Socha Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Corning, NY
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$204,939
Net value change ($000)
-31,788 (-13.4%)
New positions
2
Sold out positions
10
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GRNY 27,951 8294.1%
XLK 2,297 13.2%
BPRE 1,345 NEW
PSMO 218 NEW
TQQQ 17 4.8%
Top Reduces (Value $000, Stocks/ETFs)
SPY -23,419 -34.7%
FFLC -16,168 -33.8%
QQQ -11,372 -18.8%
IBM -5,789 -100.0%
SCHB -2,392 -10.2%
CAPE -805 -29.5%
GLW -778 -16.8%
T -550 -100.0%
VZ -392 -100.0%
AAPL -344 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type