Sanchez Wealth Management Group holds a focused book of 52 stocks worth $570.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +30% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 8.0 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Sanchez Wealth Management Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 59 / 52 | $90.8B |
| ENVESTNET ASSET MANAGEMENT INC | 59 / 52 | $71.7B |
| ROYAL BANK OF CANADA | 58 / 52 | $124.1B |
| RAYMOND JAMES FINANCIAL INC | 58 / 52 | $69.9B |
| OSAIC HOLDINGS, INC. | 58 / 52 | $16.4B |
| Steward Partners Investment Advisory, LLC | 58 / 52 | $5.7B |
| MORGAN STANLEY | 57 / 52 | $443.1B |
| WELLS FARGO & COMPANY/MN | 57 / 52 | $120.1B |
Ranked by how many of Sanchez Wealth Management Group's top 52 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | ▼−6.3% Reduced · −50 sh | |
| 48 | Union Pac Corp COM | $275K | 1.0K | 0.0% | —Held | |
| 49 | Hershey Co COM | $267K | 1.5K | 0.0% | —Held | |
| 50 | Exxon Mobil Corp COM | $238K | 1.7K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 52 | $570.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 53 | $462.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 51 | $467.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 48 | $450.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 49 | $414.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 46 | $368.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 49 | $366.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 40 | $328.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.