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Showing Q3 2025 data
Abich Financial Wealth Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Abich Financial Wealth Management LLC
•CIK: 2011645•Filing: Q3 2025
**Abich Financial Wealth Management LLC** manages $281M across a diversified portfolio of 655 positions. The strategy exhibits significant allocation to core market indices, notably holding BIL at $48.1M and VGK at $33.3M. Further concentration is visible in broad market ETFs, including SPY ($22.4M) and NDQ ($20.5M). This structure suggests a systematic, large-cap equity exposure approach.
Total AUM
$280.9M
QoQ Performance
N/A
Positions
515
Top 10 Concentration
74.1%
Latest Filing
Q3 2025
Top Holdings Allocation
BIL
VGK
SPY
NDQ
SPMD
VTV
BIL17.1%
VGK11.8%
SPY8.0%
NDQ7.3%
SPMD6.4%
VTV5.2%
PRIV4.3%
SPEM4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.1%
ETF8.5%
Technology3.1%
Consumer1.2%
Healthcare1.1%
Energy0.8%
Industrial0.4%
Financial0.4%
🚪 Exited Positionssold since Q3 2024
+237 more exited positions
Changes from Q3 2024
NEW63 new positions
↑135 increased
↓2 decreased
Historical Filings
Q3 2025Q3 2024Q2 2024Q1 2024Q4 2023