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Abich Financial Wealth Management Llc

Portfolio Manager
Abich Financial Wealth Management Llc
Performance
+0.00% (2025 Q3)
AUM (13F)
$280.91M
# of Holdings
655
Performance Rank
Allocation (Top 20)
77.58%

Abich Financial Wealth Management Llc Holdings Map

Top 50 Abich Financial Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
17.11%523.9K$48.1M
+460.64%(+430.43K)
2023-Q4: 424.3K shares2024-Q1: 281.4K shares2024-Q2: 714.0K shares2024-Q3: 93.4K shares2025-Q3: 523.9K shares
$91.58(-0.24%)
2025-09-30
VGK
VANGUARD INTL EQUITY INDEX F
11.85%417.0K$33.3M
+469.79%(+343.81K)
2023-Q4: 155.3K shares2024-Q1: 259.6K shares2024-Q2: 157.3K shares2024-Q3: 73.2K shares2025-Q3: 417.0K shares
$70.01(+19.94%)
2025-09-30
SPY
SPDR S&P 500 ETF TR
7.96%33.6K$22.4M
+12866.80%(+33.33K)
2023-Q4: 112 shares2024-Q1: 697 shares2024-Q2: 927 shares2024-Q3: 259 shares2025-Q3: 33.6K shares
$593.17(+16.38%)
2025-09-30
QQQ
INVESCO QQQ TR
7.3%34.2K$20.5M
+354.56%(+26.66K)
2023-Q4: 25.9K shares2024-Q1: 36.8K shares2024-Q2: 23.1K shares2024-Q3: 7.5K shares2025-Q3: 34.2K shares
$491.27(+26.99%)
2025-09-30
SPMD
SPDR SERIES TRUST
6.42%315.3K$18.0M
+491.55%(+262.01K)
2023-Q4: 71.2K shares2024-Q1: 180.4K shares2024-Q2: 177.3K shares2024-Q3: 53.3K shares2025-Q3: 315.3K shares
$52.77(+11.97%)
2025-09-30
VTV
VANGUARD INDEX FDS
5.15%77.6K$14.5M
+473.99%(+64.08K)
2023-Q4: 33.1K shares2024-Q1: 48.9K shares2024-Q2: 22.5K shares2024-Q3: 13.5K shares2025-Q3: 77.6K shares
$169.02(+14.06%)
2025-09-30
PRIV
SSGA ACTIVE TR
4.32%476.0K$12.1Mnew2025-Q3: 476.0K shares
$25.11(+1.37%)
2025-09-30
SPEM
SPDR INDEX SHS FDS
4.16%249.8K$11.7M
+243.41%(+177.09K)
2023-Q4: 224.0K shares2024-Q1: 257.0K shares2024-Q2: 157.7K shares2024-Q3: 72.8K shares2025-Q3: 249.8K shares
$38.68(+21.44%)
2025-09-30
VUG
VANGUARD INDEX FDS
3.66%21.5K$10.3M
+255.63%(+15.43K)
2023-Q4: 16.4K shares2024-Q1: 25.8K shares2024-Q2: 15.3K shares2024-Q3: 6.0K shares2025-Q3: 21.5K shares
$377.19(+31.25%)
2025-09-30
SPSM
SPDR SERIES TRUST
2.52%152.6K$7.1M
+287.33%(+113.22K)
2023-Q4: 92.5K shares2024-Q1: 139.5K shares2024-Q2: 110.9K shares2024-Q3: 39.4K shares2025-Q3: 152.6K shares
$42.39(+13.26%)
2025-09-30

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