Able Wealth Management LLC Portfolio Holdings

Able Wealth Management LLC

  • $198 Billion
  • Q2 2025

Able Wealth Management LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $198 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $23.4B, Invesco ETF Tr Ii S&P 500 Mome with a value of $8.41B, Invesco Exchange Traded Fd Tr with a value of $7.96B, Ishares Msci Acwi ETF with a value of $7.83B, and J P Morgan ETF Tr U S Quality with a value of $7.58B.

Examining the 13F form we can see an increase of $28.8B in the current position value, from $169B to 198B.

Able Wealth Management LLC is based out at Lakewood, NJ

Below you can find more details about Able Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $159 Billion
Technology: $4.53 Billion
Financial Services: $3.33 Billion
Communication Services: $2.56 Billion
Utilities: $989 Million
Consumer Cyclical: $891 Million
Healthcare: $512 Million
Consumer Defensive: $225 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.4 Billion 11.78% of portfolio
211,628
Q2 2025 Added 3.13%
$0
$8.41 Billion 4.24% of portfolio
74,796
Q2 2025 Added 9.4%
$0
$7.96 Billion 4.01% of portfolio
72,384
Q2 2025 Added 9.61%
$0
$7.83 Billion 3.95% of portfolio
60,883
Q2 2025 Reduced 3.97%
$0
$7.58 Billion 3.82% of portfolio
126,177
Q2 2025 Added 18.48%
$0
$7.07 Billion 3.56% of portfolio
11,383
Q2 2025 Reduced 0.32%
$0
$6.74 Billion 3.4% of portfolio
167,451
Q2 2025 Added 37.7%
$0
$6.71 Billion 3.39% of portfolio
71,516
Q2 2025 Added 1.71%
$0
$6.57 Billion 3.31% of portfolio
120,649
Q2 2025 Added 57.21%
$0
$6 Billion 3.03% of portfolio
63,390
Q2 2025 Added 2.67%
$0
$5.95 Billion 3.0% of portfolio
39,547
Q2 2025 Added 2.19%
$0
$5.31 Billion 2.68% of portfolio
83,670
Q2 2025 Added 157.73%
Fidelity Covington Trust
-
$5.26 Billion 2.65% of portfolio
-
Q2 2025 Added 0.89%
$0
$5.25 Billion 2.65% of portfolio
55,029
Q2 2025 Added 1,697.16%
$0
$4.93 Billion 2.48% of portfolio
96,152
Q2 2025 New
$0
$3.87 Billion 1.95% of portfolio
86,623
Q2 2025 Added 50.68%
Blackrock ETF Trust Ii
-
$3.59 Billion 1.81% of portfolio
-
Q2 2025 Added 15.51%
$0
$2.85 Billion 1.44% of portfolio
6,722
Q2 2025 Reduced 34.52%
$548B
$2.66 Billion 1.34% of portfolio
4,740
Q2 2025 Added 0.51%
$3.69T
$2.62 Billion 1.32% of portfolio
12,755
Q2 2025 Added 6.91%
$0
$2.47 Billion 1.25% of portfolio
53,461
Q2 2025 Added 26.68%
$0
$2.36 Billion 1.19% of portfolio
62,016
Q2 2025 Added 26.88%
-
$2.14 Billion 1.08% of portfolio
-
Q2 2025 Added 525.23%
-
$2 Billion 1.01% of portfolio
-
Q2 2025 Added 40.07%
$0
$1.99 Billion 1.0% of portfolio
10,191
Q2 2025 Added 2.14%
$0
$1.96 Billion 0.99% of portfolio
38,421
Q2 2025 Added 24.26%
$0
$1.96 Billion 0.99% of portfolio
38,714
Q2 2025 Added 76.33%
$0
$1.85 Billion 0.93% of portfolio
3,001
Q2 2025 Added 5.74%
$0
$1.83 Billion 0.93% of portfolio
41,930
Q2 2025 Reduced 38.03%
$0
$1.83 Billion 0.92% of portfolio
6,575
Q2 2025 Added 17.22%
Ea Series Trust
-
$1.77 Billion 0.89% of portfolio
-
Q2 2025 Added 98.61%
$0
$1.6 Billion 0.81% of portfolio
64,473
Q2 2025 Reduced 2.39%
$0
$1.55 Billion 0.78% of portfolio
14,117
Q2 2025 Added 17.21%
$0
$1.38 Billion 0.69% of portfolio
31,153
Q2 2025 Added 26.5%
$0
$1.37 Billion 0.69% of portfolio
14,562
Q2 2025 Reduced 52.05%
$3.95T
$1.31 Billion 0.66% of portfolio
2,625
Q2 2025 Added 11.7%
$0
$1.28 Billion 0.64% of portfolio
13,841
Q2 2025 Added 18.15%
-
$1.28 Billion 0.64% of portfolio
-
Q2 2025 Added 56.64%
$0
$1.22 Billion 0.62% of portfolio
4,964
Q2 2025 Reduced 47.21%
$0
$1.11 Billion 0.56% of portfolio
11,972
Q2 2025 Reduced 16.07%
$545B
$1.02 Billion 0.52% of portfolio
763
Q2 2025 Added 1.19%
$0
$1.01 Billion 0.51% of portfolio
15,781
Q2 2025 Reduced 13.06%
-
$947 Million 0.48% of portfolio
-
Q2 2025 New
$0
$919 Million 0.46% of portfolio
20,302
Q2 2025 Added 36.17%
-
$881 Million 0.44% of portfolio
-
Q2 2025 New
$0
$880 Million 0.44% of portfolio
16,819
Q2 2025 New
$0
$844 Million 0.43% of portfolio
6,356
Q4 2024 Added 0.02%
$0
$857 Million 0.43% of portfolio
1,508
Q2 2025 Reduced 8.88%
$0
$782 Million 0.39% of portfolio
18,257
Q2 2025 Added 4.33%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $198 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email