Able Wealth Management LLC
Q4 2025 13F Holdings
- Locationtoms river, NJ
- Num holdings
113
- Value ($000)
$316,107
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $40.78M | 13 % | 370,179 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $14.36M | 5 % | 120,379 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $14.32M | 5 % | 226,731 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $13.71M | 4 % | 225,523 | ||
INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $13.34M | 4 % | 112,920 | ||
PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $12.25M | 4 % | 268,811 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $12.22M | 4 % | 171,171 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $10.55M | 3 % | 98,885 | ||
INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | $10.48M | 3 % | 188,654 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | $8.9M | 3 % | 62,900 |
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