Socha Financial Group, LLC
All 13F Filings
- Location
- Corning, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 197,153
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 14 | 197,153 | 13F-HR | Socha Financial Group, LLC |
| 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 | 66.86 K | 33.9% | 0 | 117.1 K | -117.1 K |
| ETFs | 130.3 K | 66.1% | 109.3 K | 0 | 109.3 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
197,153
Holdings
14
QoQ value change ($000)
-7,786
(-3.8%)
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.