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Candice Gilman

Sofi Wealth, Llc

Assets Managed
$2.075B
Holdings
52
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
3.51%(2Q avg: 5.75%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sofi Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Sofi Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.075B in assets, with a quarterly growth rate of 3.51% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by Candice Gilman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 6.9%
12.26%
$254.403M
2.249M shares@ $113.11 avg price
SFY
Sofi Select 500 Etf
Recent Activity
Increased 6.72%
10.56%
$218.978M
1.754M shares@ $124.82 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.48%
10.14%
$210.382M
322,074 shares@ $653.21 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 6.58%
10.13%
$210.19M
3.613M shares@ $58.19 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.45%
9.97%
$206.92M
979,965 shares@ $211.16 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -2.81%
6.5%
$134.778M
2.494M shares@ $54.06 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
5.14%
$106.484M
3.312M shares@ $32.16 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 5.73%
4.14%
$85.757M
2.603M shares@ $32.95 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
Increased 8.84%
4.03%
$83.512M
2.306M shares@ $36.22 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -25.71%
3.69%
$76.564M
1.195M shares@ $64.09 avg price

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