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Sanchez Wealth Management Group

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13F filer, CIK 1697740, JACKSONVILLE, FL

Sanchez Wealth Management Group reported $462,357,671 across 53 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 65.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000768

Period
2026-03-31
Reported value
$462M
Holdings
53
Top 10 weight
65.84%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+20,070$1.54M
JAAAadded+25,365$1.28M
IWFadded+2,707$1.15M
QQQMadded+4,142$984K
MTUMadded+3,936$945K

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
SPYreduced-652-$424K
NOBLreduced-2,280-$242K
QQQreduced-334-$193K
SPYGreduced-1,325-$130K
AAPLreduced-404-$103K

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-000768, largest first. % of portfolio is the value over $462,357,671, 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; 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; 2026Q1: 503,947 shares 503,947$39.4M8.53%+5,524Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 155,489 shares 155,489$37.3M8.07%+3,936Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 84,186 shares 84,186$35.9M7.76%+2,707Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 49,639 shares 49,639$32.3M6.98%-652Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 365,552 shares 365,552$32.1M6.94%+5,463Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,801 shares 41,801$27.3M5.91%-62Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,478 shares 46,478$26.8M5.8%-334Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 527,182 shares 527,182$26.6M5.74%+25,365Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 930,272 shares 930,272$24.4M5.27%+29,673Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 364,036 shares 364,036$22.3M4.83%+6,372Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 325,764 shares 325,764$22.2M4.81%+4,403Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 451,725 shares 451,725$17.8M3.85%+5,492Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 306,344 shares 306,344$14M3.02%+3,840Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 202,026 shares 202,026$12.6M2.73%+3,350Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 180,817 shares 180,817$12.1M2.62%-83Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 104,818 shares 104,818$10.3M2.22%-1,325Timeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 245,787 shares 245,787$8.29M1.79%+6,414Timeline
SMIZZACKS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178,765 shares; 2025Q2: 183,926 shares; 2025Q3: 190,548 shares; 2025Q4: 208,928 shares; 2026Q1: 211,983 shares 211,983$7.86M1.7%+3,055Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 150,935 shares 150,935$7.6M1.64%+8,204Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 99,230 shares 99,230$7.6M1.64%+20,070Timeline
CNEQTHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,214 shares; 2026Q1: 216,697 shares 216,697$6.74M1.46%+1,483Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,435 shares 19,435$4.93M1.07%-404Timeline
WTBNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,019 shares; 2026Q1: 173,650 shares 173,650$4.39M0.95%+4,631Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,819 shares 12,819$3.05M0.66%+4,142Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,894 shares 6,894$2.55M0.55%+141Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 49,955 shares 49,955$2.05M0.44%+302Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,212 shares 17,212$1.82M0.39%-2,280Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,296 shares 6,296$1.1M0.24%+10Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,624 shares 20,624$1.08M0.23%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,439 shares 1,439$1.02M0.22%-8Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,907 shares 7,907$812K0.18%+27Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,586 shares 13,586$769K0.17%-578Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,774 shares 1,774$522K0.11%+26Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,715 shares 1,715$516K0.11%+2Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,829 shares 15,829$486K0.11%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 2,215 shares; 2026Q1: 2,210 shares 2,210$440K0.1%-5Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,741 shares 1,741$426K0.09%+9Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,913 shares 1,913$398K0.09%+20Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110$379K0.08%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,082 shares 5,082$357K0.08%+11Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 561 shares; 2026Q1: 587 shares 587$355K0.08%+26Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 931 shares; 2025Q1: 934 shares; 2025Q2: 937 shares; 2025Q3: 940 shares; 2025Q4: 943 shares; 2026Q1: 946 shares 946$338K0.07%+3Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: 1,066 shares; 2025Q4: 1,067 shares; 2026Q1: 1,069 shares 1,069$331K0.07%+2Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,519 shares 1,519$316K0.07%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,081 shares 1,081$311K0.07%+66Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,785 shares; 2026Q1: 1,738 shares 1,738$295K0.06%-47Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,362 shares 1,362$277K0.06%+36Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,065 shares; 2025Q2: 804 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 793 shares 793$254K0.06%+8Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: 776 shares; 2025Q2: 716 shares; 2025Q3: 691 shares; 2025Q4: 528 shares; 2026Q1: 578 shares 578$249K0.05%+50Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,285 shares 1,285$247K0.05%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,028 shares; 2025Q4: 978 shares; 2026Q1: 1,010 shares 1,010$245K0.05%+32Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090$233K0.05%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,608 shares; 2025Q1: 4,104 shares; 2025Q2: 3,480 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,455 shares 2,455$216K0.05%newTimeline

How Q1 2026 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 0001420506-26-000768 base2026-04-29acceptance time not in the bulk data set