Wealthcare Advisory Partners LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1683059 WEST CHESTER, PA

Position in SOFI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$484,307

+$119,004 QoQ

Shares Held

27,011

+17.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#447

of 913 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $17,920,675 across 7 Credit Services names. SOFI ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	27,851	$9,555,399
2	MA	Mastercard Inc	8,431	$4,330,161
3	AXP	American Express Co	4,748	$1,606,011
4	PYPL	PayPal Holdings, Inc.	29,158	$1,259,042
5	SOFI	SoFi Technologies, Inc. This page	27,011	$484,307
6	COF	Capital One Financial Corp	2,024	$406,054
7	FCFS	FirstCash Holdings, Inc.	1,293	$279,701

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,307	27,011	+17.4%	Shares	Sole	2026-07-09
2026-03-31	$365,303	23,004	+90.9%	Shares	Sole	2026-04-14
2025-12-31	$315,469	12,050	-2.7%	Shares	Sole	2026-01-14
2025-09-30	$327,290	12,388	-1.5%	Shares	Sole	2025-11-07
2025-06-30	$228,917	12,571	-11.5%	Shares	Sole	2025-07-22
2024-12-31	$218,664	14,199	-23.0%	Shares	Sole	2025-01-15
2024-09-30	$144,993	18,447	-38.3%	Shares	Sole	2024-11-04
2024-06-30	$197,506	29,880	+12.1%	Shares	Sole	2024-08-12
2024-03-31	$194,661	26,666	+53.4%	Shares	Sole	2024-04-15
2023-12-31	$172,960	17,383	+31.0%	Shares	Sole	2024-02-06
2023-09-30	$106,035	13,271	-14.6%	Shares	Sole	2023-10-12
2023-06-30	$129,653	15,546	+37.1%	Shares	Sole	2023-07-17
2022-12-31	$52,268	11,338	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.