SOFI WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$1.36B
Signature - Title
Candice Gilman - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by SOFI WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SOFI WEALTH, LLC reported 11 stock holdings with total value $1.36B as of Q3 2024. Top holdings included SFY, VEA, VWO, SFYX, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 11 $1.36B +$102M $0 +$102M SFY, VEA, VWO, SFYX, BND 13F-HR 10/29/2024, 03:58 PM
Q2 2024 11 $1.19B +$86.2M $0 +$86.2M SFY, VEA, VWO, SFYX, BND 13F-HR 7/18/2024, 05:23 PM
Q1 2024 11 $1.08B +$80.2M $0 +$80.2M SFY, VEA, VWO, SFYX, BND 13F-HR 5/7/2024, 02:58 PM
Q4 2023 11 $933M +$38.4M $0 +$38.4M SFY, VEA, VWO, SFYX, BND 13F-HR 1/24/2024, 05:03 PM
Q3 2023 11 $820M +$36.2M -$24.8K +$36.2M SFY, VEA, VWO, SFYX, BND 13F-HR 10/24/2023, 09:46 AM
Q2 2023 11 $810M +$32.1M $0 +$32.1M SFY, VEA, VWO, SFYX, BND 13F-HR 8/3/2023, 03:31 PM
Q1 2023 11 $742M +$33.8M $0 +$33.8M SFY, VEA, VWO, SFYX, MUB 13F-HR 4/14/2023, 11:03 AM
Q4 2022 11 $664M +$29.4M $0 +$29.4M SFY, VEA, VWO, MUB, SFYX 13F-HR 2/8/2023, 10:25 AM
Q3 2022 11 $597M +$33.3M $0 +$33.3M SFY, VEA, VWO, MUB, SFYX 13F-HR 10/19/2022, 01:47 PM
Q2 2022 11 $597M +$40.5M $0 +$40.5M SFY, VEA, VWO, MUB, SFYX 13F-HR 7/25/2022, 10:12 AM
Q1 2022 11 $659M $0 $0 SFY, VEA, VWO, SFYX, MUB 13F-HR 5/16/2022, 10:14 AM