Socha Financial Group, Llc Portfolio Stock Holdings
Socha Financial Group, Llc disclosed 14 stock positions valued at approximately $197.2 million in its latest SEC 13F filing. The largest holdings include INVESCO QQQ TR, STATE STR SPDR S&P 500 ETF T, and FIDELITY COVINGTON TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $197.2M
Holdings by Sector
Socha Financial Group, Llc Portfolio Holdings in Q1 2026
12 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 23.57% | 80,508 | +651 | +0.82% | $46,467,367 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 22.09% | 66,969 | +2,464 | +3.82% | $43,552,676 |
| FIDELITY COVINGTON TRUST | FFLC | Other | 15.25% | 586,099 | -7,309 | -1.23% | $30,058,087 |
| SCHWAB STRATEGIC TR | SCHB | Other | 9.68% | 760,520 | -39,041 | -4.88% | $19,089,041 |
| SELECT SECTOR SPDR TR | XLK | Other | 9.46% | 140,285 | +3,868 | +2.84% | $18,643,887 |
| CORNING INC | GLW | Technology | 2.67% | 38,717 | -5,266 | -11.97% | $5,264,350 |
| FIRST TR EXCHANGE-TRADED FD | FXL | Other | 1.16% | 14,414 | -365 | -2.47% | $2,289,952 |
| DOUBLELINE ETF TRUST | CAPE | Other | 0.81% | 51,802 | -7,826 | -13.12% | $1,598,247 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.20% | 6,971 | -392 | -5.32% | $387,030 |
| PACER FDS TR | COWZ | Other | 0.18% | 5,715 | -271 | -4.53% | $357,530 |
| PROSHARES TR | TQQQ | Other | 0.15% | 7,007 | -36 | -0.51% | $292,041 |
| DIREXION SHARES ETF TRUST | TECL | Other | 0.13% | 2,994 | +34 | +1.15% | $259,113 |