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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
FPEI icon
501
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$5.51K ﹤0.01%
+285
New +$5.46K
IEI icon
502
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$5.5K ﹤0.01%
+46
New +$5.47K
IWB icon
503
iShares Russell 1000 ETF
IWB
$49B
$5.48K ﹤0.01%
+15
New +$5.28K
VWOB icon
504
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$5.42K ﹤0.01%
+81
New +$5.34K
BKNG icon
505
Booking.com
BKNG
$149B
$5.4K ﹤0.01%
+25
New +$5.58K
ASH icon
506
Ashland
ASH
$3.29B
$5.32K ﹤0.01%
+111
New +$5.83K
BNDX icon
507
Vanguard Total International Bond ETF
BNDX
$82B
$5.29K ﹤0.01%
+107
New +$5.28K
SDVY icon
508
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.7B
$5.09K ﹤0.01%
+134
New +$4.97K
BTC
509
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$5.06K ﹤0.01%
+100
New +$5.07K
FNDA icon
510
Schwab Fundamental US Small Company Index ETF
FNDA
$9.27B
$5.05K ﹤0.01%
+162
New +$4.92K
EL icon
511
Estee Lauder
EL
$30.6B
$5.02K ﹤0.01%
+57
New +$5.08K
EFG icon
512
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$4.9K ﹤0.01%
+43
New +$4.79K
PM icon
513
Philip Morris
PM
$292B
$4.87K ﹤0.01%
+30
New +$5.05K
JHMM icon
514
John Hancock Multifactor Mid Cap ETF
JHMM
$6B
$4.85K ﹤0.01%
+75
New +$4.74K
FCX icon
515
Freeport-McMoran
FCX
$91.5B
$4.71K ﹤0.01%
+120
New +$5.21K
SCHR
516
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$4.67K ﹤0.01%
+186
New +$4.65K
EMGF icon
517
iShares Emerging Markets Equity Factor ETF
EMGF
$1.83B
$4.47K ﹤0.01%
+79
New +$4.26K
SCHW
518
Charles Schwab
SCHW
$184B
$4.39K ﹤0.01%
+46
New +$4.37K
ING icon
519
ING
ING
$101B
$4.38K ﹤0.01%
+168
New +$4.05K
SCHD icon
520
Schwab US Dividend Equity ETF
SCHD
$104B
$4.34K ﹤0.01%
+159
New +$4.34K
AXON
521
Axon Enterprise
AXON
$46.4B
$4.31K ﹤0.01%
+6
New +$4.55K
FNDX icon
522
Schwab Fundamental US Large Company Index ETF
FNDX
$27B
$4.18K ﹤0.01%
+159
New +$4.04K
ETN icon
523
Eaton
ETN
$170B
$4.12K ﹤0.01%
+11
New +$4K
YUM icon
524
Yum! Brands
YUM
$40.6B
$3.97K ﹤0.01%
+26
New +$3.83K
IR icon
525
Ingersoll Rand
IR
$34.4B
$3.97K ﹤0.01%
+48
New +$3.93K
19 20
21
22 23

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LWA
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OPPS
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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.