Able Wealth Management LLC
Q2 2025 13F Holdings
- Locationtoms river, NJ
- Num holdings
106
- Value ($000)
$198,294
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $23.37M | 12 % | 211,628 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $8.41M | 4 % | 74,796 | ||
EQWL INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $7.96M | 4 % | 72,384 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $7.83M | 4 % | 60,883 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $7.58M | 4 % | 126,177 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.07M | 4 % | 11,383 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $6.74M | 3 % | 167,451 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $6.71M | 3 % | 71,516 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $6.57M | 3 % | 120,649 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $6.00M | 3 % | 63,390 |
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