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Livermore
Livermore
ZHEN

Abich Financial Wealth Management LLC

SEC CIK
0002011645
Latest filing
Nov 6, 2025

The latest 13F from Abich Financial Wealth Management LLC covers Q3 2025 (filed Nov 6, 2025): 655 long positions worth $280.9M. The top 10 holdings make up 70.5% of the portfolio, and the largest is State Street SPDR Bloomberg 1-3 Month T-Bill ETF at 17.1%. Livermore has 5 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q3 2025

The five largest holdings this quarter.

Abich Financial Wealth Management LLC did not file a 13F for Q2 2025, so this quarter cannot be compared with the previous one.

Compare with Q3 2024 instead

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    17.1%$48.1M
  2. Vanguard Intl Equity Index F922042874
    11.8%$33.3M
  3. SPYSPDR S&P 500 ETF Trust
    8.0%$22.4MHistory
  4. Invesco QQQ Trust Series I46090E103
    7.3%$20.5M
  5. State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847
    6.4%$18.0M

Share of portfolio

Top 5 holdings and the other 650 positions, by share of portfolio value

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF17.1%
  2. Vanguard Intl Equity Index F11.8%
  3. SPY8.0%
  4. Invesco QQQ Trust Series I7.3%
  5. State Street SPDR Portfolio S&P 400 Mid Cap ETF6.4%
  6. Other 650 positions49.4%

Metrics

13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$280.9M
No prior quarter to compare
Positions
655
No prior quarter to compare
Top 10 concentration
70.5%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

5 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $280.9M (Q3 2025)

Q4 2023: $104.7MQ1 2024: $129.4MQ2 2024: $147.1MQ3 2024: $44.5MQ3 2025: $280.9M
Q4 2023Q3 2025
13F filings of Abich Financial Wealth Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2025Nov 6, 2025655$280.9MState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Intl Equity Index FSPY–SEC
Q3 2024Oct 25, 2024379$44.5MState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Intl Equity Index FInvesco QQQ Trust Series Ivs. Q2 2024SEC
Q2 2024Aug 14, 2024803$147.1MState Street SPDR Bloomberg 1-3 Month T-Bill ETFInvesco QQQ Trust Series IVanguard Intl Equity Index Fvs. Q1 2024SEC
Q1 2024Jun 21, 2024544$129.4MState Street SPDR Bloomberg 1-3 Month T-Bill ETFVanguard Intl Equity Index FInvesco QQQ Trust Series Ivs. Q4 2023SEC
Q4 2023Feb 13, 2024449$104.7MState Street SPDR Bloomberg 1-3 Month T-Bill ETFInvesco QQQ Trust Series IVanguard Intl Equity Index F–SEC