Portfolio (Quarterly) Guide ↗

Socha Financial Group, LLC

· CIK 0001967966

13F Portfolio $197M AUM 14 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 Added 8 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BLUEROCK PVT REAL ESTATE FD	—	89,667	$1.3M	0.66%	SOLD

Sector Allocation

Financial Services 94.5%

Technology 5.5%