Socha Financial Group, LLC
All 13F Filings
- Location
- Corning, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 204,939
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 15 | 204,939 | 13F-HR | Socha Financial Group, LLC |
| Q3 2025 | 10/30/2025 | 23 | 236,727 | 13F-HR | Socha Financial Group, LLC |
| Q2 2025 | 7/29/2025 | 24 | 224,591 | 13F-HR | Socha Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 184 K | 89.8% | 0 | 29.4 K | -29.4 K |
| ETFs | 20.97 K | 10.2% | 0 | 2.392 K | -2.392 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
204,939
Holdings
15
QoQ value change ($000)
-31,788
(-13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.