Able Wealth Management LLC
Able Wealth Management LLC reported 182 positions worth $435.8M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $45.5M | 10.44% | 60,774 | — | — | |
| ▸ 2 | SHV | SH | $43.3M | 9.93% | 392,113 | — | — | |
| ▸ 3 | DYNF | SH | $22.0M | 5.06% | 324,066 | — | — | |
| ▸ 4 | SPYG | SH | $18.2M | 4.18% | 152,934 | — | — | |
| ▸ 5 | CORO | SH | $17.0M | 3.90% | 464,579 | — | — | |
| ▸ 6 | PVAL | SH | $17.0M | 3.89% | 333,118 | — | — | |
| ▸ 7 | SPMO | SH | $11.2M | 2.57% | 69,434 | — | — | |
| ▸ 8 | ACWI | SH | $10.4M | 2.38% | 66,065 | — | — | |
| ▸ 9 | BAI | SH | $9.5M | 2.18% | 179,867 | — | — | |
| ▸ 10 | JQUA | SH | $9.3M | 2.13% | 128,167 | — | — |
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Frequently Asked Questions
What stocks does Able Wealth Management LLC hold as of Q2 2026?
Able Wealth Management LLC reported 182 positions worth $435.8M in its Q2 2026 13F filing. Largest positions: IVV (10.4%), SHV (9.9%), DYNF (5.1%), SPYG (4.2%) and CORO (3.9%).
What did Able Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Able Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.