Socha Financial Group, LLC
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$197.2M
Holdings
14
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
23.6%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
22.1%
03
$FFLC
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
15.2%
04
$GRNY
TIDAL TRUST I
Held since at least Q1 2024
14.5%
05
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
9.7%
06
$XLK
SELECT SECTOR SPDR TR
Held since at least Q1 2024
9.5%
07
$GLW
CORNING INC
Held since at least Q1 2024
2.7%
08
$FXL
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
1.2%
09
$CAPE
DOUBLELINE ETF TRUST
Held since at least Q1 2024
0.8%
10
$JEPQ
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
0.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:14 UTC.