Titelia

Holdings of Sanchez Wealth Management Group

48 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 72.3 % of the equity sleeve

Sector breakdown

  • Funds 15.4 %
  • Technology 2.3 %
  • Industrials 1.0 %
  • Health care 0.3 %
  • Financials 0.2 %
  • Consumer discretionary 0.1 %
  • Consumer staples 0.1 %
  • Communication 0.1 %
  • Energy 0.1 %
  • Unattributed 80.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US48420.7M $100.00 %

Positions

RankCompanySharesValueWeight
1John Hancock Exchange-Traded Fund Trust 503,94739.4M $
2iShares MSCI USA Momentum Factor ETF 155,48937.3M $
3iShares Russell 1000 Growth ETF 84,18635.9M $
4State Street SPDR S&P 500 ETF Trust 49,63932.3M $
5WisdomTree Trust 365,55232.1M $
6iShares Core S&P 500 ETF 41,80127.3M $
7Invesco QQQ Trust Series 1 46,47826.8M $
8Janus Detroit Street Trust 527,18226.6M $
9PIMCO Multisector Bond Active 930,27224.4M $
10First Trust Rising Dividend Achievers ETF 325,76422.2M $
11First Trust SMID Cap Rising Dividend Achievers ETF 451,72517.8M $
12State Street SPDR Portfolio Developed World ex-US ETF 306,34414M $
13Pacer Funds Trust 202,02612.6M $
14JOHN HANCOCK MULTI-FACTOR MID JOHN HANCOCK MULTI FACT MID 180,81712.1M $
15SPDR Series Trust 104,81810.3M $
16Hartford Total Return Bond ETF 245,7878.3M $
17WisdomTree Trust 150,9357.6M $
18SPDR Series Trust 99,2307.6M $
19Apple Inc 19,4354.9M $
20INVESCO EXCHANGE-TRADED FUND TRUST II 12,8193M $
21Microsoft Corp 6,8942.6M $
22CSX Corp 49,9552.1M $
23ProShares Trust 17,2121.8M $
24NVIDIA Corp 6,2961.1M $
25Bio-Techne Corp 20,6241.1M $
26Caterpillar Inc 1,4391M $
27Abbott Laboratories 7,907811.8K $
28SPDR Series Trust 13,586768.7K $
29JPMorgan Chase & Co 1,774521.9K $
30LPL Financial Holdings Inc 1,715515.8K $
31Schwab US Dividend Equity ETF 15,829485.6K $
32Boeing Co/The 2,210439.8K $
33Johnson & Johnson 1,741425.6K $
34Amazon.com Inc 1,913398.4K $
35Applied Materials Inc 1,110379.4K $
36iShares Core Dividend Growth ETF 5,082356.7K $
37Lockheed Martin Corp 587354.8K $
38Broadcom Inc 1,069330.8K $
39Hershey Co/The 1,519315.8K $
40Alphabet Inc 1,081310.7K $
41Exxon Mobil Corp 1,738294.9K $
42Automatic Data Processing Inc 1,362276.7K $
43Vanguard Total Stock Market ETF 793254.4K $
44SPDR Gold Shares 578248.7K $
45iShares Trust 1,285246.6K $
46Union Pacific Corp 1,010245K $
47Lam Research Corp 1,090232.9K $
48Ishares Gold Trust 2,455216.4K $