SEC Form 13F · Q1 2026

SOFI WEALTH, LLC

Institutional Holdings Report

13F-HRCA
$2.1B
Portfolio Value
52
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
SOFI WEALTH, LLC
CIK
1925582
Accession No.
0001398344-26-008352
Location
SAN FRANCISCO, CA
Form Type
13F-HR
Portfolio Value
$2.1B
Holdings Reported
52
Reporting Period
Q1 2026
Filed
May 5, 2026

About this Filing

SOFI WEALTH, LLC is an institutional investment manager based in SAN FRANCISCO, CA reporting approximately $2.1B in 13(f) securities across 52 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.