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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 | 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 | |
|---|---|---|---|---|---|---|
76
Roblox
RBLX
$26.2B
| $314K | 0.11% |
+2,267
| New | +$282K |
|
77
T. Rowe Price
TROW
$24.3B
| $311K | 0.11% |
+3,031
| New | +$319K |
|
78
Archer Daniels Midland
ADM
$37.6B
| $308K | 0.11% |
+5,156
| New | +$302K |
|
79
M&T Bank
MTB
$36.2B
| $306K | 0.11% |
+1,547
| New | +$304K |
|
80
Regions Financial
RF
$26.9B
| $304K | 0.11% |
+11,512
| New | +$299K |
|
81
Snap-on
SNA
$21.2B
| $303K | 0.11% |
+873
| New | +$286K |
|
82
Halliburton
HAL
$26.6B
| $298K | 0.11% |
+12,122
| New | +$268K |
|
83
HP
HPQ
$24.8B
| $296K | 0.11% |
+10,869
| New | +$290K |
|
84
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| $293K | 0.1% |
+3,083
| New | +$289K |
|
85
Berkshire Hathaway Class B
BRK.B
$1.11T
| $289K | 0.1% |
+575
| New | +$279K |
|
86
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $286K | 0.1% |
+2,587
| New | +$285K |
|
87
Best Buy
BBY
$18B
| $285K | 0.1% |
+3,773
| New | +$271K |
|
88
Advanced Micro Devices
AMD
$790B
| $285K | 0.1% |
+1,760
| New | +$284K |
|
89
Omnicom Group
OMC
$21.7B
| $282K | 0.1% |
+3,457
| New | +$261K |
|
90
Principal Financial Group
PFG
$24.6B
| $279K | 0.1% |
+3,370
| New | +$269K |
|
91
American Financial Group
AFG
$11.8B
| $277K | 0.1% |
+1,901
| New | +$252K |
|
92
Alphabet (Google) Class A
GOOGL
$4.57T
| $277K | 0.1% |
+1,139
| New | +$239K |
|
93
iShares Core S&P 500 ETF
IVV
$884B
| $272K | 0.1% |
+406
| New | +$261K |
|
94
Skyworks Solutions
SWKS
$9.22B
| $271K | 0.1% |
+3,516
| New | +$262K |
|
95
Accenture
ACN
$101B
| $270K | 0.1% |
+1,093
| New | +$285K |
|
|
XYZ
96
Block Inc
XYZ
$48.9B
| $269K | 0.1% |
+3,721
| New | +$279K |
|
97
Clorox
CLX
$11.9B
| $268K | 0.1% |
+2,177
| New | +$270K |
|
98
Vanguard Real Estate ETF
VNQ
$39.3B
| $268K | 0.1% |
+2,927
| New | +$265K |
|
99
Honeywell
HON
$78.2B
| $267K | 0.1% |
+1,345
| New | +$281K |
|
100
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
| $261K | 0.09% |
+796
| New | +$251K |
|
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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.