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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
FTGC icon
476
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.97B
$8.26K ﹤0.01%
+319
New +$8.09K
MUST icon
477
Columbia Multi-Sector Municipal Income ETF
MUST
$591M
$8.21K ﹤0.01%
+400
New +$8.06K
O icon
478
Realty Income
O
$59.2B
$8.21K ﹤0.01%
+135
New +$7.87K
ISTB icon
479
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$8.16K ﹤0.01%
+167
New +$8.12K
MFC icon
480
Manulife Financial
MFC
$74B
$8.1K ﹤0.01%
+260
New +$8.02K
MDLZ icon
481
Mondelez International
MDLZ
$78.8B
$7.98K ﹤0.01%
+128
New +$8.26K
IGIB icon
482
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$7.84K ﹤0.01%
+145
New +$7.75K
SCHH icon
483
Schwab US REIT ETF
SCHH
$11.5B
$7.76K ﹤0.01%
+360
New +$7.68K
BAC icon
484
Bank of America
BAC
$438B
$7.69K ﹤0.01%
+149
New +$7.27K
BABA icon
485
Alibaba
BABA
$305B
$7.68K ﹤0.01%
+43
New +$5.63K
QEFA icon
486
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.06B
$7.65K ﹤0.01%
+87
New +$7.49K
VGT icon
487
Vanguard Information Technology ETF
VGT
$141B
$7.47K ﹤0.01%
+80
New +$6.99K
CZR icon
488
Caesars Entertainment
CZR
$6.06B
$7.16K ﹤0.01%
+265
New +$7.18K
COF icon
489
Capital One
COF
$134B
$7.01K ﹤0.01%
+33
New +$7.22K
GNR icon
490
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.77B
$6.87K ﹤0.01%
+116
New +$6.59K
ASML icon
491
ASML
ASML
$631B
$6.78K ﹤0.01%
+7
New +$5.5K
UL icon
492
Unilever
UL
$137B
$6.4K ﹤0.01%
+96
New +$6.63K
SHY icon
493
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$6.39K ﹤0.01%
+77
New +$6.37K
INDY icon
494
iShares S&P India Nifty 50 Index Fund
INDY
$567M
$6.36K ﹤0.01%
+125
New +$6.54K
PENN icon
495
PENN Entertainment
PENN
$2.67B
$6.26K ﹤0.01%
+325
New +$6.1K
QUAL icon
496
iShares MSCI USA Quality Factor ETF
QUAL
$47B
$6.22K ﹤0.01%
+32
New +$6K
NMAX
497
Newsmax Inc
NMAX
$1.02B
$6.2K ﹤0.01%
+500
New +$6.75K
HYLB icon
498
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.47B
$5.68K ﹤0.01%
+153
New +$5.64K
DE icon
499
Deere & Co
DE
$163B
$5.57K ﹤0.01%
+12
New +$5.92K
MINT icon
500
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$5.54K ﹤0.01%
+55
New +$5.53K
18 19
20
21 22

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LWA
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OPPS
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FWM
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LSA
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GA
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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.