Sanchez Wealth Management Group
Sanchez Wealth Management Group reported 52 holdings worth US$571M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Sanchez Wealth Management Group reported 52 holdings worth US$571M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Csx Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$571M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 18,188 | US$5.26M | 0.92% |
| Microsoft Corp. | 7,074 | US$2.64M | 0.46% |
| Csx Corporation | 49,990 | US$2.38M | 0.42% |
| Caterpillar, Inc. | 1,442 | US$1.54M | 0.27% |
| Bio-techne Corp | 20,536 | US$1.45M | 0.25% |
| Nvidia Corporation | 6,289 | US$1.26M | 0.22% |
| Applied Materials, Inc. | 1,020 | US$737K | 0.13% |
| Abbott Laboratories | 7,813 | US$709K | 0.12% |
| Jp Morgan Chase & Co. | 1,775 | US$581K | 0.10% |
| Lpl Financial Holdings Inc. | 1,717 | US$484K | 0.08% |
| Amazon.com, Inc. | 1,993 | US$475K | 0.08% |
| Lam Research Corporation | 1,090 | US$472K | 0.08% |
| Boeing Company (the) | 2,165 | US$469K | 0.08% |
| Johnson & Johnson | 1,751 | US$445K | 0.08% |
| Broadcom Inc. | 1,070 | US$404K | 0.07% |
| Alphabet Inc (google) Class C | 1,081 | US$386K | 0.07% |
| Lockheed Martin Corporation | 613 | US$312K | 0.05% |
| Automatic Data Processing, Inc. | 1,373 | US$307K | 0.05% |
| Union Pacific Corporation | 1,010 | US$275K | 0.05% |
| The Hershey Company | 1,519 | US$267K | 0.05% |
| Exxon Mobil Corporation | 1,738 | US$238K | 0.04% |
| Simon Property Group, Inc. | 933 | US$209K | 0.04% |