Arkolith/Funds/Sofi Wealth, LLC

Sofi Wealth, LLC

CIK 1925582Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Sofi Wealth, LLC holds a focused book of 52 stocks worth $2.5B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Sofi Next 500 ETF and trimmed Ishares Systematic Bond ETF. Their largest long position is Ishares S&P 500 Growth ETF at 13% of the equity book.

Opened
1
bought for the first time
Added to
36
already held, bought more
Trimmed
16
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
79%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Financials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Sofi Wealth, LLC

Manager / fundShared namesTheir $ in those
JPMORGAN CHASE & CO52 / 52$52.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO52 / 52$51.2B
ASSETMARK, INC52 / 52$5.2B
CWM, LLC52 / 52$5.1B
OSAIC HOLDINGS, INC.52 / 52$4.3B
NewEdge Advisors, LLC52 / 52$3.4B
Rockefeller Capital Management L.P.52 / 52$2.5B
Integrated Wealth Concepts LLC52 / 52$2.0B

Ranked by how many of Sofi Wealth, LLC's top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

52 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
S&P 500 GRWT ETF
$323.1M2.35M
13.0%
▲+4.4%
Added · +100K sh
2Tidal ETF TR
SOFI SELECT 500
$271.9M1.83M
10.9%
▲+4.1%
Added · +72K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$257.9M3.79M
10.4%
▲+5.0%
Added · +179K sh
4Ishares TR
CORE S&P500 ETF
$253.2M338.2K
10.2%
▲+5.0%
Added · +16K sh
5Ishares TR
S&P 500 VAL ETF
$235.8M1.04M
9.5%
▲+6.0%
Added · +58K sh
6Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$156.6M2.62M
6.3%
▲+5.2%
Added · +129K sh
7BlackRock ETF Trust
ISHARES A I INNO
$138.9M2.64M
5.6%
▲+1.3%
Added · +33K sh
8Ishares TR
ISHARES INTL CTR
$127.4M3.48M
5.1%
▲+5.1%
Added · +170K sh
9BlackRock ETF Trust
ISHARES US THEMA
$104.0M2.41M
4.2%
▲+4.6%
Added · +106K sh
10Vanguard Tax-Managed Intl FD
FTSE DEV MKT ETF
$89.4M1.25M
3.6%
▲+5.0%
Added · +60K sh
11Ishares TR
EAFE VALUE ETF
$77.4M1.01M
3.1%
▲+5.6%
Added · +54K sh
12Ishares TR
CORE TOTAL USD
$74.6M1.62M
3.0%
▲+4.0%
Added · +62K sh
13Ishares TR
NATIONAL MUN ETF
$71.7M666.5K
2.9%
▲+7.3%
Added · +46K sh
14Invesco Exch Traded FD TR II
NATL AMT MUNI
$50.8M2.16M
2.0%
▲+8.8%
Added · +176K sh
15Ishares TR
EAFE GRWTH ETF
$49.6M399.0K
2.0%
▲+5.3%
Added · +20K sh
16Global X FDS
DEFENSE TECH ETF
$49.2M823.6K
2.0%
▲+11%
Added · +80K sh
17Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$40.6M867.1K
1.6%
▲+4.2%
Added · +35K sh
18SPDR Ser TR
PORTFOLIO LN TSR
$32.0M1.22M
1.3%
▲+7.2%
Added · +82K sh
19Ishares Gold TR
ISHARES NEW
$19.9M263.4K
0.8%
▲+9.2%
Added · +22K sh
20BlackRock ETF Trust
US CARBON TRANS
$11.9M148.6K
0.5%
▲+22%
Added · +27K sh
21Ishares TR
MSCI KLD400 SOC
$7.4M52.0K
0.3%
▲+22%
Added · +9K sh
22Ishares TR
ESG MSCI USA ETF
$6.1M87.9K
0.2%
▲+20%
Added · +14K sh
23Ishares TR
ESG AWR MSCI USA
$4.3M26.2K
0.2%
▲+13%
Added · +3K sh
24Ishares TR
ESG ADV TTL USD
$4.1M93.7K
0.2%
▲+19%
Added · +15K sh
25Ishares TR
ESG EAFE ETF
$3.6M43.1K
0.1%
▲+28%
Added · +10K sh
26Ishares TR
0-5 YR TIPS ETF
$3.4M33.6K
0.1%
▲~0%
Added · +15 sh
27BlackRock ETF Trust II
ISHARES FLEXIBLE
$3.4M64.3K
0.1%
▲+0.2%
Added · +132 sh
28Ishares Inc
ESG AWR MSCI EM
$3.2M59.1K
0.1%
▲+25%
Added · +12K sh
29Ishares TR
SYSTEMATIC BD ET
$2.4M27.4K
0.1%
▼−0.7%
Reduced · −184 sh
30Ishares TR
ESG AWR US AGRGT
$2.4M49.8K
0.1%
▲+10%
Added · +5K sh
31Ishares Bitcoin Trust ETF
SHS BEN INT
$2.1M64.1K
0.1%
▲+28%
Added · +14K sh
32BlackRock ETF Trust
WORLD EX US CARB
$1.9M33.4K
0.1%
▲+26%
Added · +7K sh
33Ishares TR
CONV BD ETF
$1.8M14.7K
0.1%
▼−3.8%
Reduced · −575 sh
34Ishares TR
ESG AWRE USD ETF
$1.4M62.0K
0.1%
▲+9.9%
Added · +6K sh
35Global X FDS
US INFR DEV ETF
$1.1M18.7K
0.0%
▲+13%
Added · +2K sh
36Vanguard BD Index FDS
TOTAL BND MRKT
$82K1.1K
0.0%
▲22×
Added · +1K sh
37Ishares TR
ESG AWRE 1 5 YR
$65K2.6K
0.0%
▼−0.5%
Reduced · −14 sh
38Ishares TR
U.S. TECH ETF
$42K167
0.0%
▼−40%
Reduced · −113 sh
39Ishares TR
CORE MSCI EAFE
$41K425
0.0%
▲16×
Added · +398 sh
40Ishares Inc
MSCI EMRG CHN
$20K196
0.0%
▼−37%
Reduced · −115 sh
41BlackRock ETF Trust II
ISHARES HIGH YIE
$19K376
0.0%
▼−22%
Reduced · −107 sh
42Ishares TR
HIGH YLD SYSTM B
$16K338
0.0%
▼−50%
Reduced · −339 sh
43Vanguard BD Index FDS
SHORT TRM BOND
$10K130
0.0%
▲+34%
Added · +33 sh
44Ishares TR
HDG MSCI EAFE
$7K155
0.0%
▼−35%
Reduced · −82 sh
45Vanguard Index FDS
SMALL CP ETF
$6K20
0.0%
▼−20%
Reduced · −5 sh
46Ishares TR
10+ YR INVST GRD
$6K118
0.0%
▼−3.3%
Reduced · −4 sh
47Ishares TR
ISHS 1-5YR INVS
$3K49
0.0%
▼−73%
Reduced · −135 sh
48Ishares TR
SHRT NAT MUN ETF
$2K22
0.0%
▼−27%
Reduced · −8 sh
49Ishares TR
IBOXX HI YD ETF
$1K13
0.0%
▼−7.1%
Reduced · −1 sh
50Ishares TR
GLOBAL ENERG ETF
$92719
0.0%
▼−63%
Reduced · −32 sh
Showing 50 of 52 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202652$2.5B13F-HR
Q1 2026Mar 31, 2026May 5, 202652$2.1B13F-HR
Q4 2025Dec 31, 2025Jan 30, 202650$2.0B13F-HR
Q3 2025Sep 30, 2025Oct 22, 202548$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 11, 202546$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 21, 202540$1.3B13F-HR
Q4 2024Dec 31, 2024Feb 4, 202540$1.5B13F-HR
Q3 2024Sep 30, 2024Oct 29, 202411$1.4B13F-HR
Q2 2024Jun 30, 2024Jul 18, 202411$1.2B13F-HR
Q1 2024Mar 31, 2024May 7, 202411$1.1B13F-HR
Q4 2023Dec 31, 2023Jan 24, 202411$933.1M13F-HR
Q3 2023Sep 30, 2023Oct 24, 202311$820.1M13F-HR
Q2 2023Jun 30, 2023Aug 3, 202311$810.1M13F-HR
Q1 2023Mar 31, 2023Apr 14, 202311$742.1M13F-HR
Q4 2022Dec 31, 2022Feb 8, 202311$664.4M13F-HR
Q3 2022Sep 30, 2022Oct 19, 202211$597.4M13F-HR
Q2 2022Jun 30, 2022Jul 25, 202211$597.3M13F-HR
Q1 2022Mar 31, 2022May 16, 202211$659.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.