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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 | |
|---|---|---|---|---|---|---|
|
IPG
126
DELISTED
Interpublic Group of Companies
IPG
| $198K | 0.07% |
+7,088
| New | +$183K |
|
127
Qiagen
QGEN
$8.73B
| $197K | 0.07% |
+4,414
| New | +$211K |
|
128
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
| $196K | 0.07% |
+7,045
| New | +$192K |
|
129
WisdomTree
WT
$3.21B
| $194K | 0.07% |
+13,976
| New | +$187K |
|
130
Lattice Semiconductor
LSCC
$18B
| $192K | 0.07% |
+2,625
| New | +$160K |
|
131
IonQ
IONQ
$14.5B
| $190K | 0.07% |
+3,088
| New | +$145K |
|
132
Webster Financial
WBS
$12.6B
| $190K | 0.07% |
+3,194
| New | +$190K |
|
133
Albertsons Companies
ACI
$5.58B
| $184K | 0.07% |
+10,507
| New | +$206K |
|
134
Strategy Inc
MSTR
$34.7B
| $180K | 0.06% |
+560
| New | +$208K |
|
135
Cisco
CSCO
$457B
| $180K | 0.06% |
+2,625
| New | +$179K |
|
136
NNN REIT
NNN
$9.03B
| $179K | 0.06% |
+4,194
| New | +$178K |
|
|
CMA
137
DELISTED
Comerica
CMA
| $177K | 0.06% |
+2,589
| New | +$174K |
|
138
Dillards
DDS
$9.57B
| $177K | 0.06% |
+288
| New | +$149K |
|
139
Idexx Laboratories
IDXX
$44.8B
| $176K | 0.06% |
+275
| New | +$167K |
|
140
Incyte
INCY
$24B
| $176K | 0.06% |
+2,070
| New | +$164K |
|
141
Antero Midstream
AM
$10.4B
| $174K | 0.06% |
+8,965
| New | +$162K |
|
142
Nexstar Media Group
NXST
$5.88B
| $173K | 0.06% |
+876
| New | +$171K |
|
143
CubeSmart
CUBE
$9.47B
| $172K | 0.06% |
+4,220
| New | +$172K |
|
|
JHG
144
DELISTED
Janus Henderson
JHG
| $169K | 0.06% |
+3,787
| New | +$164K |
|
145
Lazard
LAZ
$4.21B
| $167K | 0.06% |
+3,162
| New | +$171K |
|
146
Sprott Physical Gold
PHYS
$14.6B
| $164K | 0.06% |
+5,537
| New | +$147K |
|
147
Cloudflare
NET
$100B
| $163K | 0.06% |
+758
| New | +$155K |
|
148
IQVIA
IQV
$38.4B
| $163K | 0.06% |
+856
| New | +$156K |
|
149
APA Corp
APA
$13B
| $162K | 0.06% |
+6,683
| New | +$141K |
|
150
Lam Research
LRCX
$369B
| $162K | 0.06% |
+1,208
| New | +$128K |
|
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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.