Titelia

Holdings of SOFI WEALTH, LLC

43 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 82.6 % of the equity sleeve

Sector breakdown

  • Funds 13.7 %
  • Unattributed 86.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US431.9B $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Trust 2,249,169254.4M $
2Tidal ETF Trust - SoFi Select 500 ETF 1,754,353219M $
3iShares Core S&P 500 ETF 322,074210.4M $
4BlackRock ETF Trust 3,612,761210.2M $
5iShares Trust 979,965206.9M $
6Vanguard International Equity Index Funds 2,493,581134.8M $
7BlackRock ETF Trust 2,305,67683.5M $
8Vanguard FTSE Developed Markets ETF 1,194,81776.6M $
9iShares Trust 1,553,76471.8M $
10iShares Trust 956,75471.1M $
11iShares National Muni Bond ETF 620,89765.9M $
12Global X Funds 744,03752.7M $
13Invesco National AMT-Free Municipal Bond ETF 1,983,28645.6M $
14iShares MSCI EAFE Growth ETF 378,72942.2M $
15Vanguard Scottsdale Funds 832,47539.1M $
16State Street SPDR Portfolio Long Term Treasury ETF 1,139,09130M $
17Ishares Gold Trust 241,11021.3M $
18iShares ESG MSCI KLD 400 ETF 42,7905.2M $
19iShares 0-5 Year TIPS Bond ETF 33,5763.5M $
20BlackRock ETF Trust II 64,1223.3M $
21iShares ESG Aware MSCI USA ETF 23,1323.3M $
22iShares Trust 27,5562.5M $
23iShares ESG Aware MSCI EM ETF 47,3632.2M $
24iShares ESG Aware U.S. Aggregate Bond ETF 45,1862.1M $
25iShares Bitcoin Trust ETF 50,0601.9M $
26iShares Convertible Bond ETF 15,3081.6M $
27Global X US Infrastructure Development ETF 16,557841.3K $
28iShares U.S. Technology ETF 28050.8K $
29iShares Trust 67731.5K $
30Ishares Inc 31124.4K $
31iShares High Yield Muni Active ETF 48323.2K $
32iShares Trust 23710.1K $
33iShares Trust 1849.7K $
34Vanguard Short-term Bond Etf 977.6K $
35Vanguard Small-Cap ETF 256.6K $
36iShares Trust 1226K $
37Vanguard Total Bond Market ETF 513.8K $
38iShares Short-Term National Muni Bond ETF 303.2K $
39iShares Global Energy ETF 512.9K $
40iShares Core MSCI EAFE ETF 272.4K $
41Vanguard Malvern Funds 261.3K $
42iShares Trust 141.1K $
43VanEck High Yield Muni ETF 201K $