A

Abich Financial Wealth Management LLC

RIA/Wealth

Abich Financial Wealth Management LLC is a RIA/Wealth based in Ashburn, VA led by Abraham Abich, managing $268.8M across 655 long positions as of Q3 2025 with 77% ETF concentration, 71% concentrated in top 10 holdings, and 18% allocation to BIL.

CEOAbraham Abich
Portfolio Value
$268.8M
Positions
655
Top Holding
BIL at 17.88%
Last Reported
Q3 2025
Address20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147, United States

Top Holdings

Largest long holdings in Abich Financial Wealth Management LLC's portfolio (71.2% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$48.1M
17.88%
+$39.5M
Bought
523.9K shares
ETF
ETF
$33.3M
12.38%
+$27.4M
Bought
417.0K shares
ETF
ETF
$22.4M
8.32%
+$22.2M
Bought
33.6K shares
ETF
ETF
$20.5M
7.63%
+$16.0M
Bought
34.2K shares
ETF
ETF
$18.0M
6.71%
+$15.0M
Bought
315.3K shares
ETF
ETF
$14.5M
5.38%
+$12.0M
Bought
77.6K shares
ETF
ETF
$11.7M
4.35%
+$8.3M
Bought
249.8K shares
ETF
ETF
$10.3M
3.83%
+$7.4M
Bought
21.5K shares
ETF
ETF
$7.1M
2.63%
+$5.2M
Bought
152.6K shares
ETF
ETF
$5.6M
2.07%
+$3.9M
Bought
161.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Abich Financial Wealth Management LLC's latest filing

See all changes
Market Value
$268.8M
Prior: $44.5M
Q/Q Change
+503.96%
+$224.3M
Net Flows % of MV
+77.88%
Turnover Ratio
42.03%
New Purchases
218 stocks
$11.4M
Added To
208 stocks
+$200.0M
Sold Out Of
0 stocks
-
Reduced Holdings
42 stocks
-$2.1M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
-99.3%
-99.07%
-98.67%
4
BP
BP
BP
-92.73%
-92.51%

Analytics

Portfolio insights and performance metrics for Abich Financial Wealth Management LLC

View analytics

Sector Allocation

ETF: 76.80%ETFTechnology: 6.40%Financial Services: 3.50%Healthcare: 2.30%Consumer Cyclical: 2.00%Industrials: 1.70%Energy: 1.60%Consumer Defensive: 1.30%Communication Services: 1.20%Real Estate: 0.90%Basic Materials: 0.50%Utilities: 0.20%
ETF
76.80%
Technology
6.40%
Financial Services
3.50%
Healthcare
2.30%
Consumer Cyclical
2.00%
Industrials
1.70%
Energy
1.60%
Consumer Defensive
1.30%
Communication Services
1.20%
Real Estate
0.90%
Basic Materials
0.50%
Utilities
0.20%

Market Cap Distribution

Mega Cap (> $200B): 5.48%Large Cap ($10B - $200B): 11.58%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.11%Small Cap ($300M - $2B): 0.29%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.19%N/A (ETF or Unknown): 78.34%N/A (ETF or Unknown)
Mega Cap (> $200B)
5.48%
Large Cap ($10B - $200B)
11.58%
Mid Cap ($2B - $10B)
4.11%
Small Cap ($300M - $2B)
0.29%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.19%
N/A (ETF or Unknown)
78.34%

Portfolio Concentration

Top 10 Holdings %
71.19%
Top 20 Holdings %
77.02%
Top 50 Holdings %
82.66%
Top 100 Holdings %
88.65%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.