ABLE Financial Group, LLC

The investment strategy appears to be a "Core and Satellite" approach, utilizing a heavy foundation of Exchange Traded Funds (ETFs) to achieve broad market and factor exposure, supplemented by a select number of concentrated individual equity positions. The ETF allocation dominates the portfolio, representing approximately 53% of the total value ($261.04M). The portfolio is well-balanced across asset classes, with significant exposure to fixed income, U.S. and international equities, and alternative assets like gold.

2. Key Holdings

The top ten holdings account for 37.4% of the total portfolio value, demonstrating a preference for concentrated exposure in specific funds and high-conviction stocks.