Sanchez Wealth Management Group
Net seller this quarter
$571M
27
-$1.45M
15.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $36.7M | 6.44% | Not reported | -0.9% | Q1 2018 |
 QQQ | $33.9M | 5.93% | Not reported | -1.1% | Q1 2020 |
 AAPL | $5.26M | 0.92% | 0.00% | -6.4% | Q1 2018 |
 MSFT | $2.64M | 0.46% | 0.00% | +2.6% | Q1 2021 |
 CSX | $2.38M | 0.42% | 0.00% | +0.1% | Q1 2018 |
 CAT | $1.54M | 0.27% | 0.00% | +0.2% | Q1 2018 |
 NOBL | $1.52M | 0.27% | Not reported | -21.6% | Q4 2020 |
 TECH | $1.45M | 0.25% | 0.01% | -0.4% | Q1 2018 |
 NVDA | $1.26M | 0.22% | 0.00% | -0.1% | Q2 2021 |
 AMAT | $737K | 0.13% | 0.00% | -8.1% | Q2 2025 |
 ABT | $709K | 0.12% | 0.00% | -1.2% | Q1 2018 |
 JPM | $581K | 0.10% | 0.00% | +0.1% | Q4 2022 |
 LPLA | $484K | 0.08% | 0.00% | +0.1% | Q1 2021 |
 AMZN | $475K | 0.08% | 0.00% | +4.2% | Q4 2024 |
 LRCX | $472K | 0.08% | 0.00% | Not reported | Q1 2026 |
 BA | $469K | 0.08% | 0.00% | -2.0% | Q2 2020 |
 JNJ | $445K | 0.08% | 0.00% | +0.6% | Q1 2018 |
 ETN | $404K | 0.07% | 0.00% | +0.2% | Q4 2023 |
 AVGO | $404K | 0.07% | 0.00% | +0.1% | Q4 2024 |
 GOOGL | $386K | 0.07% | 0.00% | Not reported | Q3 2025 |
 LMT | $312K | 0.05% | 0.00% | +4.4% | Q2 2024 |
 ADP | $307K | 0.05% | 0.00% | +0.8% | Q2 2021 |
 UNP | $275K | 0.05% | 0.00% | Not reported | Q3 2018 |
 HSY | $267K | 0.05% | 0.00% | Not reported | Q3 2018 |
 XOM | $238K | 0.04% | 0.00% | Not reported | Q3 2022 |
| GLD | $213K | 0.04% | 0.00% | Not reported | Q1 2022 |
 SPG | $209K | 0.04% | 11.66% | New | Q2 2026 |
| Q1 2026 | |||||
| SPY | $32.3M | 6.98% | Not reported | -1.3% | Q1 2018 |
| QQQ | $26.8M | 5.80% | Not reported | -0.7% | Q1 2020 |
| AAPL | $4.93M | 1.07% | 0.00% | -2.0% | Q1 2018 |
| MSFT | $2.55M | 0.55% | 0.00% | +2.1% | Q1 2021 |
| CSX | $2.05M | 0.44% | 0.00% | +0.6% | Q1 2018 |
| NOBL | $1.82M | 0.39% | Not reported | -11.7% | Q4 2020 |
| NVDA | $1.1M | 0.24% | 0.00% | +0.2% | Q2 2021 |
| TECH | $1.08M | 0.23% | 0.01% | Not reported | Q1 2018 |
| CAT | $1.02M | 0.22% | 0.00% | -0.6% | Q1 2018 |
| ABT | $812K | 0.18% | 0.00% | +0.3% | Q1 2018 |
| JPM | $522K | 0.11% | 0.00% | +1.5% | Q4 2022 |
| LPLA | $516K | 0.11% | 0.00% | +0.1% | Q1 2021 |
| BA | $440K | 0.10% | 0.00% | -0.2% | Q2 2020 |
| JNJ | $426K | 0.09% | 0.00% | +0.5% | Q1 2018 |
| AMZN | $398K | 0.09% | 0.00% | +1.1% | Q4 2024 |
| AMAT | $379K | 0.08% | 0.00% | Not reported | Q2 2025 |
| LMT | $355K | 0.08% | 0.00% | +4.6% | Q2 2024 |
| ETN | $338K | 0.07% | 0.00% | +0.3% | Q4 2023 |
| AVGO | $331K | 0.07% | 0.00% | +0.2% | Q4 2024 |
| HSY | $316K | 0.07% | 0.00% | Not reported | Q3 2018 |
| GOOGL | $311K | 0.07% | 0.00% | +6.5% | Q3 2025 |
| XOM | $295K | 0.06% | 0.00% | -2.6% | Q3 2022 |
| ADP | $277K | 0.06% | 0.00% | +2.7% | Q2 2021 |
| GLD | $249K | 0.05% | 0.00% | +9.5% | Q1 2022 |
| UNP | $245K | 0.05% | 0.00% | +3.3% | Q3 2018 |
| LRCX | $233K | 0.05% | 0.00% | New | Q1 2026 |
 IAU | $216K | 0.05% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| SPY | $34.3M | 7.33% | Not reported | -7.6% | Q1 2018 |
| QQQ | $28.8M | 6.15% | Not reported | -7.9% | Q1 2020 |
| AAPL | $5.39M | 1.15% | 0.00% | +4.4% | Q1 2018 |
| MSFT | $3.27M | 0.70% | 0.00% | +11.5% | Q1 2021 |
| NOBL | $2.03M | 0.43% | Not reported | -82.8% | Q4 2020 |
| CSX | $1.8M | 0.38% | 0.00% | +2.9% | Q1 2018 |
| TECH | $1.21M | 0.26% | 0.01% | -1.4% | Q1 2018 |
| NVDA | $1.17M | 0.25% | 0.00% | -3.0% | Q2 2021 |
| ABT | $987K | 0.21% | 0.00% | 0.0% | Q1 2018 |
| CAT | $829K | 0.18% | 0.00% | +0.2% | Q1 2018 |
| LPLA | $612K | 0.13% | 0.00% | +1.3% | Q1 2021 |
| JPM | $563K | 0.12% | 0.00% | Not reported | Q4 2022 |
| BA | $481K | 0.10% | 0.00% | +101.2% | Q2 2020 |
| AMZN | $437K | 0.09% | 0.00% | +62.6% | Q4 2024 |
| AVGO | $369K | 0.08% | 0.00% | +0.1% | Q4 2024 |
| JNJ | $358K | 0.08% | 0.00% | +0.6% | Q1 2018 |
| ADP | $341K | 0.07% | 0.00% | +0.5% | Q2 2021 |
| GOOGL | $318K | 0.07% | 0.00% | Not reported | Q3 2025 |
| ETN | $300K | 0.06% | 0.00% | +0.3% | Q4 2023 |
| AMAT | $285K | 0.06% | 0.00% | Not reported | Q2 2025 |
| HSY | $276K | 0.06% | 0.00% | -15.6% | Q3 2018 |
| LMT | $272K | 0.06% | 0.00% | Not reported | Q2 2024 |
| UNP | $226K | 0.05% | 0.00% | -4.9% | Q3 2018 |
| XOM | $215K | 0.05% | 0.00% | Not reported | Q3 2022 |
| GLD | $209K | 0.04% | 0.00% | -23.6% | Q1 2022 |
| Q3 2025 | |||||
| SPY | $36.3M | 8.05% | Not reported | +0.1% | Q1 2018 |
| QQQ | $30.5M | 6.78% | Not reported | +16.1% | Q1 2020 |
| NOBL | $11.7M | 2.59% | Not reported | +1.7% | Q4 2020 |
| AAPL | $4.84M | 1.07% | 0.00% | -0.9% | Q1 2018 |
| MSFT | $3.14M | 0.70% | 0.00% | -0.1% | Q1 2021 |
| CSX | $1.71M | 0.38% | 0.00% | +0.1% | Q1 2018 |
| NVDA | $1.21M | 0.27% | 0.00% | -7.2% | Q2 2021 |
| TECH | $1.16M | 0.26% | 0.01% | -0.7% | Q1 2018 |
| ABT | $1.06M | 0.23% | 0.00% | -0.1% | Q1 2018 |
| CAT | $689K | 0.15% | 0.00% | +0.4% | Q1 2018 |
| LPLA | $562K | 0.12% | 0.00% | +0.1% | Q1 2021 |
| JPM | $551K | 0.12% | 0.00% | +0.1% | Q4 2022 |
| ADP | $387K | 0.09% | 0.00% | +0.5% | Q2 2021 |
| AVGO | $352K | 0.08% | 0.00% | -0.2% | Q4 2024 |
| ETN | $352K | 0.08% | 0.00% | +0.3% | Q4 2023 |
| HSY | $337K | 0.07% | 0.00% | Not reported | Q3 2018 |
| JNJ | $319K | 0.07% | 0.00% | +0.2% | Q1 2018 |
| AMZN | $256K | 0.06% | 0.00% | -2.0% | Q4 2024 |
| GOOGL | $247K | 0.05% | 0.00% | New | Q3 2025 |
| GLD | $246K | 0.05% | 0.00% | -3.5% | Q1 2022 |
| UNP | $243K | 0.05% | 0.00% | +5.1% | Q3 2018 |
| BA | $238K | 0.05% | 0.00% | Not reported | Q2 2020 |
| AMAT | $227K | 0.05% | 0.00% | Not reported | Q2 2025 |