Sanchez Wealth Management Group
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Sanchez Wealth Management Group reported 53 stock positions worth $462.4 million. Its top holding was John Hancock Multi Fact LRG (JHML) at 8.5% of the portfolio, followed by iShares MSCI USA Momentum Fa (MTUM, 8.1%) and iShares Russell 1000 Growth (IWF, 7.8%). Compared with Q4 2025, it opened 2 new positions, added to 35 and reduced 11. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +5%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSONVILLE, FL
- CIK
- 0001697740
- Portfolio Value
- $462.4M (Q1 2026)
- SEC Filing
- 0001420506-26-000768 ↗ filed Apr 29, 2026
Holdings Value
Holdings 53 stocks · $462.4M
| JHML John Hancock Multi Fact LRG | 8.53% | 503,947 | $39.4M | Add +1.1% |
| MTUM iShares MSCI USA Momentum Fa | 8.07% | 155,489 | $37.3M | Add +2.6% |
| IWF iShares Russell 1000 Growth | 7.76% | 84,186 | $35.9M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.98% | 49,639 | $32.3M | Reduce -1.3% |
| DGRW Wisdomtree U.S. Quality Divi | 6.94% | 365,552 | $32.1M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 5.91% | 41,801 | $27.3M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.80% | 46,478 | $26.8M | Reduce -0.7% |
| JAAA Janus Henderson Aaa Clo ETF | 5.74% | 527,182 | $26.6M | Add +5.0% |
| PYLD PIMCO Multisector Bond Actv | 5.27% | 930,272 | $24.4M | Add +3.3% |
| JQUA JPMorgan US Quality Factor | 4.83% | 364,036 | $22.3M | Add +1.8% |
| RDVY First Trust Rising Dividend | 4.81% | 325,764 | $22.2M | Add +1.4% |
| SDVY First Trust Smid Cap Rising | 3.85% | 451,725 | $17.8M | Add +1.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.02% | 306,344 | $14.0M | Add +1.3% |
| COWZ Pacer US Cash Cows 100 ETF | 2.73% | 202,026 | $12.6M | Add +1.7% |
| JHMM John Hancock Multi Fact Mid | 2.62% | 180,817 | $12.1M | Reduce -0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.22% | 104,818 | $10.3M | Reduce -1.3% |
| HTRB Hartford TTL RTRN BND ETF | 1.79% | 245,787 | $8.3M | Add +2.7% |
| SMIZ Zacks Small/Mid Cap ETF | 1.70% | 211,983 | $7.9M | Add +1.5% |
| USFR Wisdomtree Floating Rate Tre | 1.64% | 150,935 | $7.6M | Add +5.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.64% | 99,230 | $7.6M | Add +25.4% |
| CNEQ Alger Concentrated Eqty ETF | 1.46% | 216,697 | $6.7M | Add +0.7% |
| AAPL Apple Inc. | 1.07% | 19,435 | $4.9M | Reduce -2.0% |
| WTBN Wisdomtree Bianco TR Fund | 0.95% | 173,650 | $4.4M | Add +2.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.66% | 12,819 | $3.0M | Add +47.7% |
| MSFT Microsoft Corp. | 0.55% | 6,894 | $2.6M | Add +2.1% |
| CSX CSX Corp. | 0.44% | 49,955 | $2.1M | Add +0.6% |
| NOBL Proshares S&P 500 Dividend A | 0.39% | 17,212 | $1.8M | Reduce -11.7% |
| NVDA Nvidia Corp. | 0.24% | 6,296 | $1.1M | Add +0.2% |
| TECH Bio-Techne Corp. | 0.23% | 20,624 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.22% | 1,439 | $1.0M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.18% | 7,907 | $812K | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.17% | 13,586 | $769K | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,774 | $522K | Add +1.5% |
| LPLA LPL Financial Holdings Inc. | 0.11% | 1,715 | $516K | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 15,829 | $486K | No change |
| BA The Boeing Co. | 0.10% | 2,210 | $440K | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.09% | 1,741 | $426K | Add +0.5% |
| AMZN Amazon.com Inc. | 0.09% | 1,913 | $398K | Add +1.1% |
| AMAT Applied Materials Inc. | 0.08% | 1,110 | $379K | No change |
| DGRO iShares Core Dividend Growth | 0.08% | 5,082 | $357K | Add +0.2% |
| LMT Lockheed Martin Corp. | 0.08% | 587 | $355K | Add +4.6% |
| ETN Eaton Corp. PLC | 0.07% | 946 | $338K | Add +0.3% |
| AVGO Broadcom Inc. | 0.07% | 1,069 | $331K | Add +0.2% |
| HSY The Hershey Co. | 0.07% | 1,519 | $316K | No change |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,081 | $311K | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.06% | 1,738 | $295K | Reduce -2.6% |
| ADP Automatic Data Processing | 0.06% | 1,362 | $277K | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 793 | $254K | Add +1.0% |
| GLD SPDR Gold Shares | 0.05% | 578 | $249K | Add +9.5% |
| QUAL iShares MSCI USA Quality Fac | 0.05% | 1,285 | $247K | No change |
| UNP Union Pacific Corp. | 0.05% | 1,010 | $245K | Add +3.3% |
| LRCX Lam Research Corp. | 0.05% | 1,090 | $233K | New |
| IAU iShares Gold Trust | 0.05% | 2,455 | $216K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 6.98% | −0.35 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 5.80% | −0.35 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 5.91% | −0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.3% | 2.22% | −0.20 |
| AAPL Apple Inc. | Reduce -2.0% | 1.07% | −0.09 |
| NOBL Proshares S&P 500 Dividend A | Reduce -11.7% | 0.39% | −0.04 |
| BA The Boeing Co. | Reduce -0.2% | 0.10% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.1% | 0.17% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.6% | 0.06% | +0.02 |
| CAT Caterpillar Inc. | Reduce -0.6% | 0.22% | +0.04 |
| JHMM John Hancock Multi Fact Mid | Reduce -0.1% | 2.62% | +0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| JAAA Janus Henderson Aaa Clo ETF | Add +5.0% | 5.74% | +0.32 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +25.4% | 1.64% | +0.28 |
| SDVY First Trust Smid Cap Rising | Add +1.2% | 3.85% | +0.20 |
| QQQM Invesco Nasdaq 100 ETF | Add +47.7% | 0.66% | +0.19 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.7% | 2.73% | +0.18 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.3% | 3.02% | +0.15 |
| PYLD PIMCO Multisector Bond Actv | Add +3.3% | 5.27% | +0.13 |
| USFR Wisdomtree Floating Rate Tre | Add +5.8% | 1.64% | +0.11 |
| CSX CSX Corp. | Add +0.6% | 0.44% | +0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Add +1.5% | 6.94% | +0.06 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| SMIZ Zacks Small/Mid Cap ETF | Add +1.5% | 1.70% | +0.05 |
| IAU iShares Gold Trust | New | 0.05% | +0.05 |
| HTRB Hartford TTL RTRN BND ETF | Add +2.7% | 1.79% | +0.05 |
| RDVY First Trust Rising Dividend | Add +1.4% | 4.81% | +0.04 |
| WTBN Wisdomtree Bianco TR Fund | Add +2.7% | 0.95% | +0.03 |
| JHML John Hancock Multi Fact LRG | Add +1.1% | 8.53% | +0.02 |
| LMT Lockheed Martin Corp. | Add +4.6% | 0.08% | +0.02 |
| JNJ Johnson & Johnson | Add +0.5% | 0.09% | +0.02 |
| GLD SPDR Gold Shares | Add +9.5% | 0.05% | +0.01 |
| ETN Eaton Corp. PLC | Add +0.3% | 0.07% | +0.01 |
| UNP Union Pacific Corp. | Add +3.3% | 0.05% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +0.2% | 0.08% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +6.5% | 0.07% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 0.06% | −0.00 |
| JQUA JPMorgan US Quality Factor | Add +1.8% | 4.83% | −0.00 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.09% | −0.01 |
| AVGO Broadcom Inc. | Add +0.2% | 0.07% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +1.5% | 0.11% | −0.01 |
| ADP Automatic Data Processing | Add +2.7% | 0.06% | −0.01 |
| NVDA Nvidia Corp. | Add +0.2% | 0.24% | −0.01 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.11% | −0.02 |
| ABT Abbott Laboratories | Add +0.3% | 0.18% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +2.6% | 8.07% | −0.04 |
| CNEQ Alger Concentrated Eqty ETF | Add +0.7% | 1.46% | −0.12 |
| MSFT Microsoft Corp. | Add +2.1% | 0.55% | −0.15 |
| IWF iShares Russell 1000 Growth | Add +3.3% | 7.76% | −0.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $570.7M | MTUM, JAAA, JHML, IWF, SPY |
| Q1 2026 | 53 | $462.4M | JHML, MTUM, IWF, SPY, DGRW |
| Q4 2025 | 51 | $467.6M | JHML, IWF, MTUM, SPY, DGRW |
| Q3 2025 | 48 | $450.3M | JHML, IWF, SPY, QQQ, DGRW |
| Q2 2025 | 49 | $414.7M | JHML, IWF, SPY, DGRW, MTUM |
| Q1 2025 | 46 | $368.2M | JHML, SPY, IWF, DGRW, IVV |
| Q4 2024 | 49 | $366.0M | JHML, IWF, SPY, IVV, DGRW |
| Q3 2024 | 40 | $328.1M | JHML, IWF, SPY, DGRW, IVV |
| Q2 2024 | 38 | $308.6M | IWF, JHML, DGRW, SPY, USFR |
| Q1 2024 | 39 | $295.3M | USFR, JHML, IWF, IVV, DGRW |