Socha Financial Group, LLC

Key Holdings

The portfolio is dominated by passive, broad-market exposure through Exchange Traded Funds (ETFs). The SPDR S&P 500 ETF Trust (SPY) is the cornerstone holding, valued at $67.41 million and representing a massive 72.55% of the portfolio. Despite being the largest position, it was reduced by 1.9% ($3.66 million) during the quarter.

The second largest holding is the Technology Select Sector SPDR Fund (XLK), comprising 18.67% of the portfolio ($17.34 million). This indicates a heavy tilt toward U.S. large-cap equities, specifically with a strong emphasis on technology. Combined, SPY and XLK provide overwhelming exposure to the S&P 500 and the tech sector, suggesting a conviction in U.S. equity market performance.