Sanchez Wealth Management Group: 13F holdings
CIK 16977402026Q2
| Positions | 52 |
|---|
| Reported value | $570.7m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 52 (-1 vs prior quarter) |
|---|
| Reported value | $570.7m (+23.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MTUM ISHARES TR | 159,211 | $54.6m | 9.6% |
| JAAA JANUS DETROIT STR TR | 999,572 | $50.5m | 8.8% |
| SPYM JOHN HANCOCK EXCHANGE TRADED | 519,367 | $46.3m | 8.1% |
| IWF ISHARES TR | 351,287 | $43.6m | 7.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 49,178 | $36.7m | 6.4% |
| DGRW WISDOMTREE TR | 378,315 | $36.2m | 6.3% |
| QQQ INVESCO QQQ TR | 45,967 | $33.9m | 5.9% |
| IVV ISHARES TR | 41,374 | $31.0m | 5.4% |
| RDVY FIRST TR EXCHANGE TRADED FD | 336,354 | $27.3m | 4.8% |
| JQUA J P MORGAN EXCHANGE TRADED F | 375,076 | $27.1m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697740")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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