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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
EMXC icon
601
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$1.35K ﹤0.01%
+20
New +$1.29K
ICE icon
602
Intercontinental Exchange
ICE
$85.2B
$1.35K ﹤0.01%
+8
New +$1.43K
SKYY icon
603
First Trust Cloud Computing ETF
SKYY
$2.96B
$1.34K ﹤0.01%
+10
New +$1.26K
TDG icon
604
TransDigm Group
TDG
$71.9B
$1.32K ﹤0.01%
+1
New +$1.43K
PALC icon
605
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$213M
$1.29K ﹤0.01%
+25
New +$1.26K
PFF icon
606
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.29K ﹤0.01%
+41
New +$1.29K
FISV
607
Fiserv Inc
FISV
$29B
$1.29K ﹤0.01%
+10
New +$1.43K
FTCS icon
608
First Trust Capital Strength ETF
FTCS
$7.86B
$1.22K ﹤0.01%
+13
New +$1.2K
USFD icon
609
US Foods
USFD
$21.9B
$1.15K ﹤0.01%
+15
New +$1.19K
KLAC icon
610
KLA
KLAC
$239B
$1.08K ﹤0.01%
+10
New +$933
SUB icon
611
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$1.07K ﹤0.01%
+10
New +$1.07K
WDAY icon
612
Workday
WDAY
$40.8B
$963 ﹤0.01%
+4
New +$925
KHC icon
613
Kraft Heinz
KHC
$31.3B
$883 ﹤0.01%
+34
New +$924
HEFA icon
614
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.55B
$871 ﹤0.01%
+22
New +$848
GLDG
615
GoldMining Inc
GLDG
$190M
$861 ﹤0.01%
+700
New +$646
MBLY icon
616
Mobileye
MBLY
$2.04B
$805 ﹤0.01%
+57
New +$848
CVE.WS
617
DELISTED
Cenovus Energy Inc Warrants
CVE.WS
$803 ﹤0.01%
+65
New +$702
DOCN icon
618
DigitalOcean
DOCN
$14.9B
$786 ﹤0.01%
+23
New +$729
CMG icon
619
Chipotle Mexican Grill
CMG
$47.5B
$784 ﹤0.01%
+20
New +$901
KD icon
620
Kyndryl
KD
$3.07B
$721 ﹤0.01%
+24
New +$824
VMBS icon
621
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$657 ﹤0.01%
+14
New +$650
SBSW icon
622
Sibanye-Stillwater
SBSW
$6.33B
$562 ﹤0.01%
+50
New +$437
CM icon
623
Canadian Imperial Bank of Commerce
CM
$109B
$559 ﹤0.01%
+7
New +$527
WIX icon
624
WIX.com
WIX
$2.38B
$533 ﹤0.01%
+3
New +$451
ARKK icon
625
ARK Innovation ETF
ARKK
$5.84B
$518 ﹤0.01%
+6
New +$459
23 24
25
26 27

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OPPS
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FWM
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LSA
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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.