Sofi Wealth, LLC
Net buyer this quarter
$2.48B
8
+$22.2M
18.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SFY | $272M | 10.94% | 35.75% | +4.1% | Q4 2024 |
 THRO | $104M | 4.18% | 30.53% | +4.6% | Q2 2025 |
 SHLD | $49.2M | 1.98% | 0.75% | +10.7% | Q3 2025 |
| IAU | $19.9M | 0.80% | 0.03% | +9.2% | Q2 2025 |
| IBIT | $2.13M | 0.09% | 0.00% | +28.0% | Q2 2025 |
| EMXC | $20.1K | 0.00% | Not reported | -37.0% | Q4 2024 |
 BSVN | $10.2K | 0.00% | 0.00% | +34.0% | Q1 2022 |
| IGLB | $5.92K | 0.00% | Not reported | -3.3% | Q4 2024 |
| Q1 2026 | |||||
| SFY | $219M | 10.55% | 34.35% | +6.7% | Q4 2024 |
| THRO | $83.5M | 4.02% | 29.19% | +8.8% | Q2 2025 |
| SHLD | $52.7M | 2.54% | 0.68% | -5.8% | Q3 2025 |
| IAU | $21.3M | 1.02% | 0.03% | -13.1% | Q2 2025 |
| IBIT | $1.92M | 0.09% | 0.00% | +69.8% | Q2 2025 |
| EMXC | $24.4K | 0.00% | Not reported | -2.5% | Q4 2024 |
| BSVN | $7.6K | 0.00% | 0.00% | -41.6% | Q1 2022 |
| IGLB | $6.04K | 0.00% | Not reported | -99.6% | Q4 2024 |
| Q4 2025 | |||||
| SFY | $217M | 10.84% | 32.19% | -5.2% | Q4 2024 |
| THRO | $81.7M | 4.07% | 26.82% | +6.6% | Q2 2025 |
| SHLD | $51.2M | 2.55% | 0.72% | +38.6% | Q3 2025 |
| IAU | $22.5M | 1.12% | 0.03% | +4.7% | Q2 2025 |
| IGLB | $1.48M | 0.07% | Not reported | +17.3% | Q4 2024 |
| IBIT | $1.46M | 0.07% | 0.00% | +39.1% | Q2 2025 |
| EMXC | $23.2K | 0.00% | Not reported | -48.5% | Q4 2024 |
| BSVN | $13.1K | 0.00% | 0.00% | -1.2% | Q1 2022 |
| Q3 2025 | |||||
| SFY | $224M | 12.06% | 33.94% | -1.2% | Q4 2024 |
| THRO | $75.3M | 4.05% | 25.16% | +5.5% | Q2 2025 |
| SHLD | $40.1M | 2.16% | 0.52% | New | Q3 2025 |
| IAU | $19.3M | 1.04% | 0.03% | +140.2% | Q2 2025 |
| IBIT | $1.38M | 0.07% | 0.00% | +39.7% | Q2 2025 |
| IGLB | $1.29M | 0.07% | Not reported | +39.2% | Q4 2024 |
| EMXC | $41.8K | 0.00% | Not reported | -99.9% | Q4 2024 |
| BSVN | $13.2K | 0.00% | 0.00% | -27.6% | Q1 2022 |