Sanchez Wealth Management Group
CIK: 0001697740Latest portfolio: $467.6M · Q4 2025
Holdings
51
Total Value
$467.6M
New Positions
51
Closed Positions
0
Top Holdings
View All 51 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JHMLJOHN HANCOCK EXCHANGE TRADED | 498,423 | $39.8M | 8.51% | NEW | |
| 2 | IWFISHARES TR | 81,479 | $38.6M | 8.25% | NEW | |
| 3 | MTUMISHARES TR | 151,553 | $37.9M | 8.11% | NEW | |
| 4 | SPYSPDR S&P 500 ETF TR | 50,291 | $34.3M | 7.33% | NEW | |
| 5 | DGRWWISDOMTREE TR | 360,089 | $32.2M | 6.89% | NEW | |
| 6 | NDQINVESCO QQQ TR | 46,812 | $28.8M | 6.15% | NEW | |
| 7 | IVVISHARES TR | 41,863 | $28.7M | 6.13% | NEW | |
| 8 | JAAAJANUS DETROIT STR TR | 501,817 | $25.4M | 5.43% | NEW | |
| 9 | PYLDPIMCO ETF TR | 900,599 | $24.0M | 5.14% | NEW | |
| 10 | JQUAJ P MORGAN EXCHANGE TRADED F | 357,664 | $22.6M | 4.83% | NEW | |
| 11 | RDVYFIRST TR EXCHANGE TRADED FD | 321,361 | $22.3M | 4.77% | NEW | |
| 12 | SDVYFIRST TR EXCHANGE-TRADED FD | 446,233 | $17.1M | 3.66% | NEW | |
| 13 | SPDWSPDR INDEX SHS FDS | 302,504 | $13.4M | 2.87% | NEW | |
| 14 | COWZPACER FDS TR | 198,676 | $12.0M | 2.56% | NEW | |
| 15 | JHMMJOHN HANCOCK EXCHANGE TRADED | 180,900 | $11.8M | 2.53% | NEW | |
| 16 | SPYGSPDR SERIES TRUST | 106,143 | $11.3M | 2.42% | NEW | |
| 17 | HTRBHARTFORD FDS EXCHANGE TRADED | 239,373 | $8.2M | 1.75% | NEW | |
| 18 | SMIZZACKS TRUST | 208,928 | $7.7M | 1.65% | NEW | |
| 19 | CNEQTHE ALGER ETF TRUST | 215,214 | $7.4M | 1.58% | NEW | |
| 20 | USFRWISDOMTREE TR | 142,731 | $7.2M | 1.54% | NEW | |
| 21 | SPYMSPDR SERIES TRUST | 79,160 | $6.3M | 1.36% | NEW | |
| 22 | AAPLAPPLE INC | 19,839 | $5.4M | 1.15% | NEW | |
| 23 | WTBNWISDOMTREE TR | 169,019 | $4.3M | 0.92% | NEW | |
| 24 | MSFTMICROSOFT CORP | 6,753 | $3.3M | 0.70% | NEW | |
| 25 | QQQMINVESCO EXCH TRADED FD TR II | 8,677 | $2.2M | 0.47% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.979938563379353e+118T)
Industrials0.0% ($1799829480341.3T)
Technology0.0% ($539332651.2T)
Healthcare0.0% ($1.2T)
Unknown0.0% ($28.8B)
Consumer Cyclical0.0% ($436K)
Communication Services0.0% ($317K)
Consumer Defensive0.0% ($276K)
Energy0.0% ($214K)
Filing History
Fund Information
Sanchez Wealth Management Group is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $467.6M across 51 holdings. The largest position is JOHN HANCOCK EXCHANGE TRADED (JHML), representing 8.5% of the portfolio. Compared to the previous quarter, the fund opened 51 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.