Sanchez Wealth Management Group
- SEC CIK
- 0001697740
- Latest filing
- Jul 27, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 29, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 53
- +2 vs. Q4 2025
- Portfolio value
- $462.4M
- −$5.25M (−1.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 2,455 | $216.4K | <0.1% | +2,455 | New | History |
| LRCXLam Research Corp | Stock | 1,090 | $232.9K | 0.1% | +1,090 | New | History |
| UNPUnion Pacific Corp | Stock | 1,010 | $245.0K | 0.1% | +32+3.3% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,285 | $246.6K | 0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 578 | $248.7K | 0.1% | +50+9.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 793 | $254.4K | 0.1% | +8+1.0% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 1,362 | $276.7K | 0.1% | +36+2.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 1,738 | $294.9K | 0.1% | −47−2.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,081 | $310.7K | 0.1% | +66+6.5% | Added | History |
| HSYHershey Co | COM | 1,519 | $315.8K | 0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 1,069 | $330.8K | 0.1% | +2+0.2% | Added | History |
| ETNEaton Corp plc | Stock | 946 | $338.3K | 0.1% | +3+0.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 587 | $354.8K | 0.1% | +26+4.6% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,082 | $356.7K | 0.1% | +11+0.2% | Added | – |
| AMATApplied Materials Inc | Stock | 1,110 | $379.4K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,913 | $398.4K | 0.1% | +20+1.1% | Added | History |
| JNJJohnson & Johnson | Stock | 1,741 | $425.6K | 0.1% | +9+0.5% | Added | History |
| BABoeing Co | Stock | 2,210 | $439.8K | 0.1% | −5−0.2% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,829 | $485.6K | 0.1% | 00.0% | Unchanged | – |
| LPLALPL Financial Holdings Inc. | COM | 1,715 | $515.8K | 0.1% | +2+0.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,774 | $521.9K | 0.1% | +26+1.5% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 13,586 | $768.7K | 0.2% | −578−4.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 7,907 | $811.8K | 0.2% | +27+0.3% | Added | History |
| CATCaterpillar Inc | Stock | 1,439 | $1.02M | 0.2% | −8−0.6% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 20,624 | $1.08M | 0.2% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 6,296 | $1.10M | 0.2% | +10+0.2% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 17,212 | $1.82M | 0.4% | −2,280−11.7% | Reduced | – |
| CSXCSX Corp | Stock | 49,955 | $2.05M | 0.4% | +302+0.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 6,894 | $2.55M | 0.6% | +141+2.1% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 12,819 | $3.05M | 0.7% | +4,142+47.7% | Added | – |
| WisdomTree Tr97717Y451 | BIANCO TOTL RETU | 173,650 | $4.39M | 1.0% | +4,631+2.7% | Added | – |
| AAPLApple Inc. | Stock | 19,435 | $4.93M | 1.1% | −404−2.0% | Reduced | History |
| The Alger ETF Trust015564404 | CONCENTRATED EQT | 216,697 | $6.74M | 1.5% | +1,483+0.7% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 99,230 | $7.60M | 1.6% | +20,070+25.4% | Added | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 150,935 | $7.60M | 1.6% | +8,204+5.7% | Added | – |
| Zacks Trust98888G204 | SMALL/MID CAP | 211,983 | $7.86M | 1.7% | +3,055+1.5% | Added | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 245,787 | $8.29M | 1.8% | +6,414+2.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 104,818 | $10.3M | 2.2% | −1,325−1.2% | Reduced | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 180,817 | $12.1M | 2.6% | −830.0% | Reduced | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 202,026 | $12.6M | 2.7% | +3,350+1.7% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 306,344 | $14.0M | 3.0% | +3,840+1.3% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 451,725 | $17.8M | 3.9% | +5,492+1.2% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 325,764 | $22.2M | 4.8% | +4,403+1.4% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 364,036 | $22.3M | 4.8% | +6,372+1.8% | Added | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 930,272 | $24.4M | 5.3% | +29,673+3.3% | Added | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 527,182 | $26.6M | 5.7% | +25,365+5.1% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,478 | $26.8M | 5.8% | −334−0.7% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 41,801 | $27.3M | 5.9% | −62−0.1% | Reduced | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 365,552 | $32.1M | 6.9% | +5,463+1.5% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,639 | $32.3M | 7.0% | −652−1.3% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 84,186 | $35.9M | 7.8% | +2,707+3.3% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 155,489 | $37.3M | 8.1% | +3,936+2.6% | Added | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 503,947 | $39.4M | 8.5% | +5,524+1.1% | Added | – |