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ABLE Financial Group, LLC

CIK 1977500

13F filing for Q2 2026・No. 3,527

Holdings
US$595.87M
Quarter change
+US$84.74M
Entries
222
Net bought (estimate)
+US$46.24M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 23
  • Sold out 7
  • Cut 81
  • Added 78
  • Corporate actions 0
  • Unchanged 40

Largest holdings

222 stocks worth US$595.87M, options and bonds left out.

StockThis quarterValueWeight
FIDELITY MERRIMACK STR TRTOTAL BD ETFAddedUS$36.01M6.04%
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETFAddedUS$30.83M5.17%
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETFAddedUS$29.51M4.95%
ISHARES TRCORE MSCI INTLAddedUS$23.52M3.95%
AMERICAN CENTY ETF TRUS SML CP VALUAddedUS$20.96M3.52%
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$15.35M2.58%
AMERICAN CENTY ETF TRAVANTIS EMGMKTAddedUS$15.35M2.58%
ISHARES TRISHS 1-5YR INVSAddedUS$15.09M2.53%
ISHARES TR10-20 YR TRS ETFAddedUS$14.58M2.45%
PIMCO ETF TRMULTISECTOR BDAddedUS$14.26M2.39%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.