Sanchez Wealth Management Group ETF holdings
Jacksonville, FL
Reported $549.0M in 29 ETFs in its Form 13F for June 30, 2026.
ETF value
$549.0M
ETFs held
29
Change from prior quarter
+23.8%
With price moves
ETFs as a share of its 13F
96.2%
of $570.7M
Top 10 of 29 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MTUM | iShares MSCI USA Momentum Factor ETF | $54.6M | 159,211 | +3,722 shares |
| JAAA | Janus Henderson AAA CLO ETF | $50.5M | 999,572 | +472,390 shares |
| JHML | John Hancock Multifactor Large Cap ETF | $46.3M | 519,367 | +15,420 shares |
| IWF | iShares Russell 1000 Growth ETF | $43.6M | 351,287 | +267,101 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $36.7M | 49,178 | −461 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $36.2M | 378,315 | +12,763 shares |
| QQQ | Invesco QQQ Trust | $33.9M | 45,967 | −511 shares |
| IVV | iShares Core S&P 500 ETF | $31.0M | 41,374 | −427 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $27.3M | 336,354 | +10,590 shares |
| JQUA | JPMorgan U.S. Quality Factor ETF | $27.1M | 375,076 | +11,040 shares |
19 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001697740. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sanchez Wealth Management Group own?
Sanchez Wealth Management Group reported 29 ETF positions worth $549.0M in its Form 13F for June 30, 2026. The largest was MTUM, at $54.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.