Sanchez Wealth Management Group Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Sanchez Wealth Management Group disclosed 24 stock positions valued at approximately $33.17M as of quarter-end September 30, 2026. The largest holdings include JANUS DETROIT STR TR, ISHARES TR, and JOHN HANCOCK EXCHANGE TRADED.
- Report Period
- September 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $33.17M
Holdings by Sector
Sanchez Wealth Management Group Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | JAAA | Other | 12.96% | 85,147 | -914,425 | -91.48% | $4,297,378 |
| ISHARES TR | MTUM | Other | 9.42% | 9,845 | -149,366 | -93.82% | $3,124,073 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 8.80% | 32,738 | -486,629 | -93.70% | $2,917,948 |
| SPDR SERIES TRUST | SPLG | Other | 6.48% | 23,954 | -110,632 | -82.20% | $2,150,079 |
| INVESCO QQQ TR | QQQ | Other | 5.96% | 2,672 | -43,295 | -94.19% | $1,976,486 |
| WISDOMTREE TR | DGRW | Other | 5.74% | 19,585 | -358,730 | -94.82% | $1,904,443 |
| ISHARES TR | IWF | Other | 5.74% | 15,195 | -336,092 | -95.67% | $1,903,363 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 4.67% | 21,002 | -354,074 | -94.40% | $1,549,917 |
| SPDR SERIES TRUST | SPYG | Other | 4.47% | 12,058 | -91,766 | -88.39% | $1,484,057 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.28% | 1,861 | -47,317 | -96.22% | $1,419,116 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 3.81% | 16,158 | -320,196 | -95.20% | $1,264,977 |
| PIMCO ETF TR | PYLD | Other | 3.72% | 48,546 | -913,643 | -94.95% | $1,232,591 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.53% | 23,287 | -296,230 | -92.71% | $1,169,227 |
| ISHARES TR | IVV | Other | 3.30% | 1,431 | -39,943 | -96.54% | $1,095,827 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 3.10% | 14,400 | -171,322 | -92.25% | $1,029,594 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.90% | 23,735 | -442,869 | -94.91% | $963,164 |
| ZACKS TRUST | SMIZ | Other | 2.16% | 17,506 | -200,588 | -91.97% | $716,514 |
| THE ALGER ETF TRUST | CNEQ | Other | 2.10% | 17,170 | -208,133 | -92.38% | $697,618 |
| NVIDIA CORPORATION | NVDA | Technology | 1.61% | 2,343 | -3,946 | -62.74% | $535,003 |
| WISDOMTREE TR | USFR | Other | 1.53% | 10,093 | -227,097 | -95.74% | $508,564 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.30% | 1,412 | -16,485 | -92.11% | $430,191 |
| PACER FDS TR | COWZ | Other | 0.96% | 4,785 | -203,881 | -97.71% | $319,436 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 0.78% | 8,029 | -251,681 | -96.91% | $257,334 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.67% | 4,950 | +4,950 | +100.00% | $221,666 |
Showing 24 of 24 holdings in the latest reporting period.