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CIK: 0001697740
Total reported value
$570.7M
$570.7M
51 檔
32.0%
As reported in its official Q4 2025 Form 13F filing, Sanchez Wealth Management Group's tracked investment portfolio stood at $570.7M with 51 total positions.
In Q4 2025, Sanchez Wealth Management Group displayed an active expansion posture, initiating 4 new positions and adding to 24 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 | 8.51% | -0.41% | -0.80% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.25% | -0.12% | -2.07% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 8.11% | +1.49% | +29.82% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.33% | -0.54% | -7.62% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.89% | -0.60% | +6.22% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.15% | +0.13% | -7.89% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.13% | -0.48% | -1.44% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.43% | +3.10% | +39.90% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.14% | -0.80% | -1.83% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.83% | -0.08% | +10.68% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 4.77% | -0.03% | +57.64% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.66% | -0.32% | +10.57% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.87% | -0.20% | +55.73% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.56% | -0.46% | -49.65% | |
| 15 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.53% | -0.18% | +6.80% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.42% | -0.06% | -19.60% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.75% | -0.25% | -16.05% | |
| 18 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 1.65% | +0.01% | +9.65% | |
| 19 | CNEQ | Alger Concentrated Eqty ETF | ETF-Other | 1.58% | +0.17% | — | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.54% | +0.45% | -44.40% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.43% | +36.31% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.15% | +4.44% | |
| 23 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 0.92% | -0.95% | EXIT | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.09% | +11.47% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.47% | +0.29% | +88.26% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.43% | -0.12% | -82.80% | |
| 27 | CSX | Csx CORP | Stock-Industrials | 0.38% | -0.02% | +2.88% | |
| 28 | TECH | Bio-techne CORP | Stock-Healthcare | 0.26% | +0.02% | -1.36% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | -0.02% | -2.99% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.21% | -0.06% | +0.01% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | +0.05% | +0.21% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.17% | -0.05% | -19.54% | |
| 33 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.13% | -0.03% | +1.30% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | -0.01% | — | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.10% | -0.02% | +101.18% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | -0.01% | +62.63% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.09% | -0.01% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.08% | — | +0.09% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | -0.01% | +0.64% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.08% | -0.01% | +3.30% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.07% | -0.01% | +0.53% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.06% | — | +0.32% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.06% | +0.05% | — | |
| 45 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.06% | -0.02% | -15.56% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.06% | -0.03% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | -0.01% | — | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.05% | +0.01% | -7.49% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.05% | — | -4.86% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | +1.7% | +57.64% | Add |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +1.5% | +29.82% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +1.4% | +39.90% | Add |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | +55.73% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +36.31% | Add |
| 6 | JQUA | Jpmorgan US Quality Factor | +0.3% | +10.68% | Add |
| 7 | SDVY | First Trust Smid Cap Rising | +0.3% | +10.57% | Add |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +88.26% | Add |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +6.22% | Add |
| 10 | JHMM | John Hancock Multi Fact Mid | +0.1% | +6.80% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +4.44% | Add |
| 12 | SMIZ | Zacks Small/mid Cap ETF | +0.1% | +9.65% | Add |
| 13 | BA | Boeing Co/the | +0.1% | +101.18% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +62.63% | Add |
| 15 | CAT | Caterpillar Inc | 0% | +0.21% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 17 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 18 | LPLA | Lpl Financial Holdings Inc | 0% | +1.30% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | +0.64% | Add |
| 20 | DGRO | Ishares Core Dividend Growth | 0% | +3.30% | Add |
| 21 | MSFT | Microsoft CORP | — | +11.47% | Add |
| 22 | CSX | Csx CORP | — | +2.88% | Add |
| 23 | TECH | Bio-techne CORP | — | -1.36% | Trim |
| 24 | AVGO | Broadcom Inc | — | +0.09% | Add |
| 25 | UNP | Union Pacific CORP | — | -4.86% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 27 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 28 | HSY | Hershey Co/the | 0% | -15.56% | Trim |
| 29 | GLD | Spdr Gold Shares | 0% | -23.59% | Trim |
| 30 | QUAL | Ishares Msci USA Quality Fac | 0% | -7.49% | Trim |
| 31 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 32 | ABT | Abbott Laboratories | 0% | +0.01% | Add |
| 33 | ETN | Eaton Corporation plc | 0% | +0.32% | Add |
| 34 | ADP | Automatic Data Processing | 0% | +0.53% | Add |
| 35 | NVDA | Nvidia CORP | 0% | -2.99% | Trim |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -19.54% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.2% | -1.44% | Trim |
| 38 | JHML | John Hancock Multi Fact Lrg | -0.2% | -0.80% | Trim |
| 39 | PYLD | Pimco Multisector Bond Actv | -0.3% | -1.83% | Trim |
| 40 | IWF | Ishares Russell 1000 Growth | -0.4% | -2.07% | Trim |
| 41 | HTRB | Hartford Ttl Rtrn Bnd ETF | -0.4% | -16.05% | Trim |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -7.89% | Trim |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.6% | -19.60% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -7.62% | Trim |
| 45 | USFR | Wisdomtree Floating Rate Tre | -1.3% | -44.40% | Trim |
| 46 | NOBL | Proshares S&p 500 Dividend A | -2.2% | -82.80% | Trim |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | -2.5% | -49.65% | Trim |
| 48 | CNEQ | Alger Concentrated Eqty ETF | — | NEW | New buy |
| 49 | WTBN | Wisdomtree Bianco Tr Fund | — | NEW | New buy |
| 50 | JSI | Jh Securitized Income ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sanchez Wealth Management Group reported a total U.S. public equity portfolio value of $570.7M across 51 disclosed positions in Q4 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, MTUM) accounted for 32.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
CNEQ
市值: $7.4M
Top Position Liquidated / Trimmed
JSI
前期市值: $1.1M
During Q4 2025, Sanchez Wealth Management Group's top holdings by market value included JHML (8.5%)、IWF (8.3%)、MTUM (8.1%). The largest single position, JHML, represented 8.5% of total portfolio value.
In Q4 2025, Sanchez Wealth Management Group made 47 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 18 holdings, and fully liquidating 1 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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