Sanchez Wealth Management Group
Latest statistics and disclosures from Sanchez Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JHML, IWF, MTUM, SPY, DGRW, and represent 39.09% of Sanchez Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: MTUM (+$8.7M), RDVY (+$8.2M), CNEQ (+$7.4M), JAAA (+$7.2M), SPDW, WTBN, JQUA, DGRW, SPYM, SDVY.
- Started 4 new stock positions in LMT, CNEQ, XOM, WTBN.
- Reduced shares in these 10 stocks: COWZ (-$12M), NOBL (-$9.8M), USFR (-$5.7M), SPY, SPYG, QQQ, HTRB, JSI, IWF, PYLD.
- Sold out of its position in JSI.
- Sanchez Wealth Management Group was a net buyer of stock by $12M.
- Sanchez Wealth Management Group has $468M in assets under management (AUM), dropping by 3.84%.
- Central Index Key (CIK): 0001697740
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Portfolio Holdings for Sanchez Wealth Management Group
Sanchez Wealth Management Group holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 8.5 | $40M | 498k | 79.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 8.2 | $39M | -2% | 82k | 473.30 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 8.1 | $38M | +29% | 152k | 250.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.3 | $34M | -7% | 50k | 681.91 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 6.9 | $32M | +6% | 360k | 89.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.1 | $29M | -7% | 47k | 614.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $29M | 42k | 684.94 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.4 | $25M | +39% | 502k | 50.58 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 5.1 | $24M | 901k | 26.68 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 4.8 | $23M | +10% | 358k | 63.18 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 4.8 | $22M | +57% | 321k | 69.47 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 3.7 | $17M | +10% | 446k | 38.32 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.9 | $13M | +55% | 303k | 44.41 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.6 | $12M | -49% | 199k | 60.17 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.5 | $12M | +6% | 181k | 65.48 |
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| Spdr Series Trust State Street Spd (SPYG) | 2.4 | $11M | -19% | 106k | 106.70 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 1.7 | $8.2M | -16% | 239k | 34.15 |
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| Zacks Trust Small/mid Cap (SMIZ) | 1.7 | $7.7M | +9% | 209k | 36.99 |
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| The Alger Etf Trust Concentrated Eqt (CNEQ) | 1.6 | $7.4M | NEW | 215k | 34.38 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.5 | $7.2M | -44% | 143k | 50.32 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.4 | $6.4M | +36% | 79k | 80.22 |
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| Apple (AAPL) | 1.2 | $5.4M | +4% | 20k | 271.86 |
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| Wisdomtree Tr Bianco Totl Retu (WTBN) | 0.9 | $4.3M | NEW | 169k | 25.45 |
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| Microsoft Corporation (MSFT) | 0.7 | $3.3M | +11% | 6.8k | 483.61 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $2.2M | +88% | 8.7k | 252.91 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.4 | $2.0M | -82% | 20k | 104.07 |
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| CSX Corporation (CSX) | 0.4 | $1.8M | +2% | 50k | 36.25 |
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| Bio-techne Corporation (TECH) | 0.3 | $1.2M | 21k | 58.81 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.2M | -2% | 6.3k | 186.50 |
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| Abbott Laboratories (ABT) | 0.2 | $987k | 7.9k | 125.30 |
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| Caterpillar (CAT) | 0.2 | $829k | 1.4k | 573.03 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $805k | -19% | 14k | 56.81 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $612k | 1.7k | 357.18 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $563k | 1.7k | 322.31 |
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| Boeing Company (BA) | 0.1 | $481k | +101% | 2.2k | 217.09 |
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| Amazon (AMZN) | 0.1 | $437k | +62% | 1.9k | 230.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $434k | 16k | 27.43 |
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| Broadcom (AVGO) | 0.1 | $369k | 1.1k | 346.24 |
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| Johnson & Johnson (JNJ) | 0.1 | $358k | 1.7k | 206.90 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $352k | +3% | 5.1k | 69.42 |
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| Automatic Data Processing (ADP) | 0.1 | $341k | 1.3k | 257.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $318k | 1.0k | 313.03 |
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| Eaton Corp SHS (ETN) | 0.1 | $300k | 943.00 | 318.45 |
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| Applied Materials (AMAT) | 0.1 | $285k | 1.1k | 256.99 |
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| Hershey Company (HSY) | 0.1 | $276k | -15% | 1.5k | 181.99 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $272k | NEW | 561.00 | 484.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $263k | 785.00 | 335.24 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $255k | -7% | 1.3k | 198.69 |
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| Union Pacific Corporation (UNP) | 0.0 | $226k | -4% | 978.00 | 231.26 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $215k | NEW | 1.8k | 120.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $209k | -23% | 528.00 | 396.31 |
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Past Filings by Sanchez Wealth Management Group
SEC 13F filings are viewable for Sanchez Wealth Management Group going back to 2017
- Sanchez Wealth Management Group 2025 Q4 filed Feb. 4, 2026
- Sanchez Wealth Management Group 2025 Q3 filed Nov. 6, 2025
- Sanchez Wealth Management Group 2025 Q2 filed Aug. 7, 2025
- Sanchez Wealth Management Group 2025 Q1 filed April 16, 2025
- Sanchez Wealth Management Group 2024 Q4 filed Jan. 28, 2025
- Sanchez Wealth Management Group 2024 Q3 filed Nov. 5, 2024
- Sanchez Wealth Management Group 2024 Q2 filed July 17, 2024
- Sanchez Wealth Management Group 2024 Q1 filed May 7, 2024
- Sanchez Wealth Management Group 2023 Q4 filed Jan. 16, 2024
- Sanchez Wealth Management Group 2023 Q3 filed Oct. 27, 2023
- Sanchez Wealth Management Group 2023 Q2 filed Aug. 1, 2023
- Sanchez Wealth Management Group 2023 Q1 filed May 4, 2023
- Sanchez Wealth Management Group 2022 Q4 filed Feb. 8, 2023
- Sanchez Wealth Management Group 2022 Q3 filed Oct. 13, 2022
- Sanchez Wealth Management Group 2022 Q2 filed July 13, 2022
- Sanchez Wealth Management Group 2022 Q1 filed April 19, 2022