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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 %
97.29%
Top 10 Hldgs %
70.46%
Holding
655
New
655
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$48M
2
VGK icon
Vanguard FTSE Europe ETF
VGK
+$32.6M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$19.6M
5
SPMD icon
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
SAP icon
376
SAP
SAP
$222B
$26.7K 0.01%
+100
New +$28.1K
JNJ icon
377
Johnson & Johnson
JNJ
$604B
$26.1K 0.01%
+141
New +$24.2K
TDY icon
378
Teledyne Technologies
TDY
$31.3B
$25.8K 0.01%
+44
New +$24.1K
CPT icon
379
Camden Property Trust
CPT
$10.9B
$25.4K 0.01%
+238
New +$26.2K
IAU icon
380
iShares Gold Trust
IAU
$63.5B
$25.1K 0.01%
+345
New +$22.5K
OPTT icon
381
Ocean Power Technologies
OPTT
$50.1M
$24.7K 0.01%
+49,000
New +$26.8K
NOW icon
382
ServiceNow
NOW
$118B
$23.9K 0.01%
+130
New +$24.3K
V icon
383
Visa
V
$677B
$23.9K 0.01%
+70
New +$24.2K
NFLX icon
384
Netflix
NFLX
$304B
$22.8K 0.01%
+190
New +$23.2K
EIX icon
385
Edison International
EIX
$27.3B
$22.7K 0.01%
+410
New +$22.1K
QGRO icon
386
American Century US Quality Growth ETF
QGRO
$2.01B
$22.4K 0.01%
+196
New +$21.7K
VOO icon
387
Vanguard S&P 500 ETF
VOO
$999B
$22.3K 0.01%
+36
New +$21.2K
JQUA icon
388
JPMorgan US Quality Factor ETF
JQUA
$8.35B
$22.1K 0.01%
+352
New +$21.6K
IYW icon
389
iShares US Technology ETF
IYW
$24.7B
$21.3K 0.01%
+109
New +$19.9K
TCAF icon
390
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.17B
$21K 0.01%
+556
New +$20.3K
BND icon
391
Vanguard Total Bond Market
BND
$158B
$20.7K 0.01%
+279
New +$20.5K
SPMB icon
392
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.98B
$20.7K 0.01%
+921
New +$20.4K
LQD icon
393
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$20.2K 0.01%
+181
New +$19.9K
IEMG icon
394
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$20.2K 0.01%
+306
New +$19.1K
BDX icon
395
Becton Dickinson
BDX
$46.3B
$19.1K 0.01%
+102
New +$19K
IEFA icon
396
iShares Core MSCI EAFE ETF
IEFA
$193B
$19K 0.01%
+218
New +$18.5K
HQY icon
397
HealthEquity
HQY
$8.65B
$19K 0.01%
+200
New +$18.8K
CARR icon
398
Carrier Global
CARR
$52.1B
$18.9K 0.01%
+317
New +$21.5K
DIS icon
399
Walt Disney
DIS
$170B
$18.8K 0.01%
+164
New +$19.3K
FFLC icon
400
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.25B
$18.6K 0.01%
+357
New +$18.1K
14 15
16
17 18

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LSA
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LIG
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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.