Able Wealth Management LLC
- SEC CIK
- 0002011908
- Latest filing
- Jul 29, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 20, 2024. Long positions only.
- Positions
- 611
- No filing for Q3 2023
- Portfolio value
- $110.1M
- No filing for Q3 2023
Able Wealth Management LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 21,865 | $2.30M | 2.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,069 | $2.45M | 2.2% | – | – | – |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 33,360 | $2.92M | 2.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 62,958 | $3.01M | 2.7% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 36,131 | $3.76M | 3.4% | – | – | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 159,136 | $4.23M | 3.8% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 55,725 | $4.70M | 4.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 68,273 | $5.33M | 4.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,158 | $5.33M | 4.8% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 62,831 | $6.39M | 5.8% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 176,323 | $19.4M | 17.6% | – | – | – |