Sanchez Wealth Management Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Sanchez Wealth Management Group held in its portfolio 49 assets valued at $467,609,544 (i.e. $467.61M).
The most valuable assets in the portfolio included: JOHN HANCOCK EXCHANGE TRADED ($39.80M), ISHARES TR ($38.56M), and ISHARES TR ($37.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sanchez Wealth Management Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | 498423 | 39799038 | MLTFCTR LRG CAP |
| ISHARES TR | 81479 | 38563885 | RUS 1000 GRW ETF |
| ISHARES TR | 151553 | 37935122 | MSCI USA MMENTM |
| SPDR S&P 500 ETF TR | 50291 | 34293965 | TR UNIT |
| WISDOMTREE TR | 360089 | 32202696 | US QTLY DIV GRT |
| INVESCO QQQ TR | 46812 | 28756941 | UNIT SER 1 |
| ISHARES TR | 41863 | 28673517 | CORE S&P500 ETF |
| JANUS DETROIT STR TR | 501817 | 25381913 | HENDRSON AAA CL |
| PIMCO ETF TR | 900599 | 24027961 | MULTISECTOR BD |
| J P MORGAN EXCHANGE TRADED F | 357664 | 22597193 | US QUALTY FCTR |
| FIRST TR EXCHANGE TRADED FD | 321361 | 22324922 | RISNG DIVD ACHIV |
| SPDR SERIES TRUST | 199467 | 18480314 | STATE STREET SPD |
| FIRST TR EXCHANGE-TRADED FD | 446233 | 17099633 | SMID RISNG ETF |
| SPDR INDEX SHS FDS | 302504 | 13434205 | PORTFOLIO DEVLPD |
| PACER FDS TR | 198676 | 11954294 | US CASH COWS 100 |
| JOHN HANCOCK EXCHANGE TRADED | 180900 | 11845325 | MULTIFACTOR MI |
| HARTFORD FDS EXCHANGE TRADED | 239373 | 8174598 | TOTAL RTRN ETF |
| ZACKS TRUST | 208928 | 7728288 | SMALL/MID CAP |
| THE ALGER ETF TRUST | 215214 | 7399084 | CONCENTRATED EQT |
| WISDOMTREE TR | 142731 | 7182234 | FLOATNG RAT TREA |
| APPLE INC | 19839 | 5393356 | COM |
| WISDOMTREE TR | 169019 | 4302372 | BIANCO TOTL RETU |
| MICROSOFT CORP | 6753 | 3265821 | COM |
| INVESCO EXCH TRADED FD TR II | 8677 | 2194531 | NASDAQ 100 ETF |
| PROSHARES TR | 19492 | 2028559 | S&P 500 DV ARIST |
| CSX CORP | 49653 | 1799912 | COM |
| BIO-TECHNE CORP | 20624 | 1212885 | COM |
| NVIDIA CORPORATION | 6286 | 1172310 | COM |
| ABBOTT LABS | 7880 | 987336 | COM |
| CATERPILLAR INC | 1447 | 829177 | COM |
| LPL FINL HLDGS INC | 1713 | 611842 | COM |
| JPMORGAN CHASE & CO. | 1748 | 563401 | COM |
| BOEING CO | 2215 | 480847 | COM |
| AMAZON COM INC | 1893 | 436943 | COM |
| SCHWAB STRATEGIC TR | 15829 | 434199 | US DIVIDEND EQ |
| BROADCOM INC | 1067 | 369443 | COM |
| JOHNSON & JOHNSON | 1732 | 358350 | COM |
| ISHARES TR | 5071 | 352039 | CORE DIV GRWTH |
| AUTOMATIC DATA PROCESSING IN | 1326 | 341074 | COM |
| ALPHABET INC | 1015 | 317723 | CAP STK CL A |
| EATON CORP PLC | 943 | 300300 | SHS |
| APPLIED MATLS INC | 1110 | 285259 | COM |
| HERSHEY CO | 1519 | 276447 | COM |
| LOCKHEED MARTIN CORP | 561 | 271575 | COM |
| VANGUARD INDEX FDS | 785 | 263162 | TOTAL STK MKT |
| ISHARES TR | 1285 | 255321 | MSCI USA QLT FCT |
| UNION PAC CORP | 978 | 226173 | COM |
| EXXON MOBIL CORP | 1785 | 214807 | COM |
| SPDR GOLD TR | 528 | 209252 | GOLD SHS |
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