Filings
Trends
Rankings
Learn
Home
/
Able Wealth Management LLC
/
Q2 2025 Filing
Able Wealth Management LLC
Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$198.3B
Holdings
106
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (106 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
AJUL
INNOVATOR ETFS TRUST
7,776
$217.0M
0.11%
102
DUHP
DIMENSIONAL ETF TRUST
6,054
$215.3M
0.11%
103
XLF
SELECT SECTOR SPDR TR
4,050
$212.1M
0.11%
104
CBLS
ELEVATION SERIES TRUST
7,087
$203.5M
0.10%
105
VTIP
VANGUARD MALVERN FDS
4,002
$201.2M
0.10%
106
QUAL
ISHARES TR
1,097
$200.6M
0.10%
Previous
Page 2 of 2