Sanchez Wealth Management Group

Sanchez Wealth Management Group as of Dec. 31, 2025

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
Ishares Tr Rus 1000 Grw Etf (IWF) 8.2 $39M 82k 473.30
Ishares Tr Msci Usa Mmentm (MTUM) 8.1 $38M 152k 250.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.3 $34M 50k 681.91
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.9 $32M 360k 89.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.1 $29M 47k 614.31
Ishares Tr Core S&p500 Etf (IVV) 6.1 $29M 42k 684.94
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 5.4 $25M 502k 50.58
Pimco Etf Tr Multisector Bd (PYLD) 5.1 $24M 901k 26.68
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 4.8 $23M 358k 63.18
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.8 $22M 321k 69.47
First Tr Exchange-traded Smid Risng Etf (SDVY) 3.7 $17M 446k 38.32
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.9 $13M 303k 44.41
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.6 $12M 199k 60.17
John Hancock Exchange Traded Multifactor Mi (JHMM) 2.5 $12M 181k 65.48
Spdr Series Trust State Street Spd (SPYG) 2.4 $11M 106k 106.70
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 1.7 $8.2M 239k 34.15
Zacks Trust Small/mid Cap (SMIZ) 1.7 $7.7M 209k 36.99
The Alger Etf Trust Concentrated Eqt (CNEQ) 1.6 $7.4M 215k 34.38
Wisdomtree Tr Floatng Rat Trea (USFR) 1.5 $7.2M 143k 50.32
Spdr Series Trust State Street Spd (SPYM) 1.4 $6.4M 79k 80.22
Apple (AAPL) 1.2 $5.4M 20k 271.86
Wisdomtree Tr Bianco Totl Retu (WTBN) 0.9 $4.3M 169k 25.45
Microsoft Corporation (MSFT) 0.7 $3.3M 6.8k 483.61
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $2.2M 8.7k 252.91
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.0M 20k 104.07
CSX Corporation (CSX) 0.4 $1.8M 50k 36.25
Bio-techne Corporation (TECH) 0.3 $1.2M 21k 58.81
NVIDIA Corporation (NVDA) 0.3 $1.2M 6.3k 186.50
Abbott Laboratories (ABT) 0.2 $987k 7.9k 125.30
Caterpillar (CAT) 0.2 $829k 1.4k 573.03
Spdr Series Trust State Street Spd (SPYV) 0.2 $805k 14k 56.81
Lpl Financial Holdings (LPLA) 0.1 $612k 1.7k 357.18
JPMorgan Chase & Co. (JPM) 0.1 $563k 1.7k 322.31
Boeing Company (BA) 0.1 $481k 2.2k 217.09
Amazon (AMZN) 0.1 $437k 1.9k 230.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $434k 16k 27.43
Broadcom (AVGO) 0.1 $369k 1.1k 346.24
Johnson & Johnson (JNJ) 0.1 $358k 1.7k 206.90
Ishares Tr Core Div Grwth (DGRO) 0.1 $352k 5.1k 69.42
Automatic Data Processing (ADP) 0.1 $341k 1.3k 257.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $318k 1.0k 313.03
Eaton Corp SHS (ETN) 0.1 $300k 943.00 318.45
Applied Materials (AMAT) 0.1 $285k 1.1k 256.99
Hershey Company (HSY) 0.1 $276k 1.5k 181.99
Lockheed Martin Corporation (LMT) 0.1 $272k 561.00 484.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $263k 785.00 335.24
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $255k 1.3k 198.69
Union Pacific Corporation (UNP) 0.0 $226k 978.00 231.26
Exxon Mobil Corporation (XOM) 0.0 $215k 1.8k 120.34
Spdr Gold Tr Gold Shs (GLD) 0.0 $209k 528.00 396.31