Quick Takeaways
- Able Wealth Management LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $373,996,638.
13F Filings History of Able Wealth Management LLC
- Latest 13F report
- Q1 2026 - 24 Apr 2026
- Value $
- $373,996,638
- Signature - Title
- Seth Hodes - CCO
- Location
- Toms River, NJ
- Summary
- This page shows a list of all the recent 13F filings made by Able Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Able Wealth Management LLC reported 138 stock holdings with total value $373,996,638 as of Q1 2026. Top holdings included SHV, IVV, DYNF, PVAL, and JQUA.
Follow Filing Activity
Follow Able Wealth Management LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
What Changed
- Most recent filing was accepted on 24 Apr 2026, 16:00.
- Reported value moved from $316,107,139 to $373,996,638.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 138 | $373,996,638 | +$100,476,127 | -$37,062,297 | +$63,413,830 | SHV, IVV, DYNF, PVAL, JQUA | 13F-HR | 24 Apr 2026, 16:00 |
| Q4 2025 | 113 | $316,107,139 | +$63,660,744 | -$14,942,471 | +$48,718,273 | SHV, SPMO, JQUA, DYNF, EQWL | 13F-HR | 27 Jan 2026, 15:59 |
| Q3 2025 | 106 | $266,008,456 | +$64,692,045 | -$6,849,040 | +$57,843,005 | SHV, SPMO, JQUA, EQWL, DYNF | 13F-HR | 14 Oct 2025, 17:20 |
| Q2 2025 | 106 | $198,294,023 | +$42,221,668 | -$21,806,552 | +$20,415,116 | SHV, SPMO, EQWL, ACWI, JQUA | 13F-HR | 06 Aug 2025, 08:34 |
| Q1 2025 | 95 | $166,722,421 | +$24,362,407 | -$6,593,223 | +$17,769,184 | SHV, ACWI, EQWL, USMV, IVV | 13F-HR | 28 Apr 2025, 16:04 |
| Q4 2024 | 96 | $152,066,220 | +$23,208,923 | -$3,684,020 | +$19,524,903 | SHV, ACWI, IVV, EQWL, USMV | 13F-HR | 03 Feb 2025, 11:11 |
| Q3 2024 | 90 | $131,921,059 | +$10,363,244 | -$5,957,978 | +$4,405,266 | SHV, ACWI, IVV, USMV, IUSV | 13F-HR | 01 Nov 2024, 14:58 |
| Q2 2024 | 81 | $121,384,700 | +$12,680,304 | -$6,830,503 | +$5,849,801 | SHV, ACWI, IVV, USMV, IUSV | 13F-HR | 01 Nov 2024, 14:48 |
| Q1 2024 | 86 | $114,634,277 | +$10,445,660 | -$12,356,608 | -$1,910,948 | SHV, ACWI, IVV, USMV, IUSV | 13F-HR | 01 Nov 2024, 14:36 |
| Q4 2023 | 611 | $110,118,449 | $0 | $0 | $0 | SHV, ACWI, IVV, USMV, IUSV | 13F-HR | 20 Feb 2024, 15:17 |