SOFI WEALTH, LLC - Portfolio overview

SOFI WEALTH, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 12.26%
2. SFY - TIDAL ETF TR, 10.55%
3. IVV - ISHARES TR, 10.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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