Able Financial Group, LLC Portfolio Holdings
Able Financial Group, LLC
- $450 Million
- Q4 2025
Able Financial Group, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $450 Million distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $31.3M, Dimensional ETF Tr U S Core Eq with a value of $27.2M, Jp Morgan Tr Mun ETF (De) with a value of $23.2M, First Trust Rising Dividend Ac with a value of $19.5M, and Ishares Core Msci Intl Develop with a value of $16.7M.
Examining the 13F form we can see an increase of $23.4M in the current position value, from $427M to 450M.
Able Financial Group, LLC is based out at Scottsdale, AZ
Below you can find more details about Able Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 218
- Current Value $450 Million
- Prior Value $427 Million
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 18 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks