Sanchez Wealth Management Group

CIK

1697740

Location

JACKSONVILLE, FL

Portfolio Value

Micro $315,784

Diversification

Highly concentrated

Filing Date

Global Rank

#6,159 / 8,586 ▲ 62

Top Industry

Consumer Electronics 26.1%

3Y Alpha vs SPY

-0.2%

Period ended 3 months ago

Filed Apr 29, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.2%

SPY

+78.1%

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, 2025

Top 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	Positions
Unclassified	75.9%	$59,573,538	4
Technology	12.5%	$9,802,253	7
Industrials	5.7%	$4,448,158	6
Healthcare	2.9%	$2,315,191	3
Financial Services	1.3%	$1,037,762	2
Consumer Cyclical	0.5%	$398,420	1
Consumer Defensive	0.4%	$315,784	1
Communication Services	0.4%	$310,852	1
Energy	0.4%	$294,869	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	1,090	$232,889
IAU	Ishares Gold Trust	2,455	$216,432
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $315,784 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
HSY	Hershey Co Consumer Defensive	Held	1,519	0	$315,784	+14.2%	100.00%