Sanchez Wealth Management Group

Latest statistics and disclosures from Sanchez Wealth Management Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MTUM, JAAA, JHML, IWF, SPY, and represent 40.60% of Sanchez Wealth Management Group's stock portfolio.
  • Added to shares of these 10 stocks: IWF (+$33M), JAAA (+$24M), USFR, SPYM, QQQM, JHML, MTUM, DGRW, RDVY, PYLD.
  • Started 1 new stock position in SPG.
  • Reduced shares in these 10 stocks: WTBN, QQQ, AAPL, SPY, IVV, IAU, SPYV, SPYG, AMAT, VTI.
  • Sold out of its positions in IAU, WTBN.
  • Sanchez Wealth Management Group was a net buyer of stock by $70M.
  • Sanchez Wealth Management Group has $571M in assets under management (AUM), dropping by 23.43%.
  • Central Index Key (CIK): 0001697740

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Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Mmentm (MTUM) 9.6 $55M +2% 159k 342.83
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 8.8 $51M +89% 1000k 50.49
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John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 8.1 $46M +3% 519k 89.18
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Ishares Tr Rus 1000 Grw Etf (IWF) 7.6 $44M +317% 351k 124.17
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 6.4 $37M 49k 746.76
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.3 $36M +3% 378k 95.62
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Invesco Qqq Tr Unit Ser 1 (QQQ) 5.9 $34M 46k 736.40
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Ishares Tr Core S&p500 Etf (IVV) 5.4 $31M 41k 748.89
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.8 $27M +3% 336k 81.06
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.8 $27M +3% 375k 72.28
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Pimco Etf Tr Multisector Bd (PYLD) 4.5 $26M +3% 962k 26.52
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First Tr Exchange Traded Smid Risng Etf (SDVY) 3.5 $20M +3% 467k 43.14
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 2.8 $16M +4% 320k 50.39
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John Hancock Exchange Traded Multifactor Mi (JHMM) 2.4 $14M +2% 186k 74.96
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.3 $13M +3% 209k 62.20
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Spdr Series Trust ST STR P500GRW (SPYG) 2.2 $12M 104k 118.99
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Wisdomtree Tr Floatng Rat Trea (USFR) 2.1 $12M +57% 237k 50.35
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Spdr Series Trust St Str P500etf (SPYM) 2.1 $12M +35% 135k 87.88
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Zacks Trust Small/mid Cap (SMIZ) 1.7 $9.7M +2% 218k 44.62
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The Alger Etf Trust Concentrated Eqt (CNEQ) 1.6 $9.3M +3% 225k 41.27
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.5 $8.8M +5% 260k 33.73
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.0 $5.4M +39% 18k 302.97
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Apple (AAPL) 0.9 $5.3M -6% 18k 289.36
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Microsoft Corporation (MSFT) 0.5 $2.6M +2% 7.1k 373.02
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CSX Corporation (CSX) 0.4 $2.4M 50k 47.53
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Caterpillar (CAT) 0.3 $1.5M 1.4k 1064.78
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $1.5M +56% 27k 56.16
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Bio-techne Corporation (TECH) 0.3 $1.5M 21k 70.65
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NVIDIA Corporation (NVDA) 0.2 $1.3M 6.3k 200.10
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Applied Materials (AMAT) 0.1 $738k -8% 1.0k 723.00
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Abbott Laboratories (ABT) 0.1 $709k 7.8k 90.74
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Spdr Series Trust St Str P500val (SPYV) 0.1 $699k -15% 12k 60.79
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JPMorgan Chase & Co. (JPM) 0.1 $581k 1.8k 327.28
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $502k 16k 31.71
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Lpl Financial Holdings (LPLA) 0.1 $484k 1.7k 281.61
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Amazon (AMZN) 0.1 $475k +4% 2.0k 238.34
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Lam Research Corp Com New (LRCX) 0.1 $472k 1.1k 433.33
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Boeing Company (BA) 0.1 $469k -2% 2.2k 216.44
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Johnson & Johnson (JNJ) 0.1 $445k 1.8k 253.91
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Eaton Corp SHS (ETN) 0.1 $404k 948.00 426.26
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Broadcom (AVGO) 0.1 $404k 1.1k 377.60
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $386k 1.1k 357.37
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Ishares Tr Core Div Grwth (DGRO) 0.1 $386k 5.1k 75.79
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $328k +16% 1.5k 219.50
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Lockheed Martin Corporation (LMT) 0.1 $312k +4% 613.00 509.51
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Automatic Data Processing (ADP) 0.1 $308k 1.4k 223.93
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $275k -6% 743.00 370.12
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Union Pacific Corporation (UNP) 0.0 $275k 1.0k 271.93
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Hershey Company (HSY) 0.0 $267k 1.5k 175.46
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Exxon Mobil Corporation (XOM) 0.0 $238k 1.7k 136.72
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Spdr Gold Tr Gold Shs (GLD) 0.0 $213k 578.00 368.38
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Simon Property (SPG) 0.0 $209k NEW 933.00 223.65
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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