Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Socha Financial Group, LLC (CIK 1967966) reported $197.2M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($46.5M, 23.57%), SPY ($43.6M, 22.09%), FMIL ($30.1M, 15.25%), GRNY ($28.7M, 14.54%), SCHB ($19.1M, 9.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $46.5M | 23.57% | 80,508 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $43.6M | 22.09% | 66,969 | Added |
| 3 | FMIL | FIDELITY COVINGTON TRUST | $30.1M | 15.25% | 586,099 | Trimmed |
| 4 | GRNY | TIDAL TRUST I | $28.7M | 14.54% | 1.2M | Added |
| 5 | SCHB | SCHWAB STRATEGIC TR | $19.1M | 9.68% | 760,520 | Trimmed |
| 6 | XLK | SELECT SECTOR SPDR TR | $18.6M | 9.46% | 140,285 | Added |
| 7 | GLW | CORNING INC | $5.3M | 2.67% | 38,717 | Trimmed |
| 8 | FXL | FIRST TR EXCHANGE-TRADED FD | $2.3M | 1.16% | 14,414 | Trimmed |
| 9 | CAPE | DOUBLELINE ETF TRUST | $1.6M | 0.81% | 51,802 | Trimmed |
| 10 | JEPQ | J P MORGAN EXCHANGE TRADED F | $387,030 | 0.20% | 6,971 | Trimmed |
| 11 | COWZ | PACER FDS TR | $357,530 | 0.18% | 5,715 | Trimmed |
| 12 | TQQQ | PROSHARES TR | $292,041 | 0.15% | 7,007 | Trimmed |
| 13 | TECL | DIREXION SHARES ETF TRUST | $259,113 | 0.13% | 2,994 | Added |
| 14 | PSMO | PACER FDS TR | $223,575 | 0.11% | 7,409 | Added |
| 15 | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31