ABLE Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
206
Total value ($000)
$511,127
Net value change ($000)
+18,797 (3.8%)
New positions
21
Sold out positions
25
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GRID 4,797 NEW
UUP 4,659 NEW
CIBR 4,591 NEW
SDCI 3,499 141.2%
IXC 3,008 1105.9%
FBND 2,905 9.3%
CSRE 2,789 NEW
XLB 2,758 NEW
VBIL 2,732 NEW
BNDX 2,636 32.1%
Top Reduces (Value $000, Stocks/ETFs)
RDVY -14,798 -73.0%
HD -2,602 -89.6%
DBX -2,077 -100.0%
MSFT -1,711 -23.5%
PODD -1,554 -100.0%
AAPL -1,465 -11.7%
BNDW -1,395 -100.0%
FTGC -1,372 -18.8%
STGW -1,054 -9.7%
WDAY -1,047 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type