DOSSIER · 13F-HR · Q1 2026
SOFI WEALTH, LLC
SOFI WEALTH's pension fund based in Greenwich, CT — $2.1B in tracked AUM across 52 positions as of Q1 2026.
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SOFI WEALTH·Greenwich, CT·Pension Fund
CIK 0001925582 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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