Loading…
CIK 0001967966 • 6 13F filings • Apr 25, 2025 – Aug 6, 2026
Import this data to Google Sheets with:
=jivedata("socha-financial-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLUEROCK PVT REAL ESTATE FD | COM | $1.3M | 0.7% | 89,667 SH | New |
| CORNING INC | COM | $3.9M | 1.9%Prev: 2.0% | 43,983 SH | Decreased-12,444 SH |
| DIREXION SHS ETF TR | DLY TECH BULL 3X | $348K | 0.2%Prev: 0.1% | 2,960 SH | Decreased+127 SH |
| DOUBLELINE ETF TRUST | SHILLER CAPE U S | $1.9M | 0.9%Prev: 1.2% | 59,628 SH | Decreased-24,062 SH |
| FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | $31.7M | 15.5%Prev: 20.2% | 593,408 SH | Decreased-325,737 SH |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | $2.5M | 1.2%Prev: 1.1% | 14,779 SH | Decreased-781 SH |
| INVESCO QQQ TR | UNIT SER 1 | $49.1M | 23.9%Prev: 25.5% | 79,857 SH | Decreased-20,796 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $428K | 0.2%Prev: 0.2% | 7,363 SH | Decreased-596 SH |
| PACER FDS TR | SWAN SOS MODRTE | $218K | 0.1% | 7,085 SH | New |
| PACER FDS TR | US CASH COWS 100 | $360K | 0.2%Prev: 0.2% | 5,986 SH | Decreased-1,827 SH |
| PROSHARES TR | ULTRAPRO QQQ | $371K | 0.2%Prev: 0.1% | 7,043 SH | Increased+3,617 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $21.0M | 10.2%Prev: 9.9% | 799,561 SH | Decreased-109,195 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $19.6M | 9.6% | 136,417 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $44.0M | 21.5%Prev: 28.5% | 64,505 SH | Decreased-36,678 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $28.3M | 13.8%Prev: 0.1% | 1,142,473 SH | Increased+1,128,976 SH |
| 13F-HR |
| 0001967966-26-000003 |
| $245.9M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001967966-25-000004 | $224.6M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001967966-26-000002 | $197.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001967966-25-000003 | $204.6M | View |