Sanchez Wealth Management Group

RIA/Wealth

Sanchez Wealth Management Group is a RIA/Wealth based in Rochester, NY led by Christen Lee Sanchez, reporting $465.5M in AUM as of Q3 2025 with 96% ETF concentration and 67% concentrated in top 10 holdings.

PresidentChristen Lee Sanchez

Portfolio Value: $450.3M
Positions: 48
Top Holding: JHML at 8.74%
Last Reported: Q3 2025

Address2000 Winton Rd. So., Building 4a Suite 206, Rochester, NY, 14618-3970, United States

Top Holdings

Largest long holdings in Sanchez Wealth Management Group's portfolio (66.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 John Hancock Multifactor Large Cap ETF JHML	ETF ETF	$39.4M	8.74%	+$574.4K Bought	— 502.4K shares	Q4 2022 Held for 2y 11m
2 iShares Russell 1000 Growth IWF	ETF ETF	$39.0M	8.65%	+$647.8K Bought	— 83.2K shares	Q4 2017 Held for 7y 11m
3 SPDR S&P 500 ETF Trust SPY	ETF ETF	$36.3M	8.05%	+$33.3K Bought	— 54.4K shares	Q4 2017 Held for 7y 11m
4 Invesco QQQ Trust QQQ	ETF ETF	$30.5M	6.78%	+$4.2M Bought	— 50.8K shares	Q1 2020 Held for 5y 8m
5 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$30.2M	6.70%	+$767.7K Bought	— 339.0K shares	Q3 2020 Held for 5y 2m
6 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$29.9M	6.65%	+$1.1M Bought	— 116.7K shares	Q4 2017 Held for 7y 11m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$28.4M	6.31%	-$392.9K Sold	— 42.5K shares	Q4 2018 Held for 6y 11m
8 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$24.6M	5.47%	+$1.5M Bought	— 917.4K shares	Q4 2023 Held for 1y 11m
9 Pacer US Cash Cows 100 COWZ	ETF ETF	$22.7M	5.04%	+$669.8K Bought	— 394.6K shares	Q1 2024 Held for 1y 8m
10 JPMorgan U.S. Quality Factor JQUA	ETF ETF	$20.3M	4.51%	+$731.1K Bought	— 323.2K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sanchez Wealth Management Group's latest filing

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Market Value

$450.3M

Prior: $414.7M

Q/Q Change

+8.59%

+$35.6M

Net Flows % of MV

+2.1%

Turnover Ratio

2.75%

New Purchases

2 stocks

$1.4M

Added To

25 stocks

+$15.7M

Sold Out Of

3 stocks

$1.2M

Reduced Holdings

17 stocks

-$6.4M

Increased Positions

Position	Shares Δ	Change
1 Janus Henderson Securitized Income JSI	New	0 → 22.0K +$1.1M
2 Alphabet Inc. GOOGL	New	0 → 1.0K +$246.7K
3 Invesco NASDAQ 100 ETF QQQM	+181.72%	1.6K → 4.6K +$734.6K
4 SPDR Portfolio S&P 500 ETF SPLG	+53.47%	37.8K → 58.1K +$1.6M
5 Invesco QQQ Trust QQQ	+16.11%	43.8K → 50.8K +$4.2M

Decreased Positions

Position	Shares Δ	Change
1 Invesco Preferred PGX	Sold	67.4K → 0 −$750.3K
2 iShares California Muni Bond CMF	Sold	4.8K → 0 −$268.1K
3 IAU iShares Gold Trust IAU	Sold	3.5K → 0 −$217.0K
4 John Hancock Multifactor Mid Cap ETF JHMM	-26.21%	229.5K → 169.4K −$3.9M
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	-23.11%	22.9K → 17.6K −$292.7K