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, SPY, QQQ, DGRW, and represent 38.92% of Sanchez Wealth Management Group's stock portfolio.
  • Added to shares of these 10 stocks: QQQ, JAAA, SPLG, PYLD, JSI, MTUM, DGRW, QQQM, JQUA, COWZ.
  • Started 2 new stock positions in GOOGL, JSI.
  • Reduced shares in these 10 stocks: JHMM, USFR, PGX, IVV, SPYV, CMF, IAU, NVDA, SPYG, DGRO.
  • Sold out of its positions in PGX, IAU, CMF.
  • Sanchez Wealth Management Group was a net buyer of stock by $9.4M.
  • Sanchez Wealth Management Group has $450M in assets under management (AUM), dropping by 8.59%.
  • Central Index Key (CIK): 0001697740

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Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 48 positions in its portfolio as reported in the September 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) 8.7 $39M 502k 78.37
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Ishares Tr Rus 1000 Grw Etf (IWF) 8.7 $39M 83k 468.41
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.1 $36M 54k 666.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.8 $31M +16% 51k 600.37
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.7 $30M +2% 339k 88.96
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Ishares Tr Msci Usa Mmentm (MTUM) 6.6 $30M +3% 117k 256.45
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Ishares Tr Core S&p500 Etf (IVV) 6.3 $28M 43k 669.30
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Pimco Etf Tr Multisector Bd (PYLD) 5.5 $25M +6% 917k 26.84
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 5.0 $23M +3% 395k 57.47
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.5 $20M +3% 323k 62.91
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.0 $18M +10% 359k 50.78
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First Tr Exchange-traded Smid Risng Etf (SDVY) 3.4 $15M +3% 404k 38.02
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.1 $14M 132k 104.51
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 3.0 $14M +2% 204k 67.26
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Wisdomtree Tr Floatng Rat Trea (USFR) 2.9 $13M -10% 257k 50.27
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Proshares Tr S&p 500 Dv Arist (NOBL) 2.6 $12M 113k 103.07
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John Hancock Exchange Traded Multifactor Mi (JHMM) 2.4 $11M -26% 169k 64.69
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.2 $9.8M 285k 34.29
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $8.3M 194k 42.79
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Zacks Trust Small/mid Cap (SMIZ) 1.6 $7.1M +3% 191k 37.35
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Apple (AAPL) 1.1 $4.8M 19k 254.63
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Spdr Series Trust Portfolio S&p500 (SPLG) 1.0 $4.5M +53% 58k 78.34
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Microsoft Corporation (MSFT) 0.7 $3.1M 6.1k 517.95
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CSX Corporation (CSX) 0.4 $1.7M 48k 35.51
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NVIDIA Corporation (NVDA) 0.3 $1.2M -7% 6.5k 186.58
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Bio-techne Corporation (TECH) 0.3 $1.2M 21k 55.63
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Janus Detroit Str Tr Henderson Securi (JSI) 0.3 $1.1M NEW 22k 52.27
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $1.1M +181% 4.6k 247.10
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Abbott Laboratories (ABT) 0.2 $1.1M 7.9k 133.95
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $974k -23% 18k 55.33
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Caterpillar (CAT) 0.2 $689k 1.4k 477.00
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Lpl Financial Holdings (LPLA) 0.1 $562k 1.7k 332.61
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JPMorgan Chase & Co. (JPM) 0.1 $551k 1.7k 315.41
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $432k 16k 27.30
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Automatic Data Processing (ADP) 0.1 $387k 1.3k 293.50
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Broadcom (AVGO) 0.1 $352k 1.1k 330.04
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Eaton Corp SHS (ETN) 0.1 $352k 940.00 374.19
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Hershey Company (HSY) 0.1 $337k 1.8k 187.06
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Ishares Tr Core Div Grwth (DGRO) 0.1 $334k -18% 4.9k 68.09
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Johnson & Johnson (JNJ) 0.1 $319k 1.7k 185.46
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $270k -5% 1.4k 194.54
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $257k -2% 785.00 327.96
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Amazon (AMZN) 0.1 $256k -2% 1.2k 219.57
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $247k NEW 1.0k 243.01
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Spdr Gold Tr Gold Shs (GLD) 0.1 $246k -3% 691.00 355.47
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Union Pacific Corporation (UNP) 0.1 $243k +5% 1.0k 236.31
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Boeing Company (BA) 0.1 $238k 1.1k 215.76
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Applied Materials (AMAT) 0.1 $227k 1.1k 204.74
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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

View all past filings