Sanchez Wealth Management Group reported 1 positions worth $535.00K for the quarter ended Sep 30, 2026, down 97.6% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 23. Its largest holding is Nvidia Corp at 100% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -18.2K | -100.0% | $5.26M | Exited |
| MSFT Microsoft Corp | -7,074 | -100.0% | $2.64M | Exited |
| CSX Csx Corp | -50.0K | -100.0% | $2.38M | Exited |
| CAT Caterpillar Inc | -1,442 | -100.0% | $1.54M | Exited |
| TECH BIO-TECHNE Corp | -20.5K | -100.0% | $1.45M | Exited |
| NVDA Nvidia Corp | -3,946 | -62.7% | $901.03K | 100% |
| AMAT Applied Materials Inc | -1,020 | -100.0% | $737.46K | Exited |
| ABT Abbott Laboratories | -7,813 | -100.0% | $708.92K | Exited |
| JPM Jpmorgan Chase & Co | -1,775 | -100.0% | $580.92K | Exited |
| LPLA LPL Financial Holdings Inc. | -1,717 | -100.0% | $483.52K | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AAPL Apple Inc. | -18.2K | $5.26M | 24.02% |
| MSFT Microsoft Corp | -7,074 | $2.64M | 12.04% |
| CSX Csx Corp | -50.0K | $2.38M | 10.85% |
| CAT Caterpillar Inc | -1,442 | $1.54M | 7.01% |
| TECH BIO-TECHNE Corp | -20.5K | $1.45M | 6.62% |
| AMAT Applied Materials Inc | -1,020 | $737.46K | 3.37% |
| ABT Abbott Laboratories | -7,813 | $708.92K | 3.24% |
| JPM Jpmorgan Chase & Co | -1,775 | $580.92K | 2.65% |
| LPLA LPL Financial Holdings Inc. | -1,717 | $483.52K | 2.21% |
| AMZN Amazon Com Inc | -1,993 | $475.01K | 2.17% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 2,343 | $535.00K | 100% | -3,946 | -62.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Sanchez Wealth Management.
As of its Q3 2026 13F filing, Sanchez Wealth Management Group’s five largest positions were Nvidia Corp (NVDA) at 100.0% of the reported portfolio.
Sanchez Wealth Management Group reported a 13F portfolio worth $535.00K across 1 positions for Q3 2026. That is down 97.6% from the previous quarter.
Its largest sales by value were Apple Inc. ($5.26M), Microsoft Corp ($2.64M), Csx Corp ($2.38M). It exited 23 positions entirely.
From the Form 13F-HR reports Sanchez Wealth Management Group files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.