Able Wealth Management Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationtoms river, NJ
- CIK0002011908
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
113 | $316.11M | SHV, SPMO, JQUA, DYNF | 13F-HR | Jan 27, 2026 | 000208585326000105 | ||
106 | $266.01M | SHV, SPMO, JQUA, EQWL | 13F-HR | Oct 14, 2025 | 000208585325000084 | ||
106 | $198.3M | SHV, SPMO, EQWL, ACWI | 13F-HR | Aug 6, 2025 | 000166773125001052 | ||
97 | $169.48M | SHV, ACWI, EQWL, USMV | 13F-HR | Apr 28, 2025 | 000166773125000545 | ||
96 | $152.07M | SHV, ACWI, IVV, EQWL | 13F-HR | Feb 3, 2025 | 000166773125000199 | ||
90 | $131.92M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000004 | ||
81 | $121.5M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000003 | ||
86 | $114.64M | SHV, ACWI, IVV, USMV | 13F-HR | Nov 1, 2024 | 000201190824000002 | ||
611 | $110.12M | SHV, ACWI, IVV, USMV | 13F-HR | Feb 20, 2024 | 000201190824000001 |