SOFI WEALTH, LLC

Comprehensive Analysis of SOFI WEALTH, LLC 13F Filing

1. Portfolio Overview

Sofi Wealth, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 294.2%, growing from $508.72 million to $2.01 billion. This rapid growth indicates substantial net capital inflows or a consolidation of reporting entities, as the number of holdings expanded to 50 distinct securities.

The portfolio is charact...