Able Wealth Management Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationtoms river, NJ
- CIK0002011908
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
106 | $198.29 M | SHV, SPMO, EQWL, ACWI | 13F-HR | Aug 6, 2025 | 000166773125001052 | ||
97 | $169.47 M | SHV, ACWI, EQWL, USMV | 13F-HR | Apr 28, 2025 | 000166773125000545 | ||
96 | $152.07 M | SHV, ACWI, IVV, EQWL | 13F-HR | Feb 3, 2025 | 000166773125000199 | ||
90 | $131.92 M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000004 | ||
81 | $121.50 M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000003 | ||
86 | $114.64 M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000002 | ||
611 | $110.12 M | SHV, ACWI, IVV, USMV | 13F-HR | Feb 20, 2024 | 000201190824000001 |