Able Wealth Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $266 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 $23.8B, Invesco ETF Tr Ii S&P 500 Mome with a value of $12.9B, J P Morgan ETF Tr U S Quality with a value of $12B, Invesco Exchange Traded Fd Tr with a value of $11.6B, and Blackrock ETF Tr U S Equity Fa with a value of $10.6B.

Examining the 13F form we can see an increase of $67.7B in the current position value, from $198B to 266B.

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 $266 Billion
ETFs: $202 Billion
Technology: $6.27 Billion
Consumer Cyclical: $3.85 Billion
Financial Services: $3.4 Billion
Communication Services: $2.08 Billion
Utilities: $1 Billion
Healthcare: $857 Million
Consumer Defensive: $205 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 $266 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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