account_balance
Investment manager · 13F filer · SEC CIK 2011908
Able Wealth Management LLC
Reported value$455Mas of Sep 30, 2026
Positions197 54 new, 39 sold out
Top 10 weight47.7%IVV alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.5%Added +10%
SHViShares Tr
9.6%
DYNFBlackRock ETF Trust
5.3%Added +5%
SPYGSPDR Series Trust
4.4%Added +4%
COROBlackRock ETF Trust
4.2%Added +12%
PVALPutnam ETF Trust
3.9%
SPMOInvesco Exch Traded Fd Tr II
2.5%+63%
ACWIiShares Tr
2.4%
JQUAJ P Morgan Exchange Traded F
2.2%
EFViShares Tr
1.9%
BAIBlackRock ETF Trust
1.9%
BOXXEa Series Trust
1.9%
IVViShares Tr
11.5%Added +10%
SHViShares Tr
9.6%
DYNFBlackRock ETF Trust
5.3%
SPYGSPDR Series Trust
4.4%
COROBlackRock ETF Trust
4.2%+12%
PVALPutnam ETF Trust
3.9%
SPMOInvesco Exch Traded Fd Tr II
2.5%
ACWI2.4%
JQUA2.2%
EFV1.9%
BAI1.9%
BOXX1.9%
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
IVV iShares Tr 11.5% Added +10%
SHV iShares Tr 9.6% Held
DYNF BlackRock ETF Trust 5.3% Added +5%
SPYG SPDR Series Trust 4.4% Added +4%
CORO BlackRock ETF Trust 4.2% Added +12%
PVAL Putnam ETF Trust 3.9% Held
SPMO Invesco Exch Traded Fd Tr II 2.5% Added +63%
ACWI iShares Tr 2.4% Held
JQUA J P Morgan Exchange Traded F 2.2% Held
EFV iShares Tr 1.9% Held
BAI BlackRock ETF Trust 1.9% Held
BOXX Ea Series Trust 1.9% Added +3%
What changed
Biggest moves since Jun 30, 2026
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