Sanchez Wealth Management Group

CIK 0001697740 · Q1 2026

13F Equity AUM

$462.4M

-1.1% QoQ

Positions

+2 QoQ

AUM Rank

#4,521

Top 36%

Skill Alpha (FF)

-2.3%/yr

Underperformer

Rank #5,644 · Top 69%

vs S&P -5.2%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 38.3%Top 10: 65.8%Top 20: 91.9%

JHML8.5%

MTUM8.1%

IWF7.8%

SPY7.0%

DGRW6.9%

IVV5.9%

NDQ5.8%

JAAA5.7%

PYLD5.3%

JQUA4.8%

Others (43)34.2%

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

Sector Allocation

Financial Services96.1%

Technology2.1%

Other1.9%

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

Position Sizing

Positions: 53Median: 0.39%Avg: 1.89%

0–0.5%

28(3.4%)

0.5–1%

3(2.2%)

1–3%

9(16.9%)

3–5%

4(16.5%)

5%+

9(61.0%)

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

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Portfolio Overlap

Shared: 50Unique: 3vs 20 funds

0.7%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

BANK OF AMERICA CORP /DE/

1.1%

0.9%

1.6%

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased35Decreased11Exited0

New Positions

LRCX0.1%

+1K

Increased

PYLD5.3%

+30K(+3%)

JAAA5.7%

+25K(+5%)

SPYM1.6%

+20K(+25%)

USFR1.6%

+8K(+6%)

HTRB1.8%

+6K(+3%)

JQUA4.8%

+6K(+2%)

JHML8.5%

+6K(+1%)

SDVY3.9%

+5K(+1%)

DGRW6.9%

+5K(+2%)

WTBN0.9%

+5K(+3%)

Decreased

NOBL0.4%

-2,280(-12%)

SPYG2.2%

-1,325(-1%)

SPY7.0%

-652(-1%)

SPYV0.2%

-578(-4%)

AAPL1.1%

-404(-2%)

NDQ5.8%

-334(-1%)

JHMM2.6%

-83(-0%)

IVV5.9%

-62(-0%)

XOM0.1%

-47(-3%)

CAT0.2%

-8(-1%)

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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