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Christen Sanchez

Sanchez Wealth Management Group

Assets Managed
$462.358M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-1.12%(2Q avg: 1.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanchez Wealth Management Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Sanchez Wealth Management Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 462.358M in assets, with a quarterly growth rate of -1.12% and a 2-quarter average growth rate of 1.36%. The portfolio is managed by Christen Sanchez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JHML
John Hancock Multi Fact Lrg
Recent Activity
Increased 1.11%
8.54%
$39.444M
503,947 shares@ $78.27 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 2.6%
8.08%
$37.316M
155,489 shares@ $239.99 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 3.33%
7.77%
$35.897M
84,186 shares@ $426.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.29%
6.99%
$32.282M
49,639 shares@ $650.34 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 1.52%
6.95%
$32.11M
365,552 shares@ $87.84 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.14%
5.91%
$27.305M
41,801 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.71%
5.81%
$26.826M
46,478 shares@ $577.18 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 5.06%
5.75%
$26.554M
527,182 shares@ $50.37 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 3.3%
5.28%
$24.373M
930,272 shares@ $26.21 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 1.79%
4.83%
$22.323M
364,036 shares@ $61.32 avg price

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