Top 50 ABLE Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 6.67% | 747.5K | $34.1M | +10.32%(+69.91K) | $45.75(-0.53%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.28% | 694.1K | $27.0M | -1.27%(-8.96K) | $33.98(+27.19%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 4.81% | 491.4K | $24.6M | +7.36%(+33.69K) | $49.93(+0.59%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.68% | 225.0K | $18.8M | +9.51%(+19.54K) | $70.42(+27.15%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.3% | 152.8K | $16.9M | -6.88%(-11.29K) | $93.67(+25.77%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.76% | 268.5K | $14.1M | +14.12%(+33.23K) | $51.45(+1.80%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.72% | 530.0K | $13.9M | +3.91%(+19.95K) | $26.32(+0.06%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.37% | 37.7K | $12.1M | +19.46%(+6.15K) | $248.34(+46.86%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.22% | 140.8K | $11.3M | +18.07%(+21.55K) | $65.66(+44.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.17% | 43.6K | $11.1M | -5.39%(-2.49K) | $153.08(+95.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.20% | +33.82% |
| Top 20 Holdings Unweighted | +10.67% | +35.53% |
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