Long-term investor
Able Wealth Management LLC @ablewealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011908).
Record
- Tracked since 2025-06-30 (441 days), 205 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.4% · long · since 2025-06-30
- SHV · 9.9% · long · since 2025-06-30
- DYNF · 5.1% · long · since 2025-06-30
- SPYG · 4.2% · long · since 2025-06-30
- CORO · 3.9% · long · since 2026-03-31
- PVAL · 3.9% · long · since 2025-06-30
- SPMO · 2.6% · long · since 2025-06-30
- ACWI · 2.4% · long · since 2025-06-30
- BAI · 2.2% · long · since 2025-12-31
- JQUA · 2.1% · long · since 2025-06-30
- EFV · 2.0% · long · since 2025-06-30
- BOXX · 1.9% · long · since 2025-06-30