Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Abich Financial Wealth Management LLC 13F Holdings -- Portfolio & Top Positions (2025-09-30)

Abich Financial Wealth Management LLC (CIK 2011645) reported $280.9M across 655 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: BIL ($48.1M, 17.11%), VGK ($33.3M, 11.85%), SPY ($22.4M, 7.96%), QQQ ($20.5M, 7.30%), SPMD ($18.0M, 6.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BILSPDR SERIES TRUST$48.1M17.11%523,865Added
2VGKVANGUARD INTL EQUITY INDEX F$33.3M11.85%416,995Added
3SPYSPDR S&P 500 ETF TR$22.4M7.96%33,584Added
4QQQINVESCO QQQ TR$20.5M7.30%34,178Added
5SPMDSPDR SERIES TRUST$18.0M6.42%315,310Added
6VTVVANGUARD INDEX FDS$14.5M5.15%77,604Added
7PRIVSSGA ACTIVE TR$12.1M4.32%476,027New
8SPEMSPDR INDEX SHS FDS$11.7M4.16%249,839Added
9VUGVANGUARD INDEX FDS$10.3M3.66%21,462Added
10SPSMSPDR SERIES TRUST$7.1M2.52%152,621Added
11FLJPFRANKLIN TEMPLETON ETF TR$5.6M1.98%160,958Added
12SGOVISHARES TR$2.3M0.83%23,286Added
13IBITISHARES BITCOIN TRUST ETF$1.8M0.64%27,785Added
14ETHAISHARES ETHEREUM TR$1.7M0.62%55,506New
15GLDSPDR GOLD TR$1.7M0.60%4,705Added
16MCDMCDONALDS CORP$1.7M0.60%5,585New
17MSFTMICROSOFT CORP$1.5M0.53%2,867Added
18SPTSSPDR SERIES TRUST$1.3M0.47%45,037Added
19NVDANVIDIA CORPORATION$1.3M0.45%6,800Added
20SPTISPDR SERIES TRUST$1.2M0.41%39,981Added
21AAPLAPPLE INC$1.2M0.41%4,540Added
22IBMINTERNATIONAL BUSINESS MACHS$813,3170.29%2,882Added
23TSLATESLA INC$700,4340.25%1,575Added
24SPSBSPDR SERIES TRUST$660,8070.24%21,816Added
25GILDGILEAD SCIENCES INC$625,9290.22%5,639Added

Source: SEC Form 13F filings · as of 2025-09-30