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CIK: 0001697740
Total reported value
$570.7M
$570.7M
49 檔
27.9%
As reported in its official Q2 2025 Form 13F filing, Sanchez Wealth Management Group's tracked investment portfolio stood at $570.7M with 49 total positions.
In Q2 2025, Sanchez Wealth Management Group displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 8.76% | -0.41% | +2.55% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.38% | -0.12% | +1.42% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.10% | -0.54% | +3.83% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.67% | -0.60% | +3.23% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 6.52% | +1.49% | +4.45% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.45% | -0.48% | -0.74% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.82% | +0.13% | +3.09% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.51% | -0.80% | +8.34% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.09% | -0.46% | +2.58% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.51% | -0.08% | +4.68% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.98% | +3.10% | +15.74% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.47% | +0.45% | +45.29% | |
| 13 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 3.38% | -0.18% | +0.95% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.32% | -0.32% | +4.07% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.05% | -0.06% | +3.85% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 3.02% | -0.03% | +2.19% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.71% | -0.12% | +0.16% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.33% | -0.25% | +3.58% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.87% | -0.20% | +3.51% | |
| 20 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 1.50% | +0.01% | +2.89% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.15% | -1.80% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.09% | -33.65% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.43% | +2.84% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 0.38% | -0.02% | +0.10% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | -0.05% | -27.83% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.02% | -7.06% | |
| 27 | TECH | Bio-techne CORP | Stock-Healthcare | 0.26% | +0.02% | -0.36% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.06% | +0.03% | |
| 29 | PGX | Invesco Preferred ETF | ETF-Other | 0.18% | — | +6.12% | |
| 30 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.15% | -0.03% | +0.06% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.05% | -5.64% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.01% | -0.46% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.10% | -0.01% | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | -0.01% | +0.46% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.09% | -0.01% | -29.04% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.09% | +0.29% | -33.66% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.08% | — | +0.32% | |
| 38 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | — | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.06% | +0.01% | -23.95% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.06% | — | -25.94% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | -0.01% | -1.32% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | -0.01% | -0.83% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | -0.01% | -24.51% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.06% | -0.02% | — | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.05% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.01% | -7.73% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.05% | -0.05% | EXIT | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.05% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +0.8% | +45.29% | Add |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +0.6% | +4.45% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.5% | +1.42% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +3.09% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +3.85% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.83% | Add |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +15.74% | Add |
| 8 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 9 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.1% | -7.06% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +3.51% | Add |
| 13 | SMIZ | Zacks Small/mid Cap ETF | 0% | +2.89% | Add |
| 14 | ETN | Eaton Corporation plc | 0% | +0.32% | Add |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | +2.84% | Add |
| 16 | CSX | Csx CORP | — | +0.10% | Add |
| 17 | LPLA | Lpl Financial Holdings Inc | — | +0.06% | Add |
| 18 | JPM | Jpmorgan Chase & Co | — | -0.46% | Trim |
| 19 | AMZN | Amazon.com Inc | — | -0.83% | Trim |
| 20 | CAT | Caterpillar Inc | 0% | -5.64% | Trim |
| 21 | PGX | Invesco Preferred ETF | 0% | +6.12% | Add |
| 22 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 23 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 24 | ADP | Automatic Data Processing | 0% | +0.46% | Add |
| 25 | GLD | Spdr Gold Shares | 0% | -7.73% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | -24.51% | Trim |
| 27 | ABT | Abbott Laboratories | 0% | +0.03% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | -1.32% | Trim |
| 29 | IAU | Ishares Gold Trust | 0% | -15.20% | Trim |
| 30 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 31 | QUAL | Ishares Msci USA Quality Fac | 0% | -23.95% | Trim |
| 32 | QQQM | Invesco Nasdaq 100 ETF | 0% | -33.66% | Trim |
| 33 | CMF | Ishares California Muni Bond | 0% | -25.94% | Trim |
| 34 | JQUA | Jpmorgan US Quality Factor | -0.1% | +4.68% | Add |
| 35 | DGRO | Ishares Core Dividend Growth | -0.1% | -29.04% | Trim |
| 36 | JHML | John Hancock Multi Fact Lrg | -0.1% | +2.55% | Add |
| 37 | RDVY | First Trust Rising Dividend | -0.1% | +2.19% | Add |
| 38 | TECH | Bio-techne CORP | -0.1% | -0.36% | Trim |
| 39 | SDVY | First Trust Smid Cap Rising | -0.1% | +4.07% | Add |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -27.83% | Trim |
| 41 | JHMM | John Hancock Multi Fact Mid | -0.2% | +0.95% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | -0.74% | Trim |
| 43 | PYLD | Pimco Multisector Bond Actv | -0.2% | +8.34% | Add |
| 44 | MSFT | Microsoft CORP | -0.2% | -33.65% | Trim |
| 45 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.2% | +3.58% | Add |
| 46 | AAPL | Apple Inc | -0.2% | -1.80% | Trim |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | -0.3% | +3.23% | Add |
| 48 | NOBL | Proshares S&p 500 Dividend A | -0.4% | +0.16% | Add |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | +2.58% | Add |
According to official SEC Form 13F filings, Sanchez Wealth Management Group reported a total U.S. public equity portfolio value of $570.7M across 49 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JHML, IWF, SPY) accounted for 27.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVGO
市值: $294.5K
Top Position Liquidated / Trimmed
IVV
前期市值: $24.4M
During Q2 2025, Sanchez Wealth Management Group's top holdings by market value included JHML (8.8%)、IWF (8.4%)、SPY (8.1%). The largest single position, JHML, represented 8.8% of total portfolio value.
In Q2 2025, Sanchez Wealth Management Group made 46 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 17 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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