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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 | |
|---|---|---|---|---|---|---|
326
Mercado Libre
MELI
$95.3B
| $46.7K | 0.02% |
+20
| New | +$48K |
|
327
Exelixis
EXEL
$14B
| $46.6K | 0.02% |
+1,128
| New | +$45.3K |
|
328
Mueller Industries
MLI
$15B
| $46.5K | 0.02% |
+920
| New | +$42.2K |
|
329
Pegasystems
PEGA
$5.19B
| $46.4K | 0.02% |
+807
| New | +$44.5K |
|
330
Schwab International Small-Cap Equity ETF
SCHC
$5.54B
| $46.4K | 0.02% |
+1,019
| New | +$44.7K |
|
331
Cirrus Logic
CRUS
$6.62B
| $46.1K | 0.02% |
+368
| New | +$41K |
|
332
BlackRock US Equity Factor Rotation ETF
DYNF
$39.6B
| $44.2K | 0.02% |
+747
| New | +$42.4K |
|
333
Align Technology
ALGN
$12.3B
| $44K | 0.02% |
+351
| New | +$55K |
|
334
Rapid7
RPD
$700M
| $43.6K | 0.02% |
+2,327
| New | +$49.2K |
|
335
United Therapeutics
UTHR
$21.9B
| $43.6K | 0.02% |
+104
| New | +$35K |
|
336
Nike
NKE
$62.1B
| $43.4K | 0.02% |
+623
| New | +$46.4K |
|
337
MarketAxess Holdings
MKTX
$5.71B
| $42.9K | 0.02% |
+246
| New | +$48.1K |
|
338
Maplebear
CART
$10.9B
| $42.9K | 0.02% |
+1,166
| New | +$53.7K |
|
339
Hanover Insurance
THG
$7.96B
| $42.7K | 0.02% |
+235
| New | +$40.3K |
|
340
AXIS Capital
AXS
$7.64B
| $42.5K | 0.02% |
+444
| New | +$43K |
|
341
MGIC Investment
MTG
$6.33B
| $42.4K | 0.02% |
+1,493
| New | +$40.7K |
|
342
Redwire
RDW
$2.47B
| $41.4K | 0.01% |
+4,604
| New | +$53.8K |
|
343
Pilgrim's Pride
PPC
$6.41B
| $41.2K | 0.01% |
+1,012
| New | +$45.9K |
|
344
Kinsale Capital Group
KNSL
$8.29B
| $39.5K | 0.01% |
+93
| New | +$42.2K |
|
345
Yeti Holdings
YETI
$3.91B
| $39.5K | 0.01% |
+1,190
| New | +$41.6K |
|
346
FedEx
FDX
$74B
| $39.5K | 0.01% |
+167
| New | +$38.5K |
|
347
Amdocs
DOX
$5.92B
| $39.3K | 0.01% |
+479
| New | +$41.5K |
|
348
PepsiCo
PEP
$189B
| $37.5K | 0.01% |
+267
| New | +$38.1K |
|
349
Euronet Worldwide
EEFT
$2.85B
| $37.4K | 0.01% |
+426
| New | +$40.8K |
|
350
Teradata
TDC
$3.15B
| $37.2K | 0.01% |
+1,730
| New | +$37.2K |
|
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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.