Abich Financial Wealth Management LLC
Registered adviserFiling Date
Global Rank
#4,946
/ 8,113
▲ 2278
· as of Sep 2025
Top Industry
Software - Infrastructure
7.9%
Period ended 1 year ago
Filed Nov 6, 2025 · 1y
5 quarters · since Dec 2023
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Regulatory AUM
$394,657,069
Main clients
Individuals and high net worth
(99% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $394,657,069 | Individuals and high net worth (99%) |
| Apr 2025 to Mar 2026 | $227,599,529 | Individuals and high net worth (99%) |
| Apr 2024 to Mar 2025 | $150,120,693 | Individuals and high net worth (100%) |
| Sep 2023 to Mar 2024 | $100,259,570 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Style
Concentrated
The top 10 positions are 76.2% of the book (60%+)
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 1.0 quarters (under 4)
Closest benchmark: every 13F filer's combined book, active share 81.1%; sector active share 67.0% against the combined 13F book's sector weights.
Over time 5 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
653 tracked positions · as of Sep 30, 2025 · Δ vs Sep 30, 2024Top Position
20.1%
−3.4 pts
Top 5
56.4%
−4.9 pts
Top 10
76.2%
+2.0 pts
HHI
847
Diversified−141
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 79.3% | $222,692,520 |
| Technology | 6.2% | $17,504,512 |
| Financial Services | 3.4% | $9,440,978 |
| Healthcare | 2.2% | $6,086,410 |
| Consumer Cyclical | 2.0% | $5,666,188 |
| Industrials | 1.4% | $4,066,045 |
| Energy | 1.4% | $3,915,808 |
| Communication Services | 1.3% | $3,562,575 |
| Consumer Defensive | 1.2% | $3,399,174 |
| Real Estate | 0.8% | $2,366,347 |
| Basic Materials | 0.5% | $1,538,615 |
| Utilities | 0.2% | $623,618 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +430,425 | 523,865 | $48,064,613 | ||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | +343,811 | 416,995 | $33,276,201 | |
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | +262,008 | 315,310 | $18,032,578 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +177,087 | 249,839 | $11,694,963 | |
| FLJP | Franklin FTSE Japan ETF | +114,028 | 160,958 | $5,562,708 | |
| — | +113,218 | 152,621 | $7,069,404 | ||
| VTV | VANGUARD VALUE INDEX FUND | +64,084 | 77,604 | $14,472,369 | |
| — | +43,289 | 45,037 | $1,320,484 | ||
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | +39,766 | 41,734 | $560,487 | |
| SPTI | State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF | +37,791 | 39,981 | $1,155,450 | |
| 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 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | +22,887 | 23,286 | $2,344,900 | |
| IBIT | iShares Bitcoin Trust ETF | +21,335 | 27,785 | $1,806,025 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +20,998 | 21,816 | $660,806 | |
| PFE | Pfizer Inc | +16,468 | 17,056 | $434,586 | |
| VUG | VANGUARD GROWTH INDEX FUND | +15,427 | 21,462 | $10,293,389 | |
| WU | Western Union CO | +14,977 | 16,683 | $133,297 | |
| SPHY | State Street(R) SPDR(R) Portfolio High Yield Bond ETF | +14,414 | 15,034 | $359,913 | |
| NABL | N-able, Inc. | +14,295 | 15,076 | $117,592 | |
| SPTL | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF | +13,522 | 14,633 | $394,359 | |
| 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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WFC | Wells Fargo & Company | −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 | |
| SPMB | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF | −1,027 | 921 | $20,667 | |
| JPST | JPMorgan Ultra-Short Income ETF | −771 | 1,223 | $62,042 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | −618 | 145 | $7,843 | |
| 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 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −404 | 495 | $27,388 | |
| THG | Hanover Insurance Group, Inc. | −287 | 235 | $42,683 | |
| SCHH | Schwab U.S. REIT ETF | −252 | 360 | $7,765 | |
| BEAM | Beam Therapeutics Inc. | −173 | 14 | $339 | |
| QQQM | Invesco Ltd. | −85 | 127 | $31,384 | |
| IEMG | iShares Trust | −76 | 306 | $0 | |
| DGX | Quest Diagnostics Inc | −74 | 67 | $12,768 | |
| TFC | Truist Financial Corp | −69 | 8 | $365 | |
| SPHD | Invesco Ltd. | −59 | 6 | $296 | |
| EWJ | iShares MSCI Japan ETF | −43 | 216 | $17,325 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PRIV | State Street(R) IG Public & Private Credit ETF | 476,027 | $12,143,448 | |
| 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 | $448,870 | |
| 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. | 21,504 | $385,781 | |
| F | Ford Motor Co | 32,002 | $382,743 | |
| WMT | Walmart Inc. | 3,331 | $343,292 | |
| NOC | Northrop Grumman Corp | 561 | $341,828 | |
| HSY | Hershey Co | 1,810 | $338,560 | |
| SLB | Slb Limited | 9,564 | $328,714 | |
| XYZ | Block, Inc. | 3,721 | $268,916 | |
| CLX | Clorox Co | 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 | |
| IVZ | Invesco Ltd. | 10,296 | $236,190 | |
| BA | Boeing Co | 1,047 | $225,974 | |
| BEN | Franklin Templeton Inc | 9,321 | $215,594 | |
| HAS | Hasbro, Inc. | 2,806 | $212,835 | |
| BRX | Brixmor Property Group Inc. | 7,449 | $206,188 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| — | 4,484 | $76,721 | ||
| 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 | 1,491 | $58,327 | |
| TPR | Tapestry, Inc. | 1,233 | $57,925 | |
| FITB | Fifth Third Bancorp | 1,340 | $57,405 | |
| AGCO | Agco Corp | 522 | $51,082 | |
| CFG | Citizens Financial Group Inc | 1,174 | $48,216 | |
| CAG | Conagra Brands Inc. | 1,431 | $46,536 | |
| OGN | Organon & Co. | 2,356 | $45,070 | |
| No positions match the current search. | ||||
653 tracked positions ·
$280,862,790 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 653 positions by value
· page 1 of 14
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
Added | 523,865 | $48,064,613 | 17.11% | ||
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Added | 416,995 | $33,276,201 | 11.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 33,584 | $22,372,989 | 7.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 34,178 | $20,519,445 | 7.31% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
Added | 315,310 | $18,032,578 | 6.42% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 77,604 | $14,472,369 | 5.15% | |
| PRIV |
State Street(R) IG Public & Private Credit ETF
|
NEW | 476,027 | $12,143,448 | 4.32% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Added | 249,839 | $11,694,963 | 4.16% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 21,462 | $10,293,389 | 3.66% | |
|
|
Added | 152,621 | $7,069,404 | 2.52% | ||
| FLJP |
Franklin FTSE Japan ETF
|
Added | 160,958 | $5,562,708 | 1.98% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Added | 23,286 | $2,344,900 | 0.83% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 27,785 | $1,806,025 | 0.64% | |
| ETHA |
iShares Ethereum Trust ETF
|
NEW | 55,506 | $1,748,994 | 0.62% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 5,585 | $1,697,225 | 0.60% | |
| GLD |
Spdr Gold Trust
|
Added | 4,705 | $1,672,486 | 0.60% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,867 | $1,484,962 | 0.53% | |
|
|
Added | 45,037 | $1,320,484 | 0.47% | ||
| NVDA |
Nvidia Corp
Technology
|
Added | 6,800 | $1,268,744 | 0.45% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,540 | $1,156,020 | 0.41% | |
| SPTI |
State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF
|
Added | 39,981 | $1,155,450 | 0.41% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,882 | $813,185 | 0.29% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,575 | $700,434 | 0.25% | |
| SPSB |
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
|
Added | 21,816 | $660,806 | 0.24% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 5,639 | $625,929 | 0.22% | |
| CIFR |
Cipher Digital Inc.
Technology
|
NEW | 46,810 | $589,337 | 0.21% | |
| MBB |
iShares MBS ETF
|
Added | 6,149 | $585,077 | 0.21% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,710 | $576,125 | 0.21% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,094 | $574,348 | 0.20% | |
| PDBC |
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
|
Added | 41,734 | $560,487 | 0.20% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,198 | $535,121 | 0.19% | |
| MET |
Metlife Inc
Financial Services
|
Added | 6,097 | $502,209 | 0.18% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 1,476 | $498,135 | 0.18% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,706 | $493,628 | 0.18% | |
| CACI |
Caci International Inc
Technology
|
Added | 980 | $488,804 | 0.17% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
NEW | 6,634 | $466,569 | 0.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,399 | $461,544 | 0.16% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 10,199 | $459,974 | 0.16% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,745 | $459,293 | 0.16% | |
| SCCO |
Southern Copper Corp
Basic Materials
|
NEW | 3,695 | $448,870 | 0.16% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 6,737 | $445,046 | 0.16% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 5,184 | $435,093 | 0.15% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,541 | $434,870 | 0.15% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,546 | $434,797 | 0.15% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 17,056 | $434,586 | 0.15% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 3,781 | $423,925 | 0.15% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 1,199 | $414,014 | 0.15% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 6,132 | $411,211 | 0.15% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
NEW | 4,527 | $410,734 | 0.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,862 | $408,839 | 0.15% |
Showing the top 50 of 653 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.