DOSSIER · 13F-HR · Q1 2026

ABLE Financial Group, LLC

ABLE Financial's asset manager based in London, UK $511M in tracked AUM across 206 positions as of Q1 2026.

AF
ABLE Financial·London, UK·Asset Manager
CIK 0001977500 · last filed Mar 31, 2026
Total AUM
$511M
10.2%
vs prior
Holdings
206
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
Top sector
Financials
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of ABLE Financial Group, LLC SEC 13F Filing
1. Portfolio Overview

ABLE Financial Group, LLC reported a significant expansion in assets under management, with the total portfolio value growing by 92.2% from $256.13M to $492.33M quarter-over-quarter. This substantial increase suggests a combination of strong market performance on existing assets and a notable influx of new capital. The portfolio consists of 210 holdings, indicating a high level of diver...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$34M748K6.7%
02
DFAC
DIMENSIONAL ETF TRUST
$27M694K5.3%
03
JMUB
J P MORGAN EXCHANGE TRADED F
$25M491K4.8%
04
IDEV
ISHARES TR
$19M225K3.7%
05
AVUV
AMERICAN CENTY ETF TR
$17M153K3.3%
06
IGSB
ISHARES TR
$14M269K2.8%
07
PYLD
PIMCO ETF TR
$14M530K2.7%
08
VTI
VANGUARD INDEX FDS
$12M38K2.4%
09
AVEM
AMERICAN CENTY ETF TR
$11M141K2.2%
10
AAPL
APPLE INC
$11M44K2.2%

Filing history

Filing history loading…