account_balance

Investment manager · 13F filer · SEC CIK 1967966

Socha Financial Group, LLC

Reported value$240Mas of Sep 30, 2026
Positions13 1 new, 2 sold out
Top 10 weight99.6%QQQ alone is 24%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 24.3% Trimmed −3%
SPY SPDR S&P 500 ETF Trust 21.5% Held
FFLC Fidelity Covington Trust 14.9% Held
GRNY Tidal Trust I 14.5% Held
XLK Select Sector SPDR Tr 11.3% Trimmed −3%
SCHB Schwab Strategic Tr 9.1% Trimmed −3%
GLW Corning Inc 2.1% Held
FXL First Tr Exchange-Traded Fd 1.3% Trimmed −3%
CAPE Doubleline ETF Trust 0.6% Trimmed −5%
JEPQ J P Morgan Exchange Traded F 0.2% Held
COWZ Pacer FDS Tr 0.2% Held
PSMO Pacer FDS Tr 0.1% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • BND $243K
arrow_upwardAdded

None

arrow_downwardTrimmed
  • CAPE −5%
  • FXL −3%
  • SCHB −3%
  • XLK −3%
remove_circleSold out
  • TQQQ $618K
  • TECL $614K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist