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CIK: 0001697740
Total reported value
$570.7M
$570.7M
48 檔
30.7%
At the close of Q3 2025, Sanchez Wealth Management Group disclosed equity holdings valued at approximately $570.7M, spread across 48 reported holdings.
In Q3 2025, Sanchez Wealth Management Group displayed an active expansion posture, initiating 5 new positions and adding to 25 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 | 8.74% | -0.41% | +1.48% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.65% | -0.12% | +1.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.05% | -0.54% | +0.09% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.78% | +0.13% | +16.11% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.70% | -0.60% | +2.61% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 6.65% | +1.49% | +3.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.31% | -0.48% | -1.36% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.47% | -0.80% | +6.57% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.04% | -0.46% | +3.04% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.51% | -0.08% | +3.73% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.04% | +3.10% | +10.26% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.41% | -0.32% | +3.54% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.06% | -0.06% | -0.60% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 3.04% | -0.03% | +2.22% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.87% | +0.45% | -10.34% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.59% | -0.12% | +1.67% | |
| 17 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.43% | -0.18% | -26.21% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.17% | -0.25% | -0.03% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.85% | -0.20% | +1.67% | |
| 20 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 1.58% | +0.01% | +3.60% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.15% | -0.89% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.43% | +53.47% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.09% | -0.08% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 0.38% | -0.02% | +0.10% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.02% | -7.16% | |
| 26 | TECH | Bio-techne CORP | Stock-Healthcare | 0.26% | +0.02% | -0.71% | |
| 27 | JSI | Jh Securitized Income ETF | ETF-Other | 0.26% | — | — | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.25% | +0.29% | +181.72% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | -0.06% | -0.06% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | -0.05% | -23.11% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.05% | +0.42% | |
| 32 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.12% | -0.03% | +0.12% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.01% | +0.06% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.10% | -0.01% | — | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.09% | -0.01% | +0.53% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.08% | — | -0.19% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.08% | — | +0.32% | |
| 38 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.07% | -0.01% | -18.41% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.01% | +0.23% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.06% | +0.01% | -5.32% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | -0.01% | -2.36% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | -0.01% | -2.02% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.01% | -3.49% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.05% | — | +5.11% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.05% | -0.02% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.05% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +16.11% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.7% | +1.69% | Add |
| 3 | MTUM | Ishares Msci USA Momentum Fa | +0.7% | +3.73% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +53.47% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | -0.60% | Add |
| 6 | USFR | Wisdomtree Floating Rate Tre | +0.2% | -10.34% | Add |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +10.26% | Add |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +181.72% | Add |
| 9 | SMIZ | Zacks Small/mid Cap ETF | +0.1% | +3.60% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.09% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | -7.16% | Trim |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +1.67% | Add |
| 13 | CAT | Caterpillar Inc | 0% | +0.42% | Trim |
| 14 | ETN | Eaton Corporation plc | 0% | +0.32% | Add |
| 15 | SDVY | First Trust Smid Cap Rising | — | +3.54% | Add |
| 16 | CSX | Csx CORP | — | +0.10% | Add |
| 17 | JPM | Jpmorgan Chase & Co | — | +0.06% | Trim |
| 18 | AMZN | Amazon.com Inc | — | -2.02% | Trim |
| 19 | JNJ | Johnson & Johnson | 0% | +0.23% | Trim |
| 20 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 21 | GLD | Spdr Gold Shares | 0% | -3.49% | Trim |
| 22 | UNP | Union Pacific CORP | 0% | +5.11% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.36% | Trim |
| 24 | ADP | Automatic Data Processing | 0% | +0.53% | Add |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 26 | QUAL | Ishares Msci USA Quality Fac | 0% | -5.32% | Trim |
| 27 | LPLA | Lpl Financial Holdings Inc | 0% | +0.12% | Add |
| 28 | JQUA | Jpmorgan US Quality Factor | -0.1% | +3.73% | Add |
| 29 | ABT | Abbott Laboratories | -0.1% | -0.06% | Trim |
| 30 | RDVY | First Trust Rising Dividend | -0.1% | +2.22% | Add |
| 31 | DGRO | Ishares Core Dividend Growth | -0.1% | -18.41% | Trim |
| 32 | TECH | Bio-techne CORP | -0.1% | -0.71% | Trim |
| 33 | JHML | John Hancock Multi Fact Lrg | -0.1% | +1.48% | Add |
| 34 | AAPL | Apple Inc | -0.1% | -0.89% | Trim |
| 35 | PYLD | Pimco Multisector Bond Actv | -0.2% | +6.57% | Add |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -23.11% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | -0.08% | Trim |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | -0.2% | +2.61% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.3% | -1.36% | Trim |
| 40 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.4% | -0.03% | Add |
| 41 | NOBL | Proshares S&p 500 Dividend A | -0.5% | +1.67% | Add |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | +3.04% | Add |
| 43 | JHMM | John Hancock Multi Fact Mid | -1.1% | -26.21% | Trim |
| 44 | JSI | Jh Securitized Income ETF | — | NEW | New buy |
| 45 | PGX | Invesco Preferred ETF | — | EXIT | Sold out |
| 46 | CMF | Ishares California Muni Bond | — | EXIT | Sold out |
| 47 | AVGO | Broadcom Inc | — | NEW | New buy |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 49 | IAU | Ishares Gold Trust | — | EXIT | Sold out |
| 50 | BA | Boeing Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Sanchez Wealth Management Group reported a total U.S. public equity portfolio value of $570.7M across 48 disclosed positions in Q3 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 30.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
JSI
市值: $1.1M
Top Position Liquidated / Trimmed
PGX
前期市值: $712.8K
During Q3 2025, Sanchez Wealth Management Group's top holdings by market value included JHML (8.7%)、IWF (8.7%)、SPY (8.1%). The largest single position, JHML, represented 8.7% of total portfolio value.
In Q3 2025, Sanchez Wealth Management Group made 49 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 3 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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