Universe · entity
Sanchez Wealth Management Group
Institutional manager (13F) · CIK 1697740
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $462M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | JOHN HANCOCK EXCHANGE TRADED | $39M | 503,947 |
| 2 | ISHARES TR | $37M | 155,489 |
| 3 | ISHARES TR | $36M | 84,186 |
| 4 | STATE STR SPDR S&P 500 ETF T | $32M | 49,639 |
| 5 | WISDOMTREE TR | $32M | 365,552 |
| 6 | ISHARES TR | $27M | 41,801 |
| 7 | INVESCO QQQ TR | $27M | 46,478 |
| 8 | JANUS DETROIT STR TR | $27M | 527,182 |
| 9 | PIMCO ETF TR | $24M | 930,272 |
| 10 | J P MORGAN EXCHANGE TRADED F | $22M | 364,036 |
| 11 | FIRST TR EXCHANGE TRADED FD | $22M | 325,764 |
| 12 | FIRST TR EXCHANGE TRADED FD | $18M | 451,725 |
| 13 | SPDR INDEX SHS FDS | $14M | 306,344 |
| 14 | PACER FDS TR | $13M | 202,026 |
| 15 | JOHN HANCOCK EXCHANGE TRADED | $12M | 180,817 |
| 16 | SPDR SERIES TRUST | $10M | 104,818 |
| 17 | HARTFORD FDS EXCHANGE TRADED | $8M | 245,787 |
| 18 | ZACKS TRUST | $8M | 211,983 |
| 19 | WISDOMTREE TR | $8M | 150,935 |
| 20 | SPDR SERIES TRUST | $8M | 99,230 |
| 21 | THE ALGER ETF TRUST | $7M | 216,697 |
| 22 | APPLE INC | $5M | 19,435 |
| 23 | WISDOMTREE TR | $4M | 173,650 |
| 24 | INVESCO EXCH TRADED FD TR II | $3M | 12,819 |
| 25 | MICROSOFT CORP | $3M | 6,894 |
| 26 | CSX CORP | $2M | 49,955 |
| 27 | PROSHARES TR | $2M | 17,212 |
| 28 | NVIDIA CORPORATION | $1M | 6,296 |
| 29 | BIO-TECHNE CORP | $1M | 20,624 |
| 30 | CATERPILLAR INC | $1M | 1,439 |
| 31 | ABBOTT LABORATORIES | $812k | 7,907 |
| 32 | SPDR SERIES TRUST | $769k | 13,586 |
| 33 | JPMORGAN CHASE & CO | $522k | 1,774 |
| 34 | LPL FINL HLDGS INC | $516k | 1,715 |
| 35 | SCHWAB STRATEGIC TR | $486k | 15,829 |
| 36 | BOEING CO | $440k | 2,210 |
| 37 | JOHNSON & JOHNSON | $426k | 1,741 |
| 38 | AMAZON COM INC | $398k | 1,913 |
| 39 | APPLIED MATLS INC | $379k | 1,110 |
| 40 | ISHARES TR | $357k | 5,082 |
| 41 | LOCKHEED MARTIN CORP | $355k | 587 |
| 42 | EATON CORP PLC | $338k | 946 |
| 43 | BROADCOM INC | $331k | 1,069 |
| 44 | HERSHEY CO | $316k | 1,519 |
| 45 | ALPHABET INC | $311k | 1,081 |
| 46 | EXXON MOBIL CORP | $295k | 1,738 |
| 47 | AUTOMATIC DATA PROCESSING IN | $277k | 1,362 |
| 48 | VANGUARD INDEX FDS | $254k | 793 |
| 49 | SPDR GOLD TR | $249k | 578 |
| 50 | ISHARES TR | $247k | 1,285 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.