AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Socha Financial Group, LLC SEC 13F Filing
Portfolio Overview
Socha Financial Group, LLC has undergone a significant transformation in its portfolio composition during the quarter ending September 30, 2025. The most striking feature of this filing is the drastic reduction in portfolio size, with total assets under management (AUM) decreasing by 58.6%, falling from $224.59 million to $92.91 million. This reduction was accompanied by a consolidation strategy, as the ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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