Sanchez Wealth Management Group

Portfolio Overview

Sanchez Wealth Management Group disclosed 52 positions worth $570.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $SPG and a full exit from $IAU. The portfolio is most concentrated in Other (86.8% of disclosed assets). All figures are sourced directly from Sanchez Wealth Management Group’s Form 13F-HR filing with the SEC under CIK 1697740.

• ISHARES TR - MSCI USA MMENTM

  —

  Quality

  $54.6M159,211 sh

• JANUS DETROIT STR TR - HENDRSON AAA CL

  —

  Quality

  $50.5M999,572 sh

• JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP

  —

  Quality

  $46.3M519,367 sh

• ISHARES TR - RUS 1000 GRW ETF

  —

  Quality

  $43.6M351,287 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $36.7M49,178 sh
• 

  WisdomTree, Inc.

  $WT

  59.6

  Quality

  $36.2M378,315 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $33.9M45,967 sh

• ISHARES TR - CORE S&P500 ETF

  —

  Quality

  $31.0M41,374 sh

• FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV

  —

  Quality

  $27.3M336,354 sh

• J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR

  —

  Quality

  $27.1M375,076 sh

Company	Quality	Value	Shares
ISHARES TR - MSCI USA MMENTM	—	$54.6M	159,211
JANUS DETROIT STR TR - HENDRSON AAA CL	—	$50.5M	999,572
JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP	—	$46.3M	519,367
ISHARES TR - RUS 1000 GRW ETF	—	$43.6M	351,287
SPDR S&P 500 ETF TRUST$SPY	—	$36.7M	49,178
WisdomTree, Inc.$WT	59.6	$36.2M	378,315
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$33.9M	45,967
ISHARES TR - CORE S&P500 ETF	—	$31.0M	41,374
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$27.3M	336,354
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	—	$27.1M	375,076

Showing top 10 of 52 holdings.

Full Holdings — Sanchez Wealth Management Group (Q2 2026)

All 52 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR - MSCI USA MMENTM	$54.6M	9.6%	+2%	—
2	—	JANUS DETROIT STR TR - HENDRSON AAA CL	$50.5M	8.8%	+90%	—
3	—	JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP	$46.3M	8.1%	+3%	—
4	—	ISHARES TR - RUS 1000 GRW ETF	$43.6M	7.6%	+317%	—
5	$SPY	SPDR S&P 500 ETF TRUST	$36.7M	6.4%	-1%	—
6	$WT	WisdomTree, Inc.	$36.2M	6.3%	+3%	59.6
7	$QQQ	INVESCO QQQ TRUST, SERIES 1	$33.9M	5.9%	-1%	—
8	—	ISHARES TR - CORE S&P500 ETF	$31.0M	5.4%	-1%	—
9	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	$27.3M	4.8%	+3%	—
10	—	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	$27.1M	4.8%	+3%	—
11	—	PIMCO ETF TR - MULTISECTOR BD	$25.5M	4.5%	+3%	—
12	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	$20.1M	3.5%	+3%	—
13	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	$16.1M	2.8%	+4%	—
14	—	JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI	$13.9M	2.4%	+3%	—
15	—	PACER FDS TR - US CASH COWS 100	$13.0M	2.3%	+3%	—
16	—	SPDR SERIES TRUST - ST STR P500GRW	$12.4M	2.2%	-1%	—
17	$WT	WisdomTree, Inc.	$11.9M	2.1%	+57%	59.6
18	—	SPDR SERIES TRUST - ST STR P500ETF	$11.8M	2.1%	+36%	—
19	—	ZACKS TRUST - SMALL/MID CAP	$9.7M	1.7%	+3%	—
20	—	THE ALGER ETF TRUST - CONCENTRATED EQT	$9.3M	1.6%	+4%	—
21	—	HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF	$8.8M	1.5%	+6%	—
22	$IVZ	Invesco Ltd.	$5.4M	0.9%	+40%	—
23	$AAPL	Apple Inc.	$5.3M	0.9%	-6%	76.3
24	$MSFT	MICROSOFT CORP	$2.6M	0.5%	+3%	79.7
25	$CSX	CSX CORP	$2.4M	0.4%	+0%	64.9
26	$CAT	CATERPILLAR INC	$1.5M	0.3%	+0%	66.3
27	—	PROSHARES TR - S&P 500 DV ARIST	$1.5M	0.3%	+57%	—
28	$TECH	BIO-TECHNE Corp	$1.5M	0.3%	-0%	58.4
29	$NVDA	NVIDIA CORP	$1.3M	0.2%	-0%	85.9
30	$AMAT	APPLIED MATERIALS INC /DE	$737,460	0.1%	-8%	72.1
31	$ABT	ABBOTT LABORATORIES	$708,915	0.1%	-1%	65.2
32	—	SPDR SERIES TRUST - ST STR P500VAL	$699,413	0.1%	-15%	—
33	$JPM	JPMORGAN CHASE & CO	$580,916	0.1%	+0%	70.3
34	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$501,948	0.1%	+0%	—
35	$LPLA	LPL Financial Holdings Inc.	$483,521	0.1%	+0%	71.9
36	$AMZN	AMAZON COM INC	$475,013	0.1%	+4%	68.4
37	$LRCX	LAM RESEARCH CORP	$472,330	0.1%	+0%	79.3
38	$BA	BOEING CO	$468,584	0.1%	-2%	61.4
39	$JNJ	JOHNSON & JOHNSON	$444,594	0.1%	+1%	68.8
40	$ETN	Eaton Corp plc	$404,090	0.1%	+0%	—
41	$AVGO	Broadcom Inc.	$404,037	0.1%	+0%	84.4
42	$GOOG	Alphabet Inc.	$386,322	0.1%	+0%	78.1
43	—	ISHARES TR - CORE DIV GRWTH	$385,937	0.1%	+0%	—
44	—	ISHARES TR - MSCI USA QLT FCT	$327,492	0.1%	+16%	—
45	$LMT	LOCKHEED MARTIN CORP	$312,328	0.1%	+4%	65.4
46	$ADP	AUTOMATIC DATA PROCESSING INC	$307,457	0.1%	+1%	69.6
47	—	VANGUARD INDEX FDS - TOTAL STK MKT	$274,999	0.1%	-6%	—
48	$UNP	UNION PACIFIC CORP	$274,652	0.1%	+0%	69.5
49	$HSY	HERSHEY CO	$266,527	0.1%	+0%	65.6
50	$XOM.R34088	EXXON MOBIL CORP	$237,620	0.0%	+0%	57.7
51	$GLD	SPDR GOLD TRUST	$212,924	0.0%	+0%	—
52	$SPG	SIMON PROPERTY GROUP INC.	$208,665	0.0%	NEW	76.7