StockDriftsStockDriftsTop 50 Sanchez Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | 9.56% | 159.2K | $54.6M | +2.39%(+3.72K) | $179.27(+79.71%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 8.84% | 999.6K | $50.5M | +89.61%(+472.39K) | $50.63(-0.04%) | 2026-06-30 | |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 8.12% | 519.4K | $46.3M | +3.06%(+15.42K) | $46.76(+97.62%) | 2026-06-30 | |
| IWF | ISHARES TR | 7.64% | 351.3K | $43.6M | +4.32%(+14.54K) | $49.39(+149.82%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.44% | 49.2K | $36.7M | -0.93%(-461) | $435.11(+78.20%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 6.34% | 378.3K | $36.2M | +3.49%(+12.76K) | $67.54(+47.49%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.93% | 46.0K | $33.9M | -1.10%(-511) | $321.74(+127.67%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.43% | 41.4K | $31.0M | -1.02%(-427) | $129.52(+501.40%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.78% | 336.4K | $27.3M | +3.25%(+10.59K) | $55.13(+51.64%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.75% | 375.1K | $27.1M | +3.03%(+11.04K) | $53.49(+40.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +50.75% | +7.66% | +44.64% |
| Top 20 Holdings Unweighted | +13.35% | +45.64% | +7.11% | +40.99% |
Sanchez Wealth Management Group reports $570.70M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are MTUM (9.6%), JAAA (8.8%) and JHML (8.1%). The top 20 holdings account for 93.02% of reported assets. Its disclosed equity book has returned +50.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sanchez Wealth Management Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697740). View Sanchez Wealth Management Group’s 13F filings on SEC