Able Wealth Management LLC - Portfolio Stock Holdings
Able Wealth Management LLC disclosed 207 stock positions in a recent SEC 13F filing. $438,517,834 of stock holdings were filed, with the largest holdings including IVV, SHV, and DYNF. This filing represented positions held on June 30, 2026, and was filed on July 29, 2026.We estimate the fund has a total AUM of $579,538,342 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
207Est. Stock Holding Value:
$438,517,834Top Stock Holdings By Sector
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Portfolio Stock Holdings - Able Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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