13F Filings History of Able Wealth Management LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$316,107,139
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 113 stock holdings with total value $316,107,139 as of Q4 2025. Top holdings included SHV, SPMO, JQUA, DYNF, and EQWL.

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Holdings Value

Quick Takeaways

  • Able Wealth Management LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q4 2025.
  • Latest reported holdings value: $316,107,139.

What Changed

  • Most recent filing was accepted on 27 Jan 2026, 15:59.
  • Reported value moved from $266,008,456 to $316,107,139.

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

Portfolio holdings and changes are grounded in SEC Form 13F filings.

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