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Filers›Hedge Fund›Able Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

Able Wealth Management LLC

Able Wealth's hedge fund based in Boston, MA — $374M in tracked AUM across 138 positions as of Q1 2026.

AW
Able Wealth·Boston, MA·Hedge Fund
CIK 0002011908 · last filed Mar 31, 2026
Total AUM
$374M
▼ 1.4%
vs prior
Holdings
138
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Able
haiku-4-5 · 138 positions indexed
Sector mix
  • Tech9%
  • Financials4%
  • Health Care23%
  • Communications13%
  • Energy7%
  • Other44%
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