§ 13F · FUND PROFILE
Able Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $198.3T (13F)Positions · 106Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 370K | $40.8T | 12.9% | +72% |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | 120K | $14.4T | 4.5% | +13% |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | 227K | $14.3T | 4.5% | +19% |
| 4 | DYNF | BLACKROCK ETF TRUST | 226K | $13.7T | 4.3% | +26% |
| 5 | EQWL | INVESCO EXCHANGE TRADED FD T | 113K | $13.3T | 4.2% | +11% |
| 6 | PVAL | PUTNAM ETF TRUST | 269K | $12.2T | 3.9% | +19% |
| 7 | EFV | ISHARES TR | 171K | $12.2T | 3.9% | +23% |
| 8 | SPYG | SPDR SERIES TRUST | 99K | $10.6T | 3.3% | +27% |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | 189K | $10.5T | 3.3% | +15% |
| 10 | ACWI | ISHARES TR | 63K | $8.9T | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ABLE SIGNAL
AC read
Able Wealth Management LLC is a Other fund managing $198294.0 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed