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Sanchez Wealth Management GroupETFConcentrated long-term

CIK: 0001697740 | JACKSONVILLE, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR24$33.2M2026-11-02SEC ↗
Q2 2026
13F-HR52$570.7M2026-07-27SEC ↗
Q1 2026
13F-HR53$462.4M2026-04-29SEC ↗
Q4 2025
13F-HR51$467.6M2026-02-04SEC ↗
Q3 2025
13F-HR48$450.3M2025-11-06SEC ↗
Q2 2025
13F-HR49$414.7M2025-08-07SEC ↗
Q1 2025
13F-HR46$368.2M2025-04-16SEC ↗
Q4 2024
13F-HR49$366.0M2025-01-28SEC ↗
Q3 2024
13F-HR40$328.1M2024-11-05SEC ↗
Q2 2024
13F-HR38$308.6M2024-07-17SEC ↗
Q1 2024
13F-HR39$295.3M2024-05-07SEC ↗
Q4 2023
13F-HR36$274.4M2024-01-16SEC ↗
Q3 2023
13F-HR35$247.9M2023-10-27SEC ↗
Q2 2023
13F-HR35$247.0M2023-08-01SEC ↗
Q1 2023
13F-HR35$227.1M2023-05-04SEC ↗
Q4 2022
13F-HR34$204.0M2023-02-08SEC ↗
Q3 2022
13F-HR31$497.9K2022-10-13SEC ↗
Q2 2022
13F-HR33$556.8K2022-07-13SEC ↗
Q1 2022
13F-HR34$736.3K2022-04-19SEC ↗
Q4 2021
13F-HR33$760.6K2022-02-14SEC ↗
Q3 2021
13F-HR34$795.2K2021-10-19SEC ↗
Q2 2021
13F-HR33$842.4K2021-08-09SEC ↗
Q1 2021
13F-HR31$859.9K2021-04-29SEC ↗
Q4 2020
13F-HR27$743.5K2021-02-01SEC ↗
Q3 2020
13F-HR26$599.8K2020-11-10SEC ↗
Q2 2020
13F-HR22$627.5K2020-08-12SEC ↗
Q1 2020
13F-HR20$110.0K2020-05-15SEC ↗
Q4 2019
13F-HR23$138.0K2020-01-21SEC ↗
Q3 2019
13F-HR22$121.2K2019-11-08SEC ↗
Q2 2019
13F-HR24$116.0K2019-07-31SEC ↗
Q1 2019
13F-HR25$112.0K2019-05-06SEC ↗
Q4 2018
13F-HR23$90.6K2019-02-01SEC ↗
Q3 2018
13F-HR22$97.6K2018-11-13SEC ↗
Q2 2018
13F-HR23$105.6K2018-08-14SEC ↗
Q1 2018
13F-HR24$99.0K2018-05-14SEC ↗
Q4 2017
13F-HR24$96.9K2018-02-12SEC ↗