Able Wealth Management LLC - Q12026 Holdings

Able Wealth Management LLC holds 138 stocks with a total portfolio value of $ 374.03M as of Q12026. In Q12026, Able Wealth Management LLC added 34 new positions, increased stakes in 57 stocks, reduced 40 holdings, and fully exited 9 positions. The largest holding is Ishares Tr (SHV), representing 11.34% of the total portfolio.