Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sanchez Wealth Management Group (CIK 1697740) reported $462.4M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JHML ($39.4M, 8.53%), MTUM ($37.3M, 8.07%), IWF ($35.9M, 7.76%), SPY ($32.3M, 6.98%), DGRW ($32.1M, 6.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JHML | JOHN HANCOCK EXCHANGE TRADED | $39.4M | 8.53% | 503,947 | Added |
| 2 | MTUM | ISHARES TR | $37.3M | 8.07% | 155,489 | Added |
| 3 | IWF | ISHARES TR | $35.9M | 7.76% | 84,186 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $32.3M | 6.98% | 49,639 | Trimmed |
| 5 | DGRW | WISDOMTREE TR | $32.1M | 6.94% | 365,552 | Added |
| 6 | IVV | ISHARES TR | $27.3M | 5.91% | 41,801 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $26.8M | 5.80% | 46,478 | Trimmed |
| 8 | JAAA | JANUS DETROIT STR TR | $26.6M | 5.74% | 527,182 | Added |
| 9 | PYLD | PIMCO ETF TR | $24.4M | 5.27% | 930,272 | Added |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $22.3M | 4.83% | 364,036 | Added |
| 11 | RDVY | FIRST TR EXCHANGE TRADED FD | $22.2M | 4.81% | 325,764 | Added |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $17.8M | 3.85% | 451,725 | Added |
| 13 | SPDW | SPDR INDEX SHS FDS | $14.0M | 3.02% | 306,344 | Added |
| 14 | COWZ | PACER FDS TR | $12.6M | 2.73% | 202,026 | Added |
| 15 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $12.1M | 2.62% | 180,817 | Trimmed |
| 16 | SPYG | SPDR SERIES TRUST | $10.3M | 2.22% | 104,818 | Trimmed |
| 17 | HTRB | HARTFORD FDS EXCHANGE TRADED | $8.3M | 1.79% | 245,787 | Added |
| 18 | SMIZ | ZACKS TRUST | $7.9M | 1.70% | 211,983 | Added |
| 19 | USFR | WISDOMTREE TR | $7.6M | 1.64% | 150,935 | Added |
| 20 | SPLG | SPDR SERIES TRUST | $7.6M | 1.64% | 99,230 | Added |
| 21 | CNEQ | THE ALGER ETF TRUST | $6.7M | 1.46% | 216,697 | Added |
| 22 | AAPL | APPLE INC | $4.9M | 1.07% | 19,435 | Trimmed |
| 23 | WTBN | WISDOMTREE TR | $4.4M | 0.95% | 173,650 | Added |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $3.0M | 0.66% | 12,819 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.6M | 0.55% | 6,894 | Added |
Source: SEC Form 13F filings · as of 2026-03-31