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Abich Financial Wealth Management LLC — 13F Holdings & Portfolio

CIK 2011645 · latest 13F-HR filed 2025-11-06

Backtest portfolio

Abich Financial Wealth Management LLC manages $280.9M in 13F-reported U.S. long-equity assets across 655 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are BIL (17.11%), VGK (11.85%), SPY (7.96%). Quarter over quarter (versus its 2024-09-30 filing) the fund opened 402 new positions and exited 126; 211 existing positions rose in reported value and 37 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$280.9M

Long-equity book

Holdings
655

Distinct positions

Period
2025-09-30

Filed 2025-11-06

Q/Q Activity
+402 / −126 / ↑211 / ↓37

vs 2024-09-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
BIL17.1% · +461%VGK11.8% · +470%SPY8.0% · +12867%QQQ7.3% · +355%SPMD6.4% · +492%VTV5.2% · +474%PRIV4.3% · newSPEM4.2% · +243%VUG3.7% · +256%SPSM2.5% · +287%FLJP2.0% · +243%SGOV0.8% · +5736%IBIT0.6% · +331%ETHA0.6% · newMCD0.6% · newGLD0.6% · +2734%MSFT0.5% · +6271%SPTS0.5% · +2476%NVDA0.5% · +1575%AAPL0.4% · +7728%SPTI0.4% · +1726%IBM0.3% · +423%TSLA0.2% · +416%SPSB0.2% · +2567%GILD0.2% · +394%CIFR0.2% · newMBB0.2% · +1736%CVX0.2% · +341%XOM0.2% · +80%PDBC0.2% · +2021%RTX0.2% · +8%MET0.2% · +210%COIN0.2% · +646%PLTR0.2% · +546%CACI0.2% · +1481%AU0.2% · newAVGO0.2% · +3154%BMY0.2% · +623%MU0.2% · +3375%SCCO0.2% · newMO0.2% · +368%MRK0.2% · +143%AMGN0.2% · +21914%ORCL0.2% · +2394%PFE0.2% · +2801%EOG0.2% · +528%UNH0.1% · newPYPL0.1% · +2834%ACGL0.1% · newAMZN0.1% · +1249%T0.1% · +278%IWD0.1% · +3340%VZ0.1% · +300%VLO0.1% · +78%SPTL0.1% · +1217%TIP0.1% · +2127%ADBE0.1% · newCORZ0.1% · newCOP0.1% · +446%F0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q3 24 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 70.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$394.7M
Discretionary
$394.7M
Employees
28
Accounts
1,354
Address
20135 LAKEVIEW CENTER PLAZA
#110
ASHBURN, VA 20147
Phone
(571) 577-9968
Website
Name Title / Status Ownership Type
ABICH, ABRAHAM ControlFOUNDER, CEO
since Sep 2020
75% or moreIndividual
Mari, AngelaCHIEF COMPLIANCE OFFICER
since Mar 2023
Less than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 211 →

Top Trims

Show all 37 →

New Positions

Show all 402 →

Exited Positions

Show all 126 →

Abich Financial Wealth Management LLC Holdings (2025-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST BIL 78468R663 $48.1M 17.11% 523,865 SH
2 VANGUARD INTL EQUITY INDEX F VGK 922042874 $33.3M 11.85% 416,995 SH
3 SPDR S&P 500 ETF TR SPY 78462F103 $22.4M 7.96% 33,584 SH
4 INVESCO QQQ TR QQQ 46090E103 $20.5M 7.30% 34,178 SH
5 SPDR SERIES TRUST SPMD 78464A847 $18.0M 6.42% 315,310 SH
6 VANGUARD INDEX FDS VTV 922908744 $14.5M 5.15% 77,604 SH
7 SSGA ACTIVE TR PRIV 78470P622 $12.1M 4.32% 476,027 SH
8 SPDR INDEX SHS FDS SPEM 78463X509 $11.7M 4.16% 249,839 SH
9 VANGUARD INDEX FDS VUG 922908736 $10.3M 3.66% 21,462 SH
10 SPDR SERIES TRUST SPSM 78468R853 $7.1M 2.52% 152,621 SH
11 FRANKLIN TEMPLETON ETF TR FLJP 35473P744 $5.6M 1.98% 160,958 SH
12 ISHARES TR SGOV 46436E718 $2.3M 0.83% 23,286 SH
13 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $1.8M 0.64% 27,785 SH
14 ISHARES ETHEREUM TR ETHA 46438R105 $1.7M 0.62% 55,506 SH
15 MCDONALDS CORP MCD 580135101 $1.7M 0.60% 5,585 SH
16 SPDR GOLD TR GLD 78463V107 $1.7M 0.60% 4,705 SH
17 MICROSOFT CORP MSFT 594918104 $1.5M 0.53% 2,867 SH
18 SPDR SERIES TRUST SPTS 78468R101 $1.3M 0.47% 45,037 SH
19 NVIDIA CORPORATION NVDA 67066G104 $1.3M 0.45% 6,800 SH
20 APPLE INC AAPL 037833100 $1.2M 0.41% 4,540 SH
21 SPDR SERIES TRUST SPTI 78464A672 $1.2M 0.41% 39,981 SH
22 INTERNATIONAL BUSINESS MACHS IBM 459200101 $813.3K 0.29% 2,882 SH
23 TESLA INC TSLA 88160R101 $700.4K 0.25% 1,575 SH
24 SPDR SERIES TRUST SPSB 78464A474 $660.8K 0.24% 21,816 SH
25 GILEAD SCIENCES INC GILD 375558103 $625.9K 0.22% 5,639 SH
26 CIPHER MINING INC CIFR 17253J106 $589.3K 0.21% 46,810 SH
27 ISHARES TR MBB 464288588 $585.1K 0.21% 6,149 SH
28 CHEVRON CORP NEW CVX 166764100 $576.1K 0.21% 3,710 SH
29 EXXON MOBIL CORP XOM 30231G102 $574.4K 0.20% 5,094 SH
30 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $560.5K 0.20% 41,734 SH
31 RTX CORPORATION RTX 75513E101 $535.1K 0.19% 3,198 SH
32 METLIFE INC MET 59156R108 $502.2K 0.18% 6,097 SH
33 COINBASE GLOBAL INC COIN 19260Q107 $498.1K 0.18% 1,476 SH
34 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $493.6K 0.18% 2,706 SH
35 CACI INTL INC CACI 127190304 $488.8K 0.17% 980 SH
36 ANGLOGOLD ASHANTI PLC AU G0378L100 $466.6K 0.17% 6,634 SH
37 BROADCOM INC AVGO 11135F101 $461.5K 0.16% 1,399 SH
38 BRISTOL-MYERS SQUIBB CO BMY 110122108 $460.0K 0.16% 10,199 SH
39 MICRON TECHNOLOGY INC MU 595112103 $459.4K 0.16% 2,745 SH
40 SOUTHERN COPPER CORP SCCO 84265V105 $448.4K 0.16% 3,695 SH
41 ALTRIA GROUP INC MO 02209S103 $445.1K 0.16% 6,737 SH
42 MERCK & CO INC MRK 58933Y105 $435.1K 0.15% 5,184 SH
43 AMGEN INC AMGN 031162100 $434.9K 0.15% 1,541 SH
44 ORACLE CORP ORCL 68389X105 $434.7K 0.15% 1,546 SH
45 PFIZER INC PFE 717081103 $434.6K 0.15% 17,056 SH
46 EOG RES INC EOG 26875P101 $423.9K 0.15% 3,781 SH
47 UNITEDHEALTH GROUP INC UNH 91324P102 $414.0K 0.15% 1,199 SH
48 PAYPAL HLDGS INC PYPL 70450Y103 $411.2K 0.15% 6,132 SH
49 ARCH CAP GROUP LTD ACGL G0450A105 $410.7K 0.15% 4,527 SH
50 AMAZON COM INC AMZN 023135106 $408.8K 0.15% 1,862 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-06 $280.9M 655 0002011645-25-000002
2024-09-30 2024-10-25 $44.5M 462 0002011645-24-000005