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Sanchez Wealth Management Group

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13F filer, CIK 1697740, JACKSONVILLE, FL

Sanchez Wealth Management Group reported $467,609,544 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 66.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000149

Period
2025-12-31
Reported value
$468M
Holdings
51
Top 10 weight
66.77%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MTUMadded+34,808$8.71M
RDVYadded+117,501$8.16M
CNEQnew+215,214$7.4M
JAAAadded+143,125$7.24M
SPDWadded+108,256$4.81M

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
COWZreduced-195,933-$11.8M
NOBLreduced-93,862-$9.77M
USFRreduced-113,995-$5.74M
SPYreduced-4,148-$2.83M
SPYGreduced-25,875-$2.76M

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, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000149, largest first. % of portfolio is the value over $467,609,544, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,503 shares; 2024Q4: 467,947 shares; 2025Q1: 482,789 shares; 2025Q2: 495,107 shares; 2025Q3: 502,436 shares; 2025Q4: 498,423 shares 498,423$39.8M8.51%-4,013Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,176 shares; 2024Q4: 78,226 shares; 2025Q1: 80,671 shares; 2025Q2: 81,818 shares; 2025Q3: 83,201 shares; 2025Q4: 81,479 shares 81,479$38.6M8.25%-1,722Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,454 shares; 2024Q4: 99,448 shares; 2025Q1: 107,752 shares; 2025Q2: 112,547 shares; 2025Q3: 116,745 shares; 2025Q4: 151,553 shares 151,553$37.9M8.11%+34,808Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,804 shares; 2024Q4: 49,072 shares; 2025Q1: 52,383 shares; 2025Q2: 54,389 shares; 2025Q3: 54,439 shares; 2025Q4: 50,291 shares 50,291$34.3M7.33%-4,148Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,207 shares; 2024Q4: 306,666 shares; 2025Q1: 320,032 shares; 2025Q2: 330,379 shares; 2025Q3: 339,009 shares; 2025Q4: 360,089 shares 360,089$32.2M6.89%+21,080Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,825 shares; 2024Q4: 41,513 shares; 2025Q1: 42,457 shares; 2025Q2: 43,768 shares; 2025Q3: 50,821 shares; 2025Q4: 46,812 shares 46,812$28.8M6.15%-4,009Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,882 shares; 2024Q4: 43,290 shares; 2025Q1: 43,384 shares; 2025Q2: 43,063 shares; 2025Q3: 42,476 shares; 2025Q4: 41,863 shares 41,863$28.7M6.13%-613Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,843 shares; 2024Q4: 203,883 shares; 2025Q1: 281,073 shares; 2025Q2: 325,313 shares; 2025Q3: 358,692 shares; 2025Q4: 501,817 shares 501,817$25.4M5.43%+143,125Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,807 shares; 2024Q4: 745,446 shares; 2025Q1: 794,657 shares; 2025Q2: 860,892 shares; 2025Q3: 917,424 shares; 2025Q4: 900,599 shares 900,599$24M5.14%-16,825Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,073 shares; 2024Q4: 280,840 shares; 2025Q1: 297,615 shares; 2025Q2: 311,538 shares; 2025Q3: 323,160 shares; 2025Q4: 357,664 shares 357,664$22.6M4.83%+34,504Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,706 shares; 2024Q4: 190,929 shares; 2025Q1: 195,146 shares; 2025Q2: 199,426 shares; 2025Q3: 203,860 shares; 2025Q4: 321,361 shares 321,361$22.3M4.77%+117,501Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,750 shares; 2024Q4: 354,481 shares; 2025Q1: 374,507 shares; 2025Q2: 389,744 shares; 2025Q3: 403,557 shares; 2025Q4: 446,233 shares 446,233$17.1M3.66%+42,676Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,098 shares; 2024Q4: 176,502 shares; 2025Q1: 184,575 shares; 2025Q2: 191,061 shares; 2025Q3: 194,248 shares; 2025Q4: 302,504 shares 302,504$13.4M2.87%+108,256Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,084 shares; 2024Q4: 355,357 shares; 2025Q1: 373,321 shares; 2025Q2: 382,954 shares; 2025Q3: 394,609 shares; 2025Q4: 198,676 shares 198,676$12M2.56%-195,933Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,431 shares; 2024Q4: 222,721 shares; 2025Q1: 227,393 shares; 2025Q2: 229,543 shares; 2025Q3: 169,389 shares; 2025Q4: 180,900 shares 180,900$11.8M2.53%+11,511Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,281 shares; 2024Q4: 126,000 shares; 2025Q1: 127,895 shares; 2025Q2: 132,820 shares; 2025Q3: 132,018 shares; 2025Q4: 106,143 shares 106,143$11.3M2.42%-25,875Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,994 shares; 2024Q4: 272,165 shares; 2025Q1: 275,368 shares; 2025Q2: 285,228 shares; 2025Q3: 285,132 shares; 2025Q4: 239,373 shares 239,373$8.17M1.75%-45,759Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178,765 shares; 2025Q2: 183,926 shares; 2025Q3: 190,548 shares; 2025Q4: 208,928 shares 208,928$7.73M1.65%+18,380Timeline
CNEQTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,214 shares 215,214$7.4M1.58%newTimeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,946 shares; 2024Q4: 189,956 shares; 2025Q1: 197,082 shares; 2025Q2: 286,331 shares; 2025Q3: 256,726 shares; 2025Q4: 142,731 shares 142,731$7.18M1.54%-113,995Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,696 shares; 2024Q4: 32,528 shares; 2025Q1: 36,794 shares; 2025Q2: 37,840 shares; 2025Q3: 58,074 shares; 2025Q4: 79,160 shares 79,160$6.35M1.36%+21,086Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 20,031 shares; 2025Q1: 19,518 shares; 2025Q2: 19,167 shares; 2025Q3: 18,996 shares; 2025Q4: 19,839 shares 19,839$5.39M1.15%+843Timeline
WTBNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,019 shares 169,019$4.3M0.92%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 9,009 shares; 2025Q1: 9,138 shares; 2025Q2: 6,063 shares; 2025Q3: 6,058 shares; 2025Q4: 6,753 shares 6,753$3.27M0.7%+695Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: 2,466 shares; 2025Q2: 1,636 shares; 2025Q3: 4,609 shares; 2025Q4: 8,677 shares 8,677$2.19M0.47%+4,068Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,085 shares; 2024Q4: 109,906 shares; 2025Q1: 111,310 shares; 2025Q2: 111,487 shares; 2025Q3: 113,354 shares; 2025Q4: 19,492 shares 19,492$2.03M0.43%-93,862Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,230 shares; 2024Q4: 44,272 shares; 2025Q1: 48,169 shares; 2025Q2: 48,216 shares; 2025Q3: 48,263 shares; 2025Q4: 49,653 shares 49,653$1.8M0.38%+1,390Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,402 shares; 2024Q4: 21,133 shares; 2025Q1: 21,135 shares; 2025Q2: 21,058 shares; 2025Q3: 20,908 shares; 2025Q4: 20,624 shares 20,624$1.21M0.26%-284Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 7,557 shares; 2025Q1: 7,510 shares; 2025Q2: 6,980 shares; 2025Q3: 6,480 shares; 2025Q4: 6,286 shares 6,286$1.17M0.25%-194Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 7,923 shares; 2025Q1: 7,882 shares; 2025Q2: 7,884 shares; 2025Q3: 7,879 shares; 2025Q4: 7,880 shares 7,880$987K0.21%+1Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,518 shares; 2025Q1: 1,524 shares; 2025Q2: 1,438 shares; 2025Q3: 1,444 shares; 2025Q4: 1,447 shares 1,447$829K0.18%+3Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 40,026 shares; 2025Q1: 31,722 shares; 2025Q2: 22,894 shares; 2025Q3: 17,603 shares; 2025Q4: 14,164 shares 14,164$805K0.17%-3,439Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,686 shares; 2025Q1: 1,688 shares; 2025Q2: 1,689 shares; 2025Q3: 1,691 shares; 2025Q4: 1,713 shares 1,713$612K0.13%+22Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,754 shares; 2025Q1: 1,755 shares; 2025Q2: 1,747 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares 1,748$563K0.12%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 2,215 shares 2,215$481K0.1%+1,114Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 1,198 shares; 2025Q2: 1,188 shares; 2025Q3: 1,164 shares; 2025Q4: 1,893 shares 1,893$437K0.09%+729Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 15,829 shares; 2025Q1: 15,829 shares; 2025Q2: 15,829 shares; 2025Q3: 15,829 shares; 2025Q4: 15,829 shares 15,829$434K0.09%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 1,066 shares; 2025Q4: 1,067 shares 1,067$369K0.08%+1Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,717 shares; 2025Q1: 1,740 shares; 2025Q2: 1,717 shares; 2025Q3: 1,721 shares; 2025Q4: 1,732 shares 1,732$358K0.08%+11Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,962 shares; 2025Q1: 8,479 shares; 2025Q2: 6,017 shares; 2025Q3: 4,909 shares; 2025Q4: 5,071 shares 5,071$352K0.08%+162Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,299 shares; 2025Q1: 1,306 shares; 2025Q2: 1,312 shares; 2025Q3: 1,319 shares; 2025Q4: 1,326 shares 1,326$341K0.07%+7Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015$318K0.07%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 931 shares; 2025Q1: 934 shares; 2025Q2: 937 shares; 2025Q3: 940 shares; 2025Q4: 943 shares 943$300K0.06%+3Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares 1,110$285K0.06%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,799 shares; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,519 shares 1,519$276K0.06%-280Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 561 shares 561$272K0.06%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,065 shares; 2025Q2: 804 shares; 2025Q3: 785 shares; 2025Q4: 785 shares 785$263K0.06%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,424 shares; 2025Q1: 1,929 shares; 2025Q2: 1,467 shares; 2025Q3: 1,389 shares; 2025Q4: 1,285 shares 1,285$255K0.05%-104Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,028 shares; 2025Q4: 978 shares 978$226K0.05%-50Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,785 shares 1,785$215K0.05%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: 776 shares; 2025Q2: 716 shares; 2025Q3: 691 shares; 2025Q4: 528 shares 528$209K0.04%-163Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
JSIJANUS DETROIT STR TR21,987$1.15Mshares

How Q4 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 0001420506-26-000149 base2026-02-04acceptance time not in the bulk data set