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Sanchez Wealth Management Group
Updated 3 days agoManaged by Sanchez Wealth Management Group • Latest filing Q3 2026
Portfolio value
$33.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $450.3M |
| Q4 2025 | $467.6M |
| Q1 2026 | $462.4M |
| Q2 2026 | $570.7M |
| Q3 2026 | $33.2M |
Top holdings
24 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $4.3M | 85.1K | 12.96% | — | |
| 2 | $3.1M | 9.8K | 9.42% | — | |
| 3 | $2.9M | 32.7K | 8.80% | — | |
| 4 | $2.2M | 24.0K | 6.48% | — | |
| 5 | $2M | 2.7K | 5.96% | — | |
| 6 | $1.9M | 19.6K | 5.74% | — | |
| 7 | $1.9M | 15.2K | 5.74% | — | |
| 8 | $1.5M | 21.0K | 4.67% | — | |
| 9 | $1.5M | 12.1K | 4.47% | — | |
| 10 | $1.4M | 1.9K | 4.28% | — | |
| 11 | $1.3M | 16.2K | 3.81% | — | |
| 12 | $1.2M | 48.5K | 3.72% | — | |
| 13 | $1.2M | 23.3K | 3.53% | — | |
| 14 | $1.1M | 1.4K | 3.30% | — | |
| 15 | $1M | 14.4K | 3.10% | — | |
| 16 | $963K | 23.7K | 2.90% | — | |
| 17 | ? N/A ZACKS TRUST | $717K | 17.5K | 2.16% | — |
| 18 | ? N/A THE ALGER ETF TRUST | $698K | 17.2K | 2.10% | — |
| 19 | $535K | 2.3K | 1.61% | — | |
| 20 | $509K | 10.1K | 1.53% | — |