Sanchez Wealth Management Group
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$2.2B
Holdings
53
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JHML
JOHN HANCOCK EXCHANGE TRADED
Q1 2026: Exited (was 498.4k shares)
8.5%
02
$MTUM
ISHARES TR
Q1 2026: Exited (was 151.6k shares)
8.1%
03
$IWF
ISHARES TR
Q1 2026: Sold 95.0% (81.5k → 4.1k shares)
7.8%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +7.6% (50.3k → 54.1k shares)
7.0%
05
$DGRW
WISDOMTREE TR
Q1 2026: Exited (was 360.1k shares)
6.9%
06
$IVV
ISHARES TR
Q1 2026: Sold 23.5% (41.9k → 32.0k shares)
5.9%
07
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 25.7% (46.8k → 34.8k shares)
5.8%
08
$JAAA
JANUS DETROIT STR TR
Q1 2026: Exited (was 501.8k shares)
5.7%
09
$PYLD
PIMCO ETF TR
Q1 2026: Exited (was 900.6k shares)
5.3%
10
$JQUA
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 357.7k shares)
4.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.