Socha Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Corning, NY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$245,876
Net value change ($000)
+48,723 (24.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 13,046 28.1%
XLK 8,428 45.2%
SPY 7,770 17.8%
GRNY 6,191 21.6%
FFLC 5,756 19.1%
SCHB 3,038 15.9%
GLW 2,976 56.5%
FXL 841 36.7%
TECL 355 137.1%
TQQQ 326 111.6%
Top Reduces (Value $000, Stocks/ETFs)
CAPE -66 -4.1%
COWZ -3 -0.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type