13F Filings History of Socha Financial Group, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$204,939,217
Signature - Title
Michelle S. Vang - Chief Compliance Officer
Location
Corning, NY
Summary
This page shows a list of all the recent 13F filings made by Socha Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Socha Financial Group, LLC reported 15 stock holdings with total value $204,939,217 as of Q4 2025. Top holdings included QQQ, SPY, FFLC, GRNY, and SCHB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 15 $204,939,217 +$40,503,359 -$68,605,435 -$28,102,076 QQQ, SPY, FFLC, GRNY, SCHB 13F-HR 30 Jan 2026, 14:45
Q3 2025 23 $236,726,623 +$457,472 -$6,959,763 -$6,502,291 SPY, QQQ, FFLC, SCHB, XLK 13F-HR 30 Oct 2025, 14:15
Q2 2025 24 $224,591,480 +$67,366,177 -$75,113,666 -$7,747,489 SPY, QQQ, FFLC, SCHB, XLK 13F-HR 29 Jul 2025, 15:52
Q1 2025 21 $204,608,944 +$13,319,967 -$9,878,767 +$3,441,200 SCHB, FFLC, QQQ, XLK, IBM 13F-HR 25 Apr 2025, 12:33
Q4 2024 25 $213,288,470 +$113,276,772 -$88,417,390 +$24,859,382 SCHB, QQQ, FFLC, XLK, CAPE 13F-HR 27 Jan 2025, 19:29
Q3 2024 23 $230,497,622 +$6,615,117 -$248,045 +$6,367,072 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 30 Oct 2024, 18:45
Q2 2024 20 $213,689,679 +$2,546,056 -$22,643,889 -$20,097,833 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 31 Jul 2024, 14:23
Q1 2024 30 $228,005,523 +$4,975,764 -$2,183,391 +$2,792,373 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 09 May 2024, 17:25
Q4 2023 30 $208,434,416 +$2,679,269 -$2,317,102 +$362,167 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 01 Feb 2024, 17:24
Q3 2023 28 $188,040,501 +$7,389,301 -$642,288 +$6,747,013 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 31 Oct 2023, 16:51
Q2 2023 28 $189,747,171 +$25,915,350 -$3,614,975 +$22,300,375 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 28 Jul 2023, 21:39
Q1 2023 23 $154,896,945 +$4,219,074 -$2,485,182 +$1,733,892 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 26 Apr 2023, 13:48
Q4 2022 23 $140,983,819 +$18,501,680 -$12,130 +$18,489,550 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 17 Mar 2023, 19:11
Q3 2022 17 $116,476,934 +$23,875,210 -$442,014 +$23,433,196 SCHB, CAPE, QQQ, JEPQ, COWZ 13F-HR 17 Mar 2023, 19:09
Q2 2022 15 $97,664,790 +$35,708,698 -$45,987,688 -$10,278,990 SCHB, CAPE, QQQ, COWZ, FXL 13F-HR 17 Mar 2023, 19:04
Q1 2022 16 $121,936,783 +$24,252,388 -$3,792,114 +$20,460,274 SCHB, CAPD, QQQ, FXL, RSPH 13F-HR 17 Mar 2023, 18:58
Q4 2021 17 $131,722,163 $0 $0 $0 SCHB, CAPD, QQQ, FXL, IVOL 13F-HR 17 Mar 2023, 18:55