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AFWM
Abich Financial Wealth Management Portfolio holdings
AUM
$281M
This Fund
S&P 500
This Quarter
Est. Return
+6.47%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$281M
AUM Growth
–
Cap. Flow
+$273M
Cap. Flow
% of AUM
97.29%
Top 10 Holdings %
Top 10 Hldgs %
70.46%
Holding
655
New
655
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$48M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
+$32.6M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$21.5M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$19.6M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$17.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.23% |
| 2 | Financials | 3.38% |
| 3 | Healthcare | 2.17% |
| 4 | Consumer Discretionary | 2.02% |
| 5 | Industrials | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Bath & Body Works
BBWI
$4.23B
| $104K | 0.04% |
+4,027
| New | +$119K |
|
227
Chord Energy
CHRD
$7.84B
| $103K | 0.04% |
+1,041
| New | +$109K |
|
228
Kratos Defense & Security Solutions
KTOS
$9.23B
| $103K | 0.04% |
+1,132
| New | +$72.5K |
|
229
Analog Devices
ADI
$176B
| $103K | 0.04% |
+420
| New | +$101K |
|
230
Super Micro Computer
SMCI
$18.5B
| $102K | 0.04% |
+2,128
| New | +$102K |
|
231
Interactive Brokers
IBKR
$39.1B
| $100K | 0.04% |
+1,458
| New | +$91.7K |
|
232
Nextpower Inc
NXT
$13.8B
| $99.7K | 0.04% |
+1,348
| New | +$86.9K |
|
233
TSMC
TSM
$2.11T
| $99.4K | 0.04% |
+356
| New | +$87.1K |
|
234
Cognizant
CTSH
$24.9B
| $98.5K | 0.04% |
+1,468
| New | +$106K |
|
235
Tractor Supply
TSCO
$16.8B
| $98K | 0.03% |
+1,723
| New | +$101K |
|
236
Expedia Group
EXPE
$35.8B
| $97.9K | 0.03% |
+458
| New | +$92K |
|
237
Take-Two Interactive
TTWO
$45.8B
| $97.7K | 0.03% |
+378
| New | +$89.5K |
|
238
SentinelOne
S
$6.87B
| $97K | 0.03% |
+5,511
| New | +$98.9K |
|
239
W.R. Berkley
WRB
$26.8B
| $96.1K | 0.03% |
+1,254
| New | +$89.3K |
|
240
State Street SPDR S&P North American Natural Resources ETF
NANR
$748M
| $94.3K | 0.03% |
+1,459
| New | +$87.9K |
|
241
Fox Class A
FOXA
$24.6B
| $93.7K | 0.03% |
+1,486
| New | +$86K |
|
242
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $92.4K | 0.03% |
+1,416
| New | +$91K |
|
243
Cincinnati Financial
CINF
$27.3B
| $92.2K | 0.03% |
+583
| New | +$88.5K |
|
244
Vail Resorts
MTN
$5.32B
| $91.4K | 0.03% |
+611
| New | +$94.8K |
|
245
Procter & Gamble
PG
$338B
| $90.7K | 0.03% |
+590
| New | +$92.1K |
|
246
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.91B
| $90.4K | 0.03% |
+697
| New | +$89.3K |
|
247
Flowers Foods
FLO
$1.53B
| $90.3K | 0.03% |
+6,919
| New | +$105K |
|
248
Neurocrine Biosciences
NBIX
$16.9B
| $90.1K | 0.03% |
+642
| New | +$87K |
|
249
Cboe Global Markets
CBOE
$31.1B
| $89.5K | 0.03% |
+365
| New | +$87.7K |
|
250
Ameriprise Financial
AMP
$48.8B
| $87.9K | 0.03% |
+179
| New | +$91.7K |
|
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Abich Financial Wealth Management's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Abich Financial Wealth Management, which disclosed 655 positions worth $281M. Its ten largest holdings account for 70% of the portfolio.
Its largest position is State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 523,865 shares worth $48.1M.
By sector, the portfolio is most concentrated in Technology at 6.2% of assets, followed by Financials and Healthcare.
- Abich Financial Wealth Management's largest Q3 2025 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 523,865 shares worth $48.1M.
- Abich Financial Wealth Management's ten largest holdings make up 70% of its $281M portfolio in Q3 2025.
- Abich Financial Wealth Management disclosed 655 positions in Q3 2025, its first 13F filing on record.
Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.