Sanchez Wealth Management Group

Q2 2025 13F Holdings

  • Location
    jacksonville, FL
  • Num holdings

    49

  • Value ($000)

    $414,721

  • Date Filed
    08/07/2025
  • Form type
    13F-HR
  • CIK
    0001697740
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JHML
JHML

JOHN HANCOCK EXCHANGE TRADED

MLTFCTR LRG CAP
$36.32M
9 %

495,107

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$34.74M
8 %

81,818

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$33.60M
8 %

54,389

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
$27.67M
7 %

330,379

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$27.05M
7 %

112,547

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$26.74M
6 %

43,063

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$24.14M
6 %

43,768

PYLD
PYLD

PIMCO ETF TR

MULTISECTOR BD
$22.85M
6 %

860,892

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$21.10M
5 %

382,954

JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$18.71M
5 %

311,538

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