Able Financial Group, LLC Portfolio Holdings

Able Financial Group, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $427 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $27.1M, Dimensional ETF Tr U S Core Eq with a value of $26.1M, Jp Morgan Tr Mun ETF (De) with a value of $21.1M, First Trust Rising Dividend Ac with a value of $19.8M, and American Centy ETF Tr Avantis with a value of $15.3M.

Examining the 13F form we can see an decrease of $414B in the current position value, from $414B to 427M.

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.