Sanchez Wealth Management Group
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 570,695
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 52 | 570,695 | 13F-HR | Sanchez Wealth Management Group |
| 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 | 143 K | 25.1% | 32.91 K | 0 | 32.91 K |
| ETFs | 427.7 K | 74.9% | 75.42 K | 0 | 75.42 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
570,695
Holdings
52
QoQ value change ($000)
108,337
(23.4%)
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.