Sanchez Wealth Management Group

CIK 0001697740 · Q2 2026

13F Equity AUM

$570.7M

+23.4% QoQ

Positions

-1 QoQ

AUM Rank

#4,572

Top 36%

Skill Alpha (FF)

-2.1%/yr

Underperformer

Rank #6,046 · Top 73%

vs S&P -2.8%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 40.6%Top 10: 67.8%Top 20: 93.0%

MTUM9.6%

JAAA8.8%

JHML8.1%

IWF7.6%

SPY6.4%

DGRW6.3%

NDQ5.9%

IVV5.4%

RDVY4.8%

JQUA4.8%

Others (42)32.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services96.4%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 52Median: 0.27%Avg: 1.92%

0–0.5%

29(3.6%)

0.5–1%

2(1.9%)

1–3%

9(18.7%)

3–5%

4(17.5%)

5%+

8(58.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 52vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased32Decreased12Exited1

New Positions

SPG0.0%

+933

Increased

JAAA8.8%

+472K(+90%)

IWF7.6%

+267K(+317%)

USFR2.1%

+86K(+57%)

SPYM2.1%

+35K(+36%)

PYLD4.5%

+32K(+3%)

JHML8.1%

+15K(+3%)

SDVY3.5%

+15K(+3%)

HTRB1.5%

+14K(+6%)

SPDW2.8%

+13K(+4%)

DGRW6.3%

+13K(+3%)

Decreased

SPYV0.1%

-2,081(-15%)

AAPL0.9%

-1,247(-6%)

SPYG2.2%

-994(-1%)

NDQ5.9%

-511(-1%)

SPY6.4%

-461(-1%)

IVV5.4%

-427(-1%)

ABT0.1%

-94(-1%)

AMAT0.1%

-90(-8%)

TECH0.3%

-88(-0%)

VTI0.1%

-50(-6%)

Exited

WTBN

-173,650

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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