Sanchez Wealth Management Group
CIK 1697740
13F filing for Q2 2026・No. 3,604
- Holdings
- US$570.7M
- Quarter change
- +US$108.34M
- Entries
- 52
- Net bought (estimate)
- +US$38.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 2
- Cut 12
- Added 32
- Corporate actions 0
- Unchanged 7
Largest holdings
52 stocks worth US$570.7M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRMSCI USA MMENTM | Added | 159,211 | US$54.58M | 9.56% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 999,572 | US$50.47M | 8.84% |
| JOHN HANCOCK EXCHANGE TRADEDMLTFCTR LRG CAP | Added | 519,367 | US$46.32M | 8.12% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 351,287 | US$43.62M | 7.64% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 49,178 | US$36.72M | 6.44% |
| WISDOMTREE TRUS QTLY DIV GRT | Added | 378,315 | US$36.17M | 6.34% |
| QQQInvesco QQQUNIT SER 1 | Cut | 45,967 | US$33.85M | 5.93% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 41,374 | US$30.98M | 5.43% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 336,354 | US$27.26M | 4.78% |
| J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | Added | 375,076 | US$27.11M | 4.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.