Investor
Able Wealth Management LLC
CIK 0002011908 · filed 2026-04-24 · SEC filing
13F book
$374M
Positions
138
34 new · 9 sold
Largest name
11.3%
Ishares Tr
Est. mark
−$5.21M
Price effect on 104 names still held. Flow $63.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 384.1K | $42.4M | 11.3% | $88.8K | Added$1.63M |
| Ishares Tr | — | 34K | $22.2M | 5.9% | −$410.4K | Added$13.4M |
| Blackrock Etf Trust | — | 314.3K | $18.3M | 4.9% | −$593.1K | Added$4.57M |
| Putnam Etf Trust | — | 352.1K | $16.3M | 4.4% | $223.1K | Added$4.09M |
| J P Morgan Exchange Traded F | — | 227.4K | $13.9M | 3.7% | −$421.7K | Added−$381.6K |
| Ishares Tr | — | 179.2K | $13.3M | 3.6% | $503.2K | Added$1.1M |
| Spdr Series Trust | — | 131.4K | $12.9M | 3.4% | −$869.2K | Added$2.31M |
| Invesco Exch Traded Fd Tr Ii | — | 87.2K | $9.77M | 2.6% | −$628.5K | Cut−$4.59M |
| Ea Series Trust | — | 77.7K | $9.03M | 2.4% | $51.8K | Added$4.02M |
| Ishares Tr | — | 65.1K | $9.01M | 2.4% | −$196.2K | Added$107.5K |
| Neos Etf Trust | — | 179.4K | $8.93M | 2.4% | $6.46K | Added$2.5M |
| Angel Oak Funds Trust | — | 159.1K | $8.12M | 2.2% | −$10.8K | Added$3.1M |
| Ishares Tr | — | 81.6K | $7.56M | 2.0% | −$106.4K | Added$514.6K |
| Blackrock Etf Trust | — | 225.4K | $7.25M | 1.9% | — | New |
| Invesco Exchange Traded Fd T | — | 61.9K | $7.13M | 1.9% | −$180.7K | Cut−$6.21M |
| Ishares Inc | — | 95.5K | $6.66M | 1.8% | $25K | Added$6M |
| Ishares Tr | — | 131.4K | $6.65M | 1.8% | $4.95K | Added$396.8K |
| Ishares Tr | — | 64.9K | $6.64M | 1.8% | −$18.4K | Added$127.1K |
| Ishares Tr | — | 75.5K | $6.24M | 1.7% | −$17.5K | Added$453.5K |
| Ishares Tr | — | 39.9K | $6.19M | 1.7% | −$508.2K | Added−$458.1K |
| J P Morgan Exchange Traded F | — | 113.6K | $5.79M | 1.5% | $3.84K | Added$874.8K |
| Invesco Exch Traded Fd Tr Ii | — | 101.6K | $5.57M | 1.5% | −$74.2K | Cut−$4.91M |
| Fidelity Covington Trust | — | 149.5K | $5.42M | 1.5% | −$284.1K | Cut−$335.3K |
| Ishares Tr | — | 104.7K | $4.84M | 1.3% | −$27.4K | Added$1.19M |
| Blackrock Etf Trust | — | 143.8K | $4.74M | 1.3% | −$4.49K | Added$4.31M |
| Ishares Tr | — | 14.9K | $4.73M | 1.3% | −$86.3K | Added$3.53M |
| Vanguard Index Fds | — | 7.61K | $4.55M | 1.2% | −$120.6K | Added$1.99M |
| Pgim Etf Tr | — | 88.5K | $4.53M | 1.2% | −$4.69K | Added$1.52M |
| Apple Inc. | AAPL | 17.5K | $4.45M | 1.2% | −$21.5K | Added$4.13M |
| Blackrock Etf Trust | — | 119.8K | $4.34M | 1.2% | −$25.1K | Added$3.92M |
| Ishares Tr | — | 29K | $4.13M | 1.1% | −$178.1K | Added−$96.3K |
| Blackrock Etf Trust Ii | — | 76.4K | $3.97M | 1.1% | −$8.67K | Added$3.42M |
| Global X Fds | — | 79.4K | $3.84M | 1.0% | $157.2K | Cut−$3.1M |
| Pimco Etf Tr | — | 81.1K | $3.67M | 1.0% | −$6.46K | Added$1.71M |
| Ishares Tr | — | 6.24K | $2.66M | 0.7% | −$292.5K | Cut−$296.3K |
| Spdr S&P 500 Etf Tr | — | 4.08K | $2.65M | 0.7% | −$99.5K | Added$496.2K |
| Mastercard Inc | MA | 4.79K | $2.39M | 0.6% | −$341.2K | Cut−$378.3K |
| Spdr Index Shs Fds | — | 57.9K | $2.29M | 0.6% | $19.1K | Cut−$2.01M |
| Vaneck Etf Trust | — | 5.7K | $2.18M | 0.6% | $132.5K | Cut−$1.53M |
| Ishares Tr | — | 10.3K | $2.18M | 0.6% | −$9.39K | Added$16.8K |
| Ishares Tr | — | 19.9K | $2.01M | 0.5% | −$5.58K | Added$1.41M |
| Angel Oak Funds Trust | — | 85.4K | $1.77M | 0.5% | −$4.55K | Added$3.47K |
| Dbx Etf Tr | — | 33.7K | $1.67M | 0.4% | $43.5K | Cut−$982.4K |
| Ishares Tr | — | 14K | $1.56M | 0.4% | −$5.19K | Added$1.33M |
| Ishares Tr | — | 13.8K | $1.56M | 0.4% | −$139.9K | Cut−$146.1K |
| Ishares Tr | — | 6.97K | $1.52M | 0.4% | $4.48K | Added$1.29M |
| Ishares Tr | — | 14K | $1.49M | 0.4% | −$4.47K | Added$990.8K |
| Nvidia Corp | NVDA | 8.66K | $1.48M | 0.4% | −$73.2K | Added$214K |
| Blackrock Etf Trust | — | 33.8K | $1.39M | 0.4% | — | New |
| Blackrock Etf Trust | — | 40.1K | $1.31M | 0.4% | — | New |
| Microsoft Corp | MSFT | 3.51K | $1.28M | 0.3% | −$321.7K | Added−$98.1K |
| Janus Detroit Str Tr | — | 26.6K | $1.2M | 0.3% | −$3.41K | Added$892.8K |
| World Gold Tr | — | 12.7K | $1.18M | 0.3% | $49.1K | Added$603.9K |
| Ishares Tr | — | 23.6K | $1.18M | 0.3% | — | New |
| Vaneck Etf Trust | — | 12K | $1.16M | 0.3% | −$82.3K | Cut−$1.08M |
| Bondbloxx Etf Trust | — | 22K | $1.11M | 0.3% | $1.77K | Cut−$975.9K |
| Spdr Series Trust | — | 44.5K | $1.1M | 0.3% | −$6.22K | Cut−$498.9K |
| Alphabet Inc | — | 3.6K | $1.03M | 0.3% | −$86.3K | Added−$27.7K |
| Ishares Tr | — | 6.68K | $1.01M | 0.3% | $68.6K | Held |
| Ishares Tr | — | 19.8K | $991.9K | 0.3% | — | New |
| Alphabet Inc | — | 3.43K | $983.9K | 0.3% | −$84.6K | Added−$2.02K |
| Amazon Com Inc | AMZN | 4.53K | $942.6K | 0.3% | — | New |
| Calamos Etf Tr | — | 35.4K | $889.4K | 0.2% | −$39.1K | Added$235.2K |
| Ishares Tr | — | 37.6K | $860.5K | 0.2% | — | New |
| Vanguard Index Fds | — | 2.67K | $857K | 0.2% | −$35.9K | Added$20.9K |
| Dimensional Etf Trust | — | 15.7K | $830.7K | 0.2% | $45.3K | Cut−$35.3K |
| Wisdomtree Tr | — | 16.6K | $824.6K | 0.2% | $49.5K | Cut−$246.1K |
| Netflix Inc | NFLX | 8.37K | $803.3K | 0.2% | $17.5K | Added$52.4K |
| Ishares Tr | — | 7.95K | $794.5K | 0.2% | −$40K | Cut−$300.7K |
| Ishares Tr | — | 3.13K | $780.1K | 0.2% | −$88.2K | Cut−$602.2K |
| Ishares Interst Rate Hdg | — | 8.15K | $752.9K | 0.2% | −$8.21K | Cut−$720.6K |
| Spdr Index Shs Fds | — | 15.7K | $736.8K | 0.2% | — | New |
| Bondbloxx Etf Trust | — | 14.5K | $692.8K | 0.2% | −$4.69K | Cut−$265.9K |
| Vanguard Specialized Funds | — | 2.92K | $626.9K | 0.2% | −$13.7K | Cut−$31.3K |
| Public Svc Enterprise Grp In | — | 7.66K | $591.8K | 0.2% | $19.8K | Cut$12.7K |
| Pfizer Inc | PFE | 21.5K | $565.2K | 0.2% | $75.8K | Cut$63.2K |
| Invesco Qqq Tr | — | 963 | $556.1K | 0.1% | −$33.3K | Added$1.93K |
| Jpmorgan Chase & Co. | — | 1.8K | $529.2K | 0.1% | −$10.2K | Added$32.6K |
| Bondbloxx Etf Trust | — | 10.7K | $525.8K | 0.1% | −$3.42K | Cut−$641.6K |
| Collaborative Investmnt Ser | — | 15.8K | $517.3K | 0.1% | −$25.3K | Cut−$37.5K |
| Simplify Exchange Traded Fun | — | 16.9K | $510.8K | 0.1% | $50K | Cut$16.6K |
| J P Morgan Exchange Traded F | — | 7.22K | $490.1K | 0.1% | −$1.56K | Added$17K |
| Ishares Tr | — | 4.65K | $473.3K | 0.1% | $15.3K | Cut−$320.1K |
| Vanguard Index Fds | — | 2.36K | $462.9K | 0.1% | $12.4K | Added$12.6K |
| Consolidated Edison Inc | ED | 4.02K | $443.4K | 0.1% | $45.2K | Added$46.8K |
| Ishares Tr | — | 4.86K | $421.3K | 0.1% | −$2.29K | Cut−$528.2K |
| Vanguard Tax-Managed Fds | — | 6.55K | $420K | 0.1% | $10.5K | Cut−$30.3K |
| Tesla, Inc. | TSLA | 1.14K | $415K | 0.1% | −$97.9K | Cut−$106.9K |
| Ishares Tr | — | 4.42K | $382.7K | 0.1% | $8.84K | Held |
| Elevation Series Trust | — | 13.2K | $378.9K | 0.1% | $12.4K | Added$95.1K |
| Schwab Strategic Tr | — | 14.9K | $374.7K | 0.1% | −$16.9K | Held |
| Ishares Aaa Clo Active | — | 7.03K | $364.6K | 0.1% | — | New |
| Janus Detroit Str Tr | — | 7.53K | $350.7K | 0.1% | −$8.25K | Cut−$428.3K |
| Meta Platforms, Inc. | META | 607 | $347K | 0.1% | −$53.5K | Cut−$71.3K |
| Ishares Invest Grd Sys | — | 7.1K | $320K | 0.1% | −$4.26K | Cut−$399.9K |
| Ishares Tr | — | 3.32K | $311.9K | 0.1% | — | New |
| Agf Invts Tr | — | 21.2K | $295.7K | 0.1% | −$9.1K | Cut−$206.1K |
| Select Sector Spdr Tr | — | 2.22K | $294.8K | 0.1% | −$24.5K | Cut−$25.5K |
| Blackrock Etf Trust Ii | — | 5.97K | $286.7K | 0.1% | — | New |
| Cisco Sys Inc | — | 3.44K | $267.3K | 0.1% | — | New |
| Vaneck Etf Trust | — | 13.4K | $264.6K | 0.1% | −$2.15K | Cut−$379.9K |
| Trust For Professional Manag | — | 9.3K | $261.7K | 0.1% | $7.53K | Cut$6.98K |
| J P Morgan Exchange Traded F | — | 4.61K | $261.3K | 0.1% | −$2.57K | Held |
| Berkshire Hathaway Inc Del | — | 538 | $257.8K | 0.1% | — | New |
| Eli Lilly & Co | LLY | 313 | $255.2K | 0.1% | −$27.2K | Added$19.2K |
| Spdr Series Trust | — | 2.78K | $255K | 0.1% | — | New |
| Home Depot, Inc. | HD | 764 | $250K | 0.1% | −$11.5K | Added$16K |
| Calamos Etf Tr | — | 9.23K | $248.7K | 0.1% | $1.62K | Held |
| Etf Ser Solutions | — | 5.88K | $246.9K | 0.1% | −$10.2K | Cut−$105.3K |
| Litman Gregory Fds Tr | — | 8.15K | $245.6K | 0.1% | $15.7K | Added$35K |
| Janus Henderson Group Plc | — | 4.7K | $241.5K | 0.1% | — | New |
| First Tr Exch Traded Fd Iii | — | 3.28K | $230.8K | 0.1% | −$2.07K | Cut−$94.3K |
| PACS Group, Inc. | PACS | 10.9K | $229K | 0.1% | — | New |
| Innovator Etfs Trust | — | 7.78K | $225.5K | 0.1% | −$572 | Held |
| Ishares Tr | — | 1.17K | $225.2K | 0.1% | −$7.08K | Added$16.7K |
| Calamos Etf Tr | — | 8.34K | $224.1K | 0.1% | −$97 | Held |
| Ishares Inc | — | 1.91K | $221.6K | 0.1% | — | New |
| Philip Morris Intl Inc | — | 1.34K | $221.1K | 0.1% | $6.56K | Added$8.05K |
| Moog Inc | — | 743 | $217.4K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 1.47K | $215.9K | 0.1% | −$12.1K | Added−$11.9K |
| Chord Energy Corp | CHRD | 1.52K | $215.8K | 0.1% | — | New |
| American Centy Etf Tr | — | 1.92K | $211.9K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 2.11K | $211.1K | 0.1% | −$9.82K | Added$10.9K |
| At&T Inc | — | 7.17K | $207.8K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 4.16K | $205.3K | 0.1% | −$22.5K | Cut−$35.7K |
| Vanguard Whitehall Fds | — | 1.37K | $202.9K | 0.1% | — | New |
| Universal Ins Hldgs Inc | — | 5.88K | $201K | 0.1% | — | New |
| Infosys Ltd | INFY | 12K | $162.6K | 0.0% | — | New |
| Metalla Rty & Streaming Ltd | — | 20.9K | $127.6K | 0.0% | — | New |
| Net Lease Office Properties | NLOP | 10.8K | $124K | 0.0% | — | New |
| Kkr Real Estate Fin Tr Inc | — | 18.3K | $111.9K | 0.0% | — | New |
| Armada Hoffler Pptys Inc | — | 19.7K | $90.7K | 0.0% | — | New |
| Invesco Mortgage Capital Inc | — | 11K | $86.8K | 0.0% | — | New |
| Algonquin Pwr Utils Corp | — | 12.5K | $77K | 0.0% | — | New |
| Payoneer Global Inc. | PAYO | 14.9K | $71.9K | 0.0% | — | New |
| Octave Specialty Group Inc | OSG | 15.2K | $70.9K | 0.0% | — | New |
| Yext, Inc. | YEXT | 12.6K | $48.3K | 0.0% | — | New |
| Western Un Co | — | 14.1K | $37.2K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.