13F Insight
DOSSIER · 13F-HR · Q1 2026

Sanchez Wealth Management Group

$462M in tracked AUM across 53 positions as of Q1 2026.

SW
CIK 0001697740 · last filed Mar 31, 2026
Total AUM
$462M
as of Q1 2026
Holdings
53
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sanchez Wealth Management Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JHML
JOHN HANCOCK EXCHANGE TRADED
$39M504K8.5%02
MTUM
ISHARES TR
$37M155K8.1%03
IWF
ISHARES TR
$36M84K7.8%04
SPY
STATE STR SPDR S&P 500 ETF T
$32M50K7.0%05
DGRW
WISDOMTREE TR
$32M366K6.9%06
IVV
ISHARES TR
$27M42K5.9%07
QQQ
INVESCO QQQ TR
$27M46K5.8%08
JAAA
JANUS DETROIT STR TR
$27M527K5.7%09
PYLD
PIMCO ETF TR
$24M930K5.3%10
JQUA
J P MORGAN EXCHANGE TRADED F
$22M364K4.8%

Filing history

2026Q1Mar 31
$462M▼ 1.1%
53 positionsView →2025Q4Dec 31
$468M▲ 3.8%
51 positionsView →2025Q3Sep 30
$450M▲ 8.6%
48 positionsView →2025Q2Jun 30
$415M▲ 12.6%
49 positionsLocked2025Q1Mar 31
$368M▲ 0.6%
46 positionsLocked2024Q4Dec 31
$366M▲ 11.5%
49 positionsLocked2024Q3Sep 30
$328M▲ 6.3%
40 positionsLocked2024Q2Jun 30
$309M▲ 4.5%
38 positionsLocked2024Q1Mar 31
$295M▲ 7.6%
39 positionsLocked2023Q4Dec 31
$274M▲ 10.7%
36 positionsLocked2023Q3Sep 30
$248M▲ 0.4%
35 positionsLocked2023Q2Jun 30
$247M▲ 8.7%
35 positionsLocked
Showing 12 of 32