Portfolio (Quarterly) Guide ↗

Sanchez Wealth Management Group

· CIK 0001697740

13F Portfolio $571M AUM 52 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 52 New

Page 3 of 3 · 52 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	AVGO	BROADCOM INC	Technology	1,070.0	$404K	0.07%	NEW	—	$377.60	-2.4%
42	GOOGL	ALPHABET INC	Communication Services	1,081.0	$386K	0.07%	NEW	—	$357.37	-3.5%
43	DGRO	ISHARES TR	—	5,092.0	$386K	0.07%	NEW	—	$75.79	+5.0%
44	QUAL	ISHARES TR	—	1,492.0	$327K	0.06%	NEW	—	$219.50	+1.7%
45	LMT	LOCKHEED MARTIN CORP	Industrials	613.0	$312K	0.06%	NEW	—	$509.51	+10.6%
46	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	1,373.0	$307K	0.05%	NEW	—	$223.93	+25.4%
47	VTI	VANGUARD INDEX FDS	—	743.0	$275K	0.05%	NEW	—	$370.12	+2.2%
48	UNP	UNION PAC CORP	Industrials	1,010.0	$275K	0.05%	NEW	—	$271.93	+13.3%
49	HSY	HERSHEY CO	Consumer Defensive	1,519.0	$267K	0.05%	NEW	—	$175.46	+6.3%
50	XOM	EXXON MOBIL CORP	Energy	1,738.0	$238K	0.04%	NEW	—	$136.72	+20.8%
51	GLD	SPDR GOLD TR	Financial Services	578.0	$213K	0.04%	NEW	—	$368.38	+14.9%
52	SPG	SIMON PPTY GROUP INC NEW	Real Estate	933.0	$209K	0.04%	NEW	—	$223.65	-2.4%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 77.7%

Technology 11.6%

Industrials 6.1%

Healthcare 2.8%

Consumer Cyclical 0.5%

Communication Services 0.4%

Energy 0.3%

Consumer Defensive 0.3%

Real Estate 0.2%