Abich Financial Wealth Management LLC

CIK

2011645

Location

ASHBURN, VA

Portfolio Value

Small $269,206,282

Diversification

Diversified

Filing Date

Global Rank

#4,954 / 8,045 ▲ 2211 · as of Sep 2025

Top Industry

Software - Infrastructure 8.0%

3Y Alpha vs SPY

-5.6%

Period ended 11 months ago

Filed Nov 6, 2025 · 10mo

5 quarters · since Dec 2023

Clone Performance

Feb 2024–Apr 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.7%

SPY

+37.6%

Annualised alpha

-4.8%

Max drawdown

−13.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 5 quarters.Abich Financial Wealth Management LLC has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

519 tracked positions · as of Sep 30, 2025 · Δ vs Sep 30, 2024

Top Position

21.0%

−3.8 pts

Top 5

57.1%

−3.4 pts

Top 10

76.3%

+2.6 pts

HHI

872

Diversified−143

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	78.6%	$211,605,296	76
Technology	6.5%	$17,507,235	107
Financial Services	3.4%	$9,272,419	74
Healthcare	2.2%	$5,939,896	57
Consumer Cyclical	2.1%	$5,666,188	43
Industrials	1.5%	$4,066,046	55
Energy	1.4%	$3,659,324	18
Communication Services	1.3%	$3,562,575	23
Consumer Defensive	1.3%	$3,399,168	26
Real Estate	0.9%	$2,366,347	15
Basic Materials	0.6%	$1,538,170	15
Utilities	0.2%	$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
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	+587,177	722,036	$56,486,440
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+357,393	418,690	$21,024,413
VEU	Vanguard FTSE All-World Ex-US ETF	+343,799	417,490	$33,303,020
CWI	State Street SPDR MSCI ACWI ex-US ETF	+178,710	251,501	$11,803,734
BUYZ	Franklin Disruptive Commerce ETF	+114,038	160,968	$5,563,031
VB	Vanguard Morningstar Small-Cap ETF	+80,474	100,186	$16,492,350
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+54,108	60,293	$5,800,964
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	+39,766	41,734	$560,487
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
IVZ	Invesco Ltd.	+11,261	11,538	$300,999
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
—		+8,620	10,845	$0
USB	US Bancorp \De\	+7,530	7,594	$367,018
No positions match the current search.

Trimmed

Positions the filer reduced

23 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
BTC	Grayscale Bitcoin Mini Trust ETF	−1,223	100	$5,063
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
AAAD	PGIM AAA CLO Aggregate Duration ETF	−820	296	$14,749
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
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	476,437	$12,160,495
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	$448,425
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	$266,913
OHI	Omega Healthcare Investors Inc	5,754	$242,933
DOC	Healthpeak Properties, Inc.	12,568	$240,677
BA	Boeing Co	1,047	$225,974
BEN	Franklin Resources Inc	9,321	$215,594
HAS	Hasbro, Inc.	2,806	$212,835
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	2,345	$211,465
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

519 tracked positions · $269,206,282 total · filing declares 655 positions · $280,914,063 · 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 519 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Added	722,036	+587,177	$56,486,440	+441.2%	20.98%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	417,490	+343,799	$33,303,020	+537.1%	12.37%
SPY	Spdr S&P 500 ETF Trust	Added	33,584	+33,325	$22,372,989	+14955.5%	8.31%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	418,690	+357,393	$21,024,413	+566.3%	7.81%
QQQ	Invesco Qqq Trust, Series 1	Added	34,178	+26,659	$20,519,445	+459.1%	7.62%
VB	Vanguard Morningstar Small-Cap ETF	Added	100,186	+80,474	$16,492,350	+496.4%	6.13%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	NEW	476,437	NEW	$12,160,495	NEW	4.52%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	251,501	+178,710	$11,803,734	+292.7%	4.38%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	60,293	+54,108	$5,800,964	+732.0%	2.15%
BUYZ	Franklin Disruptive Commerce ETF	Added	160,968	+114,038	$5,563,031	+289.7%	2.07%
IBIT	iShares Bitcoin Trust ETF	Added	27,785	+21,335	$1,806,025	+675.0%	0.67%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	5,585	NEW	$1,697,225	NEW	0.63%
GLD	Spdr Gold Trust	Added	4,705	+4,539	$1,672,486	+4045.3%	0.62%
MSFT	Microsoft Corp Technology	Added	2,867	+2,822	$1,484,962	+7569.1%	0.55%
NVDA	Nvidia Corp Technology	Added	6,800	+6,394	$1,268,744	+2473.3%	0.47%
AAPL	Apple Inc. Technology	Added	4,540	+4,482	$1,156,020	+8454.2%	0.43%
IBM	International Business Machines Corp Technology	Added	2,882	+2,331	$813,185	+567.6%	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,575	+1,270	$700,434	+777.8%	0.26%
GILD	Gilead Sciences, Inc. Healthcare	Added	5,639	+4,498	$625,929	+554.3%	0.23%
CIFR	Cipher Digital Inc. Technology	NEW	46,810	NEW	$589,337	NEW	0.22%
CVX	Chevron Corp Energy	Added	3,710	+2,868	$576,125	+364.6%	0.21%
XOM	ExxonMobil Holdings Corp Energy	Added	5,094	+2,262	$574,348	+73.0%	0.21%
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	Added	41,734	+39,766	$560,487	+2020.6%	0.21%
RTX	RTX Corp Industrials	Added	3,198	+246	$535,121	+49.6%	0.20%
GOOGL	Alphabet Inc. Communication Services	Added	2,104	+1,870	$511,915	+1209.6%	0.19%
MET	Metlife Inc Financial Services	Added	6,097	+4,128	$502,209	+209.2%	0.19%
COIN	Coinbase Global, Inc. Financial Services	Added	1,476	+1,278	$498,135	+1312.1%	0.19%
PLTR	Palantir Technologies Inc. Technology	Added	2,706	+2,287	$493,628	+3067.1%	0.18%
CACI	Caci International Inc /De/ Technology	Added	980	+918	$488,804	+1462.6%	0.18%
AU	AngloGold Ashanti PLC Basic Materials	NEW	6,634	NEW	$466,569	NEW	0.17%
AVGO	Broadcom Inc. Technology	Added	1,399	+1,356	$461,544	+6122.8%	0.17%
BMY	Bristol Myers Squibb Co Healthcare	Added	10,199	+8,788	$459,974	+530.1%	0.17%
MU	Micron Technology Inc Technology	Added	2,745	+2,666	$459,293	+5505.9%	0.17%
SCCO	Southern Copper Corp/ Basic Materials	NEW	3,695	NEW	$448,425	NEW	0.17%
MO	Altria Group, Inc. Consumer Defensive	Added	6,737	+5,299	$445,046	+506.4%	0.17%
MRK	Merck & Co., Inc. Healthcare	Added	5,184	+3,051	$435,093	+79.6%	0.16%
AMGN	Amgen Inc Healthcare	Added	1,541	+1,534	$434,870	+19184.7%	0.16%
ORCL	Oracle Corp Technology	Added	1,546	+1,484	$434,797	+4015.8%	0.16%
PFE	Pfizer Inc Healthcare	Added	17,056	+16,468	$434,586	+2454.0%	0.16%
EOG	Eog Resources Inc Energy	Added	3,781	+3,179	$423,925	+472.8%	0.16%
UNH	Unitedhealth Group Inc Healthcare	NEW	1,199	NEW	$414,014	NEW	0.15%
PYPL	PayPal Holdings, Inc. Financial Services	Added	6,132	+5,923	$411,211	+2421.5%	0.15%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	4,527	NEW	$410,734	NEW	0.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,862	+1,724	$408,839	+1490.0%	0.15%
T	At&T Inc. Communication Services	Added	14,394	+10,581	$406,486	+384.6%	0.15%
VZ	Verizon Communications Inc Communication Services	Added	9,107	+6,833	$400,252	+291.9%	0.15%
VLO	Valero Energy Corp/Tx Energy	Added	2,335	+1,026	$397,557	+124.9%	0.15%
ADBE	Adobe Inc. Technology	NEW	1,100	NEW	$388,025	NEW	0.14%
CORZ	Core Scientific, Inc./tx Technology	NEW	21,504	NEW	$385,781	NEW	0.14%
COP	Conocophillips Energy	Added	4,070	+3,325	$384,981	+390.8%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.