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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 | |
|---|---|---|---|---|---|---|
251
Caterpillar
CAT
$382B
| $87.8K | 0.03% |
+184
| New | +$78.6K |
|
252
Synchrony
SYF
$25.3B
| $87.5K | 0.03% |
+1,231
| New | +$89.2K |
|
253
ResMed
RMD
$31.2B
| $86K | 0.03% |
+314
| New | +$85.8K |
|
254
BioMarin Pharmaceuticals
BMRN
$11.6B
| $85.1K | 0.03% |
+1,571
| New | +$89.8K |
|
|
FOLD
255
DELISTED
Amicus Therapeutics
FOLD
| $84.9K | 0.03% |
+10,779
| New | +$76.7K |
|
256
Lowe's Companies
LOW
$119B
| $84.7K | 0.03% |
+337
| New | +$82.8K |
|
257
Vanguard Morningstar Mid-Cap ETF
VO
$108B
| $84.6K | 0.03% |
+1,152
| New | +$82.7K |
|
258
Emcor
EME
$36.1B
| $82.5K | 0.03% |
+127
| New | +$77K |
|
259
Elastic
ESTC
$7.15B
| $81.6K | 0.03% |
+966
| New | +$81.3K |
|
260
Jabil
JBL
$33.4B
| $81K | 0.03% |
+373
| New | +$81.2K |
|
261
4D Molecular Therapeutics
FDMT
$527M
| $80.1K | 0.03% |
+9,214
| New | +$55.1K |
|
262
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
| $78.3K | 0.03% |
+681
| New | +$75.4K |
|
263
Parsons
PSN
$5.09B
| $76.2K | 0.03% |
+919
| New | +$71.1K |
|
264
Vanguard FTSE Developed Markets ETF
VEA
$230B
| $75.9K | 0.03% |
+1,266
| New | +$73.8K |
|
265
Varonis Systems
VRNS
$4.73B
| $75.3K | 0.03% |
+1,310
| New | +$72.7K |
|
266
Flex
FLEX
$43.4B
| $75.1K | 0.03% |
+1,296
| New | +$68.8K |
|
267
Vertex Pharmaceuticals
VRTX
$119B
| $72.8K | 0.03% |
+186
| New | +$77.7K |
|
268
Krystal Biotech
KRYS
$9.25B
| $69.7K | 0.02% |
+395
| New | +$59.1K |
|
269
Arcus Biosciences
RCUS
$3.47B
| $69.3K | 0.02% |
+5,096
| New | +$53K |
|
270
Provident Financial Services
PFS
$3.28B
| $69.2K | 0.02% |
+3,590
| New | +$68.5K |
|
271
Crinetics Pharmaceuticals
CRNX
$8.89B
| $68K | 0.02% |
+1,632
| New | +$52.2K |
|
272
TechnipFMC
FTI
$27.1B
| $67.5K | 0.02% |
+1,711
| New | +$62.6K |
|
273
Alnylam Pharmaceuticals
ALNY
$29.5B
| $67K | 0.02% |
+147
| New | +$59.9K |
|
|
DOCU
274
DocuSign
DOCU
$10.5B
| $66.8K | 0.02% |
+926
| New | +$71.4K |
|
275
Lockheed Martin
LMT
$135B
| $66.4K | 0.02% |
+133
| New | +$60.3K |
|
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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.