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Latest Abich Financial Wealth Management LLC Stock Portfolio

$280Million | No. of Holdings #652

About Abich Financial Wealth Management LLC and 13F Hedge Fund Stock Holdings

On 2025-11-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Abich Financial Wealth Management LLC reported an equity portfolio of $280.9 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Abich Financial Wealth Management LLC are BIL, VEU, SPY. The fund has invested 17.1% of it's portfolio in SPDR SERIES TRUST and 11.8% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> Abich Financial Wealth Management LLC opened new stock positions in SPDR SERIES TRUST (BIL), VANGUARD INTL EQUITY INDEX F (VEU) and SPDR S&P 500 ETF TR (SPY).
Abich Financial Wealth Management LLC Equity Portfolio Value
Last Reported on: 06 Nov, 2025
$280Million
  as of Nov 06, 2025

Abich Financial Wealth Management LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
spdr series trust48,064,600
vanguard intl equity index f33,276,200
spdr s&p 500 etf tr22,373,000
invesco qqq tr20,519,400
spdr series trust18,032,600
vanguard index fds14,472,400
ssga active tr12,143,400
spdr index shs fds11,695,000
New stocks bought by Abich Financial Wealth Management LLC

Additions

No additions were made to existing positions by Abich Financial Wealth Management LLC

Reductions

None of the existing positions were reduced by Abich Financial Wealth Management LLC

Sold off

None of the stocks were completely sold off by Abich Financial Wealth Management LLC

Sector Distribution

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Energy
  • Consumer Defensive
  • Communication Services
Sector%
Others80.4
Technology5.6
Financial Services3.2
Healthcare2.1
Consumer Cyclical2
Industrials1.6
Energy1.4
Consumer Defensive1.2
Communication Services1.1

Market Cap. Distribution

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED80.4
LARGE-CAP11.4
MEGA-CAP3.8
MID-CAP3.5

Stocks belong to which Index?

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others85
S&P 50013.4
RUSSELL 20001.6
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Abich Financial Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Abich Financial Wealth Management LLC

$280.58MTotal Value
500Positions
06 Nov, 2025Last Reported
Current holdings of Current Stock Holdings of Abich Financial Wealth Management LLC, last reported on 06 Nov, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0.21%6,149
$585.1K
0.21%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0.1%3,083
$293.5K
0.1%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0.1%2,587
$285.8K
0.1%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0%63.00
$13.2K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0%145
$7.8K
0%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Abich Financial Wealth Management LLC's holding in Dbx Etf Tr over time
0%153
$5.7K
0%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0.09%3,464
$249.2K
0.09%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0%331
$14.3K
0%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Abich Financial Wealth Management LLC's holding in Ishares Tr over time
0%274
$13.9K
0%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Abich Financial Wealth Management LLC's holding in Ishares Inc over time
0%302
$12.0K
0%
new position