Abich Financial Wealth Management LLC
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 SPYHypothetical 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, 2024Top 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 |
|---|---|---|
| Unclassified | 45.6% | $48,234,089 |
| Technology | 16.5% | $17,485,370 |
| Financial Services | 8.8% | $9,334,649 |
| Healthcare | 5.6% | $5,885,109 |
| Consumer Cyclical | 5.4% | $5,666,188 |
| Industrials | 3.8% | $4,050,701 |
| Energy | 3.7% | $3,914,787 |
| Consumer Defensive | 3.2% | $3,392,766 |
| Communication Services | 3.1% | $3,285,045 |
| Real Estate | 2.2% | $2,366,347 |
| Basic Materials | 1.4% | $1,531,080 |
| Utilities | 0.6% | $623,618 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | 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 | |
| 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. | ||||
107 positions ·
$17,485,370 total
· Technology 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
Showing 1–50
of 107 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MDB |
MongoDB, Inc.
Technology
|
NEW | 1 | $310 | 0.00% | |
| WIX |
Wix.com Ltd.
Technology
|
NEW | 3 | $532 | 0.00% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
NEW | 24 | $720 | 0.00% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
NEW | 23 | $785 | 0.00% | |
| WDAY |
Workday, Inc.
Technology
|
NEW | 4 | $962 | 0.01% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1 | $1,078 | 0.01% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
NEW | 6 | $1,366 | 0.01% | |
| FICO |
Fair Isaac Corp
Technology
|
NEW | 1 | $1,496 | 0.01% | |
| GDDY |
GoDaddy Inc.
Technology
|
NEW | 11 | $1,505 | 0.01% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 23 | $1,886 | 0.01% | |
| DXC |
DXC Technology Co
Technology
|
NEW | 166 | $2,262 | 0.01% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 17 | $2,477 | 0.01% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 18 | $2,551 | 0.01% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 22 | $2,722 | 0.02% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 7 | $3,201 | 0.02% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 14 | $3,304 | 0.02% | |
| UBER |
Uber Technologies, Inc
Technology
|
NEW | 35 | $3,428 | 0.02% | |
| GRMN |
Garmin Ltd
Technology
|
NEW | 14 | $3,447 | 0.02% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 26 | $4,785 | 0.03% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 7 | $6,776 | 0.04% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 42 | $9,954 | 0.06% | |
| BB |
BLACKBERRY Ltd
Technology
|
NEW | 2,711 | $13,229 | 0.08% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 118 | $13,239 | 0.08% | |
| INTC |
Intel Corp
Technology
|
Added | 511 | $17,144 | 0.10% | |
| TDY |
Teledyne Technologies Inc
Technology
|
NEW | 44 | $25,785 | 0.15% | |
| SAP |
Sap SE
Technology
|
NEW | 100 | $26,721 | 0.15% | |
| NTAP |
NetApp, Inc.
Technology
|
NEW | 228 | $27,008 | 0.15% | |
| FFIV |
F5, Inc.
Technology
|
Added | 115 | $37,166 | 0.21% | |
| TDC |
Teradata Corp /De/
Technology
|
NEW | 1,730 | $37,212 | 0.21% | |
| EEFT |
Euronet Worldwide, Inc.
Technology
|
NEW | 426 | $37,407 | 0.21% | |
| DOX |
Amdocs Ltd
Technology
|
NEW | 479 | $39,301 | 0.22% | |
| RPD |
Rapid7, Inc.
Technology
|
Added | 2,327 | $43,631 | 0.25% | |
| CRUS |
Cirrus Logic, Inc.
Technology
|
Added | 368 | $46,106 | 0.26% | |
| PEGA |
Pegasystems Inc
Technology
|
Added | 807 | $46,402 | 0.27% | |
| G |
Genpact LTD
Technology
|
NEW | 1,155 | $48,382 | 0.28% | |
| ATEN |
A10 Networks, Inc.
Technology
|
Added | 2,691 | $48,841 | 0.28% | |
| LYFT |
Lyft, Inc.
Technology
|
NEW | 2,253 | $49,588 | 0.28% | |
| TENB |
Tenable Holdings, Inc.
Technology
|
Added | 1,784 | $52,021 | 0.30% | |
| NTCT |
Netscout Systems Inc
Technology
|
Added | 2,117 | $54,682 | 0.31% | |
| QLYS |
Qualys, Inc.
Technology
|
Added | 414 | $54,784 | 0.31% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 115 | $56,393 | 0.32% | |
| VRSN |
Verisign Inc/Ca
Technology
|
Added | 212 | $59,268 | 0.34% | |
| CVLT |
Commvault Systems Inc
Technology
|
Added | 322 | $60,787 | 0.35% | |
| OKTA |
Okta, Inc.
Technology
|
NEW | 676 | $61,989 | 0.35% | |
| AKAM |
Akamai Technologies Inc
Technology
|
NEW | 829 | $62,805 | 0.36% | |
| ADP |
Automatic Data Processing Inc
Technology
|
NEW | 221 | $64,863 | 0.37% | |
| MKSI |
Mks Inc
Technology
|
Added | 527 | $65,226 | 0.37% | |
| DOCU |
Docusign, Inc.
Technology
|
NEW | 926 | $66,755 | 0.38% | |
| FLEX |
Flex Ltd.
Technology
|
NEW | 1,296 | $75,129 | 0.43% | |
| VRNS |
Varonis Systems Inc
Technology
|
Added | 1,310 | $75,285 | 0.43% |