Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sofi Wealth, Llc > Profile

Instuitional Investor - Sofi Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Sofi Wealth, Llc
Portfolio Value $2,484,904,438
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,349,051 $323,065,034 13%
2.
Tidal Etf Tr
 1,826,226 $271,870,307 10.94%
3.
Blackrock Etf Trust
 DYNF 3,791,928 $257,889,017 10.38%
4.
Ishares Trust
 IEF 338,161 $253,245,458 10.19%
5.
Ishares Trust
 IEF 1,038,423 $235,784,423 9.49%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.