Socha Financial Group, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Socha Financial Group, LLC held in its portfolio 15 assets valued at $204,939,217 (i.e. $204.94M).

The most valuable assets in the portfolio included: INVESCO QQQ TR ($49.06M), SPDR S&P 500 ETF TR ($43.99M), and FIDELITY COVINGTON TRUST ($31.66M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Socha Financial Group, LLC Portfolio

INVESCO QQQ TR

SPDR S&P 500 ETF TR

FIDELITY COVINGTON TRUST

TIDAL TRUST I

SCHWAB STRATEGIC TR

SELECT SECTOR SPDR TR

CORNING INC

FIRST TR EXCHANGE TRADED FD

DOUBLELINE ETF TRUST

BLUEROCK PVT REAL ESTATE FD

Socha Financial Group, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
INVESCO QQQ TR	79857	49057084	UNIT SER 1
SPDR S&P 500 ETF TR	64505	43987250	TR UNIT
FIDELITY COVINGTON TRUST	593408	31664251	FUNDAMENTAL LARG
TIDAL TRUST I	1142473	28287631	FUNDSTRAT GRANNY
SCHWAB STRATEGIC TR	799561	20972487	US BRD MKT ETF
SELECT SECTOR SPDR TR	136417	19640027	STATE STREET TEC
CORNING INC	43983	3851182	COM
FIRST TR EXCHANGE TRADED FD	14779	2487010	TECH ALPHADEX
DOUBLELINE ETF TRUST	59628	1922168	SHILLER CAPE U S
BLUEROCK PVT REAL ESTATE FD	89667	1345005	COM
J P MORGAN EXCHANGE TRADED F	7363	427938	NASDAQ EQT PREM
PROSHARES TR	7043	371320	ULTRAPRO QQQ
PACER FDS TR	5986	360178	US CASH COWS 100
DIREXION SHS ETF TR	2960	347770	DLY TECH BULL 3X
PACER FDS TR	7085	217916	SWAN SOS MODRTE