StockDriftsStockDriftsTop 50 Able Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.44% | 60.8K | $45.5M | +78.58%(+26.74K) | $640.85(+21.30%) | 2026-06-30 | |
| SHV | ISHARES TR | 9.93% | 392.1K | $43.3M | +2.08%(+7.99K) | $110.32(-0.13%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.06% | 324.1K | $22.0M | +3.09%(+9.72K) | $55.79(+25.51%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 4.18% | 152.9K | $18.2M | +16.41%(+21.55K) | $86.53(+41.89%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 3.9% | 464.6K | $17.0M | +106.12%(+239.19K) | $32.77(+12.72%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 3.89% | 333.1K | $17.0M | -5.38%(-18.96K) | $40.96(+33.24%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.57% | 69.4K | $11.2M | -20.35%(-17.74K) | $99.41(+50.07%) | 2026-06-30 | |
| ACWI | ISHARES TR | 2.38% | 66.1K | $10.4M | +1.49%(+970) | $101.46(+59.15%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 2.18% | 179.9K | $9.5M | +25.11%(+36.10K) | $34.94(+27.20%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.13% | 128.2K | $9.3M | -43.63%(-99.22K) | $55.63(+34.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.57% |
Able Wealth Management LLC reports $435.84M in US-listed equity holdings across 182 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.4%), SHV (9.9%) and DYNF (5.1%). The top 20 holdings account for 63.97% of reported assets. Its disclosed equity book has returned +38.85% cumulatively over 10 quarters. Figures reflect the Q2 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 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011908). View Able Wealth Management LLC’s 13F filings on SEC