Sanchez Wealth Management Group

Sanchez Wealth Management Group as of March 31, 2026

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