Skip to content
Disclosery

Sanchez Wealth Management Group

Follow

13F filer, CIK 1697740, JACKSONVILLE, FL

Sanchez Wealth Management Group reported $450,329,059 across 48 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 66.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-003033

Period
2025-09-30
Reported value
$450M
Holdings
48
Top 10 weight
66.9%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQadded+7,053$4.23M
JAAAadded+33,379$1.69M
SPYMadded+20,234$1.59M
PYLDadded+56,532$1.52M
JSInew+21,987$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
JHMMreduced-60,154-$3.89M
USFRreduced-29,605-$1.49M
PGXexited-67,415-$750K
IVVreduced-587-$393K
SPYVreduced-5,291-$293K

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, Q3 2025

Share positions as resolved from 13F-HR 0001420506-25-003033, largest first. % of portfolio is the value over $450,329,059, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,503 shares; 2024Q4: 467,947 shares; 2025Q1: 482,789 shares; 2025Q2: 495,107 shares; 2025Q3: 502,436 shares 502,436$39.4M8.74%+7,329Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,176 shares; 2024Q4: 78,226 shares; 2025Q1: 80,671 shares; 2025Q2: 81,818 shares; 2025Q3: 83,201 shares 83,201$39M8.65%+1,383Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,804 shares; 2024Q4: 49,072 shares; 2025Q1: 52,383 shares; 2025Q2: 54,389 shares; 2025Q3: 54,439 shares 54,439$36.3M8.05%+50Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 41,513 shares; 2025Q1: 42,457 shares; 2025Q2: 43,768 shares; 2025Q3: 50,821 shares 50,821$30.5M6.78%+7,053Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,207 shares; 2024Q4: 306,666 shares; 2025Q1: 320,032 shares; 2025Q2: 330,379 shares; 2025Q3: 339,009 shares 339,009$30.2M6.7%+8,630Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,454 shares; 2024Q4: 99,448 shares; 2025Q1: 107,752 shares; 2025Q2: 112,547 shares; 2025Q3: 116,745 shares 116,745$29.9M6.65%+4,198Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,882 shares; 2024Q4: 43,290 shares; 2025Q1: 43,384 shares; 2025Q2: 43,063 shares; 2025Q3: 42,476 shares 42,476$28.4M6.31%-587Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,807 shares; 2024Q4: 745,446 shares; 2025Q1: 794,657 shares; 2025Q2: 860,892 shares; 2025Q3: 917,424 shares 917,424$24.6M5.47%+56,532Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,084 shares; 2024Q4: 355,357 shares; 2025Q1: 373,321 shares; 2025Q2: 382,954 shares; 2025Q3: 394,609 shares 394,609$22.7M5.04%+11,655Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,073 shares; 2024Q4: 280,840 shares; 2025Q1: 297,615 shares; 2025Q2: 311,538 shares; 2025Q3: 323,160 shares 323,160$20.3M4.51%+11,622Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,843 shares; 2024Q4: 203,883 shares; 2025Q1: 281,073 shares; 2025Q2: 325,313 shares; 2025Q3: 358,692 shares 358,692$18.2M4.04%+33,379Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,750 shares; 2024Q4: 354,481 shares; 2025Q1: 374,507 shares; 2025Q2: 389,744 shares; 2025Q3: 403,557 shares 403,557$15.3M3.41%+13,813Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,281 shares; 2024Q4: 126,000 shares; 2025Q1: 127,895 shares; 2025Q2: 132,820 shares; 2025Q3: 132,018 shares 132,018$13.8M3.06%-802Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,706 shares; 2024Q4: 190,929 shares; 2025Q1: 195,146 shares; 2025Q2: 199,426 shares; 2025Q3: 203,860 shares 203,860$13.7M3.04%+4,434Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,946 shares; 2024Q4: 189,956 shares; 2025Q1: 197,082 shares; 2025Q2: 286,331 shares; 2025Q3: 256,726 shares 256,726$12.9M2.87%-29,605Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,085 shares; 2024Q4: 109,906 shares; 2025Q1: 111,310 shares; 2025Q2: 111,487 shares; 2025Q3: 113,354 shares 113,354$11.7M2.59%+1,867Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,431 shares; 2024Q4: 222,721 shares; 2025Q1: 227,393 shares; 2025Q2: 229,543 shares; 2025Q3: 169,389 shares 169,389$11M2.43%-60,154Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,994 shares; 2024Q4: 272,165 shares; 2025Q1: 275,368 shares; 2025Q2: 285,228 shares; 2025Q3: 285,132 shares 285,132$9.78M2.17%-96Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,098 shares; 2024Q4: 176,502 shares; 2025Q1: 184,575 shares; 2025Q2: 191,061 shares; 2025Q3: 194,248 shares 194,248$8.31M1.85%+3,187Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178,765 shares; 2025Q2: 183,926 shares; 2025Q3: 190,548 shares 190,548$7.12M1.58%+6,622Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 20,031 shares; 2025Q1: 19,518 shares; 2025Q2: 19,167 shares; 2025Q3: 18,996 shares 18,996$4.84M1.07%-171Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,696 shares; 2024Q4: 32,528 shares; 2025Q1: 36,794 shares; 2025Q2: 37,840 shares; 2025Q3: 58,074 shares 58,074$4.55M1.01%+20,234Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 9,009 shares; 2025Q1: 9,138 shares; 2025Q2: 6,063 shares; 2025Q3: 6,058 shares 6,058$3.14M0.7%-5Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,230 shares; 2024Q4: 44,272 shares; 2025Q1: 48,169 shares; 2025Q2: 48,216 shares; 2025Q3: 48,263 shares 48,263$1.71M0.38%+47Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 7,557 shares; 2025Q1: 7,510 shares; 2025Q2: 6,980 shares; 2025Q3: 6,480 shares 6,480$1.21M0.27%-500Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,402 shares; 2024Q4: 21,133 shares; 2025Q1: 21,135 shares; 2025Q2: 21,058 shares; 2025Q3: 20,908 shares 20,908$1.16M0.26%-150Timeline
JSIJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,987 shares 21,987$1.15M0.26%newTimeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: 2,466 shares; 2025Q2: 1,636 shares; 2025Q3: 4,609 shares 4,609$1.14M0.25%+2,973Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 7,923 shares; 2025Q1: 7,882 shares; 2025Q2: 7,884 shares; 2025Q3: 7,879 shares 7,879$1.06M0.23%-5Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 40,026 shares; 2025Q1: 31,722 shares; 2025Q2: 22,894 shares; 2025Q3: 17,603 shares 17,603$974K0.22%-5,291Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,518 shares; 2025Q1: 1,524 shares; 2025Q2: 1,438 shares; 2025Q3: 1,444 shares 1,444$689K0.15%+6Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,686 shares; 2025Q1: 1,688 shares; 2025Q2: 1,689 shares; 2025Q3: 1,691 shares 1,691$562K0.12%+2Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,754 shares; 2025Q1: 1,755 shares; 2025Q2: 1,747 shares; 2025Q3: 1,748 shares 1,748$551K0.12%+1Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 15,829 shares; 2025Q1: 15,829 shares; 2025Q2: 15,829 shares; 2025Q3: 15,829 shares 15,829$432K0.1%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,299 shares; 2025Q1: 1,306 shares; 2025Q2: 1,312 shares; 2025Q3: 1,319 shares 1,319$387K0.09%+7Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 1,066 shares 1,066$352K0.08%-2Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 931 shares; 2025Q1: 934 shares; 2025Q2: 937 shares; 2025Q3: 940 shares 940$352K0.08%+3Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,799 shares; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares 1,799$337K0.07%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,962 shares; 2025Q1: 8,479 shares; 2025Q2: 6,017 shares; 2025Q3: 4,909 shares 4,909$334K0.07%-1,108Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,717 shares; 2025Q1: 1,740 shares; 2025Q2: 1,717 shares; 2025Q3: 1,721 shares 1,721$319K0.07%+4Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,424 shares; 2025Q1: 1,929 shares; 2025Q2: 1,467 shares; 2025Q3: 1,389 shares 1,389$270K0.06%-78Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,065 shares; 2025Q2: 804 shares; 2025Q3: 785 shares 785$257K0.06%-19Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 1,198 shares; 2025Q2: 1,188 shares; 2025Q3: 1,164 shares 1,164$256K0.06%-24Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares 1,015$247K0.05%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: 776 shares; 2025Q2: 716 shares; 2025Q3: 691 shares 691$246K0.05%-25Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,028 shares 1,028$243K0.05%+50Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares 1,101$238K0.05%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares 1,110$227K0.05%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGXINVESCO EXCH TRADED FD TR II67,415$750Kshares
CMFISHARES TR4,810$268Kshares
IAUISHARES GOLD TR3,480$217Kshares

How Q3 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 0001420506-25-003033 base2025-11-06acceptance time not in the bulk data set