Sanchez Wealth Management Group
Sanchez Wealth Management Group reported 24 stocks worth $33.2M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are JAAA (13.0%), MTUM (9.4%) and JHML (8.8%). Compared with Q2 2026, the fund opened new positions in JCPB, trimmed JAAA, MTUM and JHML and sold out of AAPL, MSFT and CSX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JAAA Janus Detroit Str TR | $4.3M | 13.0% | 85K | −914K (−91%) | 8 of 8 | |
| 2 |  MTUM Ishares Msci USA Momntum | $3.1M | 9.4% | 9,845 | −149K (−94%) | 8 of 8 | |
| 3 |  JHML John Hancock Exchange Traded | $2.9M | 8.8% | 33K | −487K (−94%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $2.2M | 6.5% | 24K | −111K (−82%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $2M | 6.0% | 2,672 | −43K (−94%) | 8 of 8 | |
| 6 |  DGRW Wisdomtree TR | $1.9M | 5.7% | 20K | −359K (−95%) | 8 of 8 | |
| 7 |  IWF Ishares TR | $1.9M | 5.7% | 15K | −336K (−96%) | 8 of 8 | |
| 8 |  JQUA J P Morgan Exchange Traded F | $1.5M | 4.7% | 21K | −354K (−94%) | 8 of 8 | |
| 9 |  SPYG Spdr Series Trust | $1.5M | 4.5% | 12K | −92K (−88%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $1.4M | 4.3% | 1,861 | −47K (−96%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AAPL Apple Inc | $5.3M | 18K |
 MSFT Microsoft Corp | $2.6M | 7,074 |
 CSX Csx Corp | $2.4M | 50K |
 CAT Caterpillar Inc | $1.5M | 1,442 |
 NOBL Proshares S&P 500 Div Aristocrat ETF | $1.5M | 27K |
🔒 Free account: see all 29.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sanchez Wealth Management Group 13F FAQ
What does Sanchez Wealth Management Group own?
Sanchez Wealth Management Group reported 24 stocks worth $33.2M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are JAAA (13.0%), MTUM (9.4%) and JHML (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Sanchez Wealth Management Group buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 0 added to, 23 trimmed and 29 sold out. New positions include JCPB. It sold all of AAPL, MSFT and CSX.
When will Sanchez Wealth Management Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sanchez Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $33.2M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.