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 51–100 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XSVN | BONDBLOXX ETF TRUST | 20K | $500K+ | SH |
| TLT | ISHARES TR | 11K | $500K+ | SH |
| DVY | ISHARES TR | 7K | $500K+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ICVT | ISHARES TR | 8K | $500K+ | SH |
| JBBB | JANUS DETROIT STR TR | 16K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| IGEB | ISHARES TR | 16K | $500K+ | SH |
| IEMG | ISHARES INC | 10K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| CAIE | CALAMOS ETF TR | 24K | $500K+ | SH |
| HYEM | VANECK ETF TRUST | 32K | $500K+ | SH |
| TLH | ISHARES TR | 6K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 8K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 7K | $500K+ | SH |
| RSEE | COLLABORATIVE INVESTMNT SER | 16K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 902 | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 10K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| PFE | PFIZER INC | 22K | $500K+ | SH |
| BTAL | AGF INVTS TR | 35K | $500K+ | SH |
| MUB | ISHARES TR | 5K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $100K–$500K | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 18K | $100K–$500K | SH |
| JMOM | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| BAI | BLACKROCK ETF TRUST | 13K | $100K–$500K | SH |
| META | META PLATFORMS INC | 634 | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 11K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 4K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| IXUS | ISHARES TR | 4K | $100K–$500K | SH |
| ACIO | ETF SER SOLUTIONS | 8K | $100K–$500K | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 5K | $100K–$500K | SH |
| AAPL | APPLE INC | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| JMBS | JANUS DETROIT STR TR | 7K | $100K–$500K | SH |
| CBLS | ELEVATION SERIES TRUST | 10K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 2K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| CLSE | TRUST FOR PROFESSIONAL MANAG | 9K | $100K–$500K | SH |
| CPRJ | CALAMOS ETF TR | 9K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 256 | $100K–$500K | SH |