Sanchez Wealth Management Group - Portfolio overview

Sanchez Wealth Management Group has 55 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. JHML - JOHN HANCOCK EXCHANGE TRADED, 8.43%
2. MTUM - ISHARES TR, 7.97%
3. IWF - ISHARES TR, 7.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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