Capital Advisors Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1824700 YAKIMA, WA

Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,028,994

+$269,618 QoQ

Shares Held

113,162

+2.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#259

of 913 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Dec 31, 2022

CallValue

$461

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $6,557,347 across 3 Credit Services names. SOFI ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,062	$4,138,351
2	SOFI	SoFi Technologies, Inc. This page	113,162	$2,028,994
3	AXP	American Express Co	1,153	$390,002

All Filings in SOFI

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,028,994	113,162	+2.1%	Shares	Sole	2026-07-23
2026-03-31	$1,759,376	110,792	+1.2%	Shares	Sole	2026-04-08
2025-12-31	$2,866,264	109,483	+0.4%	Shares	Sole	2026-01-21
2025-09-30	$2,881,946	109,082	-1.2%	Shares	Sole	2025-10-16
2025-06-30	$2,009,600	110,357	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$1,287,464	110,702	-1.1%	Shares	Sole	2025-04-25
2024-12-31	$1,723,059	111,887	+3.4%	Shares	Sole	2025-01-15
2024-09-30	$850,286	108,179	+5.0%	Shares	Sole	2024-10-15
2024-06-30	$680,823	102,999	+0.5%	Shares	Sole	2024-07-16
2024-03-31	$748,344	102,513	+3.2%	Shares	Sole	2024-04-12
2023-12-31	$988,661	99,363	+6.8%	Shares	Sole	2024-01-09
2023-09-30	$743,173	93,013	+14.0%	Shares	Sole	2023-10-11
2023-06-30	$680,610	81,608	+8.3%	Shares	Sole	2023-07-12
2023-03-31	$457,210	75,323	+2.9%	Shares	Sole	2023-04-14
2022-12-31	$337,350	73,178	-4.8%	Shares	Sole	2023-02-10
2022-12-31	$461	100	—	Call	Sole	2023-02-10
2022-09-30	$375,262	76,898	+417.6%	Shares	Sole	2022-11-14
2022-06-30	$78,301	14,858	+19.1%	Shares	Sole	2022-08-04
2022-03-31	$117,879	12,474	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.