Sanchez Wealth Management Group
Sanchez Wealth Management Group, LLC is a registered investment advisor headquartered in Jacksonville, Florida. The firm offers comprehensive financial planning and portfolio management services to individuals, small businesses, and institutions. As of its most recent Form ADV filing, the firm manages over $465 million in assets for around 504 clients, with a staff of 3 advisors. Sanchez Wealth Management serves a diverse clientele seeking personalized and proactive wealth management solutions.
Investment Strategy
Sanchez Wealth Management Group delivers holistic, personalized wealth management focusing on long-term financial well-being. Their approach emphasizes comprehensive financial planning, proactive and adaptable portfolio management, and risk mitigation strategies—including longevity, inflation, sequence of returns, and healthcare risk. The firm prioritizes tailored strategies that align with each client's goals, frequent client education, and adapting portfolios in response to market developments, all grounded in fiduciary responsibility to put clients' interests first.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JHML | JOHN HANCOCK EXCHANGE TRADED | 8.76% | $36.3M | 495,107 | $45.40 | $73.35 | +$3.8M |
I IWF | ISHARES TR | 8.38% | $34.7M | 81,818 | $170.96 | $424.58 | +$5.6M |
S SPY | SPDR S&P 500 ETF TR | 8.10% | $33.6M | 54,389 | $444.08 | $617.85 | +$4.3M |
D DGRW | WISDOMTREE TR | 6.67% | $27.7M | 330,379 | $65.11 | $83.74 | +$2.1M |
M MTUM | ISHARES TR | 6.52% | $27.0M | 112,547 | $150.79 | $240.32 | +$5.3M |