Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Socha Financial Group, LLC (CIK 1967966) reported $245.9M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($59.5M, 24.20%), SPY ($51.3M, 20.87%), FFLC ($35.8M, 14.57%), GRNY ($34.9M, 14.18%), XLK ($27.1M, 11.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$59.5M24.20%80,816Added
2SPYSTATE STR SPDR S&P 500 ETF T$51.3M20.87%68,726Added
3FFLCFIDELITY COVINGTON TRUST$35.8M14.57%607,941Added
4GRNYTIDAL TRUST I$34.9M14.18%1.3MAdded
5XLKSELECT SECTOR SPDR TR$27.1M11.01%142,093Added
6SCHBSCHWAB STRATEGIC TR$22.1M9.00%764,054Added
7GLWCORNING INC$8.2M3.35%32,260Trimmed
8FXLFIRST TR EXCHANGE-TRADED FD$3.1M1.27%14,414Hold
9CAPEDOUBLELINE ETF TRUST$1.5M0.62%47,241Trimmed
10TECLDIREXION SHARES ETF TRUST$613,9500.25%2,661Trimmed
11TQQQPROSHARES TR$617,5430.25%7,624Added
12JEPQJ P MORGAN EXCHANGE TRADED F$428,4380.17%6,971Hold
13COWZPACER FDS TR$355,4730.14%5,715Hold
14PSMOPACER FDS TR$248,3700.10%7,634Added

Source: SEC Form 13F filings · as of 2026-06-30