Sanchez Wealth Management Group Portfolio Stock Holdings
Sanchez Wealth Management Group disclosed 52 stock positions valued at approximately $570.7 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, JANUS DETROIT STR TR, and JOHN HANCOCK EXCHANGE TRADED. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 52
- Portfolio Value
- $570.7M
Holdings by Sector
Sanchez Wealth Management Group Portfolio Holdings in Q2 2026
50 holdings in the latest reporting period.
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| 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 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 1,775 | +1 | +0.06% | $580,916 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.09% | 15,829 | - | - | $501,948 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.08% | 1,717 | +2 | +0.12% | $483,521 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.08% | 1,993 | +80 | +4.18% | $475,013 |
| LAM RESEARCH CORP | LRCX | Other | 0.08% | 1,090 | - | - | $472,330 |
| BOEING CO | BA | Industrials | 0.08% | 2,165 | -45 | -2.04% | $468,584 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,751 | +10 | +0.57% | $444,594 |
| EATON CORP PLC | ETN | Other | 0.07% | 948 | +2 | +0.21% | $404,090 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,070 | +1 | +0.09% | $404,037 |
| ALPHABET INC | GOOGL | Communication Services | 0.07% | 1,081 | - | - | $386,322 |
| ISHARES TR | DGRO | Other | 0.07% | 5,092 | +10 | +0.20% | $385,937 |
| ISHARES TR | QUAL | Other | 0.06% | 1,492 | +207 | +16.11% | $327,492 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.05% | 613 | +26 | +4.43% | $312,328 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.05% | 1,373 | +11 | +0.81% | $307,457 |
| VANGUARD INDEX FDS | VTI | Other | 0.05% | 743 | -50 | -6.31% | $274,999 |
| UNION PAC CORP | UNP | Industrials | 0.05% | 1,010 | - | - | $274,652 |
| HERSHEY CO | HSY | Consumer Defensive | 0.05% | 1,519 | - | - | $266,527 |
| EXXON MOBIL CORP | XOM | Energy | 0.04% | 1,738 | - | - | $237,620 |
| SPDR GOLD TR | GLD | Other | 0.04% | 578 | - | - | $212,924 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.04% | 933 | +933 | +100.00% | $208,665 |