Able Wealth Management LLC: 13F holdings
CIK 20119082026Q2
| Positions | 182 |
|---|
| Reported value | $435.8m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 182 (+44 vs prior quarter) |
|---|
| Reported value | $435.8m (+16.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 60,774 | $45.5m | 10.4% |
| SHV ISHARES TR | 392,113 | $43.3m | 9.9% |
| DYNF BLACKROCK ETF TRUST | 324,066 | $22.0m | 5.1% |
| SPYG SPDR SERIES TRUST | 152,934 | $18.2m | 4.2% |
| CORO BLACKROCK ETF TRUST | 464,579 | $17.0m | 3.9% |
| PVAL PUTNAM ETF TRUST | 333,118 | $17.0m | 3.9% |
| SPMO INVESCO EXCH TRADED FD TR II | 69,434 | $11.2m | 2.6% |
| ACWI ISHARES TR | 66,065 | $10.4m | 2.4% |
| BAI BLACKROCK ETF TRUST | 179,867 | $9.5m | 2.2% |
| JQUA J P MORGAN EXCHANGE TRADED F | 128,167 | $9.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011908")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples