Sanchez Wealth Management Group has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm’s address as 5150 Belfort Rd Ste 702 in Jacksonville, Florida, and identifies Christen Sanchez as the President responsible for the report.
The report details a total of 24 holdings, with the aggregate value of the portfolio reported as $33,168,566. The filing indicates that Christen Sanchez exercises sole voting and dispositive power over all securities listed in the Information Table.
The top holdings in the portfolio include exchange-traded funds focused on various market segments. The largest position is held in the First Trust Exchange-Traded Fund (Ticker: 33738R506), with a reported value of $1,615,800. Other significant ETF holdings include the Hartford Funds Exchange Traded Total Return ETF (Ticker: 41653L305) valued at $257,334, the Invesco Exchange Traded Fund Trust II NASDAQ 100 ETF (Ticker: 46138G649) valued at $430,191, and the Invesco QQQ Trust Unit Series 1 (Ticker: 46090E103) valued at $1,976,486.
The portfolio also includes several other ETFs and a single individual stock. Notable ETFs include the iShares Tr MSCI USA Momentum ETF (Ticker: 46432F396) valued at $3,124,073, the iShares Tr Russell 1000 Growth ETF (Ticker: 464287614) valued at $1,903,363, and the iShares Tr Core S&P 500 ETF (Ticker: 464287200) valued at $1,095,827. The individual stock holding is NVIDIA Corporation (Ticker: 67066G104), valued at $535,003.
The remaining positions in the filing include the J.P. Morgan Exchange Traded Fund U.S. Quality Factor ETF (Ticker: 46641Q761) valued at $1,549,917, the J.P. Morgan Exchange Traded Fund Core Plus Bond ETF (Ticker: 46641Q670) valued at $221,666, and the Janus Detroit Street Trust Henderson AAA Class (Ticker: 47103U845) valued at $4,297,378. Additional holdings include the John Hancock Exchange Traded MultiFactor Large Cap ETF (Ticker: 47804J107) valued at $2,917,948, the John Hancock Exchange Traded MultiFactor Mid Cap ETF (Ticker: 47804J206) valued at $1,029,594, the Pacer Funds Trust US Cash Cows 100 (Ticker: 69374H881) valued at $319,436, the PIMCO ETF Trust Multisector Bond (Ticker: 72201R585) valued at $1,232,591, and the WisdomTree Trust US Quarterly Dividend Growth ETF (Ticker: 97717X669) valued at $1,904,443.
