13F Insight
DOSSIER · 13F-HR · Q2 2026

Sanchez Wealth Management Group

$571M in tracked AUM across 52 positions as of Q2 2026.

SW
CIK 0001697740 · last filed Jun 30, 2026
Total AUM
$571M
as of Q2 2026
Holdings
52
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sanchez Wealth Management Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MTUM
ISHARES TR
$55M159K9.6%02
JAAA
JANUS DETROIT STR TR
$50M1000K8.8%03
JHML
JOHN HANCOCK EXCHANGE TRADED
$46M519K8.1%04
IWF
ISHARES TR
$44M351K7.6%05
SPY
STATE STR SPDR S&P 500 ETF T
$37M49K6.4%06
DGRW
WISDOMTREE TR
$36M378K6.3%07
QQQ
INVESCO QQQ TR
$34M46K5.9%08
IVV
ISHARES TR
$31M41K5.4%09
RDVY
FIRST TR EXCHANGE TRADED FD
$27M336K4.8%10
JQUA
J P MORGAN EXCHANGE TRADED F
$27M375K4.8%

Filing history

2026Q2Jun 30
$571M▲ 23.4%
52 positionsView →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 positionsLocked
Showing 12 of 33