Sanchez Wealth Management Group
CIK
1697740
Location
JACKSONVILLE, FL
Portfolio Value
Micro
$78,496,827
Diversification
Highly concentrated
Filing Date
Global Rank
#5,811
/ 8,232
▲ 179
Top Industry
Consumer Electronics
26.1%
3Y Alpha vs SPY
-0.1%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.6%
SPY
+76.3%
Annualised alpha
-0.2%
Max drawdown
−20.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
41.1%
−0.2 pts
Top 5
87.4%
−1.1 pts
Top 10
93.2%
−1.2 pts
HHI
2,926
Highly concentrated−55
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 75.9% | $59,573,538 |
| Technology | 12.5% | $9,802,253 |
| Industrials | 5.7% | $4,448,158 |
| Healthcare | 2.9% | $2,315,191 |
| Financial Services | 1.3% | $1,037,762 |
| Consumer Cyclical | 0.5% | $398,420 |
| Consumer Defensive | 0.4% | $315,784 |
| Communication Services | 0.4% | $310,852 |
| Energy | 0.4% | $294,869 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSX | Csx Corp | +302 | 49,955 | $2,050,652 | |
| MSFT | Microsoft Corp | +141 | 6,894 | $2,551,951 | |
| GOOGL | Alphabet Inc. | +66 | 1,081 | $310,852 | |
| GLD | Spdr Gold Trust | +50 | 578 | $248,707 | |
| ADP | Automatic Data Processing Inc | +36 | 1,362 | $276,731 | |
| UNP | Union Pacific Corp | +32 | 1,010 | $245,046 | |
| ABT | Abbott Laboratories | +27 | 7,907 | $811,811 | |
| JPM | Jpmorgan Chase & Co | +26 | 1,774 | $521,839 | |
| LMT | Lockheed Martin Corp | +26 | 587 | $354,776 | |
| AMZN | Amazon Com Inc | +20 | 1,913 | $398,420 | |
| NVDA | Nvidia Corp | +10 | 6,296 | $1,098,022 | |
| JNJ | Johnson & Johnson | +9 | 1,741 | $425,570 | |
| ETN | Eaton Corp plc | +3 | 946 | $338,355 | |
| AVGO | Broadcom Inc. | +2 | 1,069 | $330,866 | |
| LPLA | LPL Financial Holdings Inc. | +2 | 1,715 | $515,923 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −652 | 49,639 | $32,282,227 | |
| AAPL | Apple Inc. | −404 | 19,435 | $4,932,408 | |
| QQQ | Invesco Qqq Trust, Series 1 | −334 | 46,478 | $26,826,172 | |
| XOM | Exxon Mobil Corp | −47 | 1,738 | $294,869 | |
| CAT | Caterpillar Inc | −8 | 1,439 | $1,019,473 | |
| BA | Boeing Co | −5 | 2,210 | $439,856 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
26 positions ·
$78,496,827 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 49,639 | $32,282,227 | 41.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 46,478 | $26,826,172 | 34.17% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,435 | $4,932,408 | 6.28% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,894 | $2,551,951 | 3.25% | |
| CSX |
Csx Corp
Industrials
|
Added | 49,955 | $2,050,652 | 2.61% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,296 | $1,098,022 | 1.40% | |
| TECH |
BIO-TECHNE Corp
Healthcare
|
Held | 20,624 | $1,077,810 | 1.37% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,439 | $1,019,473 | 1.30% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 7,907 | $811,811 | 1.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,774 | $521,839 | 0.66% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 1,715 | $515,923 | 0.66% | |
| BA |
Boeing Co
Industrials
|
Reduced | 2,210 | $439,856 | 0.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,741 | $425,570 | 0.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,913 | $398,420 | 0.51% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,110 | $379,386 | 0.48% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 587 | $354,776 | 0.45% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 946 | $338,355 | 0.43% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,069 | $330,866 | 0.42% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 1,519 | $315,784 | 0.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,081 | $310,852 | 0.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 1,738 | $294,869 | 0.38% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 1,362 | $276,731 | 0.35% | |
| GLD |
Spdr Gold Trust
|
Added | 578 | $248,707 | 0.32% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,010 | $245,046 | 0.31% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,090 | $232,889 | 0.30% | |
| IAU |
Ishares Gold Trust
|
NEW | 2,455 | $216,432 | 0.28% |