Sofi Wealth, LLC
SoFi Wealth LLC is an SEC-registered investment adviser based in San Francisco, California. Founded in 2013, the firm primarily provides investment advisory and automated investing (robo-adviser) services to individual investors, leveraging digital platforms. The company is affiliated with Social Finance Inc. (SoFi), a leading online financial services provider. SoFi Wealth manages portfolios for a large client base—predominantly retail investors—and operates with approximately 70–80 employees.
Investment Strategy
SoFi Wealth LLC offers automated investing and advisory services, primarily targeting individual investors through a digital platform. Their investment approach centers on diversified portfolio allocation using exchange traded funds (ETFs), including proprietary SoFi-branded ETFs and third-party ETFs. The investment committee seeks to provide optimized, personalized portfolios based on client risk profiles and financial goals. SoFi Wealth leverages technology for efficient portfolio management, automatic rebalancing, and transparent fee structures, with a focus on cost-effective, long-term client outcomes. The firm has also used its managed client assets to seed proprietary ETFs as part of its product strategy.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 12.39% | $230.0M | 1,905,256 | $93.73 | $120.72 | +$17.0M |
S SFY | TIDAL ETF TR | 12.06% | $224.0M | 1,733,668 | $108.93 | $129.19 | +$16.8M |
I IVV | ISHARES TR | 11.36% | $211.0M | 315,252 | $565.80 | $669.30 | +$57.9K |
I IVE | ISHARES TR | 10.73% | $199.3M | 964,917 | $191.07 | $206.51 | +$13.2M |
D DYNF | BLACKROCK ETF TRUST | 9.84% | $182.7M | 3,085,571 | $50.80 | $59.20 | +$43.6M |