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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 | |
|---|---|---|---|---|---|---|
276
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
| $65.5K | 0.02% |
+425
| New | +$64.4K |
|
277
RenaissanceRe
RNR
$13.2B
| $65.3K | 0.02% |
+257
| New | +$62.3K |
|
278
MKS Inc
MKSI
$21.9B
| $65.2K | 0.02% |
+527
| New | +$56.2K |
|
279
Automatic Data Processing
ADP
$106B
| $64.9K | 0.02% |
+221
| New | +$66.5K |
|
280
Grayscale Bitcoin Trust
GBTC
$9.62B
| $64.8K | 0.02% |
+722
| New | +$65K |
|
281
EnerSys
ENS
$7.03B
| $63.7K | 0.02% |
+564
| New | +$55.5K |
|
282
RadNet
RDNT
$5.12B
| $63K | 0.02% |
+827
| New | +$53.7K |
|
283
Akamai
AKAM
$17.6B
| $62.8K | 0.02% |
+829
| New | +$63.9K |
|
284
Coca-Cola
KO
$369B
| $62.7K | 0.02% |
+945
| New | +$65K |
|
285
iShares Core S&P Total US Stock Market ETF
ITOT
$96.4B
| $62.3K | 0.02% |
+428
| New | +$60K |
|
286
CF Industries
CF
$17.8B
| $62.3K | 0.02% |
+694
| New | +$61.9K |
|
287
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
| $62K | 0.02% |
+1,223
| New | +$61.9K |
|
288
Okta
OKTA
$25.4B
| $62K | 0.02% |
+676
| New | +$63.1K |
|
289
Protagonist Therapeutics
PTGX
$8.63B
| $61.9K | 0.02% |
+932
| New | +$53K |
|
|
ACLX
290
DELISTED
Arcellx
ACLX
| $61.6K | 0.02% |
+750
| New | +$54K |
|
291
Myriad Genetics
MYGN
$291M
| $61.4K | 0.02% |
+8,492
| New | +$50.4K |
|
292
Commault Systems
CVLT
$5.38B
| $60.8K | 0.02% |
+322
| New | +$58.1K |
|
293
Axsome Therapeutics
AXSM
$11B
| $60.2K | 0.02% |
+496
| New | +$55.9K |
|
294
Carlisle Companies
CSL
$14.8B
| $59.9K | 0.02% |
+182
| New | +$69.4K |
|
295
Veeva Systems
VEEV
$34B
| $59.6K | 0.02% |
+200
| New | +$56.3K |
|
296
iShares Core S&P Small-Cap ETF
IJR
$112B
| $59.3K | 0.02% |
+499
| New | +$57.4K |
|
297
VeriSign
VRSN
$26.9B
| $59.3K | 0.02% |
+212
| New | +$59.2K |
|
298
Goldman Sachs
GS
$311B
| $58.4K | 0.02% |
+73
| New | +$54.1K |
|
299
IDEAYA Biosciences
IDYA
$3.45B
| $57.7K | 0.02% |
+2,120
| New | +$51.3K |
|
300
Vanguard Dividend Appreciation ETF
VIG
$112B
| $56.5K | 0.02% |
+262
| New | +$55K |
|
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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.