Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,484
+$2,571 QoQ
Shares Held
1,254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#730
of 912 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $881,031 across 31 Credit Services names. SOFI ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
1,207 | $242,148 | |
| 2 | V |
Visa Inc.
|
318 | $109,102 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
1,543 | $94,076 | |
| 4 | SYF |
Synchrony Financial
|
1,010 | $76,810 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,702 | $73,492 | |
| 6 | ALLY |
Ally Financial Inc.
|
966 | $44,387 | |
| 7 | MA |
Mastercard Inc
|
73 | $37,492 | |
| 8 | ENVA |
Enova International, Inc.
|
153 | $36,831 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,484 | 1,254 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $19,913 | 1,254 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,667 | 1,286 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $34,372 | 1,301 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,108 | 1,269 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,117 | 612 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,024 | 586 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,605 | 586 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||