Institutions / Able Wealth Management LLC
Able Wealth Management LLC
CIK 2011908 · Institution · as of Dec 31, 2025
Portfolio value
$316.11M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $40.78M | 12.9% |
| Invesco Exch Traded Fd Tr II | $14.36M | 4.5% |
| J P Morgan Exchange Traded F | $14.32M | 4.5% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $13.71M | 4.3% |
| Invesco Exchange Traded Fd T | $13.34M | 4.2% |
| Putnam ETF Trust | $12.25M | 3.9% |
| iShares Tr | $12.22M | 3.9% |
| SPDR Series Trust | $10.55M | 3.3% |
| Invesco Exch Traded Fd Tr II | $10.48M | 3.3% |
| iShares Tr | $8.90M | 2.8% |
| iShares Tr | $8.86M | 2.8% |
| iShares MSCI UAE ETF | $7.05M | 2.2% |
| Global X Fds | $6.94M | 2.2% |
| iShares Tr | $6.65M | 2.1% |
| iShares Tr | $6.51M | 2.1% |
| Neos ETF Trust | $6.43M | 2.0% |
| iShares Tr | $6.26M | 2.0% |
| iShares Tr | $5.78M | 1.8% |
| Fidelity Covington Trust | $5.76M | 1.8% |
| Angel Oak Funds Trust | $5.02M | 1.6% |
| Ea Series Trust | $5.01M | 1.6% |
| J P Morgan Exchange Traded F | $4.91M | 1.6% |
| Bed Bath & Beyond, Inc. | $4.61M | 1.5% |
| SPDR Index Shs Fds | $4.30M | 1.4% |
| iShares MSCI UAE ETF | $4.23M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.