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.