StockDriftsStockDriftsTop 50 Abich Financial Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 17.11% | 523.9K | $48.1M | +460.64%(+430.43K) | $91.58(-0.24%) | 2025-09-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 11.85% | 417.0K | $33.3M | +469.79%(+343.81K) | $70.01(+19.94%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 7.96% | 33.6K | $22.4M | +12866.80%(+33.33K) | $593.17(+16.38%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 7.3% | 34.2K | $20.5M | +354.56%(+26.66K) | $491.27(+26.99%) | 2025-09-30 | |
| SPMD | SPDR SERIES TRUST | 6.42% | 315.3K | $18.0M | +491.55%(+262.01K) | $52.77(+11.97%) | 2025-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.15% | 77.6K | $14.5M | +473.99%(+64.08K) | $169.02(+14.06%) | 2025-09-30 | |
| PRIV | SSGA ACTIVE TR | 4.32% | 476.0K | $12.1M | new | $25.11(+1.37%) | 2025-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 4.16% | 249.8K | $11.7M | +243.41%(+177.09K) | $38.68(+21.44%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.66% | 21.5K | $10.3M | +255.63%(+15.43K) | $377.19(+31.25%) | 2025-09-30 | |
| SPSM | SPDR SERIES TRUST | 2.52% | 152.6K | $7.1M | +287.33%(+113.22K) | $42.39(+13.26%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.09% |
Abich Financial Wealth Management Llc reports $280.91M in US-listed equity holdings across 655 positions in its most recent 13F filing. Its largest disclosed positions are BIL (17.1%), VGK (11.8%) and SPY (8.0%). The top 20 holdings account for 77.58% of reported assets. Its disclosed equity book has returned +8.92% cumulatively over 4 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Abich Financial Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011645). View Abich Financial Wealth Management Llc’s 13F filings on SEC