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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, MTUM, IWF, SPY, DGRW, and represent 38.29% of Sanchez Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: SPYM, JAAA, IWF, QQQM, MTUM, PYLD, DGRW, JHML, USFR, JQUA.
Started 2 new stock positions in IAU, LRCX.
Reduced shares in these 10 stocks: SPY, NOBL, QQQ, SPYG, AAPL, IVV, SPYV, XOM, CAT, JHMM.
Sanchez Wealth Management Group was a net buyer of stock by $9.2M.
Sanchez Wealth Management Group has $462M in assets under management (AUM), dropping by -1.12%.
Central Index Key (CIK): 0001697740

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Positions held by Sanchez Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sanchez Wealth Management Group

Sanchez Wealth Management Group holds 53 positions in its portfolio as reported in the March 2026 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	$39M		504k	78.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	8.1	$37M	+2%	156k	239.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.8	$36M	+3%	84k	426.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	7.0	$32M		50k	650.34	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.9	$32M		366k	87.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$27M		42k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.8	$27M		47k	577.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	5.7	$27M	+5%	527k	50.37	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.3	$24M	+3%	930k	26.20	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.8	$22M		364k	61.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	4.8	$22M		326k	68.28	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.9	$18M		452k	39.43	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	3.0	$14M		306k	45.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.7	$13M		202k	62.56	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	2.6	$12M		181k	67.12	View chart
Spdr Series Trust State Street Spd (SPYG)	2.2	$10M		105k	97.91	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.8	$8.3M	+2%	246k	33.74	View chart
Zacks Trust Small/mid Cap (SMIZ)	1.7	$7.9M		212k	37.07	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.6	$7.6M	+5%	151k	50.34	View chart
Spdr Series Trust State Street Spd (SPYM)	1.6	$7.6M	+25%	99k	76.54	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	1.5	$6.7M		217k	31.12	View chart
Apple (AAPL)	1.1	$4.9M	-2%	19k	253.79	View chart
Wisdomtree Tr Bianco Totl Retu (WTBN)	1.0	$4.4M	+2%	174k	25.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$3.0M	+47%	13k	237.62	View chart
Microsoft Corporation (MSFT)	0.6	$2.6M	+2%	6.9k	370.16	View chart
CSX Corporation (CSX)	0.4	$2.1M		50k	41.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$1.8M	-11%	17k	106.01	View chart
NVIDIA Corporation (NVDA)	0.2	$1.1M		6.3k	174.40	View chart
Bio-techne Corporation (TECH)	0.2	$1.1M		21k	52.26	View chart
Caterpillar (CAT)	0.2	$1.0M		1.4k	708.61	View chart
Abbott Laboratories (ABT)	0.2	$812k		7.9k	102.67	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$769k	-4%	14k	56.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$522k		1.8k	294.18	View chart
Lpl Financial Holdings (LPLA)	0.1	$516k		1.7k	300.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$486k		16k	30.68	View chart
Boeing Company (BA)	0.1	$440k		2.2k	199.00	View chart
Johnson & Johnson (JNJ)	0.1	$426k		1.7k	244.47	View chart
Amazon (AMZN)	0.1	$398k		1.9k	208.27	View chart
Applied Materials (AMAT)	0.1	$379k		1.1k	341.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$357k		5.1k	70.18	View chart
Lockheed Martin Corporation (LMT)	0.1	$355k	+4%	587.00	604.45	View chart
Eaton Corp SHS (ETN)	0.1	$338k		946.00	357.56	View chart
Broadcom (AVGO)	0.1	$331k		1.1k	309.41	View chart
Hershey Company (HSY)	0.1	$316k		1.5k	207.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$311k	+6%	1.1k	287.45	View chart
Exxon Mobil Corporation (XOM)	0.1	$295k	-2%	1.7k	169.66	View chart
Automatic Data Processing (ADP)	0.1	$277k	+2%	1.4k	203.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$254k		793.00	320.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$249k	+9%	578.00	430.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$247k		1.3k	191.88	View chart
Union Pacific Corporation (UNP)	0.1	$245k	+3%	1.0k	242.56	View chart
Lam Research Corp Com New (LRCX)	0.1	$233k	NEW	1.1k	213.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$216k	NEW	2.5k	88.14	View chart

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 2026 Q1 filed April 29, 2026
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

View all past filings

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