Sanchez Wealth Management Group holds a focused book of 52 reported positions worth $570.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Simon Property Group Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Ishares Msci USA Momentum Fa at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +33% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Sanchez Wealth Management Group is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 8.2 points over this window.
Growth of $10,000 cloning Sanchez Wealth Management Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sanchez Wealth Management Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 5 / 52 | $4.4B |
| Swiss Re Ltd | 19 / 52 | $1.0B |
| Hoffman, Alan N Investment Management | 7 / 52 | $148.9M |
| 9823 Capital, L.P. | 7 / 52 | $125.9M |
| Agave Capital Management Ltd | 6 / 52 | $744.5M |
| Wallace Hart LLC | 14 / 52 | $121.5M |
| Ketron Financial | 13 / 52 | $238.5M |
| Marest Capital, LLC | 10 / 52 | $148.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Sanchez Wealth Management Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR MSCI USA MMENTM | $54.6M | 159.2K | 9.6% | ▲+2.4% Added · +4K sh | |
| 2 | Janus Detroit STR TR HENDRSON AAA CL | $50.5M | 999.6K | 8.8% | ▲+90% Added · +472K sh | |
| 3 | John Hancock Exchange Traded MLTFCTR LRG CAP | $46.3M | 519.4K | 8.1% | ▲+3.0% Added · +15K sh | |
| 4 | Ishares TR RUS 1000 GRW ETF | $43.6M | 351.3K | 7.6% | ▲+317% Added · +267K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $36.7M | 49.2K | 6.4% | ▼−0.9% Reduced · −461 sh | |
| 6 | Wisdomtree TR US QTLY DIV GRT | $36.2M | 378.3K | 6.3% | ▲+3.5% Added · +13K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $33.9M | 46.0K | 5.9% | ▼−1.1% Reduced · −511 sh | |
| 8 | Ishares TR CORE S&P500 ETF | $31.0M | 41.4K | 5.4% | ▼−1.0% Reduced · −427 sh | |
| 9 | First TR Exchange Traded FD RISNG DIVD ACHIV | $27.3M | 336.4K | 4.8% | ▲+3.3% Added · +11K sh | |
| 10 | J P Morgan Exchange Traded F US QUALTY FCTR | $27.1M | 375.1K | 4.8% | ▲+3.0% Added · +11K sh | |
| 11 | Pimco ETF TR MULTISECTOR BD | $25.5M | 962.2K | 4.5% | ▲+3.4% Added · +32K sh | |
| 12 | First TR Exchange Traded FD SMID RISNG ETF | $20.1M | 466.6K | 3.5% | ▲+3.3% Added · +15K sh | |
| 13 | SPDR Index SHS FDS ST STR PO EX ETF | $16.1M | 319.5K | 2.8% | ▲+4.3% Added · +13K sh | |
| 14 | John Hancock Exchange Traded MULTIFACTOR MI | $13.9M | 185.7K | 2.4% | ▲+2.7% Added · +5K sh | |
| 15 | Pacer FDS TR US CASH COWS 100 | $13.0M | 208.7K | 2.3% | ▲+3.3% Added · +7K sh | |
| 16 | SPDR Series Trust ST STR P500GRW | $12.4M | 103.8K | 2.2% | ▼−0.9% Reduced · −994 sh | |
| 17 | Wisdomtree TR FLOATNG RAT TREA | $11.9M | 237.2K | 2.1% | ▲+57% Added · +86K sh | |
| 18 | SPDR Series Trust ST STR P500ETF | $11.8M | 134.6K | 2.1% | ▲+36% Added · +35K sh | |
| 19 | Zacks Trust SMALL/MID CAP | $9.7M | 218.1K | 1.7% | ▲+2.9% Added · +6K sh | |
| 20 | The Alger ETF Trust CONCENTRATED EQT | $9.3M | 225.3K | 1.6% | ▲+4.0% Added · +9K sh | |
| 21 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $8.8M | 259.7K | 1.5% | ▲+5.7% Added · +14K sh | |
| 22 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $5.4M | 17.9K | 1.0% | ▲+40% Added · +5K sh | |
| 23 | Apple Inc COM | $5.3M | 18.2K | 0.9% | ▼−6.4% Reduced · −1K sh | |
| 24 | Microsoft Corp COM | $2.6M | 7.1K | 0.5% | ▲+2.6% Added · +180 sh | |
| 25 | CSX Corp COM | $2.4M | 50.0K | 0.4% | ▲+0.1% Added · +35 sh | |
| 26 | Caterpillar Inc COM | $1.5M | 1.4K | 0.3% | ▲+0.2% Added · +3 sh | |
| 27 | Proshares TR S&P 500 DV ARIST | $1.5M | 27.0K | 0.3% | ▲+57% Added · +10K sh | |
| 28 | Bio-Techne Corp COM | $1.5M | 20.5K | 0.3% | ▼−0.4% Reduced · −88 sh | |
| 29 | Nvidia Corporation COM | $1.3M | 6.3K | 0.2% | ▼−0.1% Reduced · −7 sh | |
| 30 | Applied Matls Inc COM | $737K | 1.0K | 0.1% | ▼−8.1% Reduced · −90 sh | |
| 31 | Abbott Laboratories COM | $709K | 7.8K | 0.1% | ▼−1.2% Reduced · −94 sh | |
| 32 | SPDR Series Trust ST STR P500VAL | $699K | 11.5K | 0.1% | ▼−15% Reduced · −2K sh | |
| 33 | JPMorgan Chase & Co COM | $581K | 1.8K | 0.1% | ▲+0.1% Added · +1 sh | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $502K | 15.8K | 0.1% | —Held | |
| 35 | LPL Finl Hldgs Inc COM | $484K | 1.7K | 0.1% | ▲+0.1% Added · +2 sh | |
| 36 | Amazon Com Inc COM | $475K | 2.0K | 0.1% | ▲+4.2% Added · +80 sh | |
| 37 | Lam Research Corp COM NEW | $472K | 1.1K | 0.1% | —Held | |
| 38 | Boeing Co COM | $469K | 2.2K | 0.1% | ▼−2.0% Reduced · −45 sh | |
| 39 | Johnson & Johnson COM | $445K | 1.8K | 0.1% | ▲+0.6% Added · +10 sh | |
| 40 | Eaton Corp PLC SHS | $404K | 948 | 0.1% | ▲+0.2% Added · +2 sh | |
| 41 | Broadcom Inc COM | $404K | 1.1K | 0.1% | ▲+0.1% Added · +1 sh | |
| 42 | Alphabet Inc CAP STK CL A | $386K | 1.1K | 0.1% | —Held | |
| 43 | Ishares TR CORE DIV GRWTH | $386K | 5.1K | 0.1% | ▲+0.2% Added · +10 sh | |
| 44 | Ishares TR MSCI USA QLT FCT | $327K | 1.5K | 0.1% | ▲+16% Added · +207 sh | |
| 45 | Lockheed Martin Corp COM | $312K | 613 | 0.1% | ▲+4.4% Added · +26 sh | |
| 46 | Automatic Data Processing In COM | $307K | 1.4K | 0.1% | ▲+0.8% Added · +11 sh | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $275K | 743 | <0.1% | ▼−6.3% Reduced · −50 sh | |
| 48 | Union Pac Corp COM | $275K | 1.0K | <0.1% | —Held | |
| 49 | Hershey Co COM | $267K | 1.5K | <0.1% | —Held | |
| 50 | Exxon Mobil Corp COM | $238K | 1.7K | <0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1697740/holdings"
Use Arkolith to show Sanchez Wealth Management Group's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 52 | $570.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 53 | $462.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 51 | $467.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 48 | $450.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 49 | $414.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 46 | $368.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 49 | $366.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 40 | $328.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.