Sanchez Wealth Management Group
54 holdingsFiling period: 2026-03-31Current AUM: $522.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JHML | JOHN HANCOCK EXCHANGE TRADED | 503.9K | $39.4M | $44.8M | 8.59% | +5.5K | 2026-03-31 |
| 2 | MTUM | ISHARES TR | 155.5K | $37.3M | $46.6M | 8.92% | +3.9K | 2026-03-31 |
| 3 | IWF | ISHARES TR | 84.2K | $35.9M | $39.8M | 7.63% | +2.7K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 49.6K | $32.3M | $37.1M | 7.10% | -652 | 2026-03-31 |
| 5 | DGRW | WISDOMTREE TR | 365.6K | $32.1M | $35.3M | 6.75% | +5.5K | 2026-03-31 |
| 6 | IVV | ISHARES TR | 41.8K | $27.3M | $31.4M | 6.01% | -62 | 2026-03-31 |
| 7 | QQQ | INVESCO QQQ TR | 46.5K | $26.8M | $32.0M | 6.12% | -334 | 2026-03-31 |
| 8 | JAAA | JANUS DETROIT STR TR | 527.2K | $26.6M | $26.6M | 5.10% | +25.4K | 2026-03-31 |
| 9 | PYLD | PIMCO ETF TR | 930.3K | $24.4M | $24.3M | 4.66% | +29.7K | 2026-03-31 |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | 364.0K | $22.3M | $26.3M | 5.03% | +6.4K | 2026-03-31 |
| 11 | RDVY | FIRST TR EXCHANGE TRADED FD | 325.8K | $22.2M | $26.4M | 5.06% | +4.4K | 2026-03-31 |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | 451.7K | $17.8M | $19.8M | 3.79% | +5.5K | 2026-03-31 |
| 13 | SPDW | SPDR INDEX SHS FDS | 306.3K | $14.0M | $15.3M | 2.94% | +3.8K | 2026-03-31 |
| 14 | COWZ | PACER FDS TR | 202.0K | $12.6M | $13.5M | 2.59% | +3.4K | 2026-03-31 |
| 15 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 180.8K | $12.1M | $13.4M | 2.56% | -83 | 2026-03-31 |
| 16 | SPYG | SPDR SERIES TRUST | 104.8K | $10.3M | $12.3M | 2.35% | -1,325 | 2026-03-31 |
| 17 | HTRB | HARTFORD FDS EXCHANGE TRADED | 245.8K | $8.3M | $8.1M | 1.56% | +6.4K | 2026-03-31 |
| 18 | SMIZ | ZACKS TRUST | 212.0K | $7.9M | $8.9M | 1.71% | +3.1K | 2026-03-31 |
| 19 | USFR | WISDOMTREE TR | 150.9K | $7.6M | $7.6M | 1.46% | +8.2K | 2026-03-31 |
| 20 | SPYM | SPDR SERIES TRUST | 99.2K | $7.6M | $8.7M | 1.67% | +20.1K | 2026-03-31 |
| 21 | CNEQ | THE ALGER ETF TRUST | 216.7K | $6.7M | $8.3M | 1.59% | +1.5K | 2026-03-31 |
| 22 | AAPL | APPLE INC | 19.4K | $4.9M | $6.0M | 1.15% | -404 | 2026-03-31 |
| 23 | WTBN | WISDOMTREE TR | 173.7K | $4.4M | $4.3M | 0.82% | +4.6K | 2026-03-31 |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | 12.8K | $3.0M | $3.6M | 0.70% | +4.1K | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 6.9K | $2.6M | $3.2M | 0.61% | +141 | 2026-03-31 |
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