Socha Financial Group
Latest statistics and disclosures from Socha Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, FFLC, GRNY, SCHB, and represent 85.13% of Socha Financial Group's stock portfolio.
- Added to shares of these 6 stocks: SPY, GRNY, XLK, QQQ, PSMO, TECL.
- Reduced shares in these 9 stocks: BPRE, SCHB, GLW, FFLC, CAPE, FXL, JEPQ, COWZ, TQQQ.
- Sold out of its position in BPRE.
- Socha Financial Group was a net buyer of stock by $149k.
- Socha Financial Group has $197M in assets under management (AUM), dropping by -3.80%.
- Central Index Key (CIK): 0001967966
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Portfolio Holdings for Socha Financial Group
Socha Financial Group holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 23.6 | $47M | 81k | 577.18 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 22.1 | $44M | +3% | 67k | 650.34 |
|
| Fidelity Covington Trust Fundamental Larg (FFLC) | 15.2 | $30M | 586k | 51.28 |
|
|
| Tidal Trust I Fundstrat Granny (GRNY) | 14.5 | $29M | +5% | 1.2M | 23.87 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 9.7 | $19M | -4% | 761k | 25.10 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 9.5 | $19M | +2% | 140k | 132.90 |
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| Corning Incorporated (GLW) | 2.7 | $5.3M | -11% | 39k | 135.97 |
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| First Tr Exchange-traded Tech Alphadex (FXL) | 1.2 | $2.3M | -2% | 14k | 158.87 |
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| Doubleline Etf Trust Shiller Cape U S (CAPE) | 0.8 | $1.6M | -13% | 52k | 30.85 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $387k | -5% | 7.0k | 55.52 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $358k | -4% | 5.7k | 62.56 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $292k | 7.0k | 41.68 |
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| Direxion Shares Etf Trust Daily Technology (TECL) | 0.1 | $259k | 3.0k | 86.54 |
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| Pacer Fds Tr Swan Sos Modrte (PSMO) | 0.1 | $224k | +4% | 7.4k | 30.18 |
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Past Filings by Socha Financial Group
SEC 13F filings are viewable for Socha Financial Group going back to 2022
- Socha Financial Group 2026 Q1 filed April 30, 2026
- Socha Financial Group 2025 Q4 filed Jan. 30, 2026
- Socha Financial Group 2025 Q3 filed Oct. 30, 2025
- Socha Financial Group 2025 Q2 filed July 29, 2025
- Socha Financial Group 2025 Q1 filed April 25, 2025
- Socha Financial Group 2024 Q4 filed Jan. 28, 2025
- Socha Financial Group 2024 Q3 filed Oct. 31, 2024
- Socha Financial Group 2024 Q2 filed July 31, 2024
- Socha Financial Group 2024 Q1 filed May 9, 2024
- Socha Financial Group 2023 Q4 filed Feb. 1, 2024
- Socha Financial Group 2023 Q3 filed Oct. 31, 2023
- Socha Financial Group 2023 Q2 filed July 31, 2023
- Socha Financial Group 2023 Q1 filed April 26, 2023
- Socha Financial Group 2021 Q4 filed March 20, 2023
- Socha Financial Group 2022 Q1 filed March 20, 2023
- Socha Financial Group 2022 Q2 filed March 20, 2023