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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 | |
|---|---|---|---|---|---|---|
26
Cipher Digital
CIFR
$9.88B
| $589K | 0.21% |
+46,810
| New | +$353K |
|
27
iShares MBS ETF
MBB
$38.8B
| $585K | 0.21% |
+6,149
| New | +$578K |
|
28
Chevron
CVX
$385B
| $576K | 0.21% |
+3,710
| New | +$575K |
|
29
ExxonMobil
XOM
$643B
| $574K | 0.2% |
+5,094
| New | +$566K |
|
30
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.3B
| $560K | 0.2% |
+41,734
| New | +$554K |
|
31
RTX Corp
RTX
$292B
| $535K | 0.19% |
+3,198
| New | +$496K |
|
32
MetLife
MET
$62B
| $502K | 0.18% |
+6,097
| New | +$480K |
|
33
Coinbase
COIN
$38.7B
| $498K | 0.18% |
+1,476
| New | +$500K |
|
34
Palantir
PLTR
$301B
| $494K | 0.18% |
+2,706
| New | +$439K |
|
35
CACI
CACI
$11.3B
| $489K | 0.17% |
+980
| New | +$474K |
|
36
AngloGold Ashanti
AU
$41.3B
| $467K | 0.17% |
+6,634
| New | +$371K |
|
37
Broadcom
AVGO
$1.87T
| $462K | 0.16% |
+1,399
| New | +$429K |
|
38
Bristol-Myers Squibb
BMY
$134B
| $460K | 0.16% |
+10,199
| New | +$476K |
|
39
Micron Technology
MU
$937B
| $459K | 0.16% |
+2,745
| New | +$351K |
|
40
Southern Copper
SCCO
$146B
| $448K | 0.16% |
+3,796
| New | +$373K |
|
41
Altria Group
MO
$114B
| $445K | 0.16% |
+6,737
| New | +$427K |
|
42
Merck
MRK
$316B
| $435K | 0.15% |
+5,184
| New | +$427K |
|
43
Amgen
AMGN
$204B
| $435K | 0.15% |
+1,541
| New | +$447K |
|
44
Oracle
ORCL
$409B
| $435K | 0.15% |
+1,546
| New | +$394K |
|
45
Pfizer
PFE
$143B
| $435K | 0.15% |
+17,056
| New | +$421K |
|
46
EOG Resources
EOG
$77.6B
| $424K | 0.15% |
+3,781
| New | +$451K |
|
47
UnitedHealth
UNH
$377B
| $414K | 0.15% |
+1,199
| New | +$363K |
|
48
PayPal
PYPL
$49.5B
| $411K | 0.15% |
+6,132
| New | +$432K |
|
49
Arch Capital
ACGL
$34.5B
| $411K | 0.15% |
+4,527
| New | +$406K |
|
50
Amazon
AMZN
$3.06T
| $409K | 0.15% |
+1,862
| New | +$421K |
|
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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.