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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
MUNI icon
551
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.07B
$2.67K ﹤0.01%
+51
New +$2.63K
IWL icon
552
iShares Russell Top 200 ETF
IWL
$2.23B
$2.66K ﹤0.01%
+16
New +$2.55K
EBAY icon
553
eBay
EBAY
$47.6B
$2.64K ﹤0.01%
+29
New +$2.56K
SPYG icon
554
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53B
$2.61K ﹤0.01%
+25
New +$2.49K
XLRE icon
555
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.63B
$2.61K ﹤0.01%
+62
New +$2.59K
DELL icon
556
Dell
DELL
$277B
$2.55K ﹤0.01%
+18
New +$2.33K
COWZ icon
557
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$2.53K ﹤0.01%
+44
New +$2.5K
XBI icon
558
State Street SPDR S&P Biotech ETF
XBI
$9.62B
$2.5K ﹤0.01%
+25
New +$2.25K
DFCF icon
559
Dimensional Core Fixed Income ETF
DFCF
$10.8B
$2.48K ﹤0.01%
+58
New +$2.46K
ORLY icon
560
O'Reilly Automotive
ORLY
$73.3B
$2.48K ﹤0.01%
+23
New +$2.31K
ANET icon
561
Arista Networks
ANET
$233B
$2.48K ﹤0.01%
+17
New +$2.19K
VTWO icon
562
Vanguard Russell 2000 ETF
VTWO
$17.6B
$2.45K ﹤0.01%
+25
New +$2.32K
WAB icon
563
Wabtec
WAB
$50.1B
$2.41K ﹤0.01%
+12
New +$2.37K
BHP icon
564
BHP
BHP
$212B
$2.4K ﹤0.01%
+43
New +$2.29K
PNR icon
565
Pentair
PNR
$10.7B
$2.33K ﹤0.01%
+21
New +$2.24K
TLT icon
566
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$2.32K ﹤0.01%
+26
New +$2.27K
IVE icon
567
iShares S&P 500 Value ETF
IVE
$49.3B
$2.27K ﹤0.01%
+11
New +$2.21K
DXC icon
568
DXC Technology
DXC
$1.78B
$2.26K ﹤0.01%
+166
New +$2.36K
VLUE icon
569
iShares MSCI USA Value Factor ETF
VLUE
$9.21B
$2.25K ﹤0.01%
+18
New +$2.12K
REGN icon
570
Regeneron Pharmaceuticals
REGN
$78.2B
$2.25K ﹤0.01%
+4
New +$2.26K
CELH icon
571
Celsius Holdings
CELH
$7.22B
$2.24K ﹤0.01%
+39
New +$2.04K
ARKF icon
572
ARK Blockchain & Fintech Innovation ETF
ARKF
$726M
$2.21K ﹤0.01%
+39
New +$2.1K
VFLO icon
573
VictoryShares Free Cash Flow ETF
VFLO
$9.09B
$2.14K ﹤0.01%
+57
New +$2.07K
GLBE icon
574
Global E Online
GLBE
$6.75B
$2.11K ﹤0.01%
+59
New +$2.01K
UPS icon
575
United Parcel Service
UPS
$90.8B
$2.09K ﹤0.01%
+25
New +$2.26K
21 22
23
24 25

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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.