Data as of Q4 2025 (Dec 31, 2025)

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

MTUM
ISHARES TR
+29.8%
8.1% of portfolio
RDVY
FIRST TR EXCHANGE TRADED FD
+57.6%
4.8% of portfolio
CNEQ
THE ALGER ETF TRUST
NEW
1.6% of portfolio
JAAA
JANUS DETROIT STR TR
+39.9%
5.4% of portfolio
SPDW
SPDR INDEX SHS FDS
+55.7%
2.9% of portfolio

📉 Biggest Sells

COWZ
PACER FDS TR
-49.7%
2.6% of portfolio
NOBL
PROSHARES TR
-82.8%
0.4% of portfolio
USFR
WISDOMTREE TR
-44.4%
1.5% of portfolio
SPY
SPDR S&P 500 ETF TR
-7.6%
7.3% of portfolio
SPYG
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

JSI
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 2023

📌 Top Holdings

JHML8.5%
JOHN HANCOCK EXCHANGE TRADED
$39.8M
IWF8.2%
ISHARES TR
$38.6M
MTUM8.1%
ISHARES TR
$37.9M
SPY7.3%
SPDR S&P 500 ETF TR
$34.3M
DGRW6.9%
WISDOMTREE TR
$32.2M

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