ABICH FINANCIAL WEALTH MANAGEMENT LLC

PrivateCIK: 2011645
Location

ASHBURN, VA

655
Positions
$280.91M
Total AUM (reported)
3.97M
Total Shares

Allocation by class

TOTAL AUM$280.91M655 positions
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 336.9%4–1033.5%11–258.5%Rest21.0%TOP 1070.5%0%100%
Top 3$103.71M36.9%
4–10$94.23M33.5%
11–25$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 · 100.0% of voting shares
Institutional Holdings655
Rows:

SPDR SERIES TRUST

SOLE
BLOOMBERG 1-3 MO
Shares523.87K
TypeSH
Market value$48.06M
17.11%
Sole
0.00
Shared
0.00
None
523.87K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EUROPE ETF
Shares417K
TypeSH
Market value$33.28M
11.85%
Sole
0.00
Shared
0.00
None
417K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares33.58K
TypeSH
Market value$22.37M
7.96%
Sole
0.00
Shared
0.00
None
33.58K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares34.18K
TypeSH
Market value$20.52M
7.30%
Sole
0.00
Shared
0.00
None
34.18K

SPDR SERIES TRUST

SOLE
PORTFOLIO S&P400
Shares315.31K
TypeSH
Market value$18.03M
6.42%
Sole
0.00
Shared
0.00
None
315.31K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares77.60K
TypeSH
Market value$14.47M
5.15%
Sole
0.00
Shared
0.00
None
77.60K

SSGA ACTIVE TR

SOLE
SPDR SSGA IG PUB
Shares476.03K
TypeSH
Market value$12.14M
4.32%
Sole
0.00
Shared
0.00
None
476.03K

SPDR INDEX SHS FDS

SOLE
PORTFOLIO EMG MK
Shares249.84K
TypeSH
Market value$11.69M
4.16%
Sole
0.00
Shared
0.00
None
249.84K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares21.46K
TypeSH
Market value$10.29M
3.66%
Sole
0.00
Shared
0.00
None
21.46K

SPDR SERIES TRUST

SOLE
PORTFOLIO S&P600
Shares152.62K
TypeSH
Market value$7.07M
2.52%
Sole
0.00
Shared
0.00
None
152.62K

FRANKLIN TEMPLETON ETF TR

SOLE
FTSE JAPAN ETF
Shares160.96K
TypeSH
Market value$5.56M
1.98%
Sole
0.00
Shared
0.00
None
160.96K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares23.29K
TypeSH
Market value$2.34M
0.83%
Sole
0.00
Shared
0.00
None
23.29K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares27.79K
TypeSH
Market value$1.81M
0.64%
Sole
0.00
Shared
0.00
None
27.79K

ISHARES ETHEREUM TR

SOLE
SHS
Shares55.51K
TypeSH
Market value$1.75M
0.62%
Sole
0.00
Shared
0.00
None
55.51K

MCDONALDS CORP

SOLE
COM
Shares5.58K
TypeSH
Market value$1.70M
0.60%
Sole
0.00
Shared
0.00
None
5.58K

SPDR GOLD TR

SOLE
GOLD SHS
Shares4.71K
TypeSH
Market value$1.67M
0.60%
Sole
0.00
Shared
0.00
None
4.71K

MICROSOFT CORP

SOLE
COM
Shares2.87K
TypeSH
Market value$1.48M
0.53%
Sole
0.00
Shared
0.00
None
2.87K

SPDR SERIES TRUST

SOLE
PORTFOLIO SH TSR
Shares45.04K
TypeSH
Market value$1.32M
0.47%
Sole
0.00
Shared
0.00
None
45.04K

NVIDIA CORPORATION

SOLE
COM
Shares6.80K
TypeSH
Market value$1.27M
0.45%
Sole
0.00
Shared
0.00
None
6.80K

APPLE INC

SOLE
COM
Shares4.54K
TypeSH
Market value$1.16M
0.41%
Sole
0.00
Shared
0.00
None
4.54K

SPDR SERIES TRUST

SOLE
PORTFLI INTRMDIT
Shares39.98K
TypeSH
Market value$1.16M
0.41%
Sole
0.00
Shared
0.00
None
39.98K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares2.88K
TypeSH
Market value$813.3K
0.29%
Sole
0.00
Shared
0.00
None
2.88K

TESLA INC

SOLE
COM
Shares1.57K
TypeSH
Market value$700.4K
0.25%
Sole
0.00
Shared
0.00
None
1.57K

SPDR SERIES TRUST

SOLE
PORTFOLIO SHORT
Shares21.82K
TypeSH
Market value$660.8K
0.24%
Sole
0.00
Shared
0.00
None
21.82K

GILEAD SCIENCES INC

SOLE
COM
Shares5.64K
TypeSH
Market value$625.9K
0.22%
Sole
0.00
Shared
0.00
None
5.64K
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