Able Financial Group, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $414 Billion distributed in 204 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $25.2B, Fidelity Merrimack Str Tr Tota with a value of $24.7B, First Trust Rising Dividend Ac with a value of $19B, Jp Morgan Tr Mun ETF (De) with a value of $15B, and Ishares Core Msci Intl Develop with a value of $13.4B.
Examining the 13F form we can see an increase of $57.7B in the current position value, from $357B to 414B.
Able Financial Group, LLC is based out at Scottsdale, AZ
Below you can find more details about Able Financial Group, LLC portfolio as well as his latest detailed transactions.
