StockDriftsStockDriftsTop 50 Able Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 5.84% | 862.7K | $37.4M | +8.97%(+71.00K) | $45.63(-4.27%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.95% | 712.3K | $31.7M | +2.49%(+17.29K) | $34.24(+31.04%) | 2026-09-30 | |
| IDEV | ISHARES TR | 3.99% | 285.0K | $25.5M | +7.87%(+20.79K) | $73.69(+20.77%) | 2026-09-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.82% | 514.3K | $24.5M | -11.71%(-68.20K) | $49.98(-3.57%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.5% | 238.2K | $22.4M | +49.79%(+79.19K) | $77.14(+15.94%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.26% | 176.9K | $20.8M | +5.29%(+8.89K) | $97.02(+23.36%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.7% | 46.3K | $17.3M | +11.50%(+4.77K) | $278.16(+35.01%) | 2026-09-30 | |
| IGSB | ISHARES TR | 2.64% | 329.6K | $16.9M | +14.47%(+41.66K) | $51.56(-0.49%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.54% | 48.8K | $16.2M | +4.91%(+2.29K) | $167.22(+105.08%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 2.25% | 567.7K | $14.4M | +5.54%(+29.82K) | $26.30(-3.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.41% | +42.05% | — | — | +41.65% |
| Top 20 Holdings Unweighted | +13.51% | +46.26% | — | — | +45.66% |
Able Financial Group LLC reports $639.91M in US-listed equity holdings across 221 positions in its most recent 13F filing. Its largest disclosed positions are FBND (5.8%), DFAC (5.0%) and IDEV (4.0%). The top 20 holdings account for 52.72% of reported assets. Its disclosed equity book has returned +42.05% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Able Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977500). View Able Financial Group LLC’s 13F filings on SEC