Able Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Toms River, NJ
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$374,034
Net value change ($000)
+57,927 (18.3%)
New positions
34
Sold out positions
9
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 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)
IVV 13,370 150.9%
CORO 7,247 NEW
IEMG 5,999 902.1%
DYNF 4,574 33.4%
BAI 4,311 1012.0%
AAPL 4,128 1278.0%
PVAL 4,086 33.4%
BOXX 4,024 80.4%
THRO 3,925 948.1%
OEF 3,535 296.6%
Top Reduces (Value $000, Stocks/ETFs)
EQWL -6,214 -46.6%
IDMO -4,914 -46.9%
BBBY -4,612 -100.0%
SPMO -4,591 -32.0%
AUSF -3,096 -44.6%
EDIV -2,011 -46.8%
SMH -1,526 -41.1%
MOAT -1,075 -48.1%
DBEF -982 -37.1%
XHLF -976 -46.9%
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