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

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
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