Sanchez Wealth Management Group
Sanchez Wealth Management Group reported 52 positions worth $570.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: MTUM (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MTUM | SH | $54.6M | 9.56% | 159,211 | — | — | |
| ▸ 2 | JAAA | SH | $50.5M | 8.84% | 999,572 | — | — | |
| ▸ 3 | JHML | SH | $46.3M | 8.12% | 519,367 | — | — | |
| ▸ 4 | IWF | SH | $43.6M | 7.64% | 351,287 | — | — | |
| ▸ 5 | SPY | SH | $36.7M | 6.44% | 49,178 | — | — | |
| ▸ 6 | DGRW | SH | $36.2M | 6.34% | 378,315 | — | — | |
| ▸ 7 | QQQ | SH | $33.9M | 5.93% | 45,967 | — | — | |
| ▸ 8 | IVV | SH | $31.0M | 5.43% | 41,374 | — | — | |
| ▸ 9 | RDVY | SH | $27.3M | 4.78% | 336,354 | — | — | |
| ▸ 10 | JQUA | SH | $27.1M | 4.75% | 375,076 | — | — |
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Frequently Asked Questions
What stocks does Sanchez Wealth Management Group hold as of Q2 2026?
Sanchez Wealth Management Group reported 52 positions worth $570.7M in its Q2 2026 13F filing. Largest positions: MTUM (9.6%), JAAA (8.8%), JHML (8.1%), IWF (7.6%) and SPY (6.4%).
What did Sanchez Wealth Management Group buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sanchez Wealth Management Group sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.