Latest imported 13F data·Q1 2026 filings are being imported as managers file

Sanchez Wealth Management Group

•CIK: 1697740•Filing: Q4 2025

**Sanchez Wealth Management Group** manages $468M across a portfolio of 51 positions. The strategy exhibits significant concentration in technology and market indices, highlighted by top holdings including JHML ($39.8M) and IWF ($38.6M). Further substantial allocations are directed toward MTUM ($37.9M), SPY ($34.3M), and DGRW ($32.2M). This positioning suggests a tactical overweighting toward growth-oriented and broad market exposure.

Total AUM

$467.6M

QoQ Performance

+3.8%

Positions

42

Top 10 Concentration

66.8%

Latest Filing

Q4 2025

Top Holdings Allocation

JHML

IWF

MTUM

SPY

DGRW

NDQ

IVV

JAAA

JHML8.5%

IWF8.2%

MTUM8.1%

SPY7.3%

DGRW6.9%

NDQ6.1%

IVV6.1%

JAAA5.4%

📈 Biggest Buys

ISHARES TR

+29.8%

8.1% of portfolio

FIRST TR EXCHANGE TRADED FD

+57.6%

4.8% of portfolio

THE ALGER ETF TRUST

NEW

1.6% of portfolio

JANUS DETROIT STR TR

+39.9%

5.4% of portfolio

SPDR INDEX SHS FDS

+55.7%

2.9% of portfolio

📉 Biggest Sells

PACER FDS TR

-49.7%

2.6% of portfolio

PROSHARES TR

-82.8%

0.4% of portfolio

WISDOMTREE TR

-44.4%

1.5% of portfolio

SPDR S&P 500 ETF TR

-7.6%

7.3% of portfolio

SPDR SERIES TRUST

-19.6%

2.4% of portfolio

Sector Breakdown

Other83.4%

ETF13.5%

Technology2.2%

Industrial0.4%

Healthcare0.3%

Financial0.1%

Consumer0.1%

Energy0.0%

🚪 Exited Positionssold since Q3 2025

JANUS DETROIT STR TR

SOLD

$1.1M

Changes from Q3 2025

NEW4 new positions

↑24 increased

↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

JOHN HANCOCK EXCHANGE TRADED

SPDR S&P 500 ETF TR

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