Socha Financial Group
$240M 13F equity value
15 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Socha Financial Group covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 78,780 | $58M | 24.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 67,557 | $52M | 21.5% |
| FFLC | FIDELITY COVINGTON TRUST | 604,186 | $36M | 14.9% |
| GRNY | TIDAL TRUST I | 1,249,472 | $35M | 14.5% |
| XLK | SELECT SECTOR SPDR TR | 137,778 | $27M | 11.3% |
| SCHB | SCHWAB STRATEGIC TR | 740,183 | $22M | 9.1% |
| GLW | CORNING INC | 32,280 | $5M | 2.1% |
| FXL | FIRST TR EXCHANGE-TRADED FD | 13,940 | $3M | 1.3% |
| CAPE | DOUBLELINE ETF TRUST | 44,657 | $1M | 0.6% |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 6,971 | $427,043 | 0.2% |
Track Socha Financial Group's 13F portfolio: $240M in reported holdings, 15 positions. Top holdings and quarterly changes on SentiSense.
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