§ 13F · FUND PROFILE
Socha Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $224.6T (13F)Positions · 24Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 80K | $49.1T | 23.9% | −21% |
| 2 | SPY | SPDR S&P 500 ETF TR | 65K | $44.0T | 21.5% | −36% |
| 3 | FFLC | FIDELITY COVINGTON TRUST | 593K | $31.7T | 15.5% | −35% |
| 4 | GRNY | TIDAL TRUST I | 1.14M | $28.3T | 13.8% | — |
| 5 | SCHB | SCHWAB STRATEGIC TR | 800K | $21.0T | 10.2% | −12% |
| 6 | XLK | SELECT SECTOR SPDR TR | 136K | $19.6T | 9.6% | +122% |
| 7 | GLW | CORNING INC | 44K | $3.9T | 1.9% | −22% |
| 8 | FXL | FIRST TR EXCHANGE TRADED FD | 15K | $2.5T | 1.2% | −5% |
| 9 | CAPE | DOUBLELINE ETF TRUST | 60K | $1.9T | 0.9% | −29% |
| 10 | BPRE | BLUEROCK PVT REAL ESTATE FD | 90K | $1.3T | 0.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOCHA SIGNAL
AC read
Socha Financial Group, LLC is a Other fund managing $224591.5 trillion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed