ABLE Financial Group, LLC

Q1 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    196

  • Value ($000)

    $356,625

  • Date Filed
    04/28/2025
  • Form type
    13F-HR
  • CIK
    0001977500
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$30.15M
9 %

913,854

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$23.07M
7 %

505,421

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$17.82M
5 %

304,387

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$15.61M
4 %

314,677

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$12.35M
4 %

141,681

PYLD
PYLD

PIMCO ETF TR

MULTISECTOR BD
$11.80M
3 %

447,797

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$11.11M
3 %

161,301

AAPL
AAPL

APPLE INC

COM
$9.91M
3 %

44,608

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$9.44M
3 %

180,180

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$7.03M
2 %

143,949

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