Sofi Wealth
Sofi Wealth reported 61 stocks worth $2.6B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are IVW (13.0%), SFY (11.1%) and DYNF (10.3%). Compared with Q2 2026, the fund opened new positions in IEMG, IALT and MAHQX, added to IVW, SFY and DYNF, trimmed VWO, BAI and EFV and sold out of HIMU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $336M | 13.0% | 2.4M | +14K (+1%) | 8 of 8 | |
| 2 |  SFY Tidal Trust I | $288M | 11.1% | 1.9M | +49K (+3%) | 8 of 8 | |
| 3 |  DYNF Blackrock ETF Trust | $267M | 10.3% | 3.9M | +69K (+2%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $261M | 10.1% | 341K | +2,369 (+1%) | 8 of 8 | |
| 5 |  IVE Ishares TR | $244M | 9.4% | 1.1M | +30K (+3%) | 8 of 8 | |
| 6 |  CORO Ishares International Country Rotation Active ETF | $131M | 5.1% | 3.6M | +119K (+3%) | 3 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $131M | 5.0% | 2.2M | −422K (−16%) | 8 of 8 | |
| 8 |  BAI Blackrock ETF Trust | $122M | 4.7% | 2.6M | −41K (−2%) | 5 of 8 | |
| 9 |  IUSB Ishares Core | $118M | 4.6% | 2.7M | +1.1M (+66%) | 8 of 8 | |
| 10 |  THRO Blackrock ETF Trust | $108M | 4.2% | 2.4M | +34K (+1%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HIMU Ishares High | $19K | 376 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sofi Wealth 13F FAQ
What does Sofi Wealth own?
Sofi Wealth reported 61 stocks worth $2.6B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are IVW (13.0%), SFY (11.1%) and DYNF (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Sofi Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 28 added to, 21 trimmed and 1 sold out. New positions include IEMG, IALT and MAHQX. It sold all of HIMU.
When will Sofi Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sofi Wealth's portfolio worth?
The Q3 2026 filing reports $2.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.