13F Filings History of Able Wealth Management LLC

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$266,008,456
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 106 stock holdings with total value $266,008,456 as of Q3 2025. Top holdings included SHV, SPMO, JQUA, EQWL, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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