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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 | |
|---|---|---|---|---|---|---|
176
Booz Allen Hamilton
BAH
$8.56B
| $131K | 0.05% |
+1,310
| New | +$140K |
|
177
Newmont
NEM
$100B
| $127K | 0.05% |
+1,510
| New | +$105K |
|
178
Intuit
INTU
$87.1B
| $127K | 0.05% |
+186
| New | +$134K |
|
179
EPR Properties
EPR
$4.76B
| $127K | 0.05% |
+2,187
| New | +$123K |
|
180
Electronic Arts
EA
$53B
| $127K | 0.05% |
+628
| New | +$104K |
|
181
Palo Alto Networks
PANW
$270B
| $126K | 0.04% |
+617
| New | +$118K |
|
182
MSC Industrial Direct
MSM
$6.89B
| $125K | 0.04% |
+1,361
| New | +$121K |
|
|
SNV
183
DELISTED
Synovus
SNV
| $125K | 0.04% |
+2,548
| New | +$131K |
|
184
OneMain Financial
OMF
$7.2B
| $124K | 0.04% |
+2,201
| New | +$130K |
|
185
Progressive
PGR
$123B
| $124K | 0.04% |
+502
| New | +$124K |
|
|
GLXY
186
Galaxy Digital Inc
GLXY
$4.19B
| $124K | 0.04% |
+3,657
| New | +$98.6K |
|
187
UGI
UGI
$7.74B
| $123K | 0.04% |
+3,710
| New | +$130K |
|
188
First Solar
FSLR
$22.7B
| $123K | 0.04% |
+557
| New | +$107K |
|
189
First American
FAF
$7.66B
| $122K | 0.04% |
+1,904
| New | +$120K |
|
190
Brunswick
BC
$5.16B
| $122K | 0.04% |
+1,926
| New | +$119K |
|
191
Highwoods Properties
HIW
$3.65B
| $121K | 0.04% |
+3,814
| New | +$117K |
|
192
Allstate
ALL
$67.6B
| $121K | 0.04% |
+562
| New | +$113K |
|
193
Travelers Companies
TRV
$78.1B
| $121K | 0.04% |
+432
| New | +$116K |
|
194
Chubb
CB
$134B
| $120K | 0.04% |
+425
| New | +$117K |
|
195
Spotify
SPOT
$100B
| $119K | 0.04% |
+171
| New | +$120K |
|
196
Bank OZK
OZK
$5.6B
| $119K | 0.04% |
+2,337
| New | +$119K |
|
197
Standard BioTools
LAB
$340M
| $119K | 0.04% |
+91,448
| New | +$120K |
|
198
Rockwell Automation
ROK
$53.4B
| $119K | 0.04% |
+340
| New | +$117K |
|
199
Landstar System
LSTR
$5.93B
| $119K | 0.04% |
+968
| New | +$129K |
|
200
Intuitive Surgical
ISRG
$125B
| $119K | 0.04% |
+265
| New | +$127K |
|
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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.