Able Wealth Management LLC
All 13F Filings
- Location
- Toms River, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 435,836
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 182 | 435,836 | 13F-HR | Able Wealth Management LLC |
| Q1 2026 | 4/24/2026 | 138 | 374,034 | 13F-HR | Able Wealth Management LLC |
| Q4 2025 | 1/27/2026 | 113 | 316,107 | 13F-HR | Able Wealth Management LLC |
| Q3 2025 | 10/14/2025 | 106 | 266,008 | 13F-HR | Able Wealth Management LLC |
| Q2 2025 | 8/6/2025 | 106 | 198,294 | 13F-HR | Able Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.53 K | 14.4% | 15.81 K | 0 | 15.81 K |
| ETFs | 373.1 K | 85.6% | 46.53 K | 0 | 46.53 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
435,836
Holdings
182
QoQ value change ($000)
61,802
(16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.