0.01%$20,070196$24,441311-115-36.98%Reduce
IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU
<0.01%<0.01%$18,711376$23,177483-107-22.15%Reduce
IiShares High Yield Systematic Bond ETFHYDB
<0.01%<0.01%$15,815338$31,489677-339-50.07%Reduce
VVANGUARD BD INDEX FDSBSV
<0.01%<0.01%$10,152130$7,60197+33+34.02%Add
IISHARES CURRENCY HEDGED MSCI EAFE ETFHEFA
<0.01%<0.01%$7,279155$10,054237-82-34.60%Reduce
VVANGUARD INDEX FDSVB
<0.01%<0.01%$6,02420$6,62725-5-20.00%Reduce
IISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB
<0.01%<0.01%$5,917118$6,037122-4-3.28%Reduce
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
<0.01%<0.01%$2,54349$9,664184-135-73.37%Reduce
IISHARES TRGVI
<0.01%<0.01%$2,32522$3,17630-8-26.67%Reduce
IISHARES TRHYG
<0.01%<0.01%$1,06613$1,13914-1-7.14%Reduce
IISHARES GLOBAL ENERGY ETFIXC
<0.01%<0.01%$92719$2,93051-32-62.75%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow