Sanchez Wealth Management Group
CIK: 0001697740SEC EDGAR →
Portfolio Value
$467.6M
Holdings
51
As of
Q4 2025
New Positions
51
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JOHN HANCOCK EXCHANGE TRADED | 498,423 | $39.8M | 8.51% |
| 2 | ISHARES TR | 81,479 | $38.6M | 8.25% |
| 3 | ISHARES TR | 151,553 | $37.9M | 8.11% |
| 4 | SPDR S&P 500 ETF TR | 50,291 | $34.3M | 7.33% |
| 5 | WISDOMTREE TR | 360,089 | $32.2M | 6.89% |
| 6 | INVESCO QQQ TR | 46,812 | $28.8M | 6.15% |
| 7 | ISHARES TR | 41,863 | $28.7M | 6.13% |
| 8 | JANUS DETROIT STR TR | 501,817 | $25.4M | 5.43% |
| 9 | PIMCO ETF TR | 900,599 | $24.0M | 5.14% |
| 10 | J P MORGAN EXCHANGE TRADED F | 357,664 | $22.6M | 4.83% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (51)
$39.8M · 498K shares
$38.6M · 81K shares
$37.9M · 152K shares
$34.3M · 50K shares
$32.2M · 360K shares
$28.8M · 47K shares
$28.7M · 42K shares
$25.4M · 502K shares
$24.0M · 901K shares
$22.6M · 358K shares
$22.3M · 321K shares
$17.1M · 446K shares
$13.4M · 303K shares
$12.0M · 199K shares
$11.8M · 181K shares
$11.3M · 106K shares
$8.2M · 239K shares
$7.7M · 209K shares
$7.4M · 215K shares
$7.2M · 143K shares
$6.3M · 79K shares
$5.4M · 20K shares
$4.3M · 169K shares
$3.3M · 7K shares
$2.2M · 9K shares
$2.0M · 19K shares
$1.8M · 50K shares
$1.2M · 21K shares
$1.2M · 6K shares
$987K · 8K shares
$829K · 1K shares
$804K · 14K shares
$611K · 2K shares
$563K · 2K shares
$480K · 2K shares
$436K · 2K shares
$434K · 16K shares
$369K · 1K shares
$358K · 2K shares
$352K · 5K shares
$341K · 1K shares
$317K · 1K shares
$300K · 943 shares
$285K · 1K shares
$276K · 2K shares
$271K · 561 shares
$263K · 785 shares
$255K · 1K shares
$226K · 978 shares
$214K · 2K shares
$209K · 528 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $420.1M | 89.8% |
| Unknown | 2 | $29.0M | 6.2% |
| Technology | 5 | $10.5M | 2.2% |
| Industrials | 7 | $4.2M | 0.9% |
| Healthcare | 3 | $2.6M | 0.5% |
| Consumer Cyclical | 1 | $436K | 0.1% |
| Communication Services | 1 | $317K | 0.1% |
| Consumer Defensive | 1 | $276K | 0.1% |
| Energy | 1 | $214K | 0.0% |