Filed: 11/6/2025ACC: 0002011645-25-000002
๐ What this filing means
ABICH FINANCIAL WEALTH MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 655 equity positions with a total reported market value of $280.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
655
Positions
$280.91M
Total AUM (reported)
3.97M
Total Shares
Allocation by class
BLOOMBERG 1-3 MO$48.06M17.1%
COM$45.79M16.3%
FTSE EUROPE ETF$33.28M11.8%
TR UNIT$22.37M8.0%
UNIT SER 1$20.52M7.3%
PORTFOLIO S&P400$18.03M6.4%
VALUE ETF$14.47M5.2%
Portfolio Concentration
Top 3$103.71M36.9%
4โ10$94.23M33.5%
11โ25$24.02M8.5%
Rest$58.96M21.0%
Top 3 weight
36.9%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 3.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole655
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings655
Rows:
SPDR SERIES TRUST
SOLEShares523.87K
TypeSH
Market value$48.06M
17.11%
Sole
0.00
Shared
0.00
None
523.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares417K
TypeSH
Market value$33.28M
11.85%
Sole
0.00
Shared
0.00
None
417K
SPDR S&P 500 ETF TR
SOLEShares33.58K
TypeSH
Market value$22.37M
7.96%
Sole
0.00
Shared
0.00
None
33.58K
INVESCO QQQ TR
SOLEShares34.18K
TypeSH
Market value$20.52M
7.30%
Sole
0.00
Shared
0.00
None
34.18K
SPDR SERIES TRUST
SOLEShares315.31K
TypeSH
Market value$18.03M
6.42%
Sole
0.00
Shared
0.00
None
315.31K
VANGUARD INDEX FDS
SOLEShares77.60K
TypeSH
Market value$14.47M
5.15%
Sole
0.00
Shared
0.00
None
77.60K
SSGA ACTIVE TR
SOLEShares476.03K
TypeSH
Market value$12.14M
4.32%
Sole
0.00
Shared
0.00
None
476.03K
SPDR INDEX SHS FDS
SOLEShares249.84K
TypeSH
Market value$11.69M
4.16%
Sole
0.00
Shared
0.00
None
249.84K
VANGUARD INDEX FDS
SOLEShares21.46K
TypeSH
Market value$10.29M
3.66%
Sole
0.00
Shared
0.00
None
21.46K
SPDR SERIES TRUST
SOLEShares152.62K
TypeSH
Market value$7.07M
2.52%
Sole
0.00
Shared
0.00
None
152.62K
FRANKLIN TEMPLETON ETF TR
SOLEShares160.96K
TypeSH
Market value$5.56M
1.98%
Sole
0.00
Shared
0.00
None
160.96K
ISHARES TR
SOLEShares23.29K
TypeSH
Market value$2.34M
0.83%
Sole
0.00
Shared
0.00
None
23.29K
ISHARES BITCOIN TRUST ETF
SOLEShares27.79K
TypeSH
Market value$1.81M
0.64%
Sole
0.00
Shared
0.00
None
27.79K
ISHARES ETHEREUM TR
SOLEShares55.51K
TypeSH
Market value$1.75M
0.62%
Sole
0.00
Shared
0.00
None
55.51K
MCDONALDS CORP
SOLEShares5.58K
TypeSH
Market value$1.70M
0.60%
Sole
0.00
Shared
0.00
None
5.58K
SPDR GOLD TR
SOLEShares4.71K
TypeSH
Market value$1.67M
0.60%
Sole
0.00
Shared
0.00
None
4.71K
MICROSOFT CORP
SOLEShares2.87K
TypeSH
Market value$1.48M
0.53%
Sole
0.00
Shared
0.00
None
2.87K
SPDR SERIES TRUST
SOLEShares45.04K
TypeSH
Market value$1.32M
0.47%
Sole
0.00
Shared
0.00
None
45.04K
NVIDIA CORPORATION
SOLEShares6.80K
TypeSH
Market value$1.27M
0.45%
Sole
0.00
Shared
0.00
None
6.80K
APPLE INC
SOLEShares4.54K
TypeSH
Market value$1.16M
0.41%
Sole
0.00
Shared
0.00
None
4.54K
SPDR SERIES TRUST
SOLEShares39.98K
TypeSH
Market value$1.16M
0.41%
Sole
0.00
Shared
0.00
None
39.98K
INTERNATIONAL BUSINESS MACHS
SOLEShares2.88K
TypeSH
Market value$813.3K
0.29%
Sole
0.00
Shared
0.00
None
2.88K
TESLA INC
SOLEShares1.57K
TypeSH
Market value$700.4K
0.25%
Sole
0.00
Shared
0.00
None
1.57K
SPDR SERIES TRUST
SOLEShares21.82K
TypeSH
Market value$660.8K
0.24%
Sole
0.00
Shared
0.00
None
21.82K
GILEAD SCIENCES INC
SOLEShares5.64K
TypeSH
Market value$625.9K
0.22%
Sole
0.00
Shared
0.00
None
5.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 523.87K | SH | $48.06M 17.11% | 0.00 | 0.00 | 523.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 417K | SH | $33.28M 11.85% | 0.00 | 0.00 | 417K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 33.58K | SH | $22.37M 7.96% | 0.00 | 0.00 | 33.58K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 34.18K | SH | $20.52M 7.30% | 0.00 | 0.00 | 34.18K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 315.31K | SH | $18.03M 6.42% | 0.00 | 0.00 | 315.31K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 77.60K | SH | $14.47M 5.15% | 0.00 | 0.00 | 77.60K |
SSGA ACTIVE TRSOLE | SPDR SSGA IG PUB | 476.03K | SH | $12.14M 4.32% | 0.00 | 0.00 | 476.03K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 249.84K | SH | $11.69M 4.16% | 0.00 | 0.00 | 249.84K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 21.46K | SH | $10.29M 3.66% | 0.00 | 0.00 | 21.46K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 152.62K | SH | $7.07M 2.52% | 0.00 | 0.00 | 152.62K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE JAPAN ETF | 160.96K | SH | $5.56M 1.98% | 0.00 | 0.00 | 160.96K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 23.29K | SH | $2.34M 0.83% | 0.00 | 0.00 | 23.29K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 27.79K | SH | $1.81M 0.64% | 0.00 | 0.00 | 27.79K |
ISHARES ETHEREUM TRSOLE | SHS | 55.51K | SH | $1.75M 0.62% | 0.00 | 0.00 | 55.51K |
MCDONALDS CORPSOLE | COM | 5.58K | SH | $1.70M 0.60% | 0.00 | 0.00 | 5.58K |
SPDR GOLD TRSOLE | GOLD SHS | 4.71K | SH | $1.67M 0.60% | 0.00 | 0.00 | 4.71K |
MICROSOFT CORPSOLE | COM | 2.87K | SH | $1.48M 0.53% | 0.00 | 0.00 | 2.87K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SH TSR | 45.04K | SH | $1.32M 0.47% | 0.00 | 0.00 | 45.04K |
NVIDIA CORPORATIONSOLE | COM | 6.80K | SH | $1.27M 0.45% | 0.00 | 0.00 | 6.80K |
APPLE INCSOLE | COM | 4.54K | SH | $1.16M 0.41% | 0.00 | 0.00 | 4.54K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 39.98K | SH | $1.16M 0.41% | 0.00 | 0.00 | 39.98K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 2.88K | SH | $813.3K 0.29% | 0.00 | 0.00 | 2.88K |
TESLA INCSOLE | COM | 1.57K | SH | $700.4K 0.25% | 0.00 | 0.00 | 1.57K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 21.82K | SH | $660.8K 0.24% | 0.00 | 0.00 | 21.82K |
GILEAD SCIENCES INCSOLE | COM | 5.64K | SH | $625.9K 0.22% | 0.00 | 0.00 | 5.64K |
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