Abich Financial Wealth Management LLC

CIK

2011645

Location

ASHBURN, VA

Portfolio Value

Small $105,769,749

Diversification

Diversified

Filing Date

Global Rank

#5,488 / 7,976 ▲ 1324

Top Industry

Software - Infrastructure 8.0%

3Y Alpha vs SPY

-1.5%

Period ended 9 months ago

Filed Nov 6, 2025 · 7mo

5 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.7%

SPY

+52.9%

Annualised alpha

-1.1%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

449 positions · as of Sep 30, 2025 · Δ vs Sep 30, 2024

Top Position

21.2%

−3.2 pts

Top 5

45.5%

+13.0 pts

Top 10

51.6%

+11.3 pts

HHI

852

Diversified+192

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	45.6%	$48,234,089	10
Technology	16.5%	$17,485,370	107
Financial Services	8.8%	$9,334,649	73
Healthcare	5.6%	$5,885,109	56
Consumer Cyclical	5.4%	$5,666,188	43
Industrials	3.8%	$4,050,701	55
Energy	3.7%	$3,914,787	17
Consumer Defensive	3.2%	$3,392,766	25
Communication Services	3.1%	$3,285,045	23
Real Estate	2.2%	$2,366,347	15
Basic Materials	1.4%	$1,531,080	15
Utilities	0.6%	$623,618	10

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Sep 30, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+33,325	33,584	$22,372,989
QQQ	Invesco Qqq Trust, Series 1	+26,659	34,178	$20,519,445
IBIT	iShares Bitcoin Trust ETF	+21,335	27,785	$1,806,025
PFE	Pfizer Inc	+16,468	17,056	$434,586
WU	Western Union CO	+14,977	16,683	$133,297
NABL	N-able, Inc.	+14,295	15,076	$117,592
HAL	Halliburton Co	+12,113	12,122	$298,201
WT	WisdomTree, Inc.	+12,030	13,976	$194,266
RF	Regions Financial Corp	+11,419	11,512	$303,571
GPGI	GPGI, Inc.	+11,168	12,008	$250,006
HST	Host Hotels & Resorts, Inc.	+10,610	12,965	$220,664
T	At&T Inc.	+10,581	14,394	$406,486
HPQ	Hp Inc	+9,155	10,869	$295,962
BMY	Bristol Myers Squibb Co	+8,788	10,199	$459,974
CTRA	Coterra Energy Inc.	+8,620	10,845	$256,484
USB	US Bancorp De	+7,530	7,594	$367,018
VZ	Verizon Communications Inc	+6,833	9,107	$400,252
APA	APA Corp	+6,646	6,683	$162,263
M	Macy's, Inc.	+6,557	8,776	$157,353
NVDA	Nvidia Corp	+6,394	6,800	$1,268,744
PYPL	PayPal Holdings, Inc.	+5,923	6,132	$411,211
CMCSA	Comcast Corp	+5,323	11,152	$328,392
MO	Altria Group, Inc.	+5,299	6,737	$445,046
S	SentinelOne, Inc.	+5,156	5,511	$97,048
GAP	Gap Inc	+4,669	6,556	$140,232
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−4,556	43	$3,604
CSCO	Cisco Systems, Inc.	−2,634	2,625	$179,602
WRB	Berkley W R Corp	−1,553	1,254	$96,081
JNJ	Johnson & Johnson	−1,318	141	$26,144
BP	Bp PLC	−1,237	97	$3,342
HPE	Hewlett Packard Enterprise Co	−1,134	8,405	$206,426
DRI	Darden Restaurants Inc	−1,129	8	$1,522
GE	General Electric Co	−1,099	107	$32,187
GBTC	Grayscale Bitcoin Trust ETF	−601	722	$64,813
PNC	Pnc Financial Services Group, Inc.	−520	7	$1,406
ABBV	AbbVie Inc.	−476	213	$49,318
THG	Hanover Insurance Group, Inc.	−287	235	$42,683
BEAM	Beam Therapeutics Inc.	−173	14	$339
DGX	Quest Diagnostics Inc	−74	67	$12,768
TFC	Truist Financial Corp	−69	8	$365
LOW	Lowes Companies Inc	−13	337	$84,691
USFD	US Foods Holding Corp.	−7	15	$1,149
GLW	Corning Inc /Ny	−7	23	$1,886
MSI	Motorola Solutions, Inc.	−3	7	$3,201
CELH	Celsius Holdings, Inc.	−3	39	$2,242
GLBE	Global-E Online Ltd.	−2	59	$2,109
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ETHA	iShares Ethereum Trust ETF	55,506	$1,748,994
MCD	Mcdonalds Corp	5,585	$1,697,225
CIFR	Cipher Digital Inc.	46,810	$589,337
AU	AngloGold Ashanti PLC	6,634	$466,569
SCCO	Southern Copper Corp/	3,695	$441,335
UNH	Unitedhealth Group Inc	1,199	$414,014
ACGL	Arch Capital Group Ltd.	4,527	$410,734
ADBE	Adobe Inc.	1,100	$388,025
CORZ	Core Scientific, Inc./tx	21,504	$385,781
F	Ford Motor Co	32,002	$382,743
WMT	Walmart Inc.	3,331	$343,292
NOC	Northrop Grumman Corp /De/	561	$341,828
HSY	Hershey Co	1,810	$338,560
SLB	Slb Limited/Nv	9,564	$328,714
XYZ	Block, Inc.	3,721	$268,916
CLX	Clorox Co /De/	2,177	$268,424
HON	Honeywell International Inc	1,268	$251,568
OHI	Omega Healthcare Investors Inc	5,754	$242,933
DOC	Healthpeak Properties, Inc.	12,568	$240,677
IVZ	Invesco Ltd.	10,296	$236,190
BA	Boeing Co	1,047	$225,974
BEN	Franklin Resources Inc	9,321	$215,594
HAS	Hasbro, Inc.	2,806	$212,835
BRX	Brixmor Property Group Inc.	7,449	$206,188
ASTS	AST SpaceMobile, Inc.	4,200	$206,136
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CMS	Cms Energy Corp	2,419	$170,853
BG	Bunge Global SA	1,465	$141,576
OVV	Ovintiv Inc.	3,179	$121,787
SPG	Simon Property Group Inc.	631	$106,651
PSX	Phillips 66	790	$103,845
EWBC	East West Bancorp Inc	1,254	$103,755
PKG	Packaging Corp Of America	462	$99,514
SIRI	Sirius Xm Holdings Inc.	3,784	$89,491
VOYA	Voya Financial, Inc.	1,104	$87,458
FANG	Diamondback Energy, Inc.	480	$82,751
KSS	KOHLS Corp	3,669	$77,415
PCAR	Paccar Inc	760	$74,995
PRU	Prudential Financial Inc	615	$74,475
REYN	Reynolds Consumer Products Inc.	2,357	$73,301
DINO	HF Sinclair Corp	1,501	$66,898
MMM	3M Co	489	$66,846
LYB	LyondellBasell Industries N.V.	636	$60,991
DVN	Devon Energy Corp/De	1,491	$58,327
TPR	Tapestry, Inc.	1,233	$57,925
FITB	Fifth Third Bancorp	1,340	$57,405
AGCO	Agco Corp /De	522	$51,082
CFG	Citizens Financial Group Inc/Ri	1,174	$48,216
CAG	Conagra Brands Inc.	1,431	$46,536
OGN	Organon & Co.	2,356	$45,070
IP	International Paper Co /New/	853	$41,669
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

449 positions · $105,769,749 total · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 449 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	33,584	+33,325	$22,372,989	+14955.5%	21.15%
QQQ	Invesco Qqq Trust, Series 1	Added	34,178	+26,659	$20,519,445	+459.1%	19.40%
IBIT	iShares Bitcoin Trust ETF	Added	27,785	+21,335	$1,806,025	+675.0%	1.71%
ETHA	iShares Ethereum Trust ETF	NEW	55,506	NEW	$1,748,994	NEW	1.65%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	5,585	NEW	$1,697,225	NEW	1.60%
GLD	Spdr Gold Trust	Added	4,705	+4,539	$1,672,486	+4045.3%	1.58%
MSFT	Microsoft Corp Technology	Added	2,867	+2,822	$1,484,962	+7569.1%	1.40%
NVDA	Nvidia Corp Technology	Added	6,800	+6,394	$1,268,744	+2473.3%	1.20%
AAPL	Apple Inc. Technology	Added	4,540	+4,482	$1,156,020	+8454.2%	1.09%
IBM	International Business Machines Corp Technology	Added	2,882	+2,331	$813,185	+567.6%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,575	+1,270	$700,434	+777.8%	0.66%
GILD	Gilead Sciences, Inc. Healthcare	Added	5,639	+4,498	$625,929	+554.3%	0.59%
CIFR	Cipher Digital Inc. Technology	NEW	46,810	NEW	$589,337	NEW	0.56%
CVX	Chevron Corp Energy	Added	3,710	+2,868	$576,125	+364.6%	0.54%
XOM	Exxon Mobil Corp Energy	Added	5,094	+2,262	$574,348	+73.0%	0.54%
RTX	RTX Corp Industrials	Added	3,198	+246	$535,121	+49.6%	0.51%
MET	Metlife Inc Financial Services	Added	6,097	+4,128	$502,209	+209.2%	0.47%
COIN	Coinbase Global, Inc. Financial Services	Added	1,476	+1,278	$498,135	+1312.1%	0.47%
PLTR	Palantir Technologies Inc. Technology	Added	2,706	+2,287	$493,628	+3067.1%	0.47%
CACI	Caci International Inc /De/ Technology	Added	980	+918	$488,804	+1462.6%	0.46%
AU	AngloGold Ashanti PLC Basic Materials	NEW	6,634	NEW	$466,569	NEW	0.44%
AVGO	Broadcom Inc. Technology	Added	1,399	+1,356	$461,544	+6122.8%	0.44%
BMY	Bristol Myers Squibb Co Healthcare	Added	10,199	+8,788	$459,974	+530.1%	0.43%
MU	Micron Technology Inc Technology	Added	2,745	+2,666	$459,293	+5505.9%	0.43%
MO	Altria Group, Inc. Consumer Defensive	Added	6,737	+5,299	$445,046	+506.4%	0.42%
SCCO	Southern Copper Corp/ Basic Materials	NEW	3,695	NEW	$441,335	NEW	0.42%
MRK	Merck & Co., Inc. Healthcare	Added	5,184	+3,051	$435,093	+79.6%	0.41%
AMGN	Amgen Inc Healthcare	Added	1,541	+1,534	$434,870	+19184.7%	0.41%
ORCL	Oracle Corp Technology	Added	1,546	+1,484	$434,797	+4015.8%	0.41%
PFE	Pfizer Inc Healthcare	Added	17,056	+16,468	$434,586	+2454.0%	0.41%
EOG	Eog Resources Inc Energy	Added	3,781	+3,179	$423,925	+472.8%	0.40%
UNH	Unitedhealth Group Inc Healthcare	NEW	1,199	NEW	$414,014	NEW	0.39%
PYPL	PayPal Holdings, Inc. Financial Services	Added	6,132	+5,923	$411,211	+2421.5%	0.39%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	4,527	NEW	$410,734	NEW	0.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,862	+1,724	$408,839	+1490.0%	0.39%
T	At&T Inc. Communication Services	Added	14,394	+10,581	$406,486	+384.6%	0.38%
VZ	Verizon Communications Inc Communication Services	Added	9,107	+6,833	$400,252	+291.9%	0.38%
VLO	Valero Energy Corp/Tx Energy	Added	2,335	+1,026	$397,557	+124.9%	0.38%
ADBE	Adobe Inc. Technology	NEW	1,100	NEW	$388,025	NEW	0.37%
CORZ	Core Scientific, Inc./tx Technology	NEW	21,504	NEW	$385,781	NEW	0.36%
COP	Conocophillips Energy	Added	4,070	+3,325	$384,981	+390.8%	0.36%
F	Ford Motor Co Consumer Cyclical	NEW	32,002	NEW	$382,743	NEW	0.36%
USB	US Bancorp De Financial Services	Added	7,594	+7,530	$367,018	+12443.3%	0.35%
SYY	Sysco Corp Consumer Defensive	Added	4,448	+1,867	$366,248	+81.8%	0.35%
QCOM	Qualcomm Inc/De Technology	Added	2,168	+2,103	$360,668	+3163.1%	0.34%
PSA	Public Storage Real Estate	Added	1,221	+1,014	$352,685	+368.2%	0.33%
WMT	Walmart Inc. Consumer Defensive	NEW	3,331	NEW	$343,292	NEW	0.32%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	561	NEW	$341,828	NEW	0.32%
HSY	Hershey Co Consumer Defensive	NEW	1,810	NEW	$338,560	NEW	0.32%
SLB	Slb Limited/Nv Energy	NEW	9,564	NEW	$328,714	NEW	0.31%