Sanchez Wealth Management Group Portfolio Holdings

Sanchez Wealth Management Group

  • $386 Million
  • Q2 2025

Sanchez Wealth Management Group has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $386 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Large with a value of $36.3M, Ishares Russell 1000 Gr ETF with a value of $34.7M, Spdr S&P 500 ETF Trust with a value of $33.6M, Wisdomtree Tr Us Quality Divid with a value of $27.7M, and Ishares Msci Usa Momentum Fact with a value of $27M.

Examining the 13F form we can see an increase of $44.4M in the current position value, from $341M to 386M.

Below you can find more details about Sanchez Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $386 Million
ETFs: $370 Million
Technology: $8.55 Million
Industrials: $3.32 Million
Healthcare: $2.42 Million
Financial Services: $1.14 Million
Consumer Defensive: $298,000
Consumer Cyclical: $260,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$3.93 Million 1.02% of portfolio
19,167
Q2 2025 Reduced 1.8%
$3.95T
$3.02 Million 0.78% of portfolio
6,063
Q2 2025 Reduced 33.65%
$75.3B
$1.57 Million 0.41% of portfolio
48,216
Q2 2025 Added 0.1%
$456B
$1.1 Million 0.29% of portfolio
6,980
Q2 2025 Reduced 7.06%
$229B
$1.07 Million 0.28% of portfolio
7,884
Q2 2025 Added 0.03%
$2.07B
$1.08 Million 0.28% of portfolio
21,058
Q2 2025 Reduced 0.36%
$29.8B
$633,000 0.16% of portfolio
1,689
Q2 2025 Added 0.06%
$218B
$558,000 0.14% of portfolio
1,438
Q2 2025 Reduced 5.64%
$859B
$506,000 0.13% of portfolio
1,747
Q2 2025 Reduced 0.46%
$124B
$404,000 0.1% of portfolio
1,312
Q2 2025 Added 0.46%
$145B
$334,000 0.09% of portfolio
937
Q2 2025 Added 0.32%
$25.9B
$298,000 0.08% of portfolio
1,799
Q4 2022 Reduced 5.42%
$127B
$294,000 0.08% of portfolio
1,068
Q2 2025 New
$2.26T
$260,000 0.07% of portfolio
1,188
Q2 2025 Reduced 0.83%
$452B
$262,000 0.07% of portfolio
1,717
Q2 2025 Reduced 1.32%
$135B
$225,000 0.06% of portfolio
978
Q4 2023 Reduced 12.29%
$162B
$203,000 0.05% of portfolio
1,110
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $386 Million
  • Prior Value $341 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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