SANCHEZ WEALTH MANAGEMENT GROUP

Filed: 4/29/2026ACC: 0001420506-26-000768

📋 What this filing means

SANCHEZ WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $462.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$462.36M

Total AUM (reported)

5.94M

Total Shares

Allocation by class

MLTFCTR LRG CAP$39.44M8.5%

MSCI USA MMENTM$37.32M8.1%

RUS 1000 GRW ETF$35.90M7.8%

STATE STREET SPD$32.61M7.1%

TR UNIT$32.28M7.0%

US QTLY DIV GRT$32.11M6.9%

CORE S&P500 ETF$27.30M5.9%

Portfolio Concentration

Top 3$112.66M24.4%

4–10$191.77M41.5%

11–25$142.09M30.7%

Rest$15.84M3.4%

Top 3 weight

24.4%

Top 10 weight

65.8%

Voting Authority Distribution

Total shares with voting rights: 5.94M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.94M

% of voting shares100.0%

Investment Discretion (by position count)

Sole53

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings53

Rows:

JOHN HANCOCK EXCHANGE TRADED

SOLE

MLTFCTR LRG CAP

Shares503.95K

TypeSH

Market value$39.44M

8.53%

Sole

0.00

Shared

0.00

None

503.95K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares155.49K

TypeSH

Market value$37.32M

8.07%

Sole

0.00

Shared

0.00

None

155.49K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares84.19K

TypeSH

Market value$35.90M

7.76%

Sole

0.00

Shared

0.00

None

84.19K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares49.64K

TypeSH

Market value$32.28M

6.98%

Sole

0.00

Shared

0.00

None

49.64K

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares365.55K

TypeSH

Market value$32.11M

6.94%

Sole

0.00

Shared

0.00

None

365.55K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares41.80K

TypeSH

Market value$27.30M

5.91%

Sole

0.00

Shared

0.00

None

41.80K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares46.48K

TypeSH

Market value$26.83M

5.80%

Sole

0.00

Shared

0.00

None

46.48K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares527.18K

TypeSH

Market value$26.55M

5.74%

Sole

0.00

Shared

0.00

None

527.18K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares930.27K

TypeSH

Market value$24.37M

5.27%

Sole

0.00

Shared

0.00

None

930.27K

J P MORGAN EXCHANGE TRADED F

SOLE

US QUALTY FCTR

Shares364.04K

TypeSH

Market value$22.32M

4.83%

Sole

0.00

Shared

0.00

None

364.04K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares325.76K

TypeSH

Market value$22.24M

4.81%

Sole

0.00

Shared

0.00

None

325.76K

FIRST TR EXCHANGE TRADED FD

SOLE

SMID RISNG ETF

Shares451.73K

TypeSH

Market value$17.81M

3.85%

Sole

0.00

Shared

0.00

None

451.73K

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares306.34K

TypeSH

Market value$13.98M

3.02%

Sole

0.00

Shared

0.00

None

306.34K

PACER FDS TR

SOLE

US CASH COWS 100

Shares202.03K

TypeSH

Market value$12.64M

2.73%

Sole

0.00

Shared

0.00

None

202.03K

JOHN HANCOCK EXCHANGE TRADED

SOLE

MULTIFACTOR MI

Shares180.82K

TypeSH

Market value$12.14M

2.62%

Sole

0.00

Shared

0.00

None

180.82K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares104.82K

TypeSH

Market value$10.26M

2.22%

Sole

0.00

Shared

0.00

None

104.82K

HARTFORD FDS EXCHANGE TRADED

SOLE

TOTAL RTRN ETF

Shares245.79K

TypeSH

Market value$8.29M

1.79%

Sole

0.00

Shared

0.00

None

245.79K

ZACKS TRUST

SOLE

SMALL/MID CAP

Shares211.98K

TypeSH

Market value$7.86M

1.70%

Sole

0.00

Shared

0.00

None

211.98K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares150.94K

TypeSH

Market value$7.60M

1.64%

Sole

0.00

Shared

0.00

None

150.94K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares99.23K

TypeSH

Market value$7.60M

1.64%

Sole

0.00

Shared

0.00

None

99.23K

THE ALGER ETF TRUST

SOLE

CONCENTRATED EQT

Shares216.70K

TypeSH

Market value$6.74M

1.46%

Sole

0.00

Shared

0.00

None

216.70K

APPLE INC

SOLE

COM

Shares19.43K

TypeSH

Market value$4.93M

1.07%

Sole

0.00

Shared

0.00

None

19.43K

WISDOMTREE TR

SOLE

BIANCO TOTL RETU

Shares173.65K

TypeSH

Market value$4.39M

0.95%

Sole

0.00

Shared

0.00

None

173.65K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares12.82K

TypeSH

Market value$3.05M

0.66%

Sole

0.00

Shared

0.00

None

12.82K

MICROSOFT CORP

SOLE

COM

Shares6.89K

TypeSH

Market value$2.55M

0.55%

Sole

0.00

Shared

0.00

None

6.89K

Issuer	Class	Shares	Type	Value / Portfolio %	None
JOHN HANCOCK EXCHANGE TRADEDSOLE	MLTFCTR LRG CAP	503.95K	SH	$39.44M 8.53%	503.95K
ISHARES TRSOLE	MSCI USA MMENTM	155.49K	SH	$37.32M 8.07%	155.49K
ISHARES TRSOLE	RUS 1000 GRW ETF	84.19K	SH	$35.90M 7.76%	84.19K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	49.64K	SH	$32.28M 6.98%	49.64K
WISDOMTREE TRSOLE	US QTLY DIV GRT	365.55K	SH	$32.11M 6.94%	365.55K
ISHARES TRSOLE	CORE S&P500 ETF	41.80K	SH	$27.30M 5.91%	41.80K
INVESCO QQQ TRSOLE	UNIT SER 1	46.48K	SH	$26.83M 5.80%	46.48K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	527.18K	SH	$26.55M 5.74%	527.18K
PIMCO ETF TRSOLE	MULTISECTOR BD	930.27K	SH	$24.37M 5.27%	930.27K
J P MORGAN EXCHANGE TRADED FSOLE	US QUALTY FCTR	364.04K	SH	$22.32M 4.83%	364.04K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	325.76K	SH	$22.24M 4.81%	325.76K
FIRST TR EXCHANGE TRADED FDSOLE	SMID RISNG ETF	451.73K	SH	$17.81M 3.85%	451.73K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	306.34K	SH	$13.98M 3.02%	306.34K
PACER FDS TRSOLE	US CASH COWS 100	202.03K	SH	$12.64M 2.73%	202.03K
JOHN HANCOCK EXCHANGE TRADEDSOLE	MULTIFACTOR MI	180.82K	SH	$12.14M 2.62%	180.82K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	104.82K	SH	$10.26M 2.22%	104.82K
HARTFORD FDS EXCHANGE TRADEDSOLE	TOTAL RTRN ETF	245.79K	SH	$8.29M 1.79%	245.79K
ZACKS TRUSTSOLE	SMALL/MID CAP	211.98K	SH	$7.86M 1.70%	211.98K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	150.94K	SH	$7.60M 1.64%	150.94K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	99.23K	SH	$7.60M 1.64%	99.23K
THE ALGER ETF TRUSTSOLE	CONCENTRATED EQT	216.70K	SH	$6.74M 1.46%	216.70K
APPLE INCSOLE	COM	19.43K	SH	$4.93M 1.07%	19.43K
WISDOMTREE TRSOLE	BIANCO TOTL RETU	173.65K	SH	$4.39M 0.95%	173.65K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	12.82K	SH	$3.05M 0.66%	12.82K
MICROSOFT CORPSOLE	COM	6.89K	SH	$2.55M 0.55%	6.89K

Page 1 of 3