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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
FELG icon
451
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.58B
$12.3K ﹤0.01%
+300
New +$11.7K
XMMO icon
452
Invesco S&P MidCap Momentum ETF
XMMO
$7.27B
$12.2K ﹤0.01%
+90
New +$11.8K
EMHY icon
453
iShares JPMorgan EM High Yield Bond ETF
EMHY
$625M
$12K ﹤0.01%
+302
New +$11.9K
DEO icon
454
Diageo
DEO
$49.2B
$11.9K ﹤0.01%
+125
New +$13.1K
CGMS icon
455
Capital Group US Multi-Sector Income ETF
CGMS
$5.32B
$11.9K ﹤0.01%
+429
New +$11.9K
MGM icon
456
MGM Resorts International
MGM
$11.4B
$11.8K ﹤0.01%
+340
New +$12.5K
TMO icon
457
Thermo Fisher Scientific
TMO
$213B
$11.6K ﹤0.01%
+24
New +$11.2K
AXP icon
458
American Express
AXP
$233B
$11.6K ﹤0.01%
+35
New +$11.1K
SW
459
Smurfit Westrock
SW
$24.6B
$11.6K ﹤0.01%
+272
New +$12.3K
XLB icon
460
State Street Materials Select Sector SPDR ETF
XLB
$8.36B
$11.2K ﹤0.01%
+250
New +$11.3K
BLK icon
461
Blackrock
BLK
$175B
$11.2K ﹤0.01%
+10
New +$11.2K
OKLO
462
Oklo
OKLO
$7.17B
$11.2K ﹤0.01%
+100
New +$7.83K
VTEB icon
463
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$10.5K ﹤0.01%
+210
New +$10.3K
FLTR icon
464
VanEck IG Floating Rate ETF
FLTR
$2.97B
$10.2K ﹤0.01%
+400
New +$10.2K
CRM icon
465
Salesforce
CRM
$152B
$9.95K ﹤0.01%
+42
New +$10.6K
XLP icon
466
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$9.95K ﹤0.01%
+127
New +$10.3K
FTSM icon
467
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$9.95K ﹤0.01%
+166
New +$9.96K
IVW icon
468
iShares S&P 500 Growth ETF
IVW
$75.5B
$9.66K ﹤0.01%
+80
New +$9.2K
EW icon
469
Edwards Lifesciences
EW
$51.1B
$9.26K ﹤0.01%
+119
New +$9.3K
MA icon
470
Mastercard
MA
$500B
$9.1K ﹤0.01%
+16
New +$9.19K
DVY icon
471
iShares Select Dividend ETF
DVY
$23.6B
$8.95K ﹤0.01%
+63
New +$8.72K
COMT icon
472
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
$8.91K ﹤0.01%
+332
New +$8.78K
GD icon
473
General Dynamics
GD
$103B
$8.87K ﹤0.01%
+26
New +$8.2K
ZTS icon
474
Zoetis
ZTS
$32.3B
$8.78K ﹤0.01%
+60
New +$9.07K
OTIS icon
475
Otis Worldwide
OTIS
$27.5B
$8.64K ﹤0.01%
+94
New +$8.53K
17 18
19
20 21

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LWA
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OPPS
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FWM
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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.