ABLE Financial Group, LLC - Portfolio overview

ABLE Financial Group, LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 6.45%
2. DFAC - DIMENSIONAL ETF TRUST, 5.10%
3. JMUB - J P MORGAN EXCHANGE TRADED F, 4.65%

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

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