13F Insight
DOSSIER · 13F-HR · Q2 2026

Able Wealth Management LLC

$436M in tracked AUM across 182 positions as of Q2 2026.

AW
CIK 0002011908 · last filed Jun 30, 2026
Total AUM
$436M
as of Q2 2026
Holdings
182
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Able Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$46M61K10.4%02
SHV
ISHARES TR
$43M392K9.9%03
DYNF
BLACKROCK ETF TRUST
$22M324K5.1%04
SPYG
SPDR SERIES TRUST
$18M153K4.2%05
CORO
BLACKROCK ETF TRUST
$17M465K3.9%06
PVAL
PUTNAM ETF TRUST
$17M333K3.9%07
SPMO
INVESCO EXCH TRADED FD TR II
$11M69K2.6%08
ACWI
ISHARES TR
$10M66K2.4%09
BAI
BLACKROCK ETF TRUST
$9M180K2.2%10
JQUA
J P MORGAN EXCHANGE TRADED F
$9M128K2.1%

Filing history

2026Q2Jun 30
$436M▲ 16.5%
182 positionsView →2026Q1Mar 31
$374M▲ 18.3%
138 positionsView →2025Q4Dec 31
$316M▲ 18.8%
113 positionsView →2025Q3Sep 30
$266M▲ 34.1%
106 positionsView →2025Q2Jun 30
$198M▲ 17.0%
106 positionsLocked2025Q1Mar 31
$169M▲ 11.4%
97 positionsLocked2024Q4Dec 31
$152M▲ 15.3%
96 positionsLocked2024Q3Sep 30
$132M▲ 8.6%
90 positionsLocked2024Q2Jun 30
$121M▲ 6.0%
81 positionsLocked2024Q1Mar 31
$115M▲ 4.1%
86 positionsLocked2023Q4Dec 31
$110M—
611 positionsLocked