Home › Sanchez Wealth Management Group

Sanchez Wealth Management Group 13F holdings

Filed 2026-07-27 · Sanchez Wealth Management Group · 52 positions · $570.7M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
MTUMISHARES TR159.2K$54.6M9.6%
JAAAJANUS DETROIT STR TR999.6K$50.5M8.8%
JHMLJOHN HANCOCK EXCHANGE TRADED519.4K$46.3M8.1%
IWFISHARES TR351.3K$43.6M7.6%
SPYSTATE STR SPDR S&P 500 ETF T49.2K$36.7M6.4%
DGRWWISDOMTREE TR378.3K$36.2M6.3%
QQQINVESCO QQQ TR46.0K$33.9M5.9%
IVVISHARES TR41.4K$31.0M5.4%
RDVYFIRST TR EXCHANGE TRADED FD336.4K$27.3M4.8%
JQUAJ P MORGAN EXCHANGE TRADED F375.1K$27.1M4.8%
PYLDPIMCO ETF TR962.2K$25.5M4.5%
SDVYFIRST TR EXCHANGE TRADED FD466.6K$20.1M3.5%
SPDWSPDR INDEX SHS FDS319.5K$16.1M2.8%
JHMMJOHN HANCOCK EXCHANGE TRADED185.7K$13.9M2.4%
COWZPACER FDS TR208.7K$13.0M2.3%
SPYGSPDR SERIES TRUST103.8K$12.4M2.2%
USFRWISDOMTREE TR237.2K$11.9M2.1%
SPYMSPDR SERIES TRUST134.6K$11.8M2.1%
SMIZZACKS TRUST218.1K$9.7M1.7%
CNEQTHE ALGER ETF TRUST225.3K$9.3M1.6%
HTRBHARTFORD FDS EXCHANGE TRADED259.7K$8.8M1.5%
QQQMINVESCO EXCH TRADED FD TR II17.9K$5.4M1.0%
AAPLAPPLE INC18.2K$5.3M0.9%
MSFTMICROSOFT CORP7.1K$2.6M0.5%
CSXCSX CORP50.0K$2.4M0.4%
CATCATERPILLAR INC1.4K$1.5M0.3%
NOBLPROSHARES TR27.0K$1.5M0.3%
TECHBIO-TECHNE CORP20.5K$1.5M0.3%
NVDANVIDIA CORPORATION6.3K$1.3M0.2%
AMATAPPLIED MATLS INC1.0K$737,4600.1%
ABTABBOTT LABORATORIES7.8K$708,9150.1%
SPYVSPDR SERIES TRUST11.5K$699,4130.1%
JPMJPMORGAN CHASE & CO1.8K$580,9160.1%
SCHDSCHWAB STRATEGIC TR15.8K$501,9480.1%
LPLALPL FINL HLDGS INC1.7K$483,5210.1%
AMZNAMAZON COM INC2.0K$475,0130.1%
LRCXLAM RESEARCH CORP1.1K$472,3300.1%
BABOEING CO2.2K$468,5840.1%
JNJJOHNSON & JOHNSON1.8K$444,5940.1%
ETNEATON CORP PLC948$404,0900.1%
AVGOBROADCOM INC1.1K$404,0370.1%
GOOGLALPHABET INC1.1K$386,3220.1%
DGROISHARES TR5.1K$385,9370.1%
QUALISHARES TR1.5K$327,4920.1%
LMTLOCKHEED MARTIN CORP613$312,3280.1%
ADPAUTOMATIC DATA PROCESSING IN1.4K$307,4570.1%
VTIVANGUARD INDEX FDS743$274,9990.0%
UNPUNION PAC CORP1.0K$274,6520.0%
HSYHERSHEY CO1.5K$266,5270.0%
EXMOCEXXON MOBIL CORP1.7K$237,6200.0%
GLDSPDR GOLD TR578$212,9240.0%
SPGSIMON PPTY GROUP INC NEW933$208,6650.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}