Sanchez Wealth Management Group
CIK 0001697740 · JACKSONVILLE, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$570.7M
2026 Q2
Positions
52
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MTUM
ISHARES TR
9.6%
JAAA
JANUS DETROIT STR TR
8.8%
JHML
JOHN HANCOCK EXCHANGE TRADED
8.1%
IWF
ISHARES TR
7.6%
SPY
STATE STR SPDR S&P 500 ETF T
6.4%
DGRW
WISDOMTREE TR
6.3%
QQQ
INVESCO QQQ TR
5.9%
IVV
ISHARES TR
5.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.