Top 50 Sanchez Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JHML | JOHN HANCOCK EXCHANGE TRADED | 8.53% | 503.9K | $39.4M | +1.11%(+5.52K) | $45.66(+90.64%) | 2026-03-31 | |
| MTUM | ISHARES TR | 8.07% | 155.5K | $37.3M | +2.60%(+3.94K) | $176.70(+72.84%) | 2026-03-31 | |
| IWF | ISHARES TR | 7.76% | 84.2K | $35.9M | +3.32%(+2.71K) | $89.93(+38.22%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.98% | 49.6K | $32.3M | -1.30%(-652) | $435.11(+70.60%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 6.94% | 365.6K | $32.1M | +1.52%(+5.46K) | $66.73(+43.36%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.91% | 41.8K | $27.3M | -0.15%(-62) | $129.52(+475.77%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.8% | 46.5K | $26.8M | -0.71%(-334) | $321.74(+122.14%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 5.74% | 527.2K | $26.6M | +5.05%(+25.36K) | $50.75(-0.23%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.27% | 930.3K | $24.4M | +3.29%(+29.67K) | $25.44(+3.54%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.83% | 364.0K | $22.3M | +1.78%(+6.37K) | $53.11(+28.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.38% | +38.16% |
| Top 20 Holdings Unweighted | +10.97% | +36.65% |
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