Latest Sanchez Wealth Management Group Stock Portfolio

Sanchez Wealth Management Group Performance:

2026 Q1: -3.06%YTD: -3.06%2025: 12.08%

Performance for 2026 Q1 is -3.06%, and YTD is -3.06%, and 2025 is 12.08%.

About Sanchez Wealth Management Group and 13F Hedge Fund Stock Holdings

Sanchez Wealth Management Group is a hedge fund based in Jacksonville, FL. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sanchez Wealth Management Group reported an equity portfolio of $462.4 Millions as of 31 Mar, 2026.

The top stock holdings of Sanchez Wealth Management Group are JHCB, IBCE, IJR. The fund has invested 8.5% of it's portfolio in JOHN HANCOCK EXCHANGE TRADED and 8.1% of portfolio in ISHARES TR.

They significantly reduced their stock positions in PROSHARES TR (BZQ), SPDR SERIES TRUST (BIL) and EXXON MOBIL CORP (XOM). Sanchez Wealth Management Group opened new stock positions in LAM RESEARCH CORP (LRCX) and ISHARES GOLD TR (IAU). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (BAB), SPDR SERIES TRUST (BIL) and SPDR GOLD TR (GLD).

Sanchez Wealth Management Group Annual Return Estimates Vs S&P 500

Our best estimate is that Sanchez Wealth Management Group made a return of -3.06% in the last quarter. In trailing 12 months, it's portfolio return was 12.53%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lam research corp	232,889
ishares gold tr	216,389

New stocks bought by Sanchez Wealth Management Group

Additions

Ticker	% Inc.
invesco exch traded fd tr ii	47.74
spdr series trust	25.35
spdr gold tr	9.47
alphabet inc	6.5
wisdomtree tr	5.75
janus detroit str tr	5.05
lockheed martin corp	4.63
ishares tr	3.32

Additions to existing portfolio by Sanchez Wealth Management Group

Reductions

Ticker	% Reduced
proshares tr	-11.7
spdr series trust	-4.08
exxon mobil corp	-2.63
apple inc	-2.04
state str spdr s&p 500 etf t	-1.3
spdr series trust	-1.25
invesco qqq tr	-0.71
caterpillar inc	-0.55

Sanchez Wealth Management Group reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sanchez Wealth Management Group

Sector Distribution

Sanchez Wealth Management Group has about 89% of it's holdings in Others sector.

Sector	%
Others	89
Technology	9

Market Cap. Distribution

Sanchez Wealth Management Group has about 3.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	89
SMALL-CAP	6.9
MEGA-CAP	2.7
LARGE-CAP	1.2

Stocks belong to which Index?

About 10.9% of the stocks held by Sanchez Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89.1
RUSSELL 2000	6.9
S&P 500	4

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.4 %
AMAT	applied matls inc	33.0 %
LMT	lockheed martin corp	24.2 %
CAT	caterpillar inc	23.6 %
JNJ	johnson & johnson	18.1 %

Top 5 Winners ($)		$
LEGR	first tr exchange traded fd	0.5 M
AFTY	pacer fds tr	0.5 M
CWI	spdr index shs fds	0.4 M
JHCB	john hancock exchange traded	0.3 M
CSX	csx corp	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.3 %
ADP	automatic data processing in	-20.8 %
ABT	abbott laboratories	-18.0 %
LPLA	lpl finl hldgs inc	-15.8 %
TECH	bio-techne corp	-11.1 %

Top 5 Losers ($)		$
IJR	ishares tr	-3.9 M
QQQ	invesco qqq tr	-1.7 M
IBCE	ishares tr	-1.6 M
SPY	state str spdr s&p 500 etf t	-1.6 M
IJR	ishares tr	-1.3 M

Sanchez Wealth Management Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sanchez Wealth Management Group

Sanchez Wealth Management Group has 53 stocks in it's portfolio. About 65.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. LEGR was the most profitable stock for Sanchez Wealth Management Group last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.07	19,435	4,932,310	reduced	-2.04

ABT	abbott laboratories	0.18	7,907	811,790	added	0.34

ACWF	ishares tr	0.08	5,082	356,660	added	0.22

ADP	automatic data processing in	0.06	1,362	276,674	added	2.71

AFTY	pacer fds tr	2.73	202,026	12,638,800	added	1.69

AIRR	first tr exchange traded fd	4.81	325,764	22,243,100	added	1.37

AMAT	applied matls inc	0.08	1,110	379,387	unchanged	0.00

AMZN	amazon com inc	0.09	1,913	398,420	added	1.06

ATFV	the alger etf trust	1.46	216,697	6,743,590	added	0.69

AVGO	broadcom inc	0.07	1,069	330,754	added	0.19

BA	boeing co	0.10	2,210	439,788	reduced	-0.23

BAB	invesco exch traded fd tr ii	0.66	12,819	3,046,000	added	47.74

BBAX	j p morgan exchange traded f	4.83	364,036	22,322,600	added	1.78

BIL	spdr series trust	2.22	104,818	10,262,800	reduced	-1.25

BIL	spdr series trust	1.64	99,230	7,595,070	added	25.35

BIL	spdr series trust	0.17	13,586	768,698	reduced	-4.08

BOND	pimco etf tr	5.27	930,272	24,373,100	added	3.29

BZQ	proshares tr	0.40	17,212	1,824,640	reduced	-11.7

CAT	caterpillar inc	0.22	1,439	1,019,700	reduced	-0.55

CSX	csx corp	0.44	49,955	2,050,660	added	0.61