Managers / Q4 2024 · view latest →
SOFI WEALTH, LLC
CIK 0001925582 · 234 1ST ST, SAN FRANCISCO, CA, 94104 · 855-525-7634
Reported Value
$1.5B
Q4 2024
Positions
40
Filings on Record
17
2019–present window
Filed
Feb 4, 2025
original filing
Summary
Sofi Wealth, Llc reported $1.5B in U.S.-listed holdings across 40 positions for Q4 2024.
Compared with Q3 2024, the fund opened 30 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.1B | 52 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.0B | 50 | Jan 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.9B | 48 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.6B | 46 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 40 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.5B | 40 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.4B | 11 | Oct 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.2B | 11 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 11 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $933M | 11 | Jan 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $820M | 11 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $810M | 11 | Aug 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $742M | 11 | Apr 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $664.4B | 11 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $597M | 11 | Oct 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $597M | 11 | Jul 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $659M | 11 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.