CIK 2011908
Able Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
113
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHV | ISHARES TR | 370K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 120K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 227K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 226K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 113K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 269K | $1M+ | SH |
| EFV | ISHARES TR | 171K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 99K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 189K | $1M+ | SH |
| ACWI | ISHARES TR | 63K | $1M+ | SH |
| IVV | ISHARES TR | 13K | $1M+ | SH |
| USMV | ISHARES TR | 75K | $1M+ | SH |
| AUSF | GLOBAL X FDS | 150K | $1M+ | SH |
| IUSG | ISHARES TR | 40K | $1M+ | SH |
| IUSV | ISHARES TR | 64K | $1M+ | SH |
| CSHI | NEOS ETF TRUST | 129K | $1M+ | SH |
| ICSH | ISHARES TR | 124K | $1M+ | SH |
| SHY | ISHARES TR | 70K | $1M+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 151K | $1M+ | SH |
| UYLD | ANGEL OAK FUNDS TRUST | 98K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 44K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 96K | $1M+ | SH |
| BBBY | BED BATH & BEYOND INC | 845K | $1M+ | SH |
| EDIV | SPDR INDEX SHS FDS | 110K | $1M+ | SH |
| ITOT | ISHARES TR | 28K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 10K | $1M+ | SH |
| IUSB | ISHARES TR | 78K | $1M+ | SH |
| PAAA | PGIM ETF TR | 59K | $1M+ | SH |
| IWF | ISHARES TR | 6K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| DBEF | DBX ETF TR | 55K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 22K | $1M+ | SH |
| IVE | ISHARES TR | 10K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| XHLF | BONDBLOXX ETF TRUST | 41K | $1M+ | SH |
| MINO | PIMCO ETF TR | 43K | $1M+ | SH |
| CARY | ANGEL OAK FUNDS TRUST | 85K | $1M+ | SH |
| IVW | ISHARES TR | 14K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 64K | $1M+ | SH |
| LQDH | ISHARES U S ETF TR | 16K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| IWY | ISHARES TR | 5K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| OEF | ISHARES TR | 3K | $1M+ | SH |
| XFIV | BONDBLOXX ETF TRUST | 24K | $1M+ | SH |
| IXN | ISHARES TR | 10K | $1M+ | SH |
| DEM | WISDOMTREE TR | 23K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |