Socha Financial Group, LLC Portfolio Holdings

Socha Financial Group, LLC

  • $237 Billion
  • Q3 2025

Socha Financial Group, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $237 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $67.4B, Invesco Qqq Trust, Series 1 with a value of $60.4B, Fidelity Covington Tr New Mill with a value of $47.8B, Schwab Strategic Tr Us Broad M with a value of $23.4B, and Technology Sector Spdr with a value of $17.3B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $225B to 237B.

Socha Financial Group, LLC is based out at Corning, NY

Below you can find more details about Socha Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $237 Billion
ETFs: $175 Billion
Technology: $11 Billion
Communication Services: $942 Million
Financial Services: $320 Million
Consumer Cyclical: $301 Million
Consumer Defensive: $236 Million
Real Estate: $235 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$67.4 Billion 28.47% of portfolio
101,183
Q3 2025 Reduced 1.92%
$0
$60.4 Billion 25.53% of portfolio
100,653
Q3 2025 Reduced 1.93%
-
$47.8 Billion 20.21% of portfolio
-
Q3 2025 Reduced 2.67%
$0
$23.4 Billion 9.87% of portfolio
908,756
Q3 2025 Reduced 2.44%
$0
$17.3 Billion 7.33% of portfolio
61,531
Q3 2025 Reduced 2.6%
$274B
$5.79 Billion 2.45% of portfolio
20,518
Q3 2025 Added 0.15%
$69.4B
$4.63 Billion 1.96% of portfolio
56,427
Q3 2025 Reduced 5.71%
$0
$2.73 Billion 1.15% of portfolio
83,690
Q3 2025 Reduced 13.66%
$0
$2.61 Billion 1.1% of portfolio
15,560
Q3 2025 Reduced 5.08%
$182B
$550 Million 0.23% of portfolio
19,477
Q3 2025 Added 1.0%
$0
$458 Million 0.19% of portfolio
7,959
Q3 2025 Reduced 40.25%
$0
$449 Million 0.19% of portfolio
7,813
Q3 2025 Reduced 19.11%
$172B
$392 Million 0.17% of portfolio
8,926
Q2 2025 Reduced 5.19%
$0
$352 Million 0.15% of portfolio
2,833
Q3 2025 Added 21.85%
$0
$354 Million 0.15% of portfolio
3,426
Q3 2025 Reduced 8.98%
$4.38T
$344 Million 0.15% of portfolio
1,351
Q3 2025 Added 0.15%
Tidal Trust I
-
$337 Million 0.14% of portfolio
-
Q3 2025 New
$2.39T
$301 Million 0.13% of portfolio
1,373
Q3 2025 Reduced 5.18%
$59.8B
$235 Million 0.1% of portfolio
1,250
Q2 2025 Reduced 28.57%
$308B
$236 Million 0.1% of portfolio
3,557
Q3 2025 Reduced 21.18%
$474B
$222 Million 0.09% of portfolio
1,191
Q3 2025 Reduced 14.38%
$428M
$42.6 Million 0.02% of portfolio
11,324
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $237 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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