account_balance

Investment manager · 13F filer · SEC CIK 1977500

ABLE Financial Group, LLC

Reported value$640Mas of Sep 30, 2026
Positions221 19 new, 20 sold out
Top 10 weight35.5%FBND alone is 6%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FBND Fidelity Merrimack STR Tr 5.8% Added +9%
DFAC Dimensional ETF Trust 4.9% Added +2%
IDEV iShares Tr 4.0% Added +8%
JMUB J P Morgan Exchange Traded F 3.8% Trimmed −12%
AVEM American Centy ETF Tr 3.5% Added +50%
AVUV American Centy ETF Tr 3.3% Added +5%
VTI Vanguard Index FDS 2.7% Added +11%
IGSB iShares Tr 2.6% Added +14%
AAPL Apple Inc. 2.5% Added +5%
PYLD Pimco ETF Tr 2.3% Added +6%
TLH iShares Tr 2.3% Added +8%
DFIV Dimensional ETF Trust 2.0% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • MOO $5.68M
  • JAAA $1.9M
  • SGOV $1.64M
  • VZ $607K
arrow_upwardAdded
  • VCRM +1037%
  • VTEL +98%
  • TGT +95%
  • AVEM +50%
arrow_downwardTrimmed
  • MU −47%
  • MLN −28%
  • KLAC −16%
  • JMUB −12%
remove_circleSold out
  • AIRR $6.85M
  • OLLI $872K
  • SOXX $700K
  • TMUS $537K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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