13F Insight
DOSSIER · 13F-HR · Q3 2026

Able Wealth Management LLC

$455M in tracked AUM across 197 positions as of Q3 2026.

AW
CIK 0002011908 · last filed Sep 30, 2026
Total AUM
$455M
as of Q3 2026
Holdings
197
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Able Wealth Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$52M67K11.5%02
SHV
ISHARES TR
$44M395K9.6%03
DYNF
BLACKROCK ETF TRUST
$24M340K5.3%04
SPYG
SPDR SERIES TRUST
$20M159K4.4%05
CORO
BLACKROCK ETF TRUST
$19M522K4.2%06
PVAL
PUTNAM ETF TRUST
$18M333K3.9%07
SPMO
INVESCO EXCH TRADED FD TR II
$11M113K2.5%08
ACWI
ISHARES TR
$11M67K2.4%09
JQUA
J P MORGAN EXCHANGE TRADED F
$10M130K2.2%10
EFV
ISHARES TR
$9M113K1.9%

Filing history

2026Q3Sep 30
$455M▲ 4.4%
197 positionsView →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 positionsLocked2025Q2Jun 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