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Michelle S. Vang

Socha Financial Group, Llc

Assets Managed
$197.153M
Holdings
14
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
-3.79%(2Q avg: -8.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Socha Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Socha Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 197.153M in assets, with a quarterly growth rate of -3.79% and a 2-quarter average growth rate of -8.61%. The portfolio is managed by Michelle S. Vang, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.82%
23.57%
$46.467M
80,508 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.82%
22.1%
$43.553M
66,969 shares@ $650.35 avg price
FFLC
Fidelity Fund Lg Cap Cor Etf
Recent Activity
Decreased -1.23%
15.25%
$30.058M
586,099 shares@ $51.29 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 5.14%
14.55%
$28.67M
1.201M shares@ $23.88 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -4.88%
9.69%
$19.089M
760,520 shares@ $25.1 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 2.84%
9.46%
$18.644M
140,285 shares@ $132.91 avg price
GLW
Corning Inc
Recent Activity
Decreased -11.97%
2.68%
$5.264M
38,717 shares@ $135.97 avg price
FXL
First Trust Technology Alpha
Recent Activity
Decreased -2.46%
1.17%
$2.29M
14,414 shares@ $158.87 avg price
CAPE
Doubleline Shiller Cape Us
Recent Activity
Decreased -13.12%
0.82%
$1.598M
51,802 shares@ $30.86 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -5.32%
0.2%
$387,030
6,971 shares@ $55.53 avg price

1-10 of 14