Socha Financial Group, LLC Top Holdings and 13F Report (2026) About Socha Financial Group, LLCInvestment ActivitySocha Financial Group, LLC has $197.15 million in total holdings as of March 31, 2026.Socha Financial Group, LLC owns shares of 14 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.98% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Socha Financial Group, LLC has purchased 15 new stocks and bought additional shares in 6 stocks.Socha Financial Group, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $46,467,367SPDR S&P 500 ETF Trust $43,552,676FIDELITY COVINGTON TRUST $30,058,087TIDAL TRUST I $28,670,090Schwab US Broad Market ETF $19,089,041 Largest Purchases this Quarter SPDR S&P 500 ETF Trust 2,464 shares (about $1.60M)TIDAL TRUST I 58,620 shares (about $1.40M)Technology Select Sector SPDR Fund 3,868 shares (about $514.06K)Invesco QQQ 651 shares (about $375.74K)Pacer Swan SOS Moderate (October) ETF 324 shares (about $9.78K) Largest Sales this Quarter Schwab US Broad Market ETF 39,041 shares (about $979.93K)Corning 5,266 shares (about $716.02K)FIDELITY COVINGTON TRUST 7,309 shares (about $374.84K)Shiller CAPE U.S. Equities ETF 7,826 shares (about $241.46K)First Trust Technology AlphaDEX Fund 365 shares (about $57.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSocha Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$46,467,367$375,742 ▲0.8%80,50823.6%FinanceSPYSPDR S&P 500 ETF Trust$43,552,676$1,602,440 ▲3.8%66,96922.1%FinanceFIDELITY COVINGTON TRUST$30,058,087$374,842 ▼-1.2%586,09915.2%FUNDAMENTAL LARGTIDAL TRUST I$28,670,090$1,399,259 ▲5.1%1,201,09314.5%FUNDSTRAT GRANNYSCHBSchwab US Broad Market ETF$19,089,041$979,929 ▼-4.9%760,5209.7%ETFXLKTechnology Select Sector SPDR Fund$18,643,887$514,057 ▲2.8%140,2859.5%ETFGLWCorning$5,264,350$716,018 ▼-12.0%38,7172.7%Computer and TechnologyFXLFirst Trust Technology AlphaDEX Fund$2,289,952$57,988 ▼-2.5%14,4141.2%ETFCAPEShiller CAPE U.S. Equities ETF$1,598,247$241,456 ▼-13.1%51,8020.8%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$387,030$21,764 ▼-5.3%6,9710.2%ETFCOWZPacer US Cash Cows 100 ETF$357,530$16,954 ▼-4.5%5,7150.2%ETFTQQQProShares UltraPro QQQ$292,041$1,500 ▼-0.5%7,0070.1%ETFTECLDirexion Daily Technology Bull 3X Shares$259,113$2,942 ▲1.1%2,9940.1%ETFPSMOPacer Swan SOS Moderate (October) ETF$223,575$9,777 ▲4.6%7,4090.1%ETFBLUEROCK PVT REAL ESTATE FD$0$1,345,005 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
