Sanchez Wealth Management Group — Q4 2025 13F Holdings

Name: Sanchez Wealth Management Group — 13F Holdings, Q4 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	8.51%	+0.02%	-0.80%
2	IWF	Ishares Russell 1000 Growth	ETF-Other	8.25%	-0.49%	-2.07%
3	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	8.11%	-0.04%	+29.82%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	7.33%	-0.35%	-7.62%
5	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	6.89%	+0.05%	+6.22%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	6.15%	-0.35%	-7.89%
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	6.13%	-0.22%	-1.44%
8	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	5.43%	+0.31%	+39.90%
9	PYLD	Pimco Multisector Bond Actv	ETF-Other	5.14%	+0.13%	-1.83%
10	JQUA	Jpmorgan US Quality Factor	ETF-Other	4.83%	—	+10.68%
11	RDVY	First Trust Rising Dividend	ETF-Other	4.77%	+0.04%	+57.64%
12	SDVY	First Trust Smid Cap Rising	ETF-Other	3.66%	+0.19%	+10.57%
13	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	2.87%	+0.15%	+55.73%
14	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	2.56%	+0.17%	-49.65%
15	JHMM	John Hancock Multi Fact Mid	ETF-Other	2.53%	+0.09%	+6.80%
16	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	2.42%	-0.20%	-19.60%
17	HTRB	Hartford Ttl Rtrn Bnd ETF	ETF-Other	1.75%	+0.04%	-16.05%
18	SMIZ	Zacks Small/mid Cap ETF	ETF-Other	1.65%	+0.05%	+9.65%
19	CNEQ	Alger Concentrated Eqty ETF	ETF-Other	1.58%	-0.12%	—
20	USFR	Wisdomtree Floating Rate Tre	ETF-Other	1.54%	+0.10%	-44.40%
21	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	1.36%	+0.28%	+36.31%
22	AAPL	Apple INC	Stock-Tech	1.15%	-0.08%	+4.44%
23	WTBN	Wisdomtree Bianco Tr Fund	ETF-Other	0.92%	+0.03%	—
24	MSFT	Microsoft CORP	Stock-Tech	0.70%	-0.15%	+11.47%
25	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	0.47%	+0.19%	+88.26%
26	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	0.43%	-0.04%	-82.80%
27	CSX	Csx CORP	Stock-Industrials	0.38%	+0.06%	+2.88%
28	TECH	Bio-techne CORP	Stock-Healthcare	0.26%	-0.03%	-1.36%
29	NVDA	Nvidia CORP	Stock-Tech	0.25%	-0.01%	-2.99%
30	ABT	Abbott Laboratories	Stock-Healthcare	0.21%	-0.03%	+0.01%
31	CAT	Caterpillar INC	Stock-Industrials	0.18%	+0.04%	+0.21%
32	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.17%	—	-19.54%
33	LPLA	Lpl Financial Holdings INC	Stock-Financials	0.13%	-0.02%	+1.30%
34	JPM	Jpmorgan Chase & Co	Stock-Financials	0.12%	-0.01%	—
35	BA	Boeing Co/the	Stock-Industrials	0.10%	—	+101.18%
36	AMZN	Amazon.com INC	Stock-Consumer Disc	0.09%	—	+62.63%
37	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.09%	+0.01%	—
38	AVGO	Broadcom INC	Stock-Tech	0.08%	-0.01%	+0.09%
39	JNJ	Johnson & Johnson	Stock-Healthcare	0.08%	+0.01%	+0.64%
40	DGRO	Ishares Core Dividend Growth	ETF-Other	0.08%	—	+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%	+0.01%	+0.32%
44	AMAT	Applied Materials INC	Stock-Tech	0.06%	+0.02%	—
45	HSY	Hershey Co/the	Stock-Consumer Staples	0.06%	+0.01%	-15.56%
46	LMT	Lockheed Martin CORP	Stock-Industrials	0.06%	+0.02%	—
47	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.06%	—	—
48	QUAL	Ishares Msci USA Quality Fac	ETF-Other	0.05%	—	-7.49%
49	UNP	Union Pacific CORP	Stock-Industrials	0.05%	—	-4.86%
50	XOM	Exxon Mobil CORP	Stock-Energy	0.05%	+0.01%	—

1–50 of 51

Holding changes this quarter

Position changes disclosed by Sanchez Wealth Management Group for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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	HSY	Hershey Co/the	0%	-15.56%	Trim
28	GLD	Spdr Gold Shares	0%	-23.59%	Trim
29	QUAL	Ishares Msci USA Quality Fac	0%	-7.49%	Trim
30	ABT	Abbott Laboratories	0%	+0.01%	Add
31	ETN	Eaton Corporation plc	0%	+0.32%	Add
32	ADP	Automatic Data Processing	0%	+0.53%	Add
33	NVDA	Nvidia CORP	0%	-2.99%	Trim
34	SPYV	Ss Spdr P S&p 500 Value ETF	-0.1%	-19.54%	Trim
35	IVV	Ishares Core S&p 500 ETF	-0.2%	-1.44%	Trim
36	JHML	John Hancock Multi Fact Lrg	-0.2%	-0.80%	Trim
37	PYLD	Pimco Multisector Bond Actv	-0.3%	-1.83%	Trim
38	IWF	Ishares Russell 1000 Growth	-0.4%	-2.07%	Trim
39	HTRB	Hartford Ttl Rtrn Bnd ETF	-0.4%	-16.05%	Trim
40	QQQ	Invesco Qqq Trust Series 1	-0.6%	-7.89%	Trim
41	SPYG	Ss Spdr P S&p 500 Growth ETF	-0.6%	-19.60%	Trim
42	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.7%	-7.62%	Trim
43	USFR	Wisdomtree Floating Rate Tre	-1.3%	-44.40%	Trim
44	NOBL	Proshares S&p 500 Dividend A	-2.2%	-82.80%	Trim
45	COWZ	Pacer US Cash Cows 100 ETF	-2.5%	-49.65%	Trim
46	CNEQ	Alger Concentrated Eqty ETF	—	NEW	New buy
47	WTBN	Wisdomtree Bianco Tr Fund	—	NEW	New buy
48	JSI	Jh Securitized Income ETF	—	EXIT	Sold out
49	LMT	Lockheed Martin CORP	—	NEW	New buy
50	XOM	Exxon Mobil CORP	—	NEW	New buy