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Sanchez Wealth Management Group

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13F filer, CIK 1697740, JACKSONVILLE, FL

Sanchez Wealth Management Group reported $414,721,257 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 65.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001756

Period
2025-06-30
Reported value
$415M
Holdings
49
Top 10 weight
65.81%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
USFRadded+89,249$4.49M
JAAAadded+44,240$2.25M
PYLDadded+66,235$1.76M
SPYadded+2,006$1.24M
MTUMadded+4,795$1.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-3,075-$1.53M
SPYVreduced-8,828-$462K
IVVreduced-321-$199K
QQQMreduced-830-$189K
DGROreduced-2,462-$157K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-001756, largest first. % of portfolio is the value over $414,721,257, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,503 shares; 2024Q4: 467,947 shares; 2025Q1: 482,789 shares; 2025Q2: 495,107 shares 495,107$36.3M8.76%+12,318Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,176 shares; 2024Q4: 78,226 shares; 2025Q1: 80,671 shares; 2025Q2: 81,818 shares 81,818$34.7M8.38%+1,147Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,804 shares; 2024Q4: 49,072 shares; 2025Q1: 52,383 shares; 2025Q2: 54,389 shares 54,389$33.6M8.1%+2,006Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,207 shares; 2024Q4: 306,666 shares; 2025Q1: 320,032 shares; 2025Q2: 330,379 shares 330,379$27.7M6.67%+10,347Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,454 shares; 2024Q4: 99,448 shares; 2025Q1: 107,752 shares; 2025Q2: 112,547 shares 112,547$27M6.52%+4,795Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,882 shares; 2024Q4: 43,290 shares; 2025Q1: 43,384 shares; 2025Q2: 43,063 shares 43,063$26.7M6.45%-321Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 41,513 shares; 2025Q1: 42,457 shares; 2025Q2: 43,768 shares 43,768$24.1M5.82%+1,311Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,807 shares; 2024Q4: 745,446 shares; 2025Q1: 794,657 shares; 2025Q2: 860,892 shares 860,892$22.8M5.51%+66,235Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,084 shares; 2024Q4: 355,357 shares; 2025Q1: 373,321 shares; 2025Q2: 382,954 shares 382,954$21.1M5.09%+9,633Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,073 shares; 2024Q4: 280,840 shares; 2025Q1: 297,615 shares; 2025Q2: 311,538 shares 311,538$18.7M4.51%+13,923Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,843 shares; 2024Q4: 203,883 shares; 2025Q1: 281,073 shares; 2025Q2: 325,313 shares 325,313$16.5M3.98%+44,240Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,946 shares; 2024Q4: 189,956 shares; 2025Q1: 197,082 shares; 2025Q2: 286,331 shares 286,331$14.4M3.47%+89,249Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,431 shares; 2024Q4: 222,721 shares; 2025Q1: 227,393 shares; 2025Q2: 229,543 shares 229,543$14M3.38%+2,150Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,750 shares; 2024Q4: 354,481 shares; 2025Q1: 374,507 shares; 2025Q2: 389,744 shares 389,744$13.8M3.32%+15,237Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,281 shares; 2024Q4: 126,000 shares; 2025Q1: 127,895 shares; 2025Q2: 132,820 shares 132,820$12.7M3.05%+4,925Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,706 shares; 2024Q4: 190,929 shares; 2025Q1: 195,146 shares; 2025Q2: 199,426 shares 199,426$12.5M3.02%+4,280Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,085 shares; 2024Q4: 109,906 shares; 2025Q1: 111,310 shares; 2025Q2: 111,487 shares 111,487$11.2M2.71%+177Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,994 shares; 2024Q4: 272,165 shares; 2025Q1: 275,368 shares; 2025Q2: 285,228 shares 285,228$9.66M2.33%+9,860Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,098 shares; 2024Q4: 176,502 shares; 2025Q1: 184,575 shares; 2025Q2: 191,061 shares 191,061$7.74M1.87%+6,486Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178,765 shares; 2025Q2: 183,926 shares 183,926$6.23M1.5%+5,161Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 20,031 shares; 2025Q1: 19,518 shares; 2025Q2: 19,167 shares 19,167$3.93M0.95%-351Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 9,009 shares; 2025Q1: 9,138 shares; 2025Q2: 6,063 shares 6,063$3.02M0.73%-3,075Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,696 shares; 2024Q4: 32,528 shares; 2025Q1: 36,794 shares; 2025Q2: 37,840 shares 37,840$2.75M0.66%+1,046Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,230 shares; 2024Q4: 44,272 shares; 2025Q1: 48,169 shares; 2025Q2: 48,216 shares 48,216$1.57M0.38%+47Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 40,026 shares; 2025Q1: 31,722 shares; 2025Q2: 22,894 shares 22,894$1.2M0.29%-8,828Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 7,557 shares; 2025Q1: 7,510 shares; 2025Q2: 6,980 shares 6,980$1.1M0.27%-530Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,402 shares; 2024Q4: 21,133 shares; 2025Q1: 21,135 shares; 2025Q2: 21,058 shares 21,058$1.08M0.26%-77Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 7,923 shares; 2025Q1: 7,882 shares; 2025Q2: 7,884 shares 7,884$1.07M0.26%+2Timeline
PGXINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,357 shares; 2024Q4: 54,699 shares; 2025Q1: 63,529 shares; 2025Q2: 67,415 shares 67,415$750K0.18%+3,886Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,686 shares; 2025Q1: 1,688 shares; 2025Q2: 1,689 shares 1,689$633K0.15%+1Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,518 shares; 2025Q1: 1,524 shares; 2025Q2: 1,438 shares 1,438$558K0.13%-86Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,754 shares; 2025Q1: 1,755 shares; 2025Q2: 1,747 shares 1,747$507K0.12%-8Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 15,829 shares; 2025Q1: 15,829 shares; 2025Q2: 15,829 shares 15,829$419K0.1%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,299 shares; 2025Q1: 1,306 shares; 2025Q2: 1,312 shares 1,312$405K0.1%+6Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,962 shares; 2025Q1: 8,479 shares; 2025Q2: 6,017 shares 6,017$385K0.09%-2,462Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: 2,466 shares; 2025Q2: 1,636 shares 1,636$372K0.09%-830Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 931 shares; 2025Q1: 934 shares; 2025Q2: 937 shares 937$335K0.08%+3Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,799 shares; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares 1,799$299K0.07%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,068 shares 1,068$295K0.07%newTimeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,424 shares; 2025Q1: 1,929 shares; 2025Q2: 1,467 shares 1,467$268K0.06%-462Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,665 shares; 2025Q1: 6,495 shares; 2025Q2: 4,810 shares 4,810$268K0.06%-1,685Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,717 shares; 2025Q1: 1,740 shares; 2025Q2: 1,717 shares 1,717$262K0.06%-23Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 1,198 shares; 2025Q2: 1,188 shares 1,188$261K0.06%-10Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,065 shares; 2025Q2: 804 shares 804$244K0.06%-261Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares 1,101$231K0.06%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares 978$225K0.05%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: 776 shares; 2025Q2: 716 shares 716$218K0.05%-60Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,608 shares; 2025Q1: 4,104 shares; 2025Q2: 3,480 shares 3,480$217K0.05%-624Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares 1,110$203K0.05%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-001756 base2025-08-07acceptance time not in the bulk data set