Institutional filer · SEC 13F · Q4 2024
ABLE Financial Group, LLC
The reported 13F portfolio of ABLE Financial Group, LLC (CIK 1977500) - top holdings, how concentrated the book is, and what changed last quarter.
- $338.6M
- Reported book
- 192
- Positions
- #131
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, ABLE Financial Group, LLC ranks #131 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $338.6M across 192 positions, a broadly diversified portfolio.
- $338.6M
- reported 13F value
- 192
- disclosed positions
- 6.3%
- in FIDELITY MERRIMACK STR
- #131
- of 360 filers
Top-5 share 24.4% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, ABLE Financial Group, LLC ranks #131 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where ABLE Financial Group, LLC sits by disclosed position count
ABLE Financial Group, LLC reports 192 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
ABLE Financial Group, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
192 117th of 360 higher than 243 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
ABLE Financial Group, LLC reports $0.34B across 192 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1977500 · Q4 2024 $339M book
BOOK-MID · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #131/360
- POS-FOCUS 192 names
- CONC-MID 24% top-5
- LEAD-MIX 6.3% top
- PHOTO-FINISH ARQ WEALTH ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: ARQ WEALTH ADVISORS, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · ABLE Financial Group, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$338.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | $21.4M | 6.3% |
| 2 | FIRST TR EXCHANGE-TRADED FD | $16.5M | 4.9% |
| 3 | VANGUARD MUN BD FDS | $15.1M | 4.5% |
| 4 | FIRST TR EXCHANGE-TRADED FD | $14.8M | 4.4% |
| 5 | AMERICAN CENTY ETF TR | $14.8M | 4.4% |
| 6 | APPLE INC | $11.2M | 3.3% |
| 7 | PIMCO ETF TR | $10.9M | 3.2% |
| 8 | ISHARES TR | $9.7M | 2.9% |
| 9 | ISHARES TR | $8.8M | 2.6% |
| 10 | FIRST TR EXCHNG TRADED FD VI | $7.1M | 2.1% |
| 11 | VANECK ETF TRUST | $7.0M | 2.0% |
| 12 | VANGUARD CHARLOTTE FDS | $6.6M | 1.9% |
| 13 | MICROSOFT CORP | $6.3M | 1.9% |
| 14 | ISHARES GOLD TR | $6.0M | 1.8% |
| 15 | AMAZON COM INC | $5.2M | 1.5% |
| 16 | VANGUARD INDEX FDS | $5.1M | 1.5% |
| 17 | DIMENSIONAL ETF TRUST | $5.0M | 1.5% |
| 18 | FIRST TR EXCHANGE TRAD FD VI | $4.8M | 1.4% |
| 19 | AMERICAN CENTY ETF TR | $4.8M | 1.4% |
| 20 | SPDR S&P 500 ETF TR | $4.8M | 1.4% |
| 21 | SPDR SER TR | $4.7M | 1.4% |
| 22 | ISHARES TR | $4.7M | 1.4% |
| 23 | SPDR GOLD TR | $4.3M | 1.3% |
| 24 | NVIDIA CORPORATION | $4.1M | 1.2% |
| 25 | DBX ETF TR | $4.1M | 1.2% |
Latest Quarter Trades · Q4 2024
New positions (192)
Frequently Asked Questions
- How big is ABLE Financial Group, LLC's 13F portfolio?
- ABLE Financial Group, LLC reports $338.6M of long US-equity positions across 192 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does ABLE Financial Group, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, ABLE Financial Group, LLC ranks #131 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is ABLE Financial Group, LLC's largest position?
- ABLE Financial Group, LLC's largest reported position is FIDELITY MERRIMACK STR TR at $21.4M, about 6.3% of its reported book as of Q4 2024.
- What did ABLE Financial Group, LLC trade last quarter?
- In its Q4 2024 filing, ABLE Financial Group, LLC opened 192 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for ABLE Financial Group, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($338.6M here).
Similar holding count
Nearest filers by number of disclosed positions (192 here).
Using this filing
- The rankings sort every tracked filer the same way ABLE Financial Group, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- ARQ WEALTH ADVISORS, LLC reported the nearest book value ($338.0M) this quarter, a useful scale comparison for ABLE Financial Group, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.