Sanchez Wealth Management Group Portfolio Stock Holdings
Sanchez Wealth Management Group disclosed 53 stock positions valued at approximately $462.4 million in its latest SEC 13F filing. The largest holdings include JOHN HANCOCK EXCHANGE TRADED, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 53
- Portfolio Value
- $462.4M
Holdings by Sector
Sanchez Wealth Management Group Portfolio Holdings in Q1 2026
50 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 8.53% | 503,947 | +5,524 | +1.11% | $39,443,883 |
| ISHARES TR | MTUM | Other | 8.07% | 155,489 | +3,936 | +2.60% | $37,315,767 |
| ISHARES TR | IWF | Other | 7.76% | 84,186 | +2,707 | +3.32% | $35,896,755 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.98% | 49,639 | -652 | -1.30% | $32,282,027 |
| WISDOMTREE TR | DGRW | Other | 6.94% | 365,552 | +5,463 | +1.52% | $32,110,028 |
| ISHARES TR | IVV | Other | 5.91% | 41,801 | -62 | -0.15% | $27,304,835 |
| INVESCO QQQ TR | QQQ | Other | 5.80% | 46,478 | -334 | -0.71% | $26,826,149 |
| JANUS DETROIT STR TR | JAAA | Other | 5.74% | 527,182 | +25,365 | +5.05% | $26,554,150 |
| PIMCO ETF TR | PYLD | Other | 5.27% | 930,272 | +29,673 | +3.29% | $24,373,131 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 4.83% | 364,036 | +6,372 | +1.78% | $22,322,646 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 4.81% | 325,764 | +4,403 | +1.37% | $22,243,116 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 3.85% | 451,725 | +5,492 | +1.23% | $17,811,474 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.02% | 306,344 | +3,840 | +1.27% | $13,984,632 |
| PACER FDS TR | COWZ | Other | 2.73% | 202,026 | +3,350 | +1.69% | $12,638,754 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 2.62% | 180,817 | -83 | -0.05% | $12,136,426 |
| SPDR SERIES TRUST | SPYG | Other | 2.22% | 104,818 | -1,325 | -1.25% | $10,262,766 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 1.79% | 245,787 | +6,414 | +2.68% | $8,292,867 |
| WISDOMTREE TR | USFR | Other | 1.64% | 150,935 | +8,204 | +5.75% | $7,598,022 |
| SPDR SERIES TRUST | SPLG | Other | 1.64% | 99,230 | +20,070 | +25.35% | $7,595,067 |
| APPLE INC | AAPL | Technology | 1.07% | 19,435 | -404 | -2.04% | $4,932,314 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.66% | 12,819 | +4,142 | +47.74% | $3,045,998 |
| MICROSOFT CORP | MSFT | Technology | 0.55% | 6,894 | +141 | +2.09% | $2,551,917 |
| CSX CORP | CSX | Industrials | 0.44% | 49,955 | +302 | +0.61% | $2,050,657 |
| PROSHARES TR | NOBL | Other | 0.39% | 17,212 | -2,280 | -11.70% | $1,824,643 |
| NVIDIA CORPORATION | NVDA | Technology | 0.24% | 6,296 | +10 | +0.16% | $1,097,993 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.23% | 20,624 | - | - | $1,077,831 |
| CATERPILLAR INC | CAT | Industrials | 0.22% | 1,439 | -8 | -0.55% | $1,019,696 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.18% | 7,907 | +27 | +0.34% | $811,790 |
| SPDR SERIES TRUST | SPYV | Other | 0.17% | 13,586 | -578 | -4.08% | $768,698 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 1,774 | +26 | +1.49% | $521,870 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.11% | 1,715 | +2 | +0.12% | $515,845 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.11% | 15,829 | - | - | $485,644 |
| BOEING CO | BA | Industrials | 0.10% | 2,210 | -5 | -0.23% | $439,788 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 1,741 | +9 | +0.52% | $425,628 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.09% | 1,913 | +20 | +1.06% | $398,420 |
| APPLIED MATLS INC | AMAT | Technology | 0.08% | 1,110 | - | - | $379,387 |
| ISHARES TR | DGRO | Other | 0.08% | 5,082 | +11 | +0.22% | $356,660 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.08% | 587 | +26 | +4.63% | $354,810 |
| EATON CORP PLC | ETN | Other | 0.07% | 946 | +3 | +0.32% | $338,250 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,069 | +2 | +0.19% | $330,754 |
| HERSHEY CO | HSY | Consumer Defensive | 0.07% | 1,519 | - | - | $315,807 |
| ALPHABET INC | GOOGL | Communication Services | 0.07% | 1,081 | +66 | +6.50% | $310,734 |
| EXXON MOBIL CORP | XOM | Energy | 0.06% | 1,738 | -47 | -2.63% | $294,869 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.06% | 1,362 | +36 | +2.71% | $276,674 |
| VANGUARD INDEX FDS | VTI | Other | 0.06% | 793 | +8 | +1.02% | $254,377 |
| SPDR GOLD TR | GLD | Other | 0.05% | 578 | +50 | +9.47% | $248,708 |
| ISHARES TR | QUAL | Other | 0.05% | 1,285 | - | - | $246,566 |
| UNION PAC CORP | UNP | Industrials | 0.05% | 1,010 | +32 | +3.27% | $244,986 |
| LAM RESEARCH CORP | LRCX | Other | 0.05% | 1,090 | +1,090 | +100.00% | $232,889 |
| ISHARES GOLD TR | IAU | Other | 0.05% | 2,455 | +2,455 | +100.00% | $216,389 |