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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
EVLN icon
426
Eaton Vance Floating-Rate ETF
EVLN
$1.4B
$14.8K 0.01%
+297
New +$14.8K
PULS icon
427
PGIM Ultra Short Bond ETF
PULS
$18.2B
$14.8K 0.01%
+296
New +$14.7K
C icon
428
Citigroup
C
$224B
$14.7K 0.01%
+145
New +$13.8K
CHTR icon
429
Charter Communications
CHTR
$17.2B
$14.6K 0.01%
+53
New +$16K
FLOT icon
430
iShares Floating Rate Bond ETF
FLOT
$10.3B
$14.6K 0.01%
+286
New +$14.6K
XLC icon
431
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$14.6K 0.01%
+123
New +$13.7K
CLOA icon
432
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$14.6K 0.01%
+280
New +$14.5K
CSHI icon
433
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.54B
$14.4K 0.01%
+290
New +$14.4K
SHYG icon
434
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$14.3K 0.01%
+331
New +$14.3K
IGEB icon
435
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$14.2K 0.01%
+309
New +$14.1K
DLTR icon
436
Dollar Tree
DLTR
$24.9B
$14.2K 0.01%
+150
New +$16.1K
XLY icon
437
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$14.1K 0.01%
+118
New +$13.5K
GSY icon
438
Invesco Ultra Short Duration ETF
GSY
$3.89B
$14K 0.01%
+278
New +$14K
ICSH icon
439
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.12B
$13.9K 0.01%
+274
New +$13.9K
IBB icon
440
iShares Biotechnology ETF
IBB
$9.18B
$13.7K ﹤0.01%
+95
New +$13K
HYGH icon
441
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$598M
$13.5K ﹤0.01%
+155
New +$13.4K
CVE icon
442
Cenovus Energy
CVE
$54.5B
$13.3K ﹤0.01%
+784
New +$12.2K
IWP icon
443
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$13.2K ﹤0.01%
+93
New +$13.1K
SNDK
444
Sandisk
SNDK
$191B
$13.2K ﹤0.01%
+118
New +$6.89K
BB icon
445
BlackBerry
BB
$4.99B
$13.2K ﹤0.01%
+2,711
New +$10.8K
ITA icon
446
iShares US Aerospace & Defense ETF
ITA
$14.4B
$13.2K ﹤0.01%
+63
New +$12.4K
PYLD icon
447
PIMCO Multi Sector Bond Active ETF
PYLD
$15B
$13K ﹤0.01%
+483
New +$12.8K
DGX icon
448
Quest Diagnostics
DGX
$25.6B
$12.8K ﹤0.01%
+67
New +$11.9K
XMHQ icon
449
Invesco S&P MidCap Quality ETF
XMHQ
$5.52B
$12.6K ﹤0.01%
+120
New +$12.4K
XLV icon
450
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$12.5K ﹤0.01%
+90
New +$12.2K
16 17
18
19 20

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LWA
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OPPS
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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.