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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 | |
|---|---|---|---|---|---|---|
151
Tetra Tech
TTEK
$8.66B
| $159K | 0.06% |
+4,777
| New | +$174K |
|
152
Macy's
M
$6.83B
| $157K | 0.06% |
+8,776
| New | +$124K |
|
153
Zions Bancorporation
ZION
$10.3B
| $157K | 0.06% |
+2,781
| New | +$155K |
|
154
Ambarella
AMBA
$3.63B
| $157K | 0.06% |
+1,905
| New | +$138K |
|
155
Cognex
CGNX
$11.2B
| $155K | 0.06% |
+3,425
| New | +$139K |
|
156
Millicom
TIGO
$15.8B
| $154K | 0.05% |
+3,167
| New | +$139K |
|
157
Cadence Design Systems
CDNS
$92.6B
| $149K | 0.05% |
+425
| New | +$146K |
|
158
Datadog
DDOG
$97.4B
| $149K | 0.05% |
+1,048
| New | +$144K |
|
159
Texas Instruments
TXN
$246B
| $148K | 0.05% |
+808
| New | +$158K |
|
160
TMC The Metals Company
TMC
$1.59B
| $147K | 0.05% |
+23,000
| New | +$138K |
|
161
Amkor Technology
AMKR
$12.6B
| $146K | 0.05% |
+5,151
| New | +$124K |
|
162
Warner Bros
WBD
$65.4B
| $145K | 0.05% |
+7,432
| New | +$101K |
|
163
Fortinet
FTNT
$120B
| $144K | 0.05% |
+1,715
| New | +$153K |
|
164
Constellation Energy
CEG
$97.7B
| $143K | 0.05% |
+436
| New | +$141K |
|
165
Lincoln National
LNC
$8.82B
| $142K | 0.05% |
+3,529
| New | +$136K |
|
|
GAP
166
The Gap Inc
GAP
$7.38B
| $140K | 0.05% |
+6,556
| New | +$142K |
|
167
FormFactor
FORM
$8.48B
| $140K | 0.05% |
+3,833
| New | +$123K |
|
168
Sociedad Química y Minera de Chile
SQM
$19.1B
| $139K | 0.05% |
+3,243
| New | +$135K |
|
169
McKesson
MCK
$96.8B
| $138K | 0.05% |
+179
| New | +$126K |
|
170
Rubrik
RBRK
$15.4B
| $138K | 0.05% |
+1,680
| New | +$144K |
|
171
Itron
ITRI
$4.42B
| $138K | 0.05% |
+1,104
| New | +$140K |
|
|
P
172
Everpure Inc
P
$26.6B
| $136K | 0.05% |
+1,624
| New | +$108K |
|
173
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| $135K | 0.05% |
+1,411
| New | +$133K |
|
174
Eli Lilly
LLY
$1,000B
| $134K | 0.05% |
+175
| New | +$130K |
|
175
Western Union
WU
$2.04B
| $133K | 0.05% |
+16,683
| New | +$139K |
|
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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.