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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
DHR icon
526
Danaher
DHR
$139B
$3.96K ﹤0.01%
+20
New +$3.98K
HWM icon
527
Howmet Aerospace
HWM
$115B
$3.92K ﹤0.01%
+20
New +$3.65K
VCSH icon
528
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$3.92K ﹤0.01%
+49
New +$3.9K
PREF icon
529
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
$3.9K ﹤0.01%
+204
New +$3.87K
CMI icon
530
Cummins
CMI
$89.5B
$3.8K ﹤0.01%
+9
New +$3.45K
SCHX icon
531
Schwab US Large- Cap ETF
SCHX
$72.9B
$3.61K ﹤0.01%
+137
New +$3.48K
WFC icon
532
Wells Fargo
WFC
$266B
$3.57K ﹤0.01%
+43
New +$3.49K
IPAC icon
533
iShares Core MSCI Pacific ETF
IPAC
$2.67B
$3.45K ﹤0.01%
+47
New +$3.34K
GRMN
534
Garmin
GRMN
$58.8B
$3.45K ﹤0.01%
+14
New +$3.23K
UBER icon
535
Uber
UBER
$146B
$3.43K ﹤0.01%
+35
New +$3.27K
BP icon
536
BP
BP
$114B
$3.34K ﹤0.01%
+97
New +$3.25K
CNR
537
Core Natural Resources Inc
CNR
$4.05B
$3.34K ﹤0.01%
+40
New +$3K
STX icon
538
Seagate
STX
$189B
$3.31K ﹤0.01%
+14
New +$2.39K
AVUV icon
539
Avantis US Small Cap Value ETF
AVUV
$30.9B
$3.28K ﹤0.01%
+33
New +$3.19K
MSI icon
540
Motorola Solutions
MSI
$72.6B
$3.2K ﹤0.01%
+7
New +$3.15K
PINS icon
541
Pinterest
PINS
$13.5B
$3.19K ﹤0.01%
+99
New +$3.59K
ITW icon
542
Illinois Tool Works
ITW
$83B
$3.13K ﹤0.01%
+12
New +$3.13K
BSX icon
543
Boston Scientific
BSX
$72B
$3.03K ﹤0.01%
+31
New +$3.21K
HMC icon
544
Honda
HMC
$38.4B
$2.99K ﹤0.01%
+97
New +$3.16K
VCRB icon
545
Vanguard Core Bond ETF
VCRB
$7.17B
$2.98K ﹤0.01%
+38
New +$2.95K
JPME icon
546
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$468M
$2.93K ﹤0.01%
+27
New +$2.88K
TTE icon
547
TotalEnergies
TTE
$194B
$2.92K ﹤0.01%
+49
New +$3.02K
EZU icon
548
iShare MSCI Eurozone ETF
EZU
$9.73B
$2.79K ﹤0.01%
+45
New +$2.7K
MGV icon
549
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.2B
$2.75K ﹤0.01%
+20
New +$2.67K
APH icon
550
Amphenol
APH
$201B
$2.72K ﹤0.01%
+22
New +$2.41K
20 21
22
23 24

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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.