Q2 2026 13F · SEC CIK 1697740

Sanchez Wealth Management Group

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $570.7M
Reported positions: 52
Top holdings a year, 3 yrs: +16.5%
Assets under management: $571.2M

Sanchez Wealth Management Group is a wealth manager that reported 52 positions worth $570.7M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Ishares Tr (MTUM, 9.6%), Janus Detroit Str Tr (JAAA, 8.8%), John Hancock Exchange Traded (JHML, 8.1%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 22.3% for the S&P 500.

Sanchez Wealth Management Group holdings largest 50 of 52 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sanchez Wealth Management Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MTUMIshares Tr	9.6%	8.1%	159,211	+2.4%	$54.6M
JAAAJanus Detroit Str Tr	8.8%	5.7%	999,572	+89.6%	$50.5M
JHMLJohn Hancock Exchange Traded	8.1%	8.5%	519,367	+3.1%	$46.3M
IWFIshares Tr	7.6%	7.8%	351,287	+317.3%	$43.6M
SPYState Str Spdr S&p 500 ETF T	6.4%	7.0%	49,178	-0.9%	$36.7M
DGRWWisdomtree Tr	6.3%	6.9%	378,315	+3.5%	$36.2M
QQQInvesco Qqq Tr	5.9%	5.8%	45,967	-1.1%	$33.9M
IVVIshares Tr	5.4%	5.9%	41,374	-1.0%	$31.0M
RDVYFirst Tr Exchange Traded Fd	4.8%	4.8%	336,354	+3.3%	$27.3M
JQUAJpmorgan U.s. Quality Factor ETF	4.8%	4.8%	375,076	+3.0%	$27.1M
PYLDPimco ETF Tr	4.5%	5.3%	962,189	+3.4%	$25.5M
SDVYFirst Tr Exchange Traded Fd	3.5%	3.9%	466,604	+3.3%	$20.1M
SPDWSpdr Index Shs Fds	2.8%	3.0%	319,517	+4.3%	$16.1M
JHMMJohn Hancock Exchange Traded	2.4%	2.6%	185,722	+2.7%	$13.9M
COWZPacer Fds Tr	2.3%	2.7%	208,666	+3.3%	$13.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	2.2%	2.2%	103,824	-0.9%	$12.4M
USFRWisdomtree Tr	2.1%	1.6%	237,190	+57.1%	$11.9M
SPLGSpdr Series Trust	2.1%	1.6%	134,586	+35.6%	$11.8M
SMIZZacks Trust	1.7%	1.7%	218,094	+2.9%	$9.7M
CNEQThe Alger ETF Trust	1.6%	1.5%	225,303	+4.0%	$9.3M
HTRBHartford Fds Exchange Traded	1.5%	1.8%	259,710	+5.7%	$8.8M
QQQMInvesco Exch Traded Fd Tr II	0.9%	0.7%	17,897	+39.6%	$5.4M
AAPLApple Inc	0.9%	1.1%	18,188	-6.4%	$5.3M
MSFTMicrosoft Corp	0.5%	0.6%	7,074	+2.6%	$2.6M
CSXCsx Corp	0.4%	0.4%	49,990	+0.1%	$2.4M
CATCaterpillar Inc	0.3%	0.2%	1,442	+0.2%	$1.5M
NOBLProshares Tr	0.3%	0.4%	27,000	+56.9%	$1.5M
TECHBio-Techne Corp	0.3%	0.2%	20,536	-0.4%	$1.5M
NVDANvidia Corporation	0.2%	0.2%	6,289	-0.1%	$1.3M
AMATApplied Matls Inc	0.1%	0.1%	1,020	-8.1%	$737K
ABTAbbott Laboratories	0.1%	0.2%	7,813	-1.2%	$709K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.1%	0.2%	11,505	-15.3%	$699K
JPMJpmorgan Chase & Co	0.1%	0.1%	1,775	+0.1%	$581K
SCHDSchwab Strategic Tr	0.1%	0.1%	15,829	+0.0%	$502K
LPLALpl Finl Hldgs Inc	0.1%	0.1%	1,717	+0.1%	$484K
AMZNAmazon Com Inc	0.1%	0.1%	1,993	+4.2%	$475K
LRCXLam Research Corp	0.1%	—	1,090	—	$472K
BABoeing Co	0.1%	0.1%	2,165	-2.0%	$469K
JNJJohnson & Johnson	0.1%	0.1%	1,751	+0.6%	$445K
ETNEaton Corp PLC	0.1%	0.1%	948	+0.2%	$404K
AVGOBroadcom Inc	0.1%	0.1%	1,070	+0.1%	$404K
GOOGLAlphabet Inc	0.1%	0.1%	1,081	+0.0%	$386K
DGROIshares Tr	0.1%	0.1%	5,092	+0.2%	$386K
QUALIshares Tr	0.1%	0.1%	1,492	+16.1%	$327K
LMTLockheed Martin Corp	0.1%	0.1%	613	+4.4%	$312K
ADPAutomatic Data Processing in	0.1%	0.1%	1,373	+0.8%	$307K
VTIVanguard Index Fds	0.0%	0.1%	743	-6.3%	$275K
UNPUnion Pac Corp	0.0%	—	1,010	—	$275K
HSYHershey Co	0.0%	0.1%	1,519	+0.0%	$267K
XOMExxon Mobil Corp	0.0%	0.1%	1,738	+0.0%	$238K

What Sanchez Wealth Management Group bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.1% /yr; S&P 500 +11.7%
3 years: +16.5% /yr; S&P 500 +22.3%
5 years: +6.0% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$570.7M	52
Q1 2026	$462.4M	53
Q4 2025	$467.6M	51
Q3 2025	$450.3M	48
Q2 2025	$414.7M	49
Q1 2025	$368.2M	46
Q4 2024	$366.0M	49
Q3 2024	$328.1M	40
Q2 2024	$308.6M	38
Q1 2024	$295.3M	39
Q4 2023	$274.4M	36
Q3 2023	$247.9M	35

Questions about Sanchez Wealth Management Group's portfolio

What stocks does Sanchez Wealth Management Group own?

Sanchez Wealth Management Group's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 52 positions worth $570.7M. The largest are Ishares Tr (MTUM) at 9.6%, Janus Detroit Str Tr (JAAA) at 8.8%, John Hancock Exchange Traded (JHML) at 8.1%, Ishares Tr (IWF) at 7.6% and State Str Spdr S&p 500 ETF T (SPY) at 6.4%.

What did Sanchez Wealth Management Group buy last quarter?

In Q2 2026, Sanchez Wealth Management Group added Ishares Tr (IWF) (+317.3% shares), Janus Detroit Str Tr (JAAA) (+89.6% shares) and Wisdomtree Tr (USFR) (+57.1% shares), compared with its Q1 2026 filing.

What did Sanchez Wealth Management Group sell last quarter?

In Q2 2026, Sanchez Wealth Management Group cut from its top 50 Wisdomtree Tr (WTBN), cut from its top 50 Spdr Gold Tr (GLD), State Street Spdr Portfolio S&p 500 Valu (SPYV) (-15.3% shares), Applied Matls Inc (AMAT) (-8.1% shares) and Apple Inc (AAPL) (-6.4% shares), compared with its Q1 2026 filing.

How has Sanchez Wealth Management Group's portfolio performed?

A portfolio copying Sanchez Wealth Management Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +10.1% against +11.7%. Over 5 years: +6.0% a year against +10.6%.

When is Sanchez Wealth Management Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sanchez Wealth Management Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sanchez Wealth Management Group manage?

Sanchez Wealth Management Group reported $571.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $570.7M.