ABLE Financial Group, LLC
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$511.1M
Holdings
207
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
6.7%
02
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.3%
03
$JMUB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.8%
04
$IDEV
ISHARES TR
Held since at least Q1 2024
3.7%
05
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.3%
06
$IGSB
ISHARES TR
Held since at least Q1 2024
2.8%
07
$PYLD
PIMCO ETF TR
Held since at least Q1 2024
2.7%
08
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +14.0% (68.6k → 78.1k shares)
2.4%
09
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
2.2%
10
$AAPL
APPLE INC
Q4 2025: New position (2.2k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:38 UTC.