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 $570.7M across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MTUM ($54.6M, 9.56%), JAAA ($50.5M, 8.84%), JHML ($46.3M, 8.12%), IWF ($43.6M, 7.64%), SPY ($36.7M, 6.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTUM | ISHARES TR | $54.6M | 9.56% | 159,211 | Added |
| 2 | JAAA | JANUS DETROIT STR TR | $50.5M | 8.84% | 999,572 | Added |
| 3 | JHML | JOHN HANCOCK EXCHANGE TRADED | $46.3M | 8.12% | 519,367 | Added |
| 4 | IWF | ISHARES TR | $43.6M | 7.64% | 351,287 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $36.7M | 6.44% | 49,178 | Trimmed |
| 6 | DGRW | WISDOMTREE TR | $36.2M | 6.34% | 378,315 | Added |
| 7 | QQQ | INVESCO QQQ TR | $33.9M | 5.93% | 45,967 | Trimmed |
| 8 | IVV | ISHARES TR | $31.0M | 5.43% | 41,374 | Trimmed |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $27.3M | 4.78% | 336,354 | Added |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $27.1M | 4.75% | 375,076 | Added |
| 11 | PYLD | PIMCO ETF TR | $25.5M | 4.47% | 962,189 | Added |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | $20.1M | 3.53% | 466,604 | Added |
| 13 | SPDW | SPDR INDEX SHS FDS | $16.1M | 2.82% | 319,517 | Added |
| 14 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $13.9M | 2.44% | 185,722 | Added |
| 15 | COWZ | PACER FDS TR | $13.0M | 2.27% | 208,666 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $12.4M | 2.16% | 103,824 | Trimmed |
| 17 | USFR | WISDOMTREE TR | $11.9M | 2.09% | 237,190 | Added |
| 18 | SPLG | SPDR SERIES TRUST | $11.8M | 2.07% | 134,586 | Added |
| 19 | SMIZ | ZACKS TRUST | $9.7M | 1.71% | 218,094 | Added |
| 20 | CNEQ | THE ALGER ETF TRUST | $9.3M | 1.63% | 225,303 | Added |
| 21 | HTRB | HARTFORD FDS EXCHANGE TRADED | $8.8M | 1.54% | 259,710 | Added |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $5.4M | 0.95% | 17,897 | Added |
| 23 | AAPL | APPLE INC | $5.3M | 0.92% | 18,188 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $2.6M | 0.46% | 7,074 | Added |
| 25 | CSX | CSX CORP | $2.4M | 0.42% | 49,990 | Added |
Source: SEC Form 13F filings · as of 2026-06-30