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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001697740

Sanchez Wealth Management Group

JACKSONVILLE, FL · File #028-18344

Latest AUM
$467.6M
Positions
51
Top-10 Concentration
66.8%
Filings
12

Sector Allocation

Financials
16.0%$74.6M
Technology
2.3%$10.5M
Industrials
0.7%$3.4M
Healthcare
0.3%$1.6M
Consumer Staples
0.1%$276,447
Energy
0.0%$214,807

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1JOHN HANCOCK EXCHANGE TRADED47804J107498,423$39.8M8.51%
2ISHARES TR46428761481,479$38.6M8.25%
3ISHARES TR46432F396151,553$37.9M8.12%
4SPDR S&P 500 ETF TRSPY50,291$34.3M7.34%
5WISDOMTREE TRWT360,089$32.2M6.89%
6INVESCO QQQ TRIVZ46,812$28.8M6.15%
7ISHARES TR46428720041,863$28.7M6.13%
8JANUS DETROIT STR TR47103U845501,817$25.4M5.43%
9PIMCO ETF TR72201R585900,599$24.0M5.14%
10J P MORGAN EXCHANGE TRADED F46641Q761357,664$22.6M4.83%
11FIRST TR EXCHANGE TRADED FD33738R506321,361$22.3M4.78%
12FIRST TR EXCHANGE-TRADED FD33741X102446,233$17.1M3.66%
13SPDR INDEX SHS FDS78463X889302,504$13.4M2.87%
14PACER FDS TR69374H881198,676$12.0M2.56%
15JOHN HANCOCK EXCHANGE TRADED47804J206180,900$11.8M2.53%
16SPDR SERIES TRUST78464A409106,143$11.3M2.42%
17HARTFORD FDS EXCHANGE TRADED41653L305239,373$8.2M1.75%
18ZACKS TRUST98888G204208,928$7.7M1.65%
19THE ALGER ETF TRUST015564404215,214$7.4M1.58%
20WISDOMTREE TRWT142,731$7.2M1.54%