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Able Wealth Management LLC

Q2 2026 13F Holdings

  • Location
    toms river, NJ
  • Num holdings

    182

  • Value ($000)

    $435,836

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$45.51M
10 %

60,774

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$43.27M
10 %

392,113

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$22.04M
5 %

324,066

K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$18.2M
4 %

152,934

---

BLACKROCK ETF TRUST

ISHA IN CTRY ETF
09290C764
$17M
4 %

464,579

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$16.97M
4 %

333,118

S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$11.22M
3 %

69,434

A
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$10.37M
2 %

66,065

---

BLACKROCK ETF TRUST

ISHA I IN TE ETF
09290C780
$9.48M
2 %

179,867

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$9.26M
2 %

128,167

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