Sanchez Wealth Management Group
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 76.5% | $70,787,676 |
| Technology | 12.0% | $11,081,452 |
| Industrials | 5.8% | $5,371,245 |
| Healthcare | 2.8% | $2,604,520 |
| Financial Services | 1.2% | $1,064,654 |
| Consumer Cyclical | 0.5% | $475,011 |
| Communication Services | 0.4% | $386,316 |
| Consumer Defensive | 0.3% | $266,508 |
| Energy | 0.3% | $237,619 |
| Real Estate | 0.2% | $208,665 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +180 | 7,074 | $2,638,743 | |
| AMZN | Amazon Com Inc | +80 | 1,993 | $475,011 | |
| CSX | Csx Corp | +35 | 49,990 | $2,376,024 | |
| LMT | Lockheed Martin Corp | +26 | 613 | $312,298 | |
| ADP | Automatic Data Processing Inc | +11 | 1,373 | $307,483 | |
| JNJ | Johnson & Johnson | +10 | 1,751 | $444,701 | |
| CAT | Caterpillar Inc | +3 | 1,442 | $1,535,585 | |
| LPLA | LPL Financial Holdings Inc. | +2 | 1,717 | $483,644 | |
| ETN | Eaton Corp plc | +2 | 948 | $403,961 | |
| JPM | Jpmorgan Chase & Co | +1 | 1,775 | $581,010 | |
| AVGO | Broadcom Inc. | +1 | 1,070 | $404,192 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −1,247 | 18,188 | $5,262,879 | |
| QQQ | Invesco Qqq Trust, Series 1 | −511 | 45,967 | $33,850,098 | |
| SPY | Spdr S&P 500 ETF Trust | −461 | 49,178 | $36,724,655 | |
| ABT | Abbott Laboratories | −94 | 7,813 | $708,951 | |
| AMAT | Applied Materials Inc /De | −90 | 1,020 | $737,460 | |
| TECH | BIO-TECHNE Corp | −88 | 20,536 | $1,450,868 | |
| BA | Boeing Co | −45 | 2,165 | $468,657 | |
| NVDA | Nvidia Corp | −7 | 6,289 | $1,258,366 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPG | Simon Property Group Inc. | 933 | $208,665 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 2,455 | $216,432 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 49,178 | $36,724,655 | 39.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 45,967 | $33,850,098 | 36.60% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,188 | $5,262,879 | 5.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,074 | $2,638,743 | 2.85% | |
| CSX |
Csx Corp
Industrials
|
Added | 49,990 | $2,376,024 | 2.57% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,442 | $1,535,585 | 1.66% | |
| TECH |
BIO-TECHNE Corp
Healthcare
|
Reduced | 20,536 | $1,450,868 | 1.57% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,289 | $1,258,366 | 1.36% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,020 | $737,460 | 0.80% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 7,813 | $708,951 | 0.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,775 | $581,010 | 0.63% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 1,717 | $483,644 | 0.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,993 | $475,011 | 0.51% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,090 | $472,329 | 0.51% | |
| BA |
Boeing Co
Industrials
|
Reduced | 2,165 | $468,657 | 0.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,751 | $444,701 | 0.48% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,070 | $404,192 | 0.44% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 948 | $403,961 | 0.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,081 | $386,316 | 0.42% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 613 | $312,298 | 0.34% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,373 | $307,483 | 0.33% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 1,010 | $274,720 | 0.30% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 1,519 | $266,508 | 0.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 1,738 | $237,619 | 0.26% | |
| GLD |
Spdr Gold Trust
|
Held | 578 | $212,923 | 0.23% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
NEW | 933 | $208,665 | 0.23% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.