0002085853-26-000500.txt : 20260424
0002085853-26-000500.hdr.sgml : 20260424
20260424160048
ACCESSION NUMBER: 0002085853-26-000500
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260424
DATE AS OF CHANGE: 20260424
EFFECTIVENESS DATE: 20260424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Able Wealth Management LLC
CENTRAL INDEX KEY: 0002011908
ORGANIZATION NAME:
EIN: 831095109
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23981
FILM NUMBER: 26893444
BUSINESS ADDRESS:
STREET 1: 185 ROUTE 70
STREET 2: SUITE 105
CITY: TOMS RIVER
STATE: NJ
ZIP: 08755
BUSINESS PHONE: (212) 634-7842
MAIL ADDRESS:
STREET 1: 185 ROUTE 70
STREET 2: SUITE 105
CITY: TOMS RIVER
STATE: NJ
ZIP: 08755
13F-HR
1
primary_doc.xml
X0202
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0002011908
XXXXXXXX
03-31-2026
03-31-2026
false
Able Wealth Management LLC
185 Route 70
Suite 105
Toms River
NJ
08755
13F HOLDINGS REPORT
028-23981
N
Seth Hodes
CCO
212-634-7842
/s/ Seth Hodes
Toms River
NJ
04-24-2026
0
138
374033871
INFORMATION TABLE
2
infotable.xml
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US MARKET NETRL
00110G408
295704
21182
SH
SOLE
21182
0
0
AH RLTY TR INC
COM
04208T108
90662
19728
SH
SOLE
19728
0
0
ALGONQUIN POWER & UTILITIES
COM
015857105
76983
12538
SH
SOLE
12538
0
0
ALPHABET INC
CAP STK CL C
02079K107
983923
3430
SH
SOLE
3430
0
0
ALPHABET INC
CAP STK CL A
02079K305
1034790
3599
SH
SOLE
3599
0
0
AMAZON COM INC
COM
023135106
942630
4526
SH
SOLE
4526
0
0
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
211888
1918
SH
SOLE
1918
0
0
ANGEL OAK FUNDS TRUST
INCOME ETF
03463K760
1773935
85398
SH
SOLE
85398
0
0
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
03463K752
8119542
159097
SH
SOLE
159097
0
0
APPLE INC
COM
037833100
4450913
17538
SH
SOLE
17538
0
0
AT&T INC
COM
00206R102
207821
7169
SH
SOLE
7169
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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257820
538
SH
SOLE
538
0
0
BLACKROCK ETF TRUST
ISHARES LARGE CA
09290C855
1387743
33798
SH
SOLE
33798
0
0
BLACKROCK ETF TRUST
ISHARES A I INNO
09290C780
4737192
143769
SH
SOLE
143769
0
0
BLACKROCK ETF TRUST
ISHARES INTL CTR
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7246870
225392
SH
SOLE
225392
0
0
BLACKROCK ETF TRUST
ISHARES DEFENSE
09290C699
1310950
40066
SH
SOLE
40066
0
0
BLACKROCK ETF TRUST
ISHARES US THEMA
09290C806
4338905
119793
SH
SOLE
119793
0
0
BLACKROCK ETF TRUST
ISHARES US EQUIT
09290C103
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314343
SH
SOLE
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0
0
BLACKROCK ETF TRUST II
ISHARES AAA CLO
092528504
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7034
SH
SOLE
7034
0
0
BLACKROCK ETF TRUST II
ISHARES FLEXIBLE
092528603
3967946
76410
SH
SOLE
76410
0
0
BLACKROCK ETF TRUST II
ISHARES HIGH YIE
092528843
286681
5975
SH
SOLE
5975
0
0
BONDBLOXX ETF TRUST
BLOOMBERG FVE YR
09789C838
525766
10695
SH
SOLE
10695
0
0
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
09789C820
692799
14518
SH
SOLE
14518
0
0
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
09789C788
1105096
21957
SH
SOLE
21957
0
0
CALAMOS ETF TR
AUTOCALLABLE INC
12811T571
889378
35377
SH
SOLE
35377
0
0
CALAMOS ETF TR
S&P 500 STRUCTUR
12811T803
224124
8340
SH
SOLE
8340
0
0
CALAMOS ETF TR
RUSSELL 2000 STR
12811T837
248749
9230
SH
SOLE
9230
0
0
CHORD ENERGY CORPORATION
COM NEW
674215207
215829
1518
SH
SOLE
1518
0
0
CISCO SYS INC
COM
17275R102
267265
3445
SH
SOLE
3445
0
0
COLLABORATIVE INVESTMNT SER
RAREVIEW SYS EQT
19423L540
517288
15842
SH
SOLE
15842
0
0
CONSOLIDATED EDISON INC
COM
209115104
443396
4018
SH
SOLE
4018
0
0
DBX ETF TR
XTRACK MSCI EAFE
233051200
1665594
33716
SH
SOLE
33716
0
0
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
830680
15739
SH
SOLE
15739
0
0
EA SERIES TRUST
ALPHA ARCH 1-3
02072L565
9032062
77668
SH
SOLE
77668
0
0
ELEVATION SERIES TRUST
CLOUGH HEDGED EQ
210322806
378950
13204
SH
SOLE
13204
0
0
ELI LILLY & CO
COM
532457108
255153
313
SH
SOLE
313
0
0
ETF SER SOLUTIONS
APTUS COLLRD INV
26922A222
246935
5885
SH
SOLE
5885
0
0
FIDELITY COVINGTON TRUST
ENHANCED LARGE
316092113
5422616
149507
SH
SOLE
149507
0
0
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
33739P103
230781
3280
SH
SOLE
3280
0
0
GLOBAL X FDS
ADAPTIVE US
37954Y574
3839512
79411
SH
SOLE
79411
0
0
HOME DEPOT INC
COM
437076102
250003
764
SH
SOLE
764
0
0
INFOSYS LTD
SPONSORED ADR
456788108
162606
12036
SH
SOLE
12036
0
0
INNOVATOR ETFS TRUST
EQUITY DEFINED P
45783Y236
225474
7776
SH
SOLE
7776
0
0
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM
46138E339
9772709
87171
SH
SOLE
87171
0
0
INVESCO EXCH TRADED FD TR II
S&P INTL MOMNT
46138E222
5569978
101568
SH
SOLE
101568
0
0
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
46137V449
7129189
61864
SH
SOLE
61864
0
0
INVESCO MORTGAGE CAPITAL INC
COM
46131B704
86771
11003
SH
SOLE
11003
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
556104
963
SH
SOLE
963
0
0
ISHARES INC
MSCI ISRAEL ETF
464286632
221616
1910
SH
SOLE
1910
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
6664252
95545
SH
SOLE
95545
0
0
ISHARES TR
SELECT DIVID ETF
464287168
1011557
6681
SH
SOLE
6681
0
0
ISHARES TR
RUS TP200 GR ETF
464289438
780051
3135
SH
SOLE
3135
0
0
ISHARES TR
CORE S&P TTL STK
464287150
4133929
29024
SH
SOLE
29024
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
2660294
6239
SH
SOLE
6239
0
0
ISHARES TR
GLOBAL TECH ETF
464287291
794490
7947
SH
SOLE
7947
0
0
ISHARES TR
CORE S&P500 ETF
464287200
22229207
34031
SH
SOLE
34031
0
0
ISHARES TR
CONV BD ETF
46435G102
473323
4650
SH
SOLE
4650
0
0
ISHARES TR
LONG TERM MUNI
46438G448
1176019
23553
SH
SOLE
23553
0
0
ISHARES TR
ULTRA SHORT DUR
46434V878
6652233
131415
SH
SOLE
131415
0
0
ISHARES TR
CORE S&P US GWT
464287671
6194366
39935
SH
SOLE
39935
0
0
ISHARES TR
CORE UNIVRSL USD
46434V613
4836936
104718
SH
SOLE
104718
0
0
ISHARES TR
EAFE VALUE ETF
464288877
13327078
179248
SH
SOLE
179248
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
2182807
10338
SH
SOLE
10338
0
0
ISHARES TR
INVESTMENT GRADE
46435G219
319968
7101
SH
SOLE
7101
0
0
ISHARES TR
TRUST ISHARE 0-1
464288679
42402999
384120
SH
SOLE
384120
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
225209
1174
SH
SOLE
1174
0
0
ISHARES TR
US TREAS BD ETF
46429B267
860478
37559
SH
SOLE
37559
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
7563779
81559
SH
SOLE
81559
0
0
ISHARES TR
CORE INTL AGGR
46435G672
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19823
SH
SOLE
19823
0
0
ISHARES TR
20 YR TR BD ETF
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421315
4860
SH
SOLE
4860
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
6236394
75529
SH
SOLE
75529
0
0
ISHARES TR
MSCI ACWI ETF
464288257
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65095
SH
SOLE
65095
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
311876
3320
SH
SOLE
3320
0
0
ISHARES TR
CORE S&P US VLU
464287663
6640838
64947
SH
SOLE
64947
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
1559650
13789
SH
SOLE
13789
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
1561732
14023
SH
SOLE
14023
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
1489705
14034
SH
SOLE
14034
0
0
ISHARES TR
US AER DEF ETF
464288760
1524330
6968
SH
SOLE
6968
0
0
ISHARES TR
CORE MSCI TOTAL
46432F834
382719
4417
SH
SOLE
4417
0
0
ISHARES TR
S&P 100 ETF
464287101
4726563
14860
SH
SOLE
14860
0
0
ISHARES TR
10-20 YR TRS ETF
464288653
2007460
19931
SH
SOLE
19931
0
0
ISHARES U S ETF TR
INT RT HDG C B
46431W705
752889
8153
SH
SOLE
8153
0
0
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
46641Q761
13943207
227384
SH
SOLE
227384
0
0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
261280
4610
SH
SOLE
4610
0
0
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
46641Q779
490135
7216
SH
SOLE
7216
0
0
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
5788833
113551
SH
SOLE
113551
0
0
JANUS DETROIT STR TR
HENDERSON MTG
47103U852
1199948
26559
SH
SOLE
26559
0
0
JANUS DETROIT STR TR
B-BBB CLO ETF
47103U753
350702
7525
SH
SOLE
7525
0
0
JANUS HENDERSON GROUP PLC
ORD SHS
G4474Y214
241542
4702
SH
SOLE
4702
0
0
JPMORGAN CHASE & CO
COM
46625H100
529220
1805
SH
SOLE
1805
0
0
KKR REAL ESTATE FIN TR INC
COM
48251K100
111861
18278
SH
SOLE
18278
0
0
LITMAN GREGORY FDS TR
IMGP DBI MANAGED
53700T827
245647
8147
SH
SOLE
8147
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2393483
4790
SH
SOLE
4790
0
0
MERCK & CO INC
COM
58933Y105
211075
2109
SH
SOLE
2109
0
0
META PLATFORMS INC
CL A
30303M102
347022
607
SH
SOLE
607
0
0
METALLA RTY & STREAMING LTD
COM NEW
59124U605
127628
20938
SH
SOLE
20938
0
0
MICROSOFT CORP
COM
594918104
1284576
3510
SH
SOLE
3510
0
0
MOOG INC
CL A
615394202
217432
743
SH
SOLE
743
0
0
NEOS ETF TRUST
NEOS ENH INC 1-3
78433H501
8929479
179379
SH
SOLE
179379
0
0
NET LEASE OFFICE PROPERTIES
COM
64110Y108
124024
10766
SH
SOLE
10766
0
0
NETFLIX INC.
COM
64110L106
803333
8373
SH
SOLE
8373
0
0
NVIDIA CORPORATION
COM
67066G104
1477390
8659
SH
SOLE
8659
0
0
OCTAVE SPECIALTY GROUP INC
COM NEW
023139884
70894
15246
SH
SOLE
15246
0
0
PACS GROUP INC
COM SHS
69380Q107
228983
10861
SH
SOLE
10861
0
0
PAYONEER GLOBAL INC
COM
70451X104
71895
14885
SH
SOLE
14885
0
0
PFIZER INC
COM
717081103
565179
21529
SH
SOLE
21529
0
0
PGIM ETF TR
AAA CLO ETF
69344A834
4529438
88500
SH
SOLE
88500
0
0
PHILIP MORRIS INTL INC
COM
718172109
221060
1337
SH
SOLE
1337
0
0
PIMCO ETF TR
MUNI INCOME OPP
72201R635
3665396
81147
SH
SOLE
81147
0
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
591804
7655
SH
SOLE
7655
0
0
PUTNAM ETF TRUST
FOCUSED LAR CAP
746729300
16336266
352075
SH
SOLE
352075
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
374713
14929
SH
SOLE
14929
0
0
SELECT SECTOR SPDR TR
STATE STREET TEC
81369Y803
294825
2218
SH
SOLE
2218
0
0
SELECT SECTOR SPDR TR
STATE STREET FIN
81369Y605
205312
4159
SH
SOLE
4159
0
0
SELECT SECTOR SPDR TR
STATE STREET HEA
81369Y209
215883
1473
SH
SOLE
1473
0
0
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
82889N699
510752
16901
SH
SOLE
16901
0
0
SPDR INDEX SHS FDS
STATE STREET SPD
78463X533
2286827
57924
SH
SOLE
57924
0
0
SPDR INDEX SHS FDS
STATE STREET SPD
78463X509
736775
15706
SH
SOLE
15706
0
0
SPDR SERIES TRUST
STATE STREET SPD
78464A409
12863282
131379
SH
SOLE
131379
0
0
SPDR SERIES TRUST
STATE STREET SPD
78464A284
1104698
44544
SH
SOLE
44544
0
0
SPDR SERIES TRUST
STATE STREET SPD
78468R663
255022
2783
SH
SOLE
2783
0
0
STATE STR SPDR S&P 500 ETF T
TR UNIT
78462F103
2651983
4078
SH
SOLE
4078
0
0
TESLA INC
COM
88160R101
414967
1140
SH
SOLE
1140
0
0
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
89834G760
261678
9299
SH
SOLE
9299
0
0
UNIVERSAL INS HLDGS INC
COM
91359V107
200963
5883
SH
SOLE
5883
0
0
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
1160639
12002
SH
SOLE
12002
0
0
VANECK ETF TRUST
EMERGING MRKT HI
92189F353
264635
13413
SH
SOLE
13413
0
0
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
2184957
5699
SH
SOLE
5699
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
4545222
7606
SH
SOLE
7606
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
462931
2359
SH
SOLE
2359
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
856966
2671
SH
SOLE
2671
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
626926
2915
SH
SOLE
2915
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
419986
6554
SH
SOLE
6554
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
202897
1370
SH
SOLE
1370
0
0
WESTERN UN CO
COM
959802109
37233
14133
SH
SOLE
14133
0
0
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
824649
16596
SH
SOLE
16596
0
0
WORLD GOLD TR
SPDR GLD MINIS
98149E303
1176082
12688
SH
SOLE
12688
0
0
YEXT INC
COM
98585N106
48296
12577
SH
SOLE
12577
0
0