Able Wealth Management LLC Portfolio Holdings
Able Wealth Management LLC
- $266 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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