Abich Financial Wealth Management LLC
13F Reported Value
ⓘ$280.9M
Holdings
655
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Abich Financial Wealth Management LLC disclosed 655 positions worth $280.9M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 531 new positions and exited 84 and a full exit from $CMS. The portfolio is most concentrated in Other (79.5% of disclosed assets). All figures are sourced directly from Abich Financial Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2011645.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$48.1M523,865 shVANGUARD INTL EQUITY INDEX F
—Quality
$33.3M416,995 sh- —
Quality
$22.4M33,584 sh INVESCO QQQ TR
—Quality
$20.5M34,178 shSPDR SERIES TRUST
—Quality
$18.0M315,310 shVANGUARD INDEX FDS
—Quality
$14.5M77,604 shSSGA ACTIVE TR
—Quality
$12.1M476,027 shSPDR INDEX SHS FDS
—Quality
$11.7M249,839 shVANGUARD INDEX FDS
—Quality
$10.3M21,462 shSPDR SERIES TRUST
—Quality
$7.1M152,621 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $48.1M | 523,865 |
| VANGUARD INTL EQUITY INDEX F | — | $33.3M | 416,995 |
 SPDR S&P 500 ETF TRUST$SPY | — | $22.4M | 33,584 |
| INVESCO QQQ TR | — | $20.5M | 34,178 |
| SPDR SERIES TRUST | — | $18.0M | 315,310 |
| VANGUARD INDEX FDS | — | $14.5M | 77,604 |
| SSGA ACTIVE TR | — | $12.1M | 476,027 |
| SPDR INDEX SHS FDS | — | $11.7M | 249,839 |
| VANGUARD INDEX FDS | — | $10.3M | 21,462 |
| SPDR SERIES TRUST | — | $7.1M | 152,621 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Abich Financial Wealth Management LLC's 655 positions.
Showing top 10 of 655 holdings.
Sector Allocation
Other
$223.4M
Technology
$16.5M
Financials
$11.9M
Industrials
$5.5M
Healthcare
$5.3M
Consumer Discretionary
$5.1M
Energy
$3.9M
Communication Services
$2.5M
Top Holdings — Abich Financial Wealth Management LLC (Q3 2025)
Top 150 of 655 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $48.1M | 17.1% | NEW | — |
| 2 | — | VANGUARD INTL EQUITY INDEX F | $33.3M | 11.8% | NEW | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $22.4M | 8.0% | NEW | — |
| 4 | — | INVESCO QQQ TR | $20.5M | 7.3% | NEW | — |
| 5 | — | SPDR SERIES TRUST | $18.0M | 6.4% | NEW | — |
| 6 | — | VANGUARD INDEX FDS | $14.5M | 5.2% | NEW | — |
| 7 | — | SSGA ACTIVE TR | $12.1M | 4.3% | NEW | — |
| 8 | — | SPDR INDEX SHS FDS | $11.7M | 4.2% | NEW | — |
| 9 | — | VANGUARD INDEX FDS | $10.3M | 3.7% | NEW | — |
| 10 | — | SPDR SERIES TRUST | $7.1M | 2.5% | NEW | — |
| 11 | — | FRANKLIN TEMPLETON ETF TR | $5.6M | 2.0% | NEW | — |
| 12 | — | ISHARES TR | $2.3M | 0.8% | NEW | — |
| 13 |  $IBIT | iShares Bitcoin Trust ETF | $1.8M | 0.6% | +331% | — |
| 14 |  $ETHA | iShares Ethereum Trust ETF | $1.7M | 0.6% | NEW | — |
| 15 |  $MCD | MCDONALDS CORP | $1.7M | 0.6% | NEW | 69 |
| 16 | — | SPDR GOLD TR | $1.7M | 0.6% | NEW | — |
| 17 |  $MSFT | MICROSOFT CORP | $1.5M | 0.5% | +6271% | 79.8 |
| 18 | — | SPDR SERIES TRUST | $1.3M | 0.5% | NEW | — |
| 19 |  $NVDA | NVIDIA CORP | $1.3M | 0.5% | NEW | 85.9 |
| 20 |  $AAPL | Apple Inc. | $1.2M | 0.4% | +7728% | 76.4 |
| 21 | — | SPDR SERIES TRUST | $1.2M | 0.4% | NEW | — |
| 22 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $813,317 | 0.3% | NEW | 70 |
| 23 |  $TSLA | Tesla, Inc. | $700,434 | 0.3% | +416% | 53.9 |
| 24 | — | SPDR SERIES TRUST | $660,807 | 0.2% | NEW | — |
| 25 |  $GILD | GILEAD SCIENCES, INC. | $625,929 | 0.2% | NEW | 57.4 |
| 26 | — | CIPHER MINING INC | $589,338 | 0.2% | NEW | — |
| 27 | — | ISHARES TR | $585,077 | 0.2% | NEW | — |
| 28 |  $CVX | CHEVRON CORP | $576,119 | 0.2% | NEW | 62.8 |
| 29 |  $XOM.R34088 | EXXON MOBIL CORP | $574,395 | 0.2% | NEW | 57.9 |
| 30 | — | INVESCO ACTVELY MNGD ETC FD | $560,488 | 0.2% | NEW | — |
| 31 |  $RTX | RTX Corp | $535,113 | 0.2% | +8% | 73.2 |
| 32 |  $MET | METLIFE INC | $502,210 | 0.2% | NEW | 56.2 |
| 33 |  $COIN | Coinbase Global, Inc. | $498,135 | 0.2% | +645% | 44.8 |
| 34 |  $PLTR | Palantir Technologies Inc. | $493,629 | 0.2% | +546% | 84.6 |
| 35 |  $CACI | CACI INTERNATIONAL INC /DE/ | $488,804 | 0.2% | NEW | 65 |
| 36 |  $AU | AngloGold Ashanti PLC | $466,569 | 0.2% | NEW | — |
| 37 |  $AVGO | Broadcom Inc. | $461,544 | 0.2% | +3153% | 84.5 |
| 38 |  $BMY | BRISTOL MYERS SQUIBB CO | $459,995 | 0.2% | NEW | 70.4 |
| 39 |  $MU | MICRON TECHNOLOGY INC | $459,354 | 0.2% | +3375% | 86.2 |
| 40 |  $SCCO | SOUTHERN COPPER CORP/ | $448,425 | 0.2% | NEW | 83.1 |
| 41 |  $MO | ALTRIA GROUP, INC. | $445,065 | 0.2% | NEW | 67.4 |
| 42 |  $MRK | Merck & Co., Inc. | $435,093 | 0.1% | NEW | 59.9 |
| 43 |  $AMGN | AMGEN INC | $434,870 | 0.1% | NEW | 79.2 |
| 44 |  $ORCL | ORACLE CORP | $434,736 | 0.1% | +2394% | 66.2 |
| 45 |  $PFE | PFIZER INC | $434,581 | 0.1% | +2801% | 62 |
| 46 |  $EOG | EOG RESOURCES INC | $423,926 | 0.1% | NEW | 71.9 |
| 47 |  $UNH | UNITEDHEALTH GROUP INC | $414,015 | 0.1% | NEW | 62.7 |
| 48 |  $PYPL | PayPal Holdings, Inc. | $411,212 | 0.1% | NEW | 64.1 |
| 49 | — | ARCH CAP GROUP LTD | $410,735 | 0.1% | NEW | — |
| 50 |  $AMZN | AMAZON COM INC | $408,839 | 0.1% | +1249% | 68.7 |
| 51 |  $T | AT&T INC. | $406,479 | 0.1% | +9068% | 65.7 |
| 52 | — | ISHARES TR | $406,162 | 0.1% | NEW | — |
| 53 |  $VZ | VERIZON COMMUNICATIONS INC | $400,236 | 0.1% | NEW | 65.8 |
| 54 |  $VLO | VALERO ENERGY CORP/TX | $397,557 | 0.1% | NEW | 57.8 |
| 55 | — | SPDR SERIES TRUST | $394,359 | 0.1% | NEW | — |
| 56 | — | ISHARES TR | $388,825 | 0.1% | NEW | — |
| 57 |  $ADBE | ADOBE INC. | $388,025 | 0.1% | NEW | 77.6 |
| 58 |  $CORZ | Core Scientific, Inc./tx | $385,782 | 0.1% | NEW | 14.1 |
| 59 |  $COP | CONOCOPHILLIPS | $384,981 | 0.1% | +4863% | 70.2 |
| 60 |  $F | FORD MOTOR CO | $382,739 | 0.1% | NEW | 54.9 |
| 61 |  $USB | US BANCORP \DE\ | $367,018 | 0.1% | NEW | 65.3 |
| 62 |  $SYY | SYSCO CORP | $366,264 | 0.1% | NEW | 54.7 |
| 63 |  $QCOM | QUALCOMM INC/DE | $360,668 | 0.1% | +3235% | 70.5 |
| 64 | — | SPDR SERIES TRUST | $359,914 | 0.1% | NEW | — |
| 65 |  $PSA | Public Storage | $352,686 | 0.1% | NEW | 69.1 |
| 66 |  $CCZ | COMCAST CORP | $350,396 | 0.1% | NEW | 59.5 |
| 67 | — | SPDR SERIES TRUST | $349,338 | 0.1% | NEW | — |
| 68 |  $WMT | Walmart Inc. | $343,269 | 0.1% | NEW | 60.2 |
| 69 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $342,012 | 0.1% | NEW | 62.9 |
| 70 |  $HSY | HERSHEY CO | $338,561 | 0.1% | NEW | 65.7 |
| 71 |  $FNF | Fidelity National Financial, Inc. | $337,837 | 0.1% | NEW | 58.1 |
| 72 |  $SLB | SLB LIMITED/NV | $328,715 | 0.1% | NEW | 57.9 |
| 73 |  $TGT | TARGET CORP | $325,611 | 0.1% | NEW | 60.7 |
| 74 |  $PAYX | PAYCHEX INC | $324,886 | 0.1% | NEW | 74.6 |
| 75 |  $KMB | KIMBERLY CLARK CORP | $323,160 | 0.1% | NEW | 58.7 |
| 76 |  $RBLX | Roblox Corp | $314,025 | 0.1% | +394% | 60.3 |
| 77 |  $TROW | PRICE T ROWE GROUP INC | $311,102 | 0.1% | NEW | 69 |
| 78 |  $ADM | Archer-Daniels-Midland Co | $308,019 | 0.1% | NEW | 50.7 |
| 79 |  $MTB | M&T BANK CORP | $305,718 | 0.1% | NEW | 58.6 |
| 80 |  $RF | REGIONS FINANCIAL CORP | $303,571 | 0.1% | NEW | 61.5 |
| 81 |  $SNA | Snap-on Inc | $302,521 | 0.1% | NEW | 63 |
| 82 |  $HAL | HALLIBURTON CO | $298,195 | 0.1% | NEW | 53.2 |
| 83 |  $HPQ | HP INC | $295,963 | 0.1% | NEW | 59.3 |
| 84 | — | ISHARES TR | $293,471 | 0.1% | NEW | — |
| 85 |  $BRK.B | BERKSHIRE HATHAWAY INC | $289,076 | 0.1% | +758% | 73.8 |
| 86 | — | ISHARES TR | $285,838 | 0.1% | NEW | — |
| 87 |  $BBY | BEST BUY CO INC | $285,314 | 0.1% | NEW | 60.2 |
| 88 |  $AMD | ADVANCED MICRO DEVICES INC | $284,750 | 0.1% | +1014% | 79.8 |
| 89 |  $OMC | OMNICOM GROUP INC. | $281,849 | 0.1% | NEW | 59.1 |
| 90 | — | PRINCIPAL FINANCIAL GROUP IN | $279,407 | 0.1% | NEW | — |
| 91 |  $AFG | AMERICAN FINANCIAL GROUP INC | $277,014 | 0.1% | NEW | 60.2 |
| 92 |  $GOOG | Alphabet Inc. | $276,891 | 0.1% | NEW | 78.2 |
| 93 | — | ISHARES TR | $271,736 | 0.1% | NEW | — |
| 94 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $270,662 | 0.1% | NEW | 48.4 |
| 95 | — | ACCENTURE PLC IRELAND | $269,534 | 0.1% | NEW | — |
| 96 |  $XYZ | Block, Inc. | $268,917 | 0.1% | NEW | 51.8 |
| 97 |  $CLX | CLOROX CO /DE/ | $268,424 | 0.1% | NEW | 54.1 |
| 98 | — | VANGUARD INDEX FDS | $267,586 | 0.1% | NEW | — |
| 99 |  $HON | HONEYWELL INTERNATIONAL INC | $266,914 | 0.1% | NEW | 65 |
| 100 | — | VANGUARD INDEX FDS | $261,176 | 0.1% | NEW | — |
| 101 |  $CTRA | Coterra Energy Inc. | $256,484 | 0.1% | NEW | 74.9 |
| 102 | — | COMPOSECURE INC | $250,007 | 0.1% | NEW | — |
| 103 | — | ISHARES TR | $249,202 | 0.1% | NEW | — |
| 104 |  $LDOS | Leidos Holdings, Inc. | $248,293 | 0.1% | +6470% | 65.4 |
| 105 | — | OMEGA HEALTHCARE INVS INC | $242,934 | 0.1% | NEW | — |
| 106 |  $SAIC | Science Applications International Corp | $241,867 | 0.1% | NEW | 56.7 |
| 107 |  $GLPI | Gaming & Leisure Properties, Inc. | $241,486 | 0.1% | NEW | 64 |
| 108 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $240,677 | 0.1% | NEW | 63.9 |
| 109 |  $IVZ | Invesco Ltd. | $236,190 | 0.1% | +423% | — |
| 110 |  $COHR | COHERENT CORP. | $236,122 | 0.1% | +2336% | 58.5 |
| 111 |  $GOOGL | Alphabet Inc. | $235,026 | 0.1% | NEW | 78.2 |
| 112 | — | CNA FINL CORP | $230,070 | 0.1% | NEW | — |
| 113 |  $LAMR | LAMAR ADVERTISING CO/NEW | $229,537 | 0.1% | NEW | 65.4 |
| 114 |  $BA | BOEING CO | $225,974 | 0.1% | NEW | 61.6 |
| 115 |  $ILMN | ILLUMINA, INC. | $224,129 | 0.1% | +2850% | 60.4 |
| 116 |  $META | Meta Platforms, Inc. | $224,066 | 0.1% | +609% | 79.6 |
| 117 |  $HST | HOST HOTELS & RESORTS, INC. | $220,664 | 0.1% | NEW | 67.3 |
| 118 |  $BEN | FRANKLIN TEMPLETON INC | $215,595 | 0.1% | NEW | 57.9 |
| 119 |  $JPM | JPMORGAN CHASE & CO | $213,862 | 0.1% | +1638% | 70.7 |
| 120 |  $HAS | HASBRO, INC. | $212,835 | 0.1% | NEW | 64.1 |
| 121 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $206,659 | 0.1% | NEW | 71.1 |
| 122 |  $HPE | Hewlett Packard Enterprise Co | $206,427 | 0.1% | +8390% | 70.5 |
| 123 |  $BRX | Brixmor Property Group Inc. | $206,188 | 0.1% | NEW | 64.2 |
| 124 |  $ASTS | AST SpaceMobile, Inc. | $206,136 | 0.1% | NEW | 30.8 |
| 125 |  $AMAT | APPLIED MATERIALS INC /DE | $199,816 | 0.1% | NEW | 72.3 |
| 126 | — | INTERPUBLIC GROUP COS INC | $197,826 | 0.1% | NEW | — |
| 127 |  $QGEN | QIAGEN N.V. | $197,218 | 0.1% | NEW | — |
| 128 | — | ISHARES TR | $195,710 | 0.1% | NEW | — |
| 129 |  $WT | WisdomTree, Inc. | $194,266 | 0.1% | +618% | 59.9 |
| 130 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $192,465 | 0.1% | +1150% | 48.7 |
| 131 |  $IONQ | IonQ, Inc. | $189,912 | 0.1% | +191% | 30.2 |
| 132 |  $WBS | WEBSTER FINANCIAL CORP | $189,851 | 0.1% | NEW | 63.3 |
| 133 |  $ACI | Albertsons Companies, Inc. | $183,978 | 0.1% | NEW | 61.7 |
| 134 |  $MSTR | Strategy Inc | $180,438 | 0.1% | NEW | 17.9 |
| 135 |  $CSCO | CISCO SYSTEMS, INC. | $179,602 | 0.1% | NEW | 70.3 |
| 136 |  $NNN | NNN REIT, INC. | $178,539 | 0.1% | +653% | 63.1 |
| 137 | — | COMERICA INC | $177,398 | 0.1% | NEW | — |
| 138 |  $DDS | DILLARD'S, INC. | $176,970 | 0.1% | NEW | 61.5 |
| 139 |  $IDXX | IDEXX LABORATORIES INC /DE | $175,695 | 0.1% | NEW | 73.8 |
| 140 |  $INCY | INCYTE CORP | $175,557 | 0.1% | +1639% | 77.4 |
| 141 |  $AM | Antero Midstream Corp | $174,280 | 0.1% | NEW | 65.4 |
| 142 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $173,220 | 0.1% | NEW | 56 |
| 143 |  $CUBE | CubeSmart | $171,585 | 0.1% | NEW | 62.1 |
| 144 |  $JHG | Janus Henderson Group Ltd. | $168,559 | 0.1% | NEW | — |
| 145 |  $LAZ | Lazard, Inc. | $166,890 | 0.1% | +217% | 59.3 |
| 146 | — | SPROTT ASSET MANAGEMENT LP | $164,006 | 0.1% | NEW | — |
| 147 |  $NET | Cloudflare, Inc. | $162,659 | 0.1% | +483% | 56.4 |
| 148 |  $IQV | IQVIA HOLDINGS INC. | $162,589 | 0.1% | NEW | 61.4 |
| 149 |  $APA | APA Corp | $162,263 | 0.1% | NEW | — |
| 150 |  $LRCX | LAM RESEARCH CORP | $161,751 | 0.1% | NEW | 79.4 |
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