account_balance

Investment manager · 13F filer · SEC CIK 1697740

Sanchez Wealth Management Group

Reported value$33.2Mas of Sep 30, 2026
Positions24 1 new, 29 sold out
Top 10 weight68.5%JAAA alone is 13%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JAAA Janus Detroit STR Tr 13.0% Trimmed −91%
MTUM iShares Tr 9.4% Trimmed −94%
JHML John Hancock Exchange Traded 8.8% Trimmed −94%
SPYM SPDR Series Trust 6.5% Trimmed −82%
QQQ Invesco QQQ Tr 6.0% Trimmed −94%
DGRW Wisdomtree Tr 5.7% Trimmed −95%
IWF iShares Tr 5.7% Trimmed −96%
JQUA J P Morgan Exchange Traded F 4.7% Trimmed −94%
SPYG SPDR Series Trust 4.5% Trimmed −88%
SPY SPDR S&P 500 ETF Trust 4.3% Trimmed −96%
RDVY First Tr Exchange Traded Fd 3.8% Trimmed −95%
PYLD Pimco ETF Tr 3.7% Trimmed −95%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • JCPB $222K
arrow_upwardAdded

None

arrow_downwardTrimmed
  • COWZ −98%
  • HTRB −97%
  • IVV −97%
  • SPY −96%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist