Abich Financial Wealth Management LLC

ASHBURN, VA · CIK 2011645 · 13F filing filed 2024-08-14

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$394.7m
Staff28 · 5 in investment roles
Main clients (by assets)High net worth individuals 51%, Individuals 48%
Form ADV · 2026-03-30SEC adviser record

Kindwealth
Others nearbyAshburn, VA

$147.1m reported value +13.6% vs Q1 2024

804positions

82.4%in top 10

351 new 240 added 83 reduced 91 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	713,950	$65.5m44.56%	44.56%	Added +432.5k	+432,525 153.7%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	23,102	$11.1m7.53%	7.53%	Reduced -13.7k	-13,685 -37.2%
3	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	157,281	$10.5m7.14%	7.14%	Reduced -102.3k	-102,325 -39.4%
4	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	177,284	$9.1m6.18%	6.18%	Reduced -3.1k	-3,102 -1.7%
5	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	157,675	$5.9m4.04%	4.04%	Reduced -99.3k	-99,308 -38.6%
6	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	15,306	$5.7m3.89%	3.89%	Reduced -10.5k	-10,501 -40.7%
7	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	110,945	$4.6m3.13%	3.13%	Reduced -28.6k	-28,569 -20.5%
8	FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF FLJP	FLJP	150,345	$4.3m2.94%	2.94%	Reduced -44.2k	-44,213 -22.7%
9	VANGUARD INDEX FDS VALUE ETF VTV	VTV	22,509	$3.6m2.46%	2.46%	Reduced -26.3k	-26,345 -53.9%
10	APPLE INC COM AAPL	AAPL	3,349	$705.4k0.48%	0.48%	Added +129	+129 4.0%
11	MICROSOFT CORP COM MSFT	MSFT	1,578	$705.3k0.48%	0.48%	Added +81	+81 5.4%
12	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	6,441	$648.7k0.44%	0.44%	Added +734	+734 12.9%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	927	$504.5k0.34%	0.34%	Added +230	+230 33.0%
14	CHEVRON CORP NEW COM CVX	CVX	2,730	$427.0k0.29%	0.29%	Added +1.3k	+1,315 92.9%
15	CACI INTL INC CL A CACI	CACI	980	$421.5k0.29%	0.29%	Added +62	+62 6.8%
16	EXXON MOBIL CORP COM XOM	XOM	3,273	$376.8k0.26%	0.26%	Added +1.1k	+1,116 51.7%
17	TETRA TECH INC NEW COM TTEK	TTEK	1,758	$359.5k0.24%	0.24%	New
18	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	10,236	$349.5k0.24%	0.24%	Added +3.5k	+3,525 52.5%
19	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,802	$314.4k0.21%	0.21%	Reduced -2.5k	-2,537 -58.5%
20	RTX CORPORATION COM RTX	RTX	3,060	$307.2k0.21%	0.21%	Added +2.5k	+2,535 482.9%
21	NVIDIA CORPORATION COM NVDA	NVDA	2,347	$290.0k0.20%	0.20%	Added +357	+357 17.9%
22	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,064	$284.6k0.19%	0.19%	Added +282	+282 36.1%
23	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	9,569	$276.3k0.19%	0.19%	Added +3.0k	+2,963 44.9%
24	HONEYWELL INTL INC COM COM		1,266	$270.3k0.18%	0.18%	Unchanged
25	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,527	$264.1k0.18%	0.18%	Added +414	+414 37.2%
26	HOME DEPOT INC COM HD	HD	735	$252.9k0.17%	0.17%	Added +609	+609 483.3%
27	JOHNSON & JOHNSON COM JNJ	JNJ	1,673	$244.5k0.17%	0.17%	Added +1.4k	+1,433 597.1%
28	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	8,504	$238.3k0.16%	0.16%	Added +2.3k	+2,342 38.0%
29	CISCO SYS INC COM CSCO	CSCO	4,902	$232.9k0.16%	0.16%	Added +4.5k	+4,511 1153.7%
30	META PLATFORMS INC CL A META	META	461	$232.5k0.16%	0.16%	Added +51	+51 12.4%
31	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,543	$228.6k0.16%	0.16%	Added +1.6k	+1,621 41.3%
32	AT&T INC COM T	T	11,678	$223.2k0.15%	0.15%	Added +2.5k	+2,517 27.5%
33	CONOCOPHILLIPS COM COP	COP	1,947	$222.7k0.15%	0.15%	Added +514	+514 35.9%
34	COMCAST CORP NEW CL A CMCSA	CMCSA	5,569	$218.1k0.15%	0.15%	Added +5.6k	+5,566 185533.3%
35	CVS HEALTH CORP COM CVS	CVS	3,681	$217.4k0.15%	0.15%	New
36	WALMART INC COM WMT	WMT	3,182	$215.5k0.15%	0.15%	Added +56	+56 1.8%
37	LOCKHEED MARTIN CORP COM LMT	LMT	459	$214.3k0.15%	0.15%	Added +409	+409 818.0%
38	EOG RES INC COM EOG	EOG	1,696	$213.5k0.15%	0.15%	Added +439	+439 34.9%
39	ABBVIE INC COM ABBV	ABBV	1,239	$212.5k0.14%	0.14%	Added +1.2k	+1,231 15387.5%
40	SPDR GOLD TR GOLD SHS GLD	GLD	976	$209.8k0.14%	0.14%	Reduced -263	-263 -21.2%
41	ALTRIA GROUP INC COM MO	MO	4,362	$198.7k0.14%	0.14%	Added +875	+875 25.1%
42	GILEAD SCIENCES INC COM GILD	GILD	2,873	$197.1k0.13%	0.13%	Added +654	+654 29.5%
43	BOEING CO COM BA	BA	1,059	$192.7k0.13%	0.13%	Unchanged
44	GE AEROSPACE COM NEW GE	GE	1,206	$191.7k0.13%	0.13%	New
45	UNITED PARCEL SERVICE INC CL B UPS	UPS	1,364	$186.7k0.13%	0.13%	Added +364	+364 36.4%
46	TARGET CORP COM TGT	TGT	1,260	$186.5k0.13%	0.13%	Added +1.2k	+1,210 2420.0%
47	PNC FINL SVCS GROUP INC COM PNC	PNC	1,198	$186.2k0.13%	0.13%	Added +187	+187 18.5%
48	ISHARES TR EXPONENTIAL TECH XT	XT	3,051	$179.5k0.12%	0.12%	Reduced -4.4k	-4,429 -59.2%
49	PHILLIPS 66 COM PSX	PSX	1,266	$178.7k0.12%	0.12%	Added +1.2k	+1,237 4265.5%
50	KIMBERLY-CLARK CORP COM KMB	KMB	1,289	$178.1k0.12%	0.12%	Added +306	+306 31.1%
51	US BANCORP DEL COM NEW USB	USB	4,449	$176.6k0.12%	0.12%	Added +1.1k	+1,079 32.0%
52	TRUIST FINL CORP COM TFC	TFC	4,543	$176.5k0.12%	0.12%	Added +843	+843 22.8%
53	METLIFE INC COM MET	MET	2,490	$174.7k0.12%	0.12%	Added +2.5k	+2,475 16500.0%
54	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	8,229	$174.2k0.12%	0.12%	Added +7.1k	+7,114 638.0%
55	PUBLIC STORAGE COM PSA	PSA	594	$170.9k0.12%	0.12%	Added +163	+163 37.8%
56	PACCAR INC COM PCAR	PCAR	1,637	$168.5k0.11%	0.11%	Added +311	+311 23.4%
57	ELI LILLY & CO COM LLY	LLY	183	$165.7k0.11%	0.11%	Reduced -1	-1 -0.5%
58	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	939	$165.1k0.11%	0.11%	New
59	VALERO ENERGY CORP COM VLO	VLO	1,049	$164.4k0.11%	0.11%	Added +993	+993 1773.2%
60	SIMON PPTY GROUP INC NEW COM SPG	SPG	1,069	$162.3k0.11%	0.11%	Added +1.1k	+1,061 13262.5%
61	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	5,428	$161.2k0.11%	0.11%	Added +1.7k	+1,668 44.4%
62	PRUDENTIAL FINL INC COM PRU	PRU	1,362	$159.7k0.11%	0.11%	Added +175	+175 14.7%
63	DIAMONDBACK ENERGY INC COM FANG	FANG	791	$158.3k0.11%	0.11%	Added +787	+787 19675.0%
64	HP INC COM HPQ	HPQ	4,506	$157.8k0.11%	0.11%	Added +395	+395 9.6%
65	COTERRA ENERGY INC COM CTRA	CTRA	5,805	$154.8k0.11%	0.11%	Added +1.9k	+1,944 50.4%
66	SYSCO CORP COM SYY	SYY	2,165	$154.6k0.11%	0.11%	Added +2.1k	+2,077 2360.2%
67	M & T BK CORP COM MTB	MTB	1,007	$152.4k0.10%	0.10%	Added +217	+217 27.5%
68	DEVON ENERGY CORP NEW COM DVN	DVN	3,209	$152.1k0.10%	0.10%	Added +612	+612 23.6%
69	BAKER HUGHES COMPANY CL A BKR	BKR	4,310	$151.6k0.10%	0.10%	New
70	DOW INC COM DOW	DOW	2,819	$149.5k0.10%	0.10%	Added +469	+469 20.0%
71	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	366	$148.9k0.10%	0.10%	Added +166	+166 83.0%
72	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	1,556	$148.9k0.10%	0.10%	Added +323	+323 26.2%
73	ARCHER DANIELS MIDLAND CO COM ADM	ADM	2,398	$145.0k0.10%	0.10%	New
74	PAYCHEX INC COM PAYX	PAYX	1,209	$143.3k0.10%	0.10%	New
75	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	9,903	$139.1k0.09%	0.09%	Added +896	+896 9.9%
76	STATE STR CORP COM STT	STT	1,870	$138.4k0.09%	0.09%	Added +418	+418 28.8%
77	PRICE T ROWE GROUP INC COM TROW	TROW	1,198	$138.1k0.09%	0.09%	Added +171	+171 16.6%
78	KELLANOVA COM K	K	2,258	$130.2k0.09%	0.09%	Added +455	+455 25.2%
79	MARRIOTT INTL INC NEW CL A MAR	MAR	538	$130.0k0.09%	0.09%	Added +3	+3 0.6%
80	SKYWORKS SOLUTIONS INC COM SWKS	SWKS	1,210	$129.0k0.09%	0.09%	Added +1.2k	+1,165 2588.9%
81	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	9,506	$125.3k0.09%	0.09%	Added +1.6k	+1,594 20.1%
82	ISHARES TR S&P MC 400GR ETF IJK	IJK	1,411	$124.3k0.08%	0.08%	Unchanged
83	REGIONS FINANCIAL CORP NEW COM RF	RF	6,044	$121.1k0.08%	0.08%	Added +703	+703 13.2%
84	OMNICOM GROUP INC COM OMC	OMC	1,324	$118.8k0.08%	0.08%	New
85	ISHARES TR MBS ETF MBB	MBB	1,293	$118.7k0.08%	0.08%	Added +256	+256 24.7%
86	CINCINNATI FINL CORP COM CINF	CINF	1,000	$118.1k0.08%	0.08%	Added +953	+953 2027.7%
87	CITIZENS FINL GROUP INC COM CFG	CFG	3,250	$117.1k0.08%	0.08%	Added +334	+334 11.4%
88	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	1,464	$114.8k0.08%	0.08%	New
89	DARDEN RESTAURANTS INC COM DRI	DRI	750	$113.5k0.08%	0.08%	New
90	BUNGE GLOBAL SA COM SHS BG	BG	1,005	$107.3k0.07%	0.07%	New
91	PACKAGING CORP AMER COM PKG	PKG	575	$105.0k0.07%	0.07%	Added +571	+571 14275.0%
92	FIDELITY NATIONAL FINANCIAL FNF GROUP COM FNF	FNF	2,089	$103.3k0.07%	0.07%	Added +2.0k	+1,982 1852.3%
93	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	1,994	$100.6k0.07%	0.07%	New
94	KEYCORP COM KEY	KEY	7,060	$100.3k0.07%	0.07%	Added +1.7k	+1,679 31.2%
95	ALLY FINL INC COM ALLY	ALLY	2,527	$100.2k0.07%	0.07%	Added +2.5k	+2,507 12535.0%
96	HOST HOTELS & RESORTS INC COM HST	HST	5,565	$100.1k0.07%	0.07%	Added +935	+935 20.2%
97	MCDONALDS CORP COM MCD	MCD	382	$97.3k0.07%	0.07%	Added +10	+10 2.7%
98	CNA FINL CORP COM CNA	CNA	2,059	$94.9k0.06%	0.06%	Added +303	+303 17.3%
99	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	782	$93.5k0.06%	0.06%	Added +200	+200 34.4%
100	ISHARES TR TIPS BD ETF TIP	TIP	874	$93.3k0.06%	0.06%	Added +194	+194 28.5%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
PIONEER NAT RES CO PXD	PXD	551	$144.6k551 shares
ONEOK INC NEW OKE	OKE	1,768	$141.7k1.8k shares
SCHWAB STRATEGIC TR SCHV	SCHV	1,829	$139.0k1.8k shares
KRAFT HEINZ CO KHC	KHC	3,687	$136.1k3.7k shares
VICI PPTYS INC VICI	VICI	4,061	$121.0k4.1k shares
EQUITY RESIDENTIAL VMRK	VMRK	1,820	$114.9k1.8k shares
HORMEL FOODS CORP HRL	HRL	3,095	$108.0k3.1k shares
AVALONBAY CMNTYS INC AVB	AVB	535	$99.3k535 shares
CONAGRA BRANDS INC CAG	CAG	3,122	$92.5k3.1k shares
FRANKLIN RESOURCES INC BEN	BEN	3,258	$91.6k3.3k shares
VIATRIS INC VTRS	VTRS	7,625	$91.0k7.6k shares
MID-AMER APT CMNTYS INC MAA	MAA	661	$87.0k661 shares
AMCOR PLC AMCR	AMCR	9,076	$86.3k9.1k shares
INTERNATIONAL PAPER CO IP	IP	2,207	$86.1k2.2k shares
ALLIANT ENERGY CORP LNT	LNT	1,701	$85.7k1.7k shares
EXPAND ENERGY CORPORATION EXE	EXE	900	$79.9k900 shares
SCHWAB STRATEGIC TR SCHG	SCHG	777	$72.0k777 shares
BXP INC BXP	BXP	1,063	$69.4k1.1k shares
REINSURANCE GRP OF AMERICA I RGA	RGA	339	$65.4k339 shares
NNN REIT INC NNN	NNN	1,470	$62.8k1.5k shares
INVESCO LTD IVZ	IVZ	3,631	$60.2k3.6k shares
STAG INDL INC STAG	STAG	1,453	$55.9k1.5k shares
BRIXMOR PPTY GROUP INC BRX	BRX	2,305	$54.1k2.3k shares
SCHWAB STRATEGIC TR SCHM	SCHM	651	$53.0k651 shares
PROSPERITY BANCSHARES INC PB	PB	752	$49.5k752 shares