13F Insight
DOSSIER · 13F-HR · Q1 2026

Able Wealth Management LLC

$374M in tracked AUM across 138 positions as of Q1 2026.

AW
CIK 0002011908 · last filed Mar 31, 2026
Total AUM
$374M
as of Q1 2026
Holdings
138
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Able Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
SHV
ISHARES TR
$42M384K11.3%02
IVV
ISHARES TR
$22M34K5.9%03
DYNF
BLACKROCK ETF TRUST
$18M314K4.9%04
PVAL
PUTNAM ETF TRUST
$16M352K4.4%05
JQUA
J P MORGAN EXCHANGE TRADED F
$14M227K3.7%06
EFV
ISHARES TR
$13M179K3.6%07
SPYG
SPDR SERIES TRUST
$13M131K3.4%08
SPMO
INVESCO EXCH TRADED FD TR II
$10M87K2.6%09
BOXX
EA SERIES TRUST
$9M78K2.4%10
ACWI
ISHARES TR
$9M65K2.4%

Filing history

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