Sanchez Wealth Management Group

Portfolio Overview

Sanchez Wealth Management Group disclosed 53 positions worth $462.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $LRCX. The portfolio is most concentrated in Other (85.6% of disclosed assets). All figures are sourced directly from Sanchez Wealth Management Group’s Form 13F-HR filing with the SEC under CIK 1697740.

• JOHN HANCOCK EXCHANGE TRADED

  —

  Quality

  $39.4M503,947 sh

• ISHARES TR

  —

  Quality

  $37.3M155,489 sh

• ISHARES TR

  —

  Quality

  $35.9M84,186 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $32.3M49,639 sh
• 

  WisdomTree, Inc.

  $WT

  62.9

  Quality

  $32.1M365,552 sh

• ISHARES TR

  —

  Quality

  $27.3M41,801 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $26.8M46,478 sh

• JANUS DETROIT STR TR

  —

  Quality

  $26.6M527,182 sh

• PIMCO ETF TR

  —

  Quality

  $24.4M930,272 sh

• J P MORGAN EXCHANGE TRADED F

  —

  Quality

  $22.3M364,036 sh

Company	Quality	Value	Shares
JOHN HANCOCK EXCHANGE TRADED	—	$39.4M	503,947
ISHARES TR	—	$37.3M	155,489
ISHARES TR	—	$35.9M	84,186
SPDR S&P 500 ETF TRUST$SPY	—	$32.3M	49,639
WisdomTree, Inc.$WT	62.9	$32.1M	365,552
ISHARES TR	—	$27.3M	41,801
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$26.8M	46,478
JANUS DETROIT STR TR	—	$26.6M	527,182
PIMCO ETF TR	—	$24.4M	930,272
J P MORGAN EXCHANGE TRADED F	—	$22.3M	364,036

Showing top 10 of 53 holdings.

Full Holdings — Sanchez Wealth Management Group (Q1 2026)

All 53 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	—	JOHN HANCOCK EXCHANGE TRADED	$39.4M	8.5%	+1%	—
2	—	ISHARES TR	$37.3M	8.1%	+3%	—
3	—	ISHARES TR	$35.9M	7.8%	+3%	—
4	$SPY	SPDR S&P 500 ETF TRUST	$32.3M	7.0%	-1%	—
5	$WT	WisdomTree, Inc.	$32.1M	6.9%	+2%	62.9
6	—	ISHARES TR	$27.3M	5.9%	-0%	—
7	$QQQ	INVESCO QQQ TRUST, SERIES 1	$26.8M	5.8%	-1%	—
8	—	JANUS DETROIT STR TR	$26.6M	5.7%	+5%	—
9	—	PIMCO ETF TR	$24.4M	5.3%	+3%	—
10	—	J P MORGAN EXCHANGE TRADED F	$22.3M	4.8%	+2%	—
11	—	FIRST TR EXCHANGE TRADED FD	$22.2M	4.8%	+1%	—
12	—	FIRST TR EXCHANGE TRADED FD	$17.8M	3.9%	+1%	—
13	—	SPDR INDEX SHS FDS	$14.0M	3.0%	+1%	—
14	—	PACER FDS TR	$12.6M	2.7%	+2%	—
15	—	JOHN HANCOCK EXCHANGE TRADED	$12.1M	2.6%	-0%	—
16	—	SPDR SERIES TRUST	$10.3M	2.2%	-1%	—
17	—	HARTFORD FDS EXCHANGE TRADED	$8.3M	1.8%	+3%	—
18	—	ZACKS TRUST	$7.9M	1.7%	+1%	—
19	$WT	WisdomTree, Inc.	$7.6M	1.6%	+6%	62.9
20	—	SPDR SERIES TRUST	$7.6M	1.6%	+25%	—
21	—	THE ALGER ETF TRUST	$6.7M	1.5%	+1%	—
22	$AAPL	Apple Inc.	$4.9M	1.1%	-2%	76.1
23	$WT	WisdomTree, Inc.	$4.4M	0.9%	+3%	62.9
24	$IVZ	Invesco Ltd.	$3.0M	0.7%	+48%	—
25	$MSFT	MICROSOFT CORP	$2.6M	0.6%	+2%	83.7
26	$CSX	CSX CORP	$2.1M	0.4%	+1%	66.4
27	—	PROSHARES TR	$1.8M	0.4%	-12%	—
28	$NVDA	NVIDIA CORP	$1.1M	0.2%	+0%	90.2
29	$TECH	BIO-TECHNE Corp	$1.1M	0.2%	+0%	59.6
30	$CAT	CATERPILLAR INC	$1.0M	0.2%	-1%	67.8
31	$ABT	ABBOTT LABORATORIES	$811,790	0.2%	+0%	67
32	—	SPDR SERIES TRUST	$768,698	0.2%	-4%	—
33	$JPM	JPMORGAN CHASE & CO	$521,870	0.1%	+1%	35.6
34	$LPLA	LPL Financial Holdings Inc.	$515,845	0.1%	+0%	61.8
35	—	SCHWAB STRATEGIC TR	$485,644	0.1%	+0%	—
36	$BA	BOEING CO	$439,788	0.1%	-0%	51.8
37	$JNJ	JOHNSON & JOHNSON	$425,628	0.1%	+1%	72.8
38	$AMZN	AMAZON COM INC	$398,420	0.1%	+1%	74.6
39	$AMAT	APPLIED MATERIALS INC /DE	$379,387	0.1%	+0%	74.8
40	—	ISHARES TR	$356,660	0.1%	+0%	—
41	$LMT	LOCKHEED MARTIN CORP	$354,810	0.1%	+5%	65
42	$ETN	Eaton Corp plc	$338,250	0.1%	+0%	—
43	$AVGO	Broadcom Inc.	$330,754	0.1%	+0%	86.4
44	$HSY	HERSHEY CO	$315,807	0.1%	+0%	59.4
45	$GOOG	Alphabet Inc.	$310,734	0.1%	+7%	80.2
46	$XOM	EXXON MOBIL CORP	$294,869	0.1%	-3%	61.8
47	$ADP	AUTOMATIC DATA PROCESSING INC	$276,674	0.1%	+3%	77.9
48	—	VANGUARD INDEX FDS	$254,377	0.1%	+1%	—
49	$GLD	SPDR GOLD TRUST	$248,708	0.1%	+9%	—
50	—	ISHARES TR	$246,566	0.1%	+0%	—
51	$UNP	UNION PACIFIC CORP	$244,986	0.1%	+3%	74
52	$LRCX	LAM RESEARCH CORP	$232,889	0.1%	NEW	82.4
53	$IAU	ISHARES GOLD TRUST	$216,389	0.1%	NEW	—