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Home > Institutional Investor > Sanchez Wealth Management Group > Profile

Instuitional Investor - Sanchez Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Sanchez Wealth Management Group
Portfolio Value $467,609,544
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
John Hancock Exchange Traded
 498,423 $39,799,038 8.51%
2.
Ishares Trust
 IEF 81,479 $38,563,885 8.25%
3.
Ishares Trust
 VLUE 151,553 $37,935,122 8.11%
4.
Spdr S & P 500 Etf Trust
 SPY 50,291 $34,293,965 7.33%
5.
Wisdomtree Tr
 360,089 $32,202,696 6.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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