Notify me when Sanchez Wealth Management Group files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 51 | $467,609,544 | +$52,016,867 | -$40,458,191 | +$11,558,676 | JHML, IWF, MTUM, SPY, DGRW | 13F-HR | 04 Feb 2026, 09:41 |
| Q3 2025 | 48 | $450,329,059 | +$17,083,875 | -$7,647,850 | +$9,436,025 | JHML, IWF, SPY, QQQ, DGRW | 13F-HR | 06 Nov 2025, 12:13 |
| Q2 2025 | 49 | $414,721,257 | +$18,280,997 | -$3,052,943 | +$15,228,054 | JHML, IWF, SPY, DGRW, MTUM | 13F-HR | 07 Aug 2025, 13:06 |
| Q1 2025 | 46 | $368,195,263 | +$22,379,772 | -$7,251,153 | +$15,128,619 | JHML, SPY, IWF, DGRW, IVV | 13F-HR | 16 Apr 2025, 13:51 |
| Q4 2024 | 49 | $366,018,075 | +$42,149,550 | -$4,635,823 | +$37,513,727 | JHML, IWF, SPY, IVV, DGRW | 13F-HR | 28 Jan 2025, 13:50 |
| Q3 2024 | 40 | $328,139,597 | +$26,954,756 | -$23,593,737 | +$3,361,019 | JHML, IWF, SPY, DGRW, IVV | 13F-HR | 05 Nov 2024, 09:44 |
| Q2 2024 | 38 | $308,611,011 | +$16,036,978 | -$4,794,762 | +$11,242,216 | IWF, JHML, DGRW, SPY, USFR | 13F-HR | 17 Jul 2024, 08:37 |
| Q1 2024 | 39 | $295,299,612 | +$40,335,226 | -$38,788,267 | +$1,546,959 | USFR, JHML, IWF, IVV, DGRW | 13F-HR | 07 May 2024, 08:24 |
| Q4 2023 | 36 | $274,385,601 | +$45,201,211 | -$40,660,193 | +$4,541,018 | USFR, SPYV, JHML, IWF, IVV | 13F-HR | 16 Jan 2024, 15:24 |
| Q3 2023 | 35 | $247,881,600 | +$9,570,203 | -$479,989 | +$9,090,214 | USFR, JHML, IWF, SPYV, IVV | 13F-HR | 27 Oct 2023, 13:04 |
| Q2 2023 | 35 | $246,962,265 | +$7,116,274 | -$96,669 | +$7,019,605 | USFR, JHML, IWF, SPYV, IVV | 13F-HR | 01 Aug 2023, 09:00 |
| Q1 2023 | 35 | $227,101,804 | +$14,275,048 | -$755,323 | +$13,519,725 | USFR, JHML, IWF, SPYV, IVV | 13F-HR | 04 May 2023, 15:43 |
| Q4 2022 | 34 | $204,016,480 | +$18,348,791 | -$8,913,487 | +$9,435,304 | USFR, JHML, IWF, SPYV, IVV | 13F-HR | 08 Feb 2023, 11:40 |
| Q3 2022 | 31 | $183,219,000 | +$38,247,953 | -$48,083,158 | -$9,835,205 | USFR, JHML, IWF, QQQ, SPYV | 13F-HR | 13 Oct 2022, 10:12 |
| Q2 2022 | 33 | $201,180,000 | +$1,603,808 | -$636,095 | +$967,713 | JHML, IWF, QUAL, SPYV, QQQ | 13F-HR | 13 Jul 2022, 14:08 |
| Q1 2022 | 34 | $237,792,000 | +$19,888,506 | -$6,143,157 | +$13,745,349 | JHML, IWF, QUAL, QQQ, SPYV | 13F-HR | 19 Apr 2022, 10:51 |
| Q4 2021 | 33 | $237,083,000 | +$4,139,267 | -$9,800,314 | -$5,661,047 | JHML, IWF, QUAL, QQQ, SPYV | 13F-HR | 14 Feb 2022, 15:07 |
| Q3 2021 | 34 | $222,822,000 | +$5,018,145 | -$148,439 | +$4,869,706 | JHML, IWF, QUAL, QQQ, SPYV | 13F-HR | 19 Oct 2021, 14:55 |
| Q2 2021 | 33 | $219,059,000 | +$20,888,321 | -$12,985,473 | +$7,902,848 | JHML, IWF, QUAL, QQQ, SPYV | 13F-HR | 09 Aug 2021, 13:14 |
| Q1 2021 | 31 | $196,571,000 | +$11,875,691 | -$9,413,625 | +$2,462,066 | IWF, JHML, QQQ, QUAL, IVV | 13F-HR | 29 Apr 2021, 15:34 |
| Q4 2020 | 27 | $186,038,000 | +$28,919,963 | -$30,229,912 | -$1,309,949 | IWF, QQQ, JHML, QUAL, IVV | 13F-HR | 01 Feb 2021, 14:54 |
| Q3 2020 | 26 | $169,201,000 | +$7,619,188 | -$1,090,899 | +$6,528,289 | IWF, QUAL, QQQ, JHML, USIG | 13F-HR | 10 Nov 2020, 12:43 |
| Q2 2020 | 22 | $150,021,000 | +$15,874,231 | -$42,734 | +$15,831,497 | IWF, QUAL, QQQ, JHML, IVV | 13F-HR | 12 Aug 2020, 10:15 |
| Q1 2020 | 20 | $109,988,000 | +$16,346,540 | -$22,384,006 | -$6,037,466 | IWF, QUAL, JHML, QQQ, IVV | 13F-HR | 14 May 2020, 18:00 |
| Q4 2019 | 23 | $138,024,000 | +$22,855,159 | -$14,410,651 | +$8,444,508 | IWF, QUAL, JHML, IVV, RSP | 13F-HR | 21 Jan 2020, 10:37 |
| Q3 2019 | 22 | $121,237,000 | +$6,502,828 | -$2,785,207 | +$3,717,621 | IWF, QUAL, IVV, JHML, VLUE | 13F-HR | 08 Nov 2019, 09:27 |
| Q2 2019 | 24 | $116,033,000 | +$5,446,942 | -$5,445,472 | +$1,470 | IWF, IVV, QUAL, VLUE, JHML | 13F-HR | 31 Jul 2019, 15:20 |
| Q1 2019 | 25 | $112,038,000 | +$9,450,499 | -$141,298 | +$9,309,201 | IWF, IVV, QUAL, JHML, RSP | 13F-HR | 06 May 2019, 09:42 |
| Q4 2018 | 23 | $90,627,000 | +$36,137,194 | -$30,134,986 | +$6,002,208 | IWF, IVV, JHML, QUAL, IWD | 13F-HR | 01 Feb 2019, 08:57 |
| Q3 2018 | 22 | $97,562,000 | +$1,835,767 | -$17,265,124 | -$15,429,357 | IWF, MTUM, IWD, RSP, JHML | 13F-HR | 13 Nov 2018, 16:01 |
| Q2 2018 | 23 | $105,649,000 | +$28,771,136 | -$26,323,533 | +$2,447,603 | RSP, IWF, MTUM, IWD, JHML | 13F-HR | 14 Aug 2018, 08:57 |
| Q1 2018 | 24 | $99,034,000 | +$15,735,732 | -$8,331,227 | +$7,404,505 | RSP, IWF, MTUM, IWD, JHML | 13F-HR | 14 May 2018, 14:56 |
| Q4 2017 | 24 | $96,878,000 | $0 | $0 | $0 | RSP, IWF, IWD, USMV, GTO | 13F-HR | 12 Feb 2018, 07:44 |