Able Wealth Management LLC
Q3 2025 13F Holdings
- Locationtoms river, NJ
- Num holdings
106
- Value ($000)
$266,008
- Date Filed10/14/2025
- Form type13F-HR
- CIK0002011908
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $23.78 M | 9 % | 215,266 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $12.89 M | 5 % | 106,496 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $11.97 M | 5 % | 190,240 | ||
EQWL INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $11.65 M | 4 % | 101,552 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $10.60 M | 4 % | 179,065 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $9.63 M | 4 % | 225,379 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $9.40 M | 4 % | 138,621 | ||
IDMO INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | $8.87 M | 3 % | 164,208 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $8.28 M | 3 % | 59,913 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $8.16 M | 3 % | 78,051 |
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