Filer Snapshot

SOFI WEALTH, LLC

CIK 0001925582. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

19

Latest Filing

05 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 05 May 2026 for CIK 0001925582.

View Source Filing
Business address
234 1 St St, San Francisco, CA, 94104
Top securities (13F)
IVW, SFY, IVV, DYNF, IVE, VWO, CORO, BAI, THRO, VEA, IUSB, EFV, MUB, SHLD, PZA, EFG, VMBS, SPTL, IAU, and LCTU

Filer intelligence

What SEC filings say about SOFI WEALTH, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $2.08B across 52 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVW at $254.4M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 52 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 05 May 2026

IVW

12.3%

Ishares Tr

$254.4M

SFY

10.6%

Tidal Etf Tr

$218.98M

IVV

10.1%

Ishares Tr

$210.38M

DYNF

10.1%

Blackrock Etf Trust

$210.19M

IVE

10%

Ishares Tr

$206.92M

Latest update

What changed recently for SOFI WEALTH, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 05 May 2026.

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Benchmark Context

Benchmark context for this company

SOFI WEALTH, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

SOFI WEALTH, LLC has filed 19 SEC EDGAR filings since 16 May 2022. Common forms include 13F-HR, N-PX.

SOFI WEALTH, LLC SEC filings SOFI WEALTH, LLC 13F portfolio

Latest Filings

Recent SEC filings for SOFI WEALTH, LLC with direct links to document and filing folders.

13F-HR File 028-22510

13F-HR filing

Filing date
05 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-22510

13F-HR filing

Filing date
30 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-22510

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-22510

N-PX filing

Filing date
11 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-22510

13F-HR filing

Filing date
11 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-22510

13F-HR filing

Filing date
21 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-22510

13F-HR filing

Filing date
04 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-22510

13F-HR filing

Filing date
29 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-22510

13F-HR filing

Filing date
18 Jul 2024
Reporting date
30 Jun 2024
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N-PX File 028-22510

N-PX filing

Filing date
11 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-22510

13F-HR filing

Filing date
07 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-22510

13F-HR filing

Filing date
24 Jan 2024
Reporting date
31 Dec 2023
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13F-HR File 028-22510

13F-HR filing

Filing date
24 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-22510

13F-HR filing

Filing date
03 Aug 2023
Reporting date
30 Jun 2023
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13F-HR File 028-22510

13F-HR filing

Filing date
14 Apr 2023
Reporting date
31 Mar 2023
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13F-HR File 028-22510

13F-HR filing

Filing date
08 Feb 2023
Reporting date
31 Dec 2022
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13F-HR File 028-22510

13F-HR filing

Filing date
19 Oct 2022
Reporting date
30 Sep 2022
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13F-HR File 028-22510

13F-HR filing

Filing date
25 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-22510

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
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About this filer

SOFI WEALTH, LLC files with the SEC under CIK 0001925582. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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