Sanchez Wealth Management Group

Q2 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$570,695
Net value change ($000)
+108,337 (23.4%)
New positions
1
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JAAA 23,914 90.1%
MTUM 17,266 46.3%
IWF 7,722 21.5%
QQQ 7,024 26.2%
JHML 6,873 17.4%
RDVY 5,022 22.6%
JQUA 4,787 21.4%
SPY 4,442 13.8%
USFR 4,345 57.2%
SPYM 4,232 55.7%
Top Reduces (Value $000, Stocks/ETFs)
WTBN -4,393 -100.0%
NOBL -309 -16.9%
IAU -216 -100.0%
ABT -103 -12.7%
SPYV -70 -9.1%
XOM -57 -19.3%
HSY -49 -15.5%
LMT -43 -12.1%
GLD -36 -14.5%
LPLA -32 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type