USAdvisors Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1735605
EDEN PRAIRIE, MN
Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,110
+$63,757 QoQ
Shares Held
20,140
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#505
of 913 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026USAdvisors Wealth Management, LLC holds $719,639 across 2 Credit Services names. SOFI ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
20,140 | $361,110 | |
| 2 | V |
Visa Inc.
|
1,045 | $358,529 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,110 | 20,140 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $297,353 | 18,725 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $466,658 | 17,825 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $457,726 | 17,325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $295,002 | 16,200 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $180,265 | 15,500 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||