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Home > Institutional Investor > Socha Financial Group, Llc > Profile

Instuitional Investor - Socha Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Socha Financial Group, Llc
Portfolio Value $197,152,986
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 80,508 $46,467,367 23.57%
2.
Spdr S & P 500 Etf Trust
 SPY 66,969 $43,552,676 22.09%
3.
Fidelity Covington Trust
 586,099 $30,058,087 15.25%
4.
Tidal Trust I
 1,201,093 $28,670,090 14.54%
5.
Schwab Strategic Trust
 SCHD 760,520 $19,089,041 9.68%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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