Latest SOFI WEALTH, LLC Stock Portfolio

About SOFI WEALTH, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, SOFI WEALTH, LLC reported an equity portfolio of $1.4 Billions as of 30 Sep, 2024.

The top stock holdings of SOFI WEALTH, LLC are ACSI, VEA, VEU. The fund has invested 50.1% of it's portfolio in TIDAL ETF TR and 20.1% of portfolio in VANGUARD TAX-MANAGED INTL FD.

The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD BD INDEX FDS (BIV) and VANGUARD MALVERN FDS (VTIP).

New Buys

No new stocks were added by SOFI WEALTH, LLC

Additions

Ticker	% Inc.
ishares tr	12.79
vanguard bd index fds	12.45
vanguard malvern fds	11.48
vanguard bd index fds	10.85
ishares tr	9.55
vaneck etf tr	9.36
vanguard tax-managed intl fd	8.69
tidal etf tr	8.61

Additions to existing portfolio by SOFI WEALTH, LLC

Reductions

None of the existing positions were reduced by SOFI WEALTH, LLC

Sold off

None of the stocks were completely sold off by SOFI WEALTH, LLC

SOFI WEALTH, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SOFI WEALTH, LLC

Last Reported on: 29 Oct, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	3.88	485,236	52,711,200	added	9.55

AAXJ	ishares tr	0.39	66,469	5,337,430	added	12.79

ACSI	tidal etf tr	50.11	32,770,600	680,974,000	added	6.97

ACSI	tidal etf tr	5.72	5,445,230	77,687,700	added	8.61

BIV	vanguard bd index fds	5.07	917,388	68,905,000	added	12.45

BIV	vanguard bd index fds	3.88	670,876	52,791,300	added	10.85

BUZZ	vaneck etf tr	0.32	83,338	4,422,740	added	9.36

VB	vanguard index fds	2.88	164,703	39,069,100	added	7.83

VEA	vanguard tax-managed intl fd	20.06	5,161,230	272,565,000	added	8.69

VEU	vanguard intl equity index f	6.98	1,981,620	94,820,800	added	8.4

VTIP	vanguard malvern fds	0.71	196,342	9,681,600	added	11.48