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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%

No holdings matched the selected filter criteria.

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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.