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Sanchez Wealth Management Group

Q2 2026 13F filing

Updated 45 days ago

52 disclosed positions worth $570.7M

Portfolio value
$570.7M
Total holdings
52
New positions
1
Closed positions
2
Increased
32
Decreased
12
Turnover
5.8%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+2.4%
Value
$54.6M
Shares
159.2K
% Port
9.56%
?
2.N/A

JANUS DETROIT STR TR

+89.6%
Value
$50.5M
Shares
999.6K
% Port
8.84%
H
3.HTD

JOHN HANCOCK EXCHANGE TRADED

+3.1%
Value
$46.3M
Shares
519.4K
% Port
8.12%
E

ISHARES TR

+317.3%
Value
$43.6M
Shares
351.3K
% Port
7.64%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

-0.9%
Value
$36.7M
Shares
49.2K
% Port
6.43%
B

WISDOMTREE TR

+3.5%
Value
$36.2M
Shares
378.3K
% Port
6.34%
Q
7.QQQ

INVESCO QQQ TR

-1.1%
Value
$33.9M
Shares
46.0K
% Port
5.93%
E

ISHARES TR

-1.0%
Value
$31M
Shares
41.4K
% Port
5.43%
F
9.FPF

FIRST TR EXCHANGE TRADED FD

+3.3%
Value
$27.3M
Shares
336.4K
% Port
4.78%
J

J P MORGAN EXCHANGE TRADED F

+3.0%
Value
$27.1M
Shares
375.1K
% Port
4.75%
P
11.PDI

PIMCO ETF TR

+3.4%
Value
$25.5M
Shares
962.2K
% Port
4.47%
F
12.FPF

FIRST TR EXCHANGE TRADED FD

+3.3%
Value
$20.1M
Shares
466.6K
% Port
3.53%
S

SPDR INDEX SHS FDS

+4.3%
Value
$16.1M
Shares
319.5K
% Port
2.82%
H
14.HTD

JOHN HANCOCK EXCHANGE TRADED

+2.7%
Value
$13.9M
Shares
185.7K
% Port
2.44%
?
15.N/A

PACER FDS TR

+3.3%
Value
$13M
Shares
208.7K
% Port
2.27%
S

SPDR SERIES TRUST

-0.9%
Value
$12.4M
Shares
103.8K
% Port
2.16%
B
17.BTCW

WISDOMTREE TR

+57.1%
Value
$11.9M
Shares
237.2K
% Port
2.09%
S

SPDR SERIES TRUST

+35.6%
Value
$11.8M
Shares
134.6K
% Port
2.07%
?
19.N/A

ZACKS TRUST

+2.9%
Value
$9.7M
Shares
218.1K
% Port
1.71%
?
20.N/A

THE ALGER ETF TRUST

+4.0%
Value
$9.3M
Shares
225.3K
% Port
1.63%
?
21.N/A

HARTFORD FDS EXCHANGE TRADED

+5.7%
Value
$8.8M
Shares
259.7K
% Port
1.54%
E
22.ETHA

INVESCO EXCH TRADED FD TR II

+39.6%
Value
$5.4M
Shares
17.9K
% Port
0.95%
A
23.AAPL

APPLE INC

-6.4%
Value
$5.3M
Shares
18.2K
% Port
0.92%
M
24.MSFT

MICROSOFT CORP

+2.6%
Value
$2.6M
Shares
7.1K
% Port
0.46%
C
25.CSX

CSX CORP

+0.1%
Value
$2.4M
Shares
50.0K
% Port
0.42%
C
26.CAT

CATERPILLAR INC

+0.2%
Value
$1.5M
Shares
1.4K
% Port
0.27%
K
27.KOLD

PROSHARES TR

+56.9%
Value
$1.5M
Shares
27.0K
% Port
0.27%
T
28.TECH

BIO-TECHNE CORP

-0.4%
Value
$1.5M
Shares
20.5K
% Port
0.25%
N
29.NVDA

NVIDIA CORPORATION

-0.1%
Value
$1.3M
Shares
6.3K
% Port
0.22%
A
30.AMAT

APPLIED MATLS INC

-8.1%
Value
$737K
Shares
1.0K
% Port
0.13%
A
31.ABT

ABBOTT LABORATORIES

-1.2%
Value
$709K
Shares
7.8K
% Port
0.12%
S

SPDR SERIES TRUST

-15.3%
Value
$699K
Shares
11.5K
% Port
0.12%
J

JPMORGAN CHASE & CO

+0.1%
Value
$581K
Shares
1.8K
% Port
0.10%
S

SCHWAB STRATEGIC TR

Unchanged
Value
$502K
Shares
15.8K
% Port
0.09%
L
35.LPLA

LPL FINL HLDGS INC

+0.1%
Value
$484K
Shares
1.7K
% Port
0.08%
A
36.AMZN

AMAZON COM INC

+4.2%
Value
$475K
Shares
2.0K
% Port
0.08%
L
37.LRCX

LAM RESEARCH CORP

Unchanged
Value
$472K
Shares
1.1K
% Port
0.08%
B

BOEING CO

-2.0%
Value
$469K
Shares
2.2K
% Port
0.08%
J
39.JNJ

JOHNSON & JOHNSON

+0.6%
Value
$445K
Shares
1.8K
% Port
0.08%
E
40.ETN

EATON CORP PLC

+0.2%
Value
$404K
Shares
948
% Port
0.07%
A
41.AVGO

BROADCOM INC

+0.1%
Value
$404K
Shares
1.1K
% Port
0.07%
G

ALPHABET INC

Unchanged
Value
$386K
Shares
1.1K
% Port
0.07%
E
43.ETHA

ISHARES TR

+0.2%
Value
$386K
Shares
5.1K
% Port
0.07%
E
44.ETHA

ISHARES TR

+16.1%
Value
$327K
Shares
1.5K
% Port
0.06%
L
45.LMT

LOCKHEED MARTIN CORP

+4.4%
Value
$312K
Shares
613
% Port
0.05%
A
46.ADP

AUTOMATIC DATA PROCESSING IN

+0.8%
Value
$307K
Shares
1.4K
% Port
0.05%
V
47.VGES

VANGUARD INDEX FDS

-6.3%
Value
$275K
Shares
743
% Port
0.05%
U
48.UNP

UNION PAC CORP

Unchanged
Value
$275K
Shares
1.0K
% Port
0.05%
H
49.HSY

HERSHEY CO

Unchanged
Value
$267K
Shares
1.5K
% Port
0.05%
X
50.XOM

EXXON MOBIL CORP

Unchanged
Value
$238K
Shares
1.7K
% Port
0.04%