Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Able Wealth Management LLC (CIK 2011908) reported $374.0M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHV ($42.4M, 11.34%), IVV ($22.2M, 5.94%), DYNF ($18.3M, 4.89%), PVAL ($16.3M, 4.37%), JQUA ($13.9M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $42.4M | 11.34% | 384,120 | Added |
| 2 | IVV | ISHARES TR | $22.2M | 5.94% | 34,031 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $18.3M | 4.89% | 314,343 | Added |
| 4 | PVAL | PUTNAM ETF TRUST | $16.3M | 4.37% | 352,075 | Added |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | $13.9M | 3.73% | 227,384 | Added |
| 6 | EFV | ISHARES TR | $13.3M | 3.56% | 179,248 | Added |
| 7 | SPYG | SPDR SERIES TRUST | $12.9M | 3.44% | 131,379 | Added |
| 8 | SPMO | INVESCO EXCH TRADED FD TR II | $9.8M | 2.61% | 87,171 | Trimmed |
| 9 | ACWI | ISHARES TR | $9.0M | 2.41% | 65,095 | Added |
| 10 | BOXX | EA SERIES TRUST | $9.0M | 2.41% | 77,668 | Added |
| 11 | CSHI | NEOS ETF TRUST | $8.9M | 2.39% | 179,379 | Added |
| 12 | UYLD | ANGEL OAK FUNDS TRUST | $8.1M | 2.17% | 159,097 | Added |
| 13 | USMV | ISHARES TR | $7.6M | 2.02% | 81,559 | Added |
| 14 | CORO | BLACKROCK ETF TRUST | $7.2M | 1.94% | 225,392 | New |
| 15 | EQWL | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.91% | 61,864 | Trimmed |
| 16 | ICSH | ISHARES TR | $6.7M | 1.78% | 131,415 | Added |
| 17 | IUSV | ISHARES TR | $6.6M | 1.78% | 64,947 | Added |
| 18 | IEMG | ISHARES INC | $6.7M | 1.78% | 95,545 | Added |
| 19 | SHY | ISHARES TR | $6.2M | 1.67% | 75,529 | Added |
| 20 | IUSG | ISHARES TR | $6.2M | 1.66% | 39,935 | Added |
| 21 | JMST | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.55% | 113,551 | Added |
| 22 | IDMO | INVESCO EXCH TRADED FD TR II | $5.6M | 1.49% | 101,568 | Trimmed |
| 23 | FELC | FIDELITY COVINGTON TRUST | $5.4M | 1.45% | 149,507 | Trimmed |
| 24 | IUSB | ISHARES TR | $4.8M | 1.29% | 104,718 | Added |
| 25 | BAI | BLACKROCK ETF TRUST | $4.7M | 1.27% | 143,769 | Added |
Source: SEC Form 13F filings · as of 2026-03-31