Latest Abich Financial Wealth Management LLC Stock Portfolio
About Abich Financial Wealth Management LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Abich Financial Wealth Management LLC reported an equity portfolio of $280.9 Millions as of 30 Sep, 2025.
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.
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).
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.
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 Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 48,064,600 |
| vanguard intl equity index f | 33,276,200 |
| spdr s&p 500 etf tr | 22,373,000 |
| invesco qqq tr | 20,519,400 |
| spdr series trust | 18,032,600 |
| vanguard index fds | 14,472,400 |
| ssga active tr | 12,143,400 |
| spdr index shs fds | 11,695,000 |
New stocks bought by Abich Financial Wealth Management LLC
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 80.4 |
| Technology | 5.6 |
| Financial Services | 3.2 |
| Healthcare | 2.1 |
| Consumer Cyclical | 2 |
| Industrials | 1.6 |
| Energy | 1.4 |
| Consumer Defensive | 1.2 |
| Communication Services | 1.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 80.4 |
| LARGE-CAP | 11.4 |
| MEGA-CAP | 3.8 |
| MID-CAP | 3.5 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 85 |
| S&P 500 | 13.4 |
| RUSSELL 2000 | 1.6 |
| 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
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.41 | 4,540 | 1,155,930 | new | |||
| AAXJ | ishares tr | 0.21 | 6,149 | 585,077 | new | |||
| AAXJ | ishares tr | 0.10 | 3,083 | 293,471 | new | |||
| AAXJ | ishares tr | 0.10 | 2,587 | 285,838 | new | |||
| AAXJ | ishares tr | 0.00 | 63.00 | 13,183 | new | |||
| AAXJ | ishares tr | 0.00 | 145 | 7,843 | new | |||
| ABBV | abbvie inc | 0.02 | 213 | 49,280 | new | |||
| ACGL | arch cap group ltd | 0.15 | 4,527 | 410,735 | new | |||
| ACI | albertsons cos inc | 0.06 | 10,507 | 183,978 | new | |||
| ACLX | arcellx inc | 0.02 | 750 | 61,575 | new | |||
| ACN | accenture plc ireland | 0.10 | 1,093 | 269,534 | new | |||
| ACSG | dbx etf tr | 0.00 | 153 | 5,678 | new | |||
| ACWF | ishares tr | 0.09 | 3,464 | 249,202 | new | |||
| ACWF | ishares tr | 0.00 | 331 | 14,332 | new | |||
| ACWF | ishares tr | 0.00 | 274 | 13,906 | new | |||
| ACWV | ishares inc | 0.00 | 302 | 11,986 | new | |||
| ADBE | adobe inc | 0.14 | 1,100 | 388,025 | new | |||
| ADI | analog devices inc | 0.04 | 420 | 103,194 | new | |||
| ADM | archer daniels midland co | 0.11 | 5,156 | 308,019 | new | |||
| ADP | automatic data processing in | 0.02 | 221 | 64,864 | new | |||