Latest Sanchez Wealth Management Group Stock Portfolio

Sanchez Wealth Management Group Performance:

2025 Q4: 1.09%YTD: 12.08%2024: 12.36%

Performance for 2025 Q4 is 1.09%, and YTD is 12.08%, and 2024 is 12.36%.

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

Sanchez Wealth Management Group is a hedge fund based in Jacksonville, FL. On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sanchez Wealth Management Group reported an equity portfolio of $467.6 Millions as of 31 Dec, 2025.

The top stock holdings of Sanchez Wealth Management Group are JHCB, IJR, IBCE. The fund has invested 8.5% of it's portfolio in JOHN HANCOCK EXCHANGE TRADED and 8.2% of portfolio in ISHARES TR.

The fund managers got completely rid off JANUS DETROIT STR TR (JAAA) stocks. They significantly reduced their stock positions in PROSHARES TR (BZQ), PACER FDS TR (AFTY) and WISDOMTREE TR (DWMF). Sanchez Wealth Management Group opened new stock positions in THE ALGER ETF TRUST (ATFV), WISDOMTREE TR (DWMF) and LOCKHEED MARTIN CORP (LMT). The fund showed a lot of confidence in some stocks as they added substantially to BOEING CO (BA), INVESCO EXCH TRADED FD TR II (BAB) and AMAZON COM INC (AMZN).

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

Our best estimate is that Sanchez Wealth Management Group made a return of 1.09% in the last quarter. In trailing 12 months, it's portfolio return was 12.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
the alger etf trust	7,399,080
wisdomtree tr	4,302,370
lockheed martin corp	271,575
exxon mobil corp	214,807

New stocks bought by Sanchez Wealth Management Group

Additions

Ticker	% Inc.
boeing co	101
invesco exch traded fd tr ii	88.26
amazon com inc	62.63
first tr exchange traded fd	57.64
spdr index shs fds	55.73
janus detroit str tr	39.9
spdr series trust	36.31
ishares tr	29.82

Additions to existing portfolio by Sanchez Wealth Management Group

Reductions

Ticker	% Reduced
proshares tr	-82.8
pacer fds tr	-49.65
wisdomtree tr	-44.4
spdr gold tr	-23.59
spdr series trust	-19.6
spdr series trust	-19.54
hartford fds exchange traded	-16.05
hershey co	-15.56

Sanchez Wealth Management Group reduced stake in above stock

Sold off

Ticker	$ Sold
janus detroit str tr	-1,149,250

Sanchez Wealth Management Group got rid off the above stocks

Sector Distribution

Sanchez Wealth Management Group has about 88.9% of it's holdings in Others sector.

Sector	%
Others	88.9
Technology	9.1

Market Cap. Distribution

Sanchez Wealth Management Group has about 4.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	88.9
MID-CAP	6.9
MEGA-CAP	2.6
LARGE-CAP	1.6

Stocks belong to which Index?

About 11% of the stocks held by Sanchez Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89
RUSSELL 2000	6.9
S&P 500	4.1

Top 5 Winners (%)		%
GOOG	alphabet inc	28.8 %
AMAT	applied matls inc	25.5 %
CAT	caterpillar inc	20.1 %
JNJ	johnson & johnson	11.5 %
GLD	spdr gold tr	10.1 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	0.8 M
AFTY	pacer fds tr	0.8 M
JHCB	john hancock exchange traded	0.7 M
QQQ	invesco qqq tr	0.7 M
IJR	ishares tr	0.7 M

Top 5 Losers (%)		%
ETN	eaton corp plc	-14.9 %
ADP	automatic data processing in	-12.3 %
ABT	abbott labs	-6.5 %
MSFT	microsoft corp	-6.3 %
HSY	hershey co	-2.5 %

Top 5 Losers ($)		$
IBCE	ishares tr	-0.8 M
MSFT	microsoft corp	-0.2 M
BOND	pimco etf tr	-0.1 M
JAAA	janus detroit str tr	-0.1 M
ZECP	zacks trust	-0.1 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 51 stocks in it's portfolio. About 66.8% of the portfolio is in top 10 stocks. IBCE proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Sanchez Wealth Management Group last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.15	19,839	5,393,360	added	4.44

ABT	abbott labs	0.21	7,880	987,336	added	0.01

ACWF	ishares tr	0.07	5,071	352,039	added	3.3

ADP	automatic data processing in	0.07	1,326	341,074	added	0.53

AFTY	pacer fds tr	2.56	198,676	11,954,300	reduced	-49.65

AIRR	first tr exchange traded fd	4.77	321,361	22,324,900	added	57.64

AMAT	applied matls inc	0.06	1,110	285,259	unchanged	0.00

AMZN	amazon com inc	0.09	1,893	436,943	added	62.63

ATFV	the alger etf trust	1.58	215,214	7,399,080	new

AVGO	broadcom inc	0.08	1,067	369,443	added	0.09

BA	boeing co	0.10	2,215	480,847	added	101

BAB	invesco exch traded fd tr ii	0.47	8,677	2,194,530	added	88.26

BBAX	j p morgan exchange traded f	4.83	357,664	22,597,200	added	10.68

BIL	spdr series trust	2.42	106,143	11,325,500	reduced	-19.6

BIL	spdr series trust	1.36	79,160	6,350,170	added	36.31

BIL	spdr series trust	0.17	14,164	804,632	reduced	-19.54

BOND	pimco etf tr	5.14	900,599	24,028,000	reduced	-1.83

BZQ	proshares tr	0.43	19,492	2,028,560	reduced	-82.8

CAT	caterpillar inc	0.18	1,447	829,177	added	0.21

CSX	csx corp	0.38	49,653	1,799,910	added	2.88