Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRMSCI USA MMENTM | MSCI USA MMENTM | $54.6M | 9.6% |
| Janus Detroit Str TRHENDRSON AAA CL | HENDRSON AAA CL | $50.5M | 8.8% |
| John Hancock Exchange TradedMLTFCTR LRG CAP | MLTFCTR LRG CAP | $46.3M | 8.1% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $43.6M | 7.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $36.7M | 6.4% |
| Wisdomtree TRUS QTLY DIV GRT | US QTLY DIV GRT | $36.2M | 6.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $33.9M | 5.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $31M | 5.4% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $27.3M | 4.8% |
| J P Morgan Exchange Traded FUS QUALTY FCTR | US QUALTY FCTR | $27.1M | 4.8% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $25.5M | 4.5% |
| First TR Exchange Traded FDSMID RISNG ETF | SMID RISNG ETF | $20.1M | 3.5% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $16.1M | 2.8% |
| John Hancock Exchange TradedMULTIFACTOR MI | MULTIFACTOR MI | $13.9M | 2.4% |
| Pacer Fds TRUS CASH COWS 100 | US CASH COWS 100 | $13M | 2.3% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $12.4M | 2.2% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $11.9M | 2.1% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $11.8M | 2.1% |
| Zacks TrustSMALL/MID CAP | SMALL/MID CAP | $9.73M | 1.7% |
| The Alger ETF TrustCONCENTRATED EQT | CONCENTRATED EQT | $9.3M | 1.6% |
| Hartford Fds Exchange TradedTOTAL RTRN ETF | TOTAL RTRN ETF | $8.76M | 1.5% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $5.42M | 1.0% |
| Apple Inc.COM | COM | $5.26M | 0.9% |
| Microsoft Corp.COM | COM | $2.64M | 0.5% |
| CSX Corp.COM | COM | $2.38M | 0.4% |
| Caterpillar Inc.COM | COM | $1.54M | 0.3% |
| Proshares TRS&P 500 DV ARIST | S&P 500 DV ARIST | $1.52M | 0.3% |
| Bio-techne Corp.COM | COM | $1.45M | 0.3% |
| Nvidia CorporationCOM | COM | $1.26M | 0.2% |
| Applied Matls Inc.COM | COM | $737K | 0.1% |
| Abbott LaboratoriesCOM | COM | $709K | 0.1% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $699K | 0.1% |
| JPMORGAN Chase & COCOM | COM | $581K | 0.1% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $502K | 0.1% |
| Lpl Finl Hldgs Inc.COM | COM | $484K | 0.1% |
| Amazon Com Inc.COM | COM | $475K | 0.1% |
| Lam Research Corp.COM NEW | COM NEW | $472K | 0.1% |
| Boeing COCOM | COM | $469K | 0.1% |
| Johnson & JohnsonCOM | COM | $445K | 0.1% |
| Eaton Corp. PLCSHS | SHS | $404K | 0.1% |
| Broadcom Inc.COM | COM | $404K | 0.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $386K | 0.1% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $386K | 0.1% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $327K | 0.1% |
| Lockheed Martin Corp.COM | COM | $312K | 0.1% |
| Automatic Data Processing INCOM | COM | $307K | 0.1% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $275K | 0.0% |
| Union Pac Corp.COM | COM | $275K | 0.0% |
| Hershey COCOM | COM | $267K | 0.0% |
| Exxon Mobil Corp.COM | COM | $238K | 0.0% |
iShares TRMSCI USA MMENTM$54.6M
- Class
- MSCI USA MMENTM
- Share
- 9.6%
Janus Detroit Str TRHENDRSON AAA CL$50.5M
- Class
- HENDRSON AAA CL
- Share
- 8.8%
John Hancock Exchange TradedMLTFCTR LRG CAP$46.3M
- Class
- MLTFCTR LRG CAP
- Share
- 8.1%
iShares TRRUS 1000 GRW ETF$43.6M
- Class
- RUS 1000 GRW ETF
- Share
- 7.6%
State Str SPDR S&P 500 ETF TTR UNIT$36.7M
- Class
- TR UNIT
- Share
- 6.4%
Wisdomtree TRUS QTLY DIV GRT$36.2M
- Class
- US QTLY DIV GRT
- Share
- 6.3%
Invesco Qqq TRUNIT SER 1$33.9M
- Class
- UNIT SER 1
- Share
- 5.9%
iShares TRCORE S&P500 ETF$31M
- Class
- CORE S&P500 ETF
- Share
- 5.4%
First TR Exchange Traded FDRISNG DIVD ACHIV$27.3M
- Class
- RISNG DIVD ACHIV
- Share
- 4.8%
J P Morgan Exchange Traded FUS QUALTY FCTR$27.1M
- Class
- US QUALTY FCTR
- Share
- 4.8%
Pimco ETF TRMULTISECTOR BD$25.5M
- Class
- MULTISECTOR BD
- Share
- 4.5%
First TR Exchange Traded FDSMID RISNG ETF$20.1M
- Class
- SMID RISNG ETF
- Share
- 3.5%
SPDR Index Shs FdsST STR PO EX ETF$16.1M
- Class
- ST STR PO EX ETF
- Share
- 2.8%
John Hancock Exchange TradedMULTIFACTOR MI$13.9M
- Class
- MULTIFACTOR MI
- Share
- 2.4%
Pacer Fds TRUS CASH COWS 100$13M
- Class
- US CASH COWS 100
- Share
- 2.3%
SPDR Series TrustST STR P500GRW$12.4M
- Class
- ST STR P500GRW
- Share
- 2.2%
Wisdomtree TRFLOATNG RAT TREA$11.9M
- Class
- FLOATNG RAT TREA
- Share
- 2.1%
SPDR Series TrustST STR P500ETF$11.8M
- Class
- ST STR P500ETF
- Share
- 2.1%
Zacks TrustSMALL/MID CAP$9.73M
- Class
- SMALL/MID CAP
- Share
- 1.7%
The Alger ETF TrustCONCENTRATED EQT$9.3M
- Class
- CONCENTRATED EQT
- Share
- 1.6%
Hartford Fds Exchange TradedTOTAL RTRN ETF$8.76M
- Class
- TOTAL RTRN ETF
- Share
- 1.5%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$5.42M
- Class
- NASDAQ 100 ETF
- Share
- 1.0%
Apple Inc.COM$5.26M
- Class
- COM
- Share
- 0.9%
Microsoft Corp.COM$2.64M
- Class
- COM
- Share
- 0.5%
CSX Corp.COM$2.38M
- Class
- COM
- Share
- 0.4%
Caterpillar Inc.COM$1.54M
- Class
- COM
- Share
- 0.3%
Proshares TRS&P 500 DV ARIST$1.52M
- Class
- S&P 500 DV ARIST
- Share
- 0.3%
Bio-techne Corp.COM$1.45M
- Class
- COM
- Share
- 0.3%
Nvidia CorporationCOM$1.26M
- Class
- COM
- Share
- 0.2%
Applied Matls Inc.COM$737K
- Class
- COM
- Share
- 0.1%
Abbott LaboratoriesCOM$709K
- Class
- COM
- Share
- 0.1%
SPDR Series TrustST STR P500VAL$699K
- Class
- ST STR P500VAL
- Share
- 0.1%
JPMORGAN Chase & COCOM$581K
- Class
- COM
- Share
- 0.1%
Schwab Strategic TRUS DIVIDEND EQ$502K
- Class
- US DIVIDEND EQ
- Share
- 0.1%
Lpl Finl Hldgs Inc.COM$484K
- Class
- COM
- Share
- 0.1%
Amazon Com Inc.COM$475K
- Class
- COM
- Share
- 0.1%
Lam Research Corp.COM NEW$472K
- Class
- COM NEW
- Share
- 0.1%
Boeing COCOM$469K
- Class
- COM
- Share
- 0.1%
Johnson & JohnsonCOM$445K
- Class
- COM
- Share
- 0.1%
Eaton Corp. PLCSHS$404K
- Class
- SHS
- Share
- 0.1%
Broadcom Inc.COM$404K
- Class
- COM
- Share
- 0.1%
Alphabet Inc.CAP STK CL A$386K
- Class
- CAP STK CL A
- Share
- 0.1%
iShares TRCORE DIV GRWTH$386K
- Class
- CORE DIV GRWTH
- Share
- 0.1%
iShares TRMSCI USA QLT FCT$327K
- Class
- MSCI USA QLT FCT
- Share
- 0.1%
Lockheed Martin Corp.COM$312K
- Class
- COM
- Share
- 0.1%
Automatic Data Processing INCOM$307K
- Class
- COM
- Share
- 0.1%
Vanguard Index FdsTOTAL STK MKT$275K
- Class
- TOTAL STK MKT
- Share
- 0.0%
Union Pac Corp.COM$275K
- Class
- COM
- Share
- 0.0%
Hershey COCOM$267K
- Class
- COM
- Share
- 0.0%
Exxon Mobil Corp.COM$238K
- Class
- COM
- Share
- 0.0%
The share class is shown on a wider screen.
The 50 largest of 52 positions by value, with holdings of the same security combined. The 52 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1697740
- File number
- 028-18344
- Options
- 0 call, 0 put
- In the 25 largest
- 97.3%
- Prior quarter
- $462M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 2
Common questions
What are Sanchez Wealth Management Group’s 13F holdings worth?
$571 million across 52 positions for the quarter ended 30 June 2026.
What is Sanchez Wealth Management Group’s largest 13F holding?
ISHARES TR (MSCI USA MMENTM) was the largest position at $54.6 million, or 9.6% of reported 13F value, as of 30 June 2026.
How concentrated is Sanchez Wealth Management Group’s 13F portfolio?
The ten largest positions accounted for 67.8% of reported value and the twenty-five largest for 97.3%, across 52 positions as of 30 June 2026.
Does Form 13F show everything Sanchez Wealth Management Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sanchez Wealth Management Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.