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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SOFI WEALTH, LLC

Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001398344-25-019532

Total Value
$1.86B
Positions
48
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (48)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642873091,905,256$230.0M12.39%
2TIDAL ETF TR8863641731,733,668$224.0M12.06%
3ISHARES TR464287200315,252$211.0M11.36%
4ISHARES TR464287408964,917$199.3M10.73%
5BLACKROCK ETF TRUSTBLK3,085,571$182.7M9.84%
6VANGUARD INTL EQUITY INDEX F9220428582,260,818$122.5M6.60%
7VANGUARD TAX-MANAGED INTL FD9219438581,547,796$92.7M4.99%
8BLACKROCK ETF TRUSTBLK1,987,648$75.3M4.05%
9ISHARES TR4642888771,041,979$70.7M3.81%
10ISHARES TR464288414577,779$61.5M3.31%
11BLACKROCK ETF TRUSTBLK1,764,821$60.3M3.25%
12ISHARES TR464288885502,164$57.2M3.08%
13ISHARES TR46434V6131,138,863$53.2M2.86%
14GLOBAL X FDS37960A529570,199$40.1M2.16%
15SPDR SER TR78464A6641,307,973$35.2M1.90%
16VANGUARD SCOTTSDALE FDS92206C771653,401$30.7M1.65%
17ISHARES TR464287721100,010$19.6M1.05%
18ISHARES GOLD TRIAU265,106$19.3M1.04%
19ISHARES TR46435G250299,880$14.3M0.77%
20BLACKROCK ETF TRUST IIBLK286,896$14.1M0.76%
21INVESCO EXCH TRADED FD TR IIIVZ438,287$10.1M0.55%
22BLACKROCK ETF TRUSTBLK78,652$5.7M0.31%
23ISHARES TR46428857027,616$3.5M0.19%
24ISHARES TR46429B74728,756$3.0M0.16%
25BLACKROCK ETF TRUST IIBLK53,168$2.8M0.15%
26ISHARES TR46436E76746,904$2.7M0.14%
27ISHARES TR46436E61949,487$2.2M0.12%
28ISHARES TR46435G42514,538$2.1M0.11%
29ISHARES TR46428864635,503$1.9M0.10%
30ISHARES TR46436E75922,428$1.7M0.09%
31ISHARES BITCOIN TRUST ETFIBIT21,193$1.4M0.07%
32ISHARES TR46428951124,985$1.3M0.07%
33ISHARES TR46435U54925,950$1.2M0.07%
34ISHARES INC46434G86326,488$1.2M0.06%
35BLACKROCK ETF TRUSTBLK18,311$975,8000.05%
36ISHARES TR46435G19334,265$807,2930.04%
37GLOBAL X FDS37954Y67311,115$529,4240.03%
38ISHARES TR464288158875$93,4180.01%
39ISHARES INC46434G764619$41,8160.00%
40ISHARES TR46435G2431,414$35,7850.00%
41ISHARES TR46434V803519$20,5570.00%
42VANGUARD BD INDEX FDS921937835223$16,6060.00%
43VANGUARD BD INDEX FDS921937827168$13,2300.00%
44TIDAL ETF TR886364306723$11,6210.00%
45VANGUARD INDEX FDS92290875130$7,7060.00%
46VANGUARD MALVERN FDS92202080550$2,5110.00%
47ISHARES TR46428851320$1,6540.00%
48VANECK ETF TR92189H40923$1,1600.00%