§ 13F · FUND PROFILE
Sanchez Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $450M (13F)Positions · 48Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$449K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JHML | JOHN HANCOCK EXCHANGE TRADED | 504K | $39M | 8.5% | +1% |
| 2 | MTUM | ISHARES TR | 155K | $37M | 8.1% | +3% |
| 3 | IWF | ISHARES TR | 84K | $36M | 7.8% | +3% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 50K | $32M | 7.0% | −1% |
| 5 | DGRW | WISDOMTREE TR | 366K | $32M | 6.9% | +2% |
| 6 | IVV | ISHARES TR | 42K | $27M | 5.9% | ±0% |
| 7 | QQQ | INVESCO QQQ TR | 46K | $27M | 5.8% | −1% |
| 8 | JAAA | JANUS DETROIT STR TR | 527K | $27M | 5.7% | +5% |
| 9 | PYLD | PIMCO ETF TR | 930K | $24M | 5.3% | +3% |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | 364K | $22M | 4.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SANCHEZ SIGNAL
AC read
Sanchez Wealth Management Group is a Other fund managing $450 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed