Sanchez Wealth Management Group

Est. AUM

$462.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$39.4M	503947	8.53%	SOLE
2	ISHARES TR	MSCI USA MMENTM	$37.3M	155489	8.07%	SOLE
3	ISHARES TR	RUS 1000 GRW ETF	$35.9M	84186	7.76%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$32.3M	49639	6.98%	SOLE
5	WISDOMTREE TR	US QTLY DIV GRT	$32.1M	365552	6.94%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$27.3M	41801	5.91%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$26.8M	46478	5.80%	SOLE
8	JANUS DETROIT STR TR	HENDRSON AAA CL	$26.6M	527182	5.74%	SOLE
9	PIMCO ETF TR	MULTISECTOR BD	$24.4M	930272	5.27%	SOLE
10	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$22.3M	364036	4.83%	SOLE
11	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$22.2M	325764	4.81%	SOLE
12	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$17.8M	451725	3.85%	SOLE
13	SPDR INDEX SHS FDS	STATE STREET SPD	$14.0M	306344	3.02%	SOLE
14	PACER FDS TR	US CASH COWS 100	$12.6M	202026	2.73%	SOLE
15	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$12.1M	180817	2.62%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$10.3M	104818	2.22%	SOLE
17	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$8.3M	245787	1.79%	SOLE
18	ZACKS TRUST	SMALL/MID CAP	$7.9M	211983	1.70%	SOLE
19	WISDOMTREE TR	FLOATNG RAT TREA	$7.6M	150935	1.64%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$7.6M	99230	1.64%	SOLE
21	THE ALGER ETF TRUST	CONCENTRATED EQT	$6.7M	216697	1.46%	SOLE
22	APPLE INC	COM	$4.9M	19435	1.07%	SOLE
23	WISDOMTREE TR	BIANCO TOTL RETU	$4.4M	173650	0.95%	SOLE
24	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.0M	12819	0.66%	SOLE
25	MICROSOFT CORP	COM	$2.6M	6894	0.55%	SOLE
26	CSX CORP	COM	$2.1M	49955	0.44%	SOLE
27	PROSHARES TR	S&P 500 DV ARIST	$1.8M	17212	0.39%	SOLE
28	NVIDIA CORPORATION	COM	$1.1M	6296	0.24%	SOLE
29	BIO-TECHNE CORP	COM	$1.1M	20624	0.23%	SOLE
30	CATERPILLAR INC	COM	$1.0M	1439	0.22%	SOLE
31	ABBOTT LABORATORIES	COM	$812K	7907	0.18%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$769K	13586	0.17%	SOLE
33	JPMORGAN CHASE & CO	COM	$522K	1774	0.11%	SOLE
34	LPL FINL HLDGS INC	COM	$516K	1715	0.11%	SOLE
35	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$486K	15829	0.11%	SOLE
36	BOEING CO	COM	$440K	2210	0.10%	SOLE
37	JOHNSON & JOHNSON	COM	$426K	1741	0.09%	SOLE
38	AMAZON COM INC	COM	$398K	1913	0.09%	SOLE
39	APPLIED MATLS INC	COM	$379K	1110	0.08%	SOLE
40	ISHARES TR	CORE DIV GRWTH	$357K	5082	0.08%	SOLE
41	LOCKHEED MARTIN CORP	COM	$355K	587	0.08%	SOLE
42	EATON CORP PLC	SHS	$338K	946	0.07%	SOLE
43	BROADCOM INC	COM	$331K	1069	0.07%	SOLE
44	HERSHEY CO	COM	$316K	1519	0.07%	SOLE
45	ALPHABET INC	CAP STK CL A	$311K	1081	0.07%	SOLE
46	EXXON MOBIL CORP	COM	$295K	1738	0.06%	SOLE
47	AUTOMATIC DATA PROCESSING IN	COM	$277K	1362	0.06%	SOLE
48	VANGUARD INDEX FDS	TOTAL STK MKT	$254K	793	0.05%	SOLE
49	SPDR GOLD TR	GOLD SHS	$249K	578	0.05%	SOLE
50	ISHARES TR	MSCI USA QLT FCT	$247K	1285	0.05%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.