Sanchez Wealth Management Group
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 462,358
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 53 | 462,358 | 13F-HR | Sanchez Wealth Management Group |
| Q4 2025 | 2/4/2026 | 51 | 467,610 | 13F-HR | Sanchez Wealth Management Group |
| Q3 2025 | 11/6/2025 | 48 | 450,329 | 13F-HR | Sanchez Wealth Management Group |
| Q2 2025 | 8/7/2025 | 49 | 414,721 | 13F-HR | Sanchez Wealth Management Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.1 K | 23.8% | 0 | 262.8 K | -262.8 K |
| ETFs | 352.3 K | 76.2% | 257.6 K | 0 | 257.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
462,358
Holdings
53
QoQ value change ($000)
-5,252
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.