Sanchez Wealth Management Group Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Sanchez Wealth Management Group disclosed 50 stock positions valued at approximately $570.70M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, JANUS DETROIT STR TR, and JOHN HANCOCK EXCHANGE TRADED.
- Report Period
- June 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $570.70M
Holdings by Sector
Sanchez Wealth Management Group Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | MTUM | Other | 9.56% | 159,211 | +3,722 | +2.39% | $54,582,177 |
| JANUS DETROIT STR TR | JAAA | Other | 8.84% | 999,572 | +472,390 | +89.61% | $50,468,399 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 8.12% | 519,367 | +15,420 | +3.06% | $46,317,098 |
| ISHARES TR | IWF | Other | 7.64% | 351,287 | +267,101 | +317.27% | $43,619,279 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.44% | 49,178 | -461 | -0.93% | $36,724,244 |
| WISDOMTREE TR | DGRW | Other | 6.34% | 378,315 | +12,763 | +3.49% | $36,174,499 |
| INVESCO QQQ TR | QQQ | Other | 5.93% | 45,967 | -511 | -1.10% | $33,850,322 |
| ISHARES TR | IVV | Other | 5.43% | 41,374 | -427 | -1.02% | $30,984,500 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 4.78% | 336,354 | +10,590 | +3.25% | $27,264,870 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 4.75% | 375,076 | +11,040 | +3.03% | $27,110,464 |
| PIMCO ETF TR | PYLD | Other | 4.47% | 962,189 | +31,917 | +3.43% | $25,517,239 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 3.53% | 466,604 | +14,879 | +3.29% | $20,129,268 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.82% | 319,517 | +13,173 | +4.30% | $16,100,469 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 2.44% | 185,722 | +4,905 | +2.71% | $13,921,702 |
| PACER FDS TR | COWZ | Other | 2.27% | 208,666 | +6,640 | +3.29% | $12,978,990 |
| SPDR SERIES TRUST | SPYG | Other | 2.16% | 103,824 | -994 | -0.95% | $12,353,987 |
| WISDOMTREE TR | USFR | Other | 2.09% | 237,190 | +86,255 | +57.15% | $11,942,500 |
| SPDR SERIES TRUST | SPLG | Other | 2.07% | 134,586 | +35,356 | +35.63% | $11,827,432 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 1.54% | 259,710 | +13,923 | +5.66% | $8,761,300 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.95% | 17,897 | +5,078 | +39.61% | $5,422,290 |
| APPLE INC | AAPL | Technology | 0.92% | 18,188 | -1,247 | -6.42% | $5,262,963 |
| MICROSOFT CORP | MSFT | Technology | 0.46% | 7,074 | +180 | +2.61% | $2,638,734 |
| CSX CORP | CSX | Industrials | 0.42% | 49,990 | +35 | +0.07% | $2,376,013 |
| CATERPILLAR INC | CAT | Industrials | 0.27% | 1,442 | +3 | +0.21% | $1,535,415 |
| PROSHARES TR | NOBL | Other | 0.27% | 27,000 | +9,788 | +56.87% | $1,516,342 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.25% | 20,536 | -88 | -0.43% | $1,450,876 |
| NVIDIA CORPORATION | NVDA | Technology | 0.22% | 6,289 | -7 | -0.11% | $1,258,430 |
| APPLIED MATLS INC | AMAT | Technology | 0.13% | 1,020 | -90 | -8.11% | $737,460 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.12% | 7,813 | -94 | -1.19% | $708,915 |
| SPDR SERIES TRUST | SPYV | Other | 0.12% | 11,505 | -2,081 | -15.32% | $699,413 |
Showing 30 of 50 holdings in the latest reporting period.