Abich Financial Wealth Management LLC

CIK

2011645

Location

ASHBURN, VA

Portfolio Value

Micro $3,392,766

Diversification

Diversified

Filing Date

Global Rank

#5,488 / 7,976 ▲ 1324

Top Industry

Software - Infrastructure 8.0%

3Y Alpha vs SPY

-1.0%

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

+50.0%

SPY

+52.9%

Annualised alpha

-1.0%

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

25 positions · $3,392,766 total · Consumer Defensive only · as of Sep 30, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KHC	Kraft Heinz Co Consumer Defensive	NEW	34	NEW	$885	NEW	0.03%
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	15	-7	$1,149	−15.1%	0.03%
CELH	Celsius Holdings, Inc. Consumer Defensive	Reduced	39	-3	$2,242	+70.2%	0.07%
PM	Philip Morris International Inc. Consumer Defensive	NEW	30	NEW	$4,866	NEW	0.14%
EL	Estee Lauder Companies Inc Consumer Defensive	NEW	57	NEW	$5,022	NEW	0.15%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	128	NEW	$7,996	NEW	0.24%
DEO	Diageo PLC Consumer Defensive	NEW	125	NEW	$11,928	NEW	0.35%
DLTR	Dollar Tree, Inc. Consumer Defensive	NEW	150	NEW	$14,155	NEW	0.42%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	37	NEW	$34,248	NEW	1.01%
DAR	Darling Ingredients Inc. Consumer Defensive	NEW	1,191	NEW	$36,766	NEW	1.08%
PEP	Pepsico Inc Consumer Defensive	NEW	267	NEW	$37,497	NEW	1.11%
PPC	Pilgrims Pride Corp Consumer Defensive	Added	1,012	+956	$41,208	+1498.4%	1.21%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	449	NEW	$48,851	NEW	1.44%
KO	Coca Cola Co Consumer Defensive	Added	945	+833	$62,672	+678.7%	1.85%
FLO	Flowers Foods Inc Consumer Defensive	NEW	6,919	NEW	$90,292	NEW	2.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	590	NEW	$90,653	NEW	2.67%
ACI	Albertsons Companies, Inc. Consumer Defensive	NEW	10,507	NEW	$183,977	NEW	5.42%
CLX	Clorox Co /De/ Consumer Defensive	NEW	2,177	NEW	$268,424	NEW	7.91%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	5,156	+1,872	$308,019	+57.0%	9.08%
KMB	Kimberly Clark Corp Consumer Defensive	Added	2,599	+2,145	$323,159	+400.3%	9.52%
TGT	Target Corp Consumer Defensive	Added	3,630	+2,125	$325,611	+38.8%	9.60%
HSY	Hershey Co Consumer Defensive	NEW	1,810	NEW	$338,560	NEW	9.98%
WMT	Walmart Inc. Consumer Defensive	NEW	3,331	NEW	$343,292	NEW	10.12%
SYY	Sysco Corp Consumer Defensive	Added	4,448	+1,867	$366,248	+81.8%	10.79%
MO	Altria Group, Inc. Consumer Defensive	Added	6,737	+5,299	$445,046	+506.4%	13.12%