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 $435.8M across 182 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($45.5M, 10.44%), SHV ($43.3M, 9.93%), DYNF ($22.0M, 5.06%), SPYG ($18.2M, 4.18%), CORO ($17.0M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.5M | 10.44% | 60,774 | Added |
| 2 | SHV | ISHARES TR | $43.3M | 9.93% | 392,113 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $22.0M | 5.06% | 324,066 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $18.2M | 4.18% | 152,934 | Added |
| 5 | CORO | BLACKROCK ETF TRUST | $17.0M | 3.90% | 464,579 | Added |
| 6 | PVAL | PUTNAM ETF TRUST | $17.0M | 3.89% | 333,118 | Trimmed |
| 7 | SPMO | INVESCO EXCH TRADED FD TR II | $11.2M | 2.57% | 69,434 | Trimmed |
| 8 | ACWI | ISHARES TR | $10.4M | 2.38% | 66,065 | Added |
| 9 | BAI | BLACKROCK ETF TRUST | $9.5M | 2.18% | 179,867 | Added |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $9.3M | 2.13% | 128,167 | Trimmed |
| 11 | EFV | ISHARES TR | $8.5M | 1.96% | 111,413 | Trimmed |
| 12 | BOXX | EA SERIES TRUST | $8.3M | 1.91% | 71,163 | Trimmed |
| 13 | CSHI | NEOS ETF TRUST | $8.0M | 1.84% | 161,270 | Trimmed |
| 14 | USMV | ISHARES TR | $7.9M | 1.81% | 81,811 | Added |
| 15 | UYLD | ANGEL OAK FUNDS TRUST | $7.8M | 1.78% | 152,189 | Trimmed |
| 16 | IUSG | ISHARES TR | $7.6M | 1.73% | 40,167 | Added |
| 17 | IEMG | ISHARES INC | $7.3M | 1.68% | 88,516 | Trimmed |
| 18 | IUSV | ISHARES TR | $7.2M | 1.66% | 65,508 | Added |
| 19 | ICSH | ISHARES TR | $6.5M | 1.49% | 128,416 | Trimmed |
| 20 | FELC | FIDELITY COVINGTON TRUST | $6.3M | 1.45% | 150,357 | Added |
| 21 | SHY | ISHARES TR | $6.2M | 1.43% | 75,736 | Added |
| 22 | THRO | BLACKROCK ETF TRUST | $5.9M | 1.35% | 136,387 | Added |
| 23 | EQWL | INVESCO EXCHANGE TRADED FD T | $5.6M | 1.28% | 43,169 | Trimmed |
| 24 | IUSB | ISHARES TR | $5.6M | 1.27% | 120,297 | Added |
| 25 | AAPL | APPLE INC | $5.3M | 1.22% | 18,932 | Added |
Source: SEC Form 13F filings · as of 2026-06-30