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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
% of AUM
97.29%
Top 10 Holdings %
Top 10 Hldgs %
70.46%
Holding
655
New
655
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$48M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
+$32.6M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$21.5M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$19.6M |
| 5 |
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 | Miscellaneous | 79.17% |
| 2 | Technology | 6.23% |
| 3 | Financials | 3.38% |
| 4 | Healthcare | 2.17% |
| 5 | Consumer Discretionary | 2.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AT&T
T
$174B
| $406K | 0.14% |
+14,394
| New | +$409K |
|
52
iShares Russell 1000 Value ETF
IWD
$82.6B
| $406K | 0.14% |
+1,995
| New | +$397K |
|
53
Verizon
VZ
$201B
| $400K | 0.14% |
+9,107
| New | +$394K |
|
54
Valero Energy
VLO
$119B
| $398K | 0.14% |
+2,335
| New | +$348K |
|
55
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
| $394K | 0.14% |
+14,633
| New | +$386K |
|
56
iShares TIPS Bond ETF
TIP
$14.7B
| $389K | 0.14% |
+3,496
| New | +$386K |
|
57
Adobe
ADBE
$100B
| $388K | 0.14% |
+1,100
| New | +$395K |
|
58
Core Scientific
CORZ
$5.51B
| $386K | 0.14% |
+21,504
| New | +$315K |
|
59
ConocoPhillips
COP
$160B
| $385K | 0.14% |
+4,070
| New | +$385K |
|
60
Ford
F
$54.3B
| $383K | 0.14% |
+32,002
| New | +$369K |
|
61
US Bancorp
USB
$93.9B
| $367K | 0.13% |
+7,594
| New | +$359K |
|
62
Sysco
SYY
$37.9B
| $366K | 0.13% |
+4,448
| New | +$356K |
|
63
Qualcomm
QCOM
$202B
| $361K | 0.13% |
+2,168
| New | +$344K |
|
64
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
| $360K | 0.13% |
+15,034
| New | +$357K |
|
65
Public Storage
PSA
$56.2B
| $353K | 0.13% |
+1,221
| New | +$350K |
|
66
Comcast
CMCSA
$81.3B
| $350K | 0.12% |
+11,152
| New | +$374K |
|
67
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.3B
| $349K | 0.12% |
+10,308
| New | +$347K |
|
68
Walmart Inc
WMT
$847B
| $343K | 0.12% |
+3,331
| New | +$332K |
|
69
Northrop Grumman
NOC
$74.4B
| $342K | 0.12% |
+561
| New | +$318K |
|
70
Hershey
HSY
$33.8B
| $339K | 0.12% |
+1,810
| New | +$329K |
|
71
Fidelity National Financial
FNF
$11.6B
| $338K | 0.12% |
+5,585
| New | +$324K |
|
72
SLB Ltd
SLB
$77.3B
| $329K | 0.12% |
+9,564
| New | +$333K |
|
73
Target
TGT
$72.6B
| $326K | 0.12% |
+3,630
| New | +$357K |
|
74
Paychex
PAYX
$41.5B
| $325K | 0.12% |
+2,563
| New | +$356K |
|
75
Kimberly-Clark
KMB
$32.7B
| $323K | 0.12% |
+2,599
| New | +$336K |
|
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Abich Financial Wealth Management's Q3 2025 Portfolio in Review
As of Q3 2025, Abich Financial Wealth Management held 655 positions worth $281M. Its ten largest holdings account for 70% of the portfolio.
Abich Financial Wealth Management deployed $273M of net new capital in Q3 2025, opening 655 new positions. Its largest new stake was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 523,865 shares worth $48.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, followed by Technology and Financials.
- 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 opened 655 new positions and closed 0 in Q3 2025.
Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.