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CIK: 0001697740
Total reported value
$570.7M
$570.7M
53 檔
31.0%
The Q1 2026 SEC filing reveals that Sanchez Wealth Management Group held a total portfolio value of $570.7M, covering 53 public equity positions.
In Q1 2026, Sanchez Wealth Management Group displayed an active expansion posture, initiating 2 new positions and adding to 35 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 | 8.53% | -0.41% | +1.11% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 8.07% | +1.49% | +2.60% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.76% | -0.12% | +3.32% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.98% | -0.54% | -1.30% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.94% | -0.60% | +1.52% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.91% | -0.48% | -0.15% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.80% | +0.13% | -0.71% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.74% | +3.10% | +5.05% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.27% | -0.80% | +3.29% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.83% | -0.08% | +1.78% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 4.81% | -0.03% | +1.37% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 3.85% | -0.32% | +1.23% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.02% | -0.20% | +1.27% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.73% | -0.46% | +1.69% | |
| 15 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.62% | -0.18% | -0.05% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.22% | -0.06% | -1.25% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.79% | -0.25% | +2.68% | |
| 18 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 1.70% | +0.01% | +1.46% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.64% | +0.45% | +5.75% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.43% | +25.35% | |
| 21 | CNEQ | Alger Concentrated Eqty ETF | ETF-Other | 1.46% | +0.17% | +0.69% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.15% | -2.04% | |
| 23 | WTBN | Wisdomtree Bianco Tr Fund | ETF-Other | 0.95% | -0.95% | EXIT | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.66% | +0.29% | +47.74% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.09% | +2.09% | |
| 26 | CSX | Csx CORP | Stock-Industrials | 0.44% | -0.02% | +0.61% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.39% | -0.12% | -11.70% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | -0.02% | +0.16% | |
| 29 | TECH | Bio-techne CORP | Stock-Healthcare | 0.23% | +0.02% | — | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.05% | -0.55% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | -0.06% | +0.34% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.17% | -0.05% | -4.08% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | -0.01% | +1.49% | |
| 34 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.11% | -0.03% | +0.12% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | -0.01% | — | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.10% | -0.02% | -0.23% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.01% | +0.52% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | -0.01% | +1.06% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.08% | +0.05% | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.08% | -0.01% | +0.22% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | -0.03% | +4.63% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.07% | — | +0.32% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | +0.19% | |
| 44 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | +6.50% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.02% | -2.63% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.06% | -0.01% | +2.71% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | -0.01% | +1.02% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.01% | +9.47% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.05% | +0.01% | — |
According to official SEC Form 13F filings, Sanchez Wealth Management Group reported a total U.S. public equity portfolio value of $570.7M across 53 disclosed positions in Q1 2026.
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, MTUM, IWF) accounted for 31.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
LRCX
市值: $232.9K
Top Position Liquidated / Trimmed
SPY
前期市值: $34.3M
During Q1 2026, Sanchez Wealth Management Group's top holdings by market value included JHML (8.5%)、MTUM (8.1%)、IWF (7.8%). The largest single position, JHML, represented 8.5% of total portfolio value.
In Q1 2026, Sanchez Wealth Management Group made 48 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 11 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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