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Sanchez Wealth Management Group

Portfolio Manager
Sanchez Wealth Management Group
Performance
-3.03% (2026 Q1)
AUM (13F)
$462.36M
# of Holdings
53
Performance Rank
Allocation (Top 20)
91.85%

Sanchez Wealth Management Group Holdings Map

Top 50 Sanchez Wealth Management Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JHML
JOHN HANCOCK EXCHANGE TRADED
8.53%503.9K$39.4M
+1.11%(+5.52K)
2025-Q1: 482.8K shares2025-Q2: 495.1K shares2025-Q3: 502.4K shares2025-Q4: 498.4K shares2026-Q1: 503.9K shares
$45.66(+90.64%)
2026-03-31
MTUM
ISHARES TR
8.07%155.5K$37.3M
+2.60%(+3.94K)
2025-Q1: 107.8K shares2025-Q2: 112.5K shares2025-Q3: 116.7K shares2025-Q4: 151.6K shares2026-Q1: 155.5K shares
$176.70(+72.84%)
2026-03-31
IWF
ISHARES TR
7.76%84.2K$35.9M
+3.32%(+2.71K)
2025-Q1: 80.7K shares2025-Q2: 81.8K shares2025-Q3: 83.2K shares2025-Q4: 81.5K shares2026-Q1: 84.2K shares
$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)
2025-Q1: 52.4K shares2025-Q2: 54.4K shares2025-Q3: 54.4K shares2025-Q4: 50.3K shares2026-Q1: 49.6K shares
$435.11(+70.60%)
2026-03-31
DGRW
WISDOMTREE TR
6.94%365.6K$32.1M
+1.52%(+5.46K)
2025-Q1: 320.0K shares2025-Q2: 330.4K shares2025-Q3: 339.0K shares2025-Q4: 360.1K shares2026-Q1: 365.6K shares
$66.73(+43.36%)
2026-03-31
IVV
ISHARES TR
5.91%41.8K$27.3M
-0.15%(-62)
2025-Q1: 43.4K shares2025-Q2: 43.1K shares2025-Q3: 42.5K shares2025-Q4: 41.9K shares2026-Q1: 41.8K shares
$129.52(+475.77%)
2026-03-31
QQQ
INVESCO QQQ TR
5.8%46.5K$26.8M
-0.71%(-334)
2025-Q1: 42.5K shares2025-Q2: 43.8K shares2025-Q3: 50.8K shares2025-Q4: 46.8K shares2026-Q1: 46.5K shares
$321.74(+122.14%)
2026-03-31
JAAA
JANUS DETROIT STR TR
5.74%527.2K$26.6M
+5.05%(+25.36K)
2025-Q1: 281.1K shares2025-Q2: 325.3K shares2025-Q3: 358.7K shares2025-Q4: 501.8K shares2026-Q1: 527.2K shares
$50.75(-0.23%)
2026-03-31
PYLD
PIMCO ETF TR
5.27%930.3K$24.4M
+3.29%(+29.67K)
2025-Q1: 794.7K shares2025-Q2: 860.9K shares2025-Q3: 917.4K shares2025-Q4: 900.6K shares2026-Q1: 930.3K shares
$25.44(+3.54%)
2026-03-31
JQUA
J P MORGAN EXCHANGE TRADED F
4.83%364.0K$22.3M
+1.78%(+6.37K)
2025-Q1: 297.6K shares2025-Q2: 311.5K shares2025-Q3: 323.2K shares2025-Q4: 357.7K shares2026-Q1: 364.0K shares
$53.11(+28.02%)
2026-03-31

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