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Home > Institutional Investor > Sofi Wealth, Llc > 13F Holdings

Instuitional Investor - Sofi Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 2,249,169 $254,403,465 12.26%
2.
Tidal Etf Tr
 1,754,353 $218,978,340 10.55%
3.
Ishares Trust
 IEF 322,074 $210,381,767 10.14%
4.
Blackrock Etf Trust
 3,612,761 $210,190,451 10.13%
5.
Ishares Trust
 IEF 979,965 $206,919,651 9.97%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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