Sofi Wealth 13F annual report
Sofi Wealth is an investment fund managing more than $1.19 trillion ran by Candice Gilman. There are currently 8 companies in Mrs. Gilman’s portfolio. The largest investments include Tidal Etf Tr and Vanguard Tax-managed Intl Fd, together worth $910 billion.
$1.19 trillion Assets Under Management (AUM)
As of 11th July 2024, Sofi Wealth’s top holding is 35,648,859 shares of Tidal Etf Tr currently worth over $675 billion and making up 56.6% of the portfolio value.
In addition, the fund holds 4,748,711 shares of Vanguard Tax-managed Intl Fd worth $235 billion.
The third-largest holding is Vanguard Intl Equity Index F worth $80 billion and the next is Vanguard Bd Index Fds worth $105 billion, with 1,421,016 shares owned.
Currently, Sofi Wealth's portfolio is worth at least $1.19 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sofi Wealth
The Sofi Wealth office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Candice Gilman serves as the Chief Compliance Officer at Sofi Wealth.
Recent trades
In the most recent 13F filing, Sofi Wealth revealed that it had increased its stake in Tidal Etf Tr and bought 1,875,535 additional shares worth around .
One of the largest hedge funds
The two most similar investment funds to Sofi Wealth are Naya Capital Management Uk Ltd and Ensemble Capital Management. They manage $1.19 trillion and $1.19 trillion respectively.
The complete list of Sofi Wealth trades based on 13F SEC filings
These positions were updated on July 18th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Tidal Etf Tr |
5.55%
35,648,859
|
$675,242,151,000 | 56.62% |
| Vanguard Tax-managed Intl Fd |
10.70%
4,748,711
|
$234,681,297,000 | 19.68% |
| Vanguard Intl Equity Index F |
10.36%
1,828,140
|
$79,999,390,000 | 6.71% |
| Vanguard Bd Index Fds |
13.65%
1,421,016
|
$105,198,417,000 | 8.82% |
| Ishares Tr |
10.48%
501,858
|
$51,739,826,000 | 4.34% |
| Vanguard Index Fds |
11.20%
152,744
|
$33,304,391,000 | 2.79% |
| Vanguard Malvern Fds |
11.12%
176,122
|
$8,548,971,000 | 0.72% |
| Vaneck Etf Tr |
9.66%
76,205
|
$3,936,011,000 | 0.33% |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||
Hedge funds similar to Sofi Wealth
- Silver Point Capital L.P.
- Telemus Capital
- Schaper Benz & Wise Investment Counsel Inc/wi
- Windward Capital Management Co ca
- Rehmann Capital Advisory
- Paradigm Operations L.P.
- Mill Capital Management
- Naya Capital Management Uk Ltd
- Ensemble Capital Management
- Americana Partners
- Triasima Portfolio Management Inc
- Nations Financial Group Inc, ia adv
- Sepio Capital, L.P.
- Atlantic Union Bankshares Corp