Sanchez Wealth Management Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$462.4M
Q ending 2026-03-31
Prior quarter
$467.6M
Q ending 2025-12-31
Change
-1.1% QoQ · +25.6% YoY
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| John Hancock Exchange Traded | JHML | Shares | $39.4M | 504K |
| Ishares Tr | MTUM | Shares | $37.3M | 155K |
| Ishares Tr | IWF | Shares | $35.9M | 84K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $32.3M | 50K |
| Wisdomtree Tr | DGRW | Shares | $32.1M | 366K |
| Ishares Tr | IVV | Shares | $27.3M | 42K |
| Invesco Qqq Tr | QQQ | Shares | $26.8M | 46K |
| Janus Detroit Str Tr | JAAA | Shares | $26.6M | 527K |
| Pimco Etf Tr | PYLD | Shares | $24.4M | 930K |
| J P Morgan Exchange Traded F | JQUA | Shares | $22.3M | 364K |
| First Tr Exchange Traded Fd | RDVY | Shares | $22.2M | 326K |
| First Tr Exchange Traded Fd | SDVY | Shares | $17.8M | 452K |
| Spdr Index Shs Fds | SPDW | Shares | $14.0M | 306K |
| Pacer Fds Tr | COWZ | Shares | $12.6M | 202K |
| John Hancock Exchange Traded | JHMM | Shares | $12.1M | 181K |
| Spdr Series Trust | SPYG | Shares | $10.3M | 105K |
| Hartford Fds Exchange Traded | HTRB | Shares | $8.3M | 246K |
| Zacks Trust | SMIZ | Shares | $7.9M | 212K |
| Wisdomtree Tr | USFR | Shares | $7.6M | 151K |
| Spdr Series Trust | SPYM | Shares | $7.6M | 99K |
| The Alger Etf Trust | CNEQ | Shares | $6.7M | 217K |
| Apple Inc | AAPL | Shares | $4.9M | 19K |
| Wisdomtree Tr | WTBN | Shares | $4.4M | 174K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $3.0M | 13K |
| Microsoft Corp | MSFT | Shares | $2.6M | 7K |
| Csx Corp | CSX | Shares | $2.1M | 50K |
| Proshares Tr | NOBL | Shares | $1.8M | 17K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Bio-Techne Corp | TECH | Shares | $1.1M | 21K |
| Caterpillar Inc | CAT | Shares | $1.0M | 1K |
| Abbott Laboratories | ABT | Shares | $812K | 8K |
| Spdr Series Trust | SPYV | Shares | $769K | 14K |
| Jpmorgan Chase & Co | JPM | Shares | $522K | 2K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $516K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $486K | 16K |
| Boeing Co | BA | Shares | $440K | 2K |
| Johnson & Johnson | JNJ | Shares | $426K | 2K |
| Amazon Com Inc | AMZN | Shares | $398K | 2K |
| Applied Matls Inc | AMAT | Shares | $379K | 1K |
| Ishares Tr | DGRO | Shares | $357K | 5K |
| Lockheed Martin Corp | LMT | Shares | $355K | 587 |
| Eaton Corp Plc | Shares | $338K | 946 | |
| Broadcom Inc | AVGO | Shares | $331K | 1K |
| Hershey Co | HSY | Shares | $316K | 2K |
| Alphabet Inc | GOOGL | Shares | $311K | 1K |
| Exxon Mobil Corp | XOM | Shares | $295K | 2K |
| Automatic Data Processing In | ADP | Shares | $277K | 1K |
| Vanguard Index Fds | VTI | Shares | $254K | 793 |
| Spdr Gold Tr | GLD | Shares | $249K | 578 |
| Ishares Tr | QUAL | Shares | $247K | 1K |
| Union Pac Corp | UNP | Shares | $245K | 1K |
| Lam Research Corp | LRCX | Shares | $233K | 1K |
| Ishares Gold Tr | IAU | Shares | $216K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.