Sanchez Wealth Management Group
Long book
$462.4M
Q1 2026
Positions
53
Top-10 weight
66%
concentration
Last quarter
+14.1%
SPY +14.8%
Turnover
4%
of book per quarter
Strategy in plain words
auto-generated from filingsSanchez Wealth Management Group is a wealth-management firm allocating client money, running a $462.4M US long book across 53 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: JOHN HANCOCK MULTI FACT LRG, ISHARES MSCI USA MOMENTUM FA, ISHARES RUSSELL 1000 GROWTH, SS SPDR S&P 500 ETF TRUST-US, WISDOMTREE U.S. QUALITY DIVI.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+5.8%
Q3 2024
+0.8%
Q4 2024
-3.5%
Q1 2025
+9.0%
Q2 2025
+6.7%
Q3 2025
+1.9%
Q4 2025
-2.8%
Q1 2026
+14.1%
Sector allocation
Technology 52%
Industrials 25%
Healthcare 12%
Financials 5%
Consumer discretionary 2%
Consumer staples 2%
Energy 2%
Long book by quarter
What does Sanchez Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 19.4K | $4.9M | 1.1% | -2.0% |
| MSFT MICROSOFT CORP | Technology | 6.9K | $2.6M | 0.6% | +2.1% |
| CSX CSX CORP | Industrials | 50.0K | $2.1M | 0.4% | +0.6% |
| NVDA NVIDIA CORP | Technology | 6.3K | $1.1M | 0.2% | +0.2% |
| TECH BIO-TECHNE CORP | Healthcare | 20.6K | $1.1M | 0.2% | Held |
| CAT CATERPILLAR INC | Industrials | 1.4K | $1.0M | 0.2% | -0.6% |
| ABT ABBOTT LABORATORIES | Healthcare | 7.9K | $812K | 0.2% | +0.3% |
| JPM JPMORGAN CHASE & CO | Financials | 1.8K | $522K | 0.1% | +1.5% |
| LPLA LPL FINANCIAL HOLDINGS INC | Financials | 1.7K | $516K | 0.1% | +0.1% |
| BA BOEING CO/THE | Industrials | 2.2K | $440K | 0.1% | -0.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.7K | $426K | 0.1% | +0.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.9K | $398K | 0.1% | +1.1% |
| AMAT APPLIED MATERIALS INC | Technology | 1.1K | $379K | 0.1% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 587 | $355K | 0.1% | +4.6% |
| ETN EATON CORP PLC | Industrials | 946 | $338K | 0.1% | +0.3% |
| AVGO BROADCOM INC | Technology | 1.1K | $331K | 0.1% | +0.2% |
| HSY HERSHEY CO/THE | Consumer staples | 1.5K | $316K | 0.1% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.1K | $311K | 0.1% | +6.5% |
| XOM EXXON MOBIL CORP | Energy | 1.7K | $295K | 0.1% | -2.6% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 1.4K | $277K | 0.1% | +2.7% |
| UNP UNION PACIFIC CORP | Industrials | 1.0K | $245K | 0.1% | +3.3% |
| LRCX LAM RESEARCH CORP | Industrials | 1.1K | $233K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 53 | $462.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 51 | $467.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 48 | $450.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 49 | $414.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 16, 2025 | 46 | $368.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 49 | $366.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 5, 2024 | 40 | $328.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 17, 2024 | 38 | $308.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 7, 2024 | 39 | $295.3M | canonical | SEC ↗ |