Sanchez Wealth Management Group — Q3 2025 13F Holdings

Name: Sanchez Wealth Management Group — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697740

Total reported value

$462.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	JHML	John Hancock Multi Fact Lrg	ETF-Other	8.74%	+0.02%	+1.48%
2	IWF	Ishares Russell 1000 Growth	ETF-Other	8.65%	-0.49%	+1.69%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	8.05%	-0.35%	+0.09%
4	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	6.78%	-0.35%	+16.11%
5	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	6.70%	+0.05%	+2.61%
6	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	6.65%	-0.04%	+3.73%
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	6.31%	-0.22%	-1.36%
8	PYLD	Pimco Multisector Bond Actv	ETF-Other	5.47%	+0.13%	+6.57%
9	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	5.04%	+0.17%	+3.04%
10	JQUA	Jpmorgan US Quality Factor	ETF-Other	4.51%	—	+3.73%
11	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	4.04%	+0.31%	+10.26%
12	SDVY	First Trust Smid Cap Rising	ETF-Other	3.41%	+0.19%	+3.54%
13	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	3.06%	-0.20%	-0.60%
14	RDVY	First Trust Rising Dividend	ETF-Other	3.04%	+0.04%	+2.22%
15	USFR	Wisdomtree Floating Rate Tre	ETF-Other	2.87%	+0.10%	-10.34%
16	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	2.59%	-0.04%	+1.67%
17	JHMM	John Hancock Multi Fact Mid	ETF-Other	2.43%	+0.09%	-26.21%
18	HTRB	Hartford Ttl Rtrn Bnd ETF	ETF-Other	2.17%	+0.04%	-0.03%
19	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.85%	+0.15%	+1.67%
20	SMIZ	Zacks Small/mid Cap ETF	ETF-Other	1.58%	+0.05%	+3.60%
21	AAPL	Apple INC	Stock-Tech	1.07%	-0.08%	-0.89%
22	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	1.01%	+0.28%	+53.47%
23	MSFT	Microsoft CORP	Stock-Tech	0.70%	-0.15%	-0.08%
24	CSX	Csx CORP	Stock-Industrials	0.38%	+0.06%	+0.10%
25	NVDA	Nvidia CORP	Stock-Tech	0.27%	-0.01%	-7.16%
26	TECH	Bio-techne CORP	Stock-Healthcare	0.26%	-0.03%	-0.71%
27	JSI	Jh Securitized Income ETF	ETF-Other	0.26%	—	—
28	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.25%	+0.19%	+181.72%
29	ABT	Abbott Laboratories	Stock-Healthcare	0.23%	-0.03%	-0.06%
30	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.22%	—	-23.11%
31	CAT	Caterpillar INC	Stock-Industrials	0.15%	+0.04%	+0.42%
32	LPLA	Lpl Financial Holdings INC	Stock-Financials	0.12%	-0.02%	+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%	-0.01%	-0.19%
37	ETN	Eaton Corporation plc	Stock-Industrials	0.08%	+0.01%	+0.32%
38	HSY	Hershey Co/the	Stock-Consumer Staples	0.07%	+0.01%	—
39	DGRO	Ishares Core Dividend Growth	ETF-Other	0.07%	—	-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%	—	-5.32%
42	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.06%	—	-2.36%
43	AMZN	Amazon.com INC	Stock-Consumer Disc	0.06%	—	-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%	—	—
48	AMAT	Applied Materials INC	Stock-Tech	0.05%	+0.02%	—

Holding changes this quarter

Position changes disclosed by Sanchez Wealth Management Group for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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	RDVY	First Trust Rising Dividend	-0.1%	+2.22%	Add
30	DGRO	Ishares Core Dividend Growth	-0.1%	-18.41%	Trim
31	TECH	Bio-techne CORP	-0.1%	-0.71%	Trim
32	JHML	John Hancock Multi Fact Lrg	-0.1%	+1.48%	Add
33	AAPL	Apple INC	-0.1%	-0.89%	Trim
34	PYLD	Pimco Multisector Bond Actv	-0.2%	+6.57%	Add
35	SPYV	Ss Spdr P S&p 500 Value ETF	-0.2%	-23.11%	Trim
36	MSFT	Microsoft CORP	-0.2%	-0.08%	Trim
37	DGRW	Wisdomtree U.s. Quality Divi	-0.2%	+2.61%	Add
38	IVV	Ishares Core S&p 500 ETF	-0.3%	-1.36%	Trim
39	HTRB	Hartford Ttl Rtrn Bnd ETF	-0.4%	-0.03%	Add
40	NOBL	Proshares S&p 500 Dividend A	-0.5%	+1.67%	Add
41	COWZ	Pacer US Cash Cows 100 ETF	-0.5%	+3.04%	Add
42	JHMM	John Hancock Multi Fact Mid	-1.1%	-26.21%	Trim
43	JSI	Jh Securitized Income ETF	—	NEW	New buy
44	PGX	Invesco Preferred ETF	—	EXIT	Sold out
45	CMF	Ishares California Muni Bond	—	EXIT	Sold out
46	AVGO	Broadcom INC	—	NEW	New buy
47	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
48	IAU	Ishares Gold Trust	—	EXIT	Sold out
49	BA	Boeing Co/the	—	NEW	New buy
50	AMAT	Applied Materials INC	—	NEW	New buy