Able Wealth Management LLC - Portfolio overview

Able Wealth Management LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 11.15%
2. IVV - ISHARES TR, 5.84%
3. DYNF - BLACKROCK ETF TRUST, 4.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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