Sanchez Wealth Management Group's Portfolio Shifts in Q2 2026
This quarter, Sanchez Wealth Management Group significantly increased its holdings in several ETFs including JAAA and IWF, boosting their portfolio percentages to 8.84% and 7.64%, respectively.
As of June 30th, 2026, Sanchez Wealth Management Group's portfolio reflects notable changes during the second quarter. The total value remained substantial at $551.7 million.
Major Purchases This Quarter
The firm demonstrated strong buying activity, particularly in exchange-traded funds (ETFs). JANUS DETROIT STR TR ETF (JAAA), valued at approximately $50.5 million or 8.84% of the portfolio, saw a significant increase with shares rising by over 896,300 units (link). This was one of the most substantial additions to their holdings.
Similarly, ISHARES TR (IWF), representing 7.64% allocation or about $43.6 million in value (link), experienced a massive inflow of shares, adding over 267,100 units during the quarter.
The firm also showed considerable buying power with other ETFs:
- WISDOMTREE TR (USFR), valued at $11.9 million or 2.09% allocation (link) saw a large increase of over 86,255 shares.
- SPDR SERIES TRUST ETF (SPLG), worth $11.8 million or 2.07% (link) added over 35,356 shares.
- PIMCO ETF TR (PYLD), valued at $25.5 million or 4.47% allocation (link) increased by over 31,900 shares.
- JOHN HANCOCK EXCHANGE TRADED ETF (JHML), worth $46.3 million or 8.12% allocation (link) added over 15,400 shares.
- WISDOMTREE TR (DGRW), valued at $36.2 million or 6.34% allocation (link) increased by over 12,700 shares.
- J P MORGAN EXCHANGE TRADED FUND (JQUA), worth $27.1 million or 4.75% allocation (link) added over 11,000 shares.
- FIRST TR EXCHANGE TRADED FD ETF (RDVY), valued at $27.3 million or 4.78% allocation (link) increased by over 10,590 shares.
- NOBL ETF (PROSHARES TR), worth $1.5 million or 0.27% allocation (link) saw a substantial increase of over 9,788 shares.
- COWZ ETF (PACER FDS TR), worth $13.0 million or 2.27% allocation (link) added over 6,640 shares.
- QQQM ETF (INVESCO EXCH TRADED FD TR II), worth $5.4 million or 0.95% allocation (link) increased by over 5,078 shares.
These purchases suggest a continued focus on diversifying their holdings within the ETF space during Q2 2026.
No Disclosed Sales or Sells This Quarter
In contrast to the buying activity, there were no disclosed sales of significant size. The portfolio indicators show that has_large_sells is false for this quarter (Sanchez Wealth Management Group's filing). While some holdings like SPY and COWZ experienced share decreases, these were not classified as large sells by the firm.
Furthermore, despite changes in individual positions, there was no evidence of exiting major sectors or removing significant allocations from the portfolio structure this quarter.