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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 | |
|---|---|---|---|---|---|---|
301
CrowdStrike
CRWD
$214B
| $56.4K | 0.02% |
+460
| New | +$52.3K |
|
302
Hexcel
HXL
$7.75B
| $56.2K | 0.02% |
+896
| New | +$55K |
|
303
10x Genomics
TXG
$5.95B
| $55.6K | 0.02% |
+4,758
| New | +$62K |
|
304
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
| $55.5K | 0.02% |
+1,272
| New | +$53.8K |
|
305
Qualys
QLYS
$5.56B
| $54.8K | 0.02% |
+414
| New | +$56.1K |
|
306
Home Depot
HD
$339B
| $54.7K | 0.02% |
+135
| New | +$53.1K |
|
307
NETSCOUT
NTCT
$3.05B
| $54.7K | 0.02% |
+2,117
| New | +$50.1K |
|
308
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
| $54.3K | 0.02% |
+417
| New | +$52.5K |
|
309
Crown Holdings
CCK
$12.9B
| $54.2K | 0.02% |
+561
| New | +$56.3K |
|
310
Globe Life
GL
$14.2B
| $52.8K | 0.02% |
+369
| New | +$50K |
|
311
Tenable Holdings
TENB
$3.97B
| $52K | 0.02% |
+1,784
| New | +$55.7K |
|
312
JPMorgan US Momentum Factor ETF
JMOM
$2.57B
| $51.3K | 0.02% |
+755
| New | +$49.5K |
|
313
Etsy
ETSY
$8.05B
| $50.9K | 0.02% |
+766
| New | +$45.7K |
|
314
Atlantic Union Bankshares
AUB
$6.04B
| $50.2K | 0.02% |
+1,422
| New | +$48.4K |
|
315
SEI Investments
SEIC
$12.6B
| $50.1K | 0.02% |
+591
| New | +$52.5K |
|
316
T-Mobile US
TMUS
$188B
| $50K | 0.02% |
+209
| New | +$50.6K |
|
317
Lyft
LYFT
$6.26B
| $49.6K | 0.02% |
+2,253
| New | +$37.7K |
|
318
AbbVie
ABBV
$434B
| $49.3K | 0.02% |
+213
| New | +$43.4K |
|
319
Sprouts Farmers Market
SFM
$8.18B
| $48.9K | 0.02% |
+449
| New | +$65.3K |
|
320
A10 Networks
ATEN
$2.25B
| $48.8K | 0.02% |
+2,691
| New | +$48.7K |
|
321
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
| $48.7K | 0.02% |
+1,090
| New | +$47.7K |
|
322
Genpact
G
$5.89B
| $48.4K | 0.02% |
+1,155
| New | +$50.8K |
|
323
Aflac
AFL
$63.6B
| $48.2K | 0.02% |
+432
| New | +$45.4K |
|
324
Rocket Lab Corp
RKLB
$46.3B
| $47.9K | 0.02% |
+1,000
| New | +$45.4K |
|
325
Playtika
PLTK
$1.54B
| $46.8K | 0.02% |
+12,032
| New | +$49.1K |
|
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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.