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Able Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    toms river, NJ
  • Num holdings

    138

  • Value ($000)

    $374,034

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0002011908
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$42.4M
11 %

384,120

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$22.23M
6 %

34,031

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$18.29M
5 %

314,343

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$16.34M
4 %

352,075

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$13.94M
4 %

227,384

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$13.33M
4 %

179,248

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$12.86M
3 %

131,379

S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$9.77M
3 %

87,171

B
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
02072L565
$9.03M
2 %

77,668

A
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$9.01M
2 %

65,095

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