ABLE Financial Group, LLC

SCOTTSDALE, AZ · CIK 1977500 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyScottsdale, AZ

$595.9m reported value +16.6% vs Q1 2026

222positions

36.2%in top 10

23 new 75 added 84 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	791,676	$36.0m6.04%	6.04%	Added +44.1k	+44,127 5.9%
2	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	694,969	$30.8m5.17%	5.17%	Added +885	+885 0.1%
3	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	582,550	$29.5m4.95%	4.95%	Added +91.1k	+91,102 18.5%
4	ISHARES TR CORE MSCI INTL IDEV	IDEV	264,255	$23.5m3.95%	3.95%	Added +39.2k	+39,220 17.4%
5	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	168,024	$21.0m3.52%	3.52%	Added +15.2k	+15,199 9.9%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	41,482	$15.3m2.58%	2.58%	Added +3.7k	+3,739 9.9%
7	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	159,052	$15.3m2.58%	2.58%	Added +18.3k	+18,261 13.0%
8	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	287,972	$15.1m2.53%	2.53%	Added +19.5k	+19,465 7.2%
9	ISHARES TR 10-20 YR TRS ETF TLH	TLH	145,297	$14.6m2.45%	2.45%	Added +76.8k	+76,831 112.2%
10	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	537,848	$14.3m2.39%	2.39%	Added +7.8k	+7,814 1.5%
11	APPLE INC COM AAPL	AAPL	46,509	$13.5m2.26%	2.26%	Added +2.9k	+2,862 6.6%
12	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	220,204	$11.9m2.00%	2.00%	Added +24.6k	+24,604 12.6%
13	STAGWELL INC COM CL A STGW	STGW	1,556,607	$11.6m1.94%	1.94%	Reduced -552	-552 -0.0%
14	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	237,186	$11.5m1.93%	1.93%	Added +11.4k	+11,431 5.1%
15	VANECK ETF TRUST LONG MUNI ETF MLN	MLN	576,062	$10.2m1.72%	1.72%	Reduced -22.1k	-22,073 -3.7%
16	NVIDIA CORPORATION COM NVDA	NVDA	49,676	$9.9m1.67%	1.67%	Added +7.7k	+7,661 18.2%
17	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	106,019	$9.5m1.59%	1.59%	Reduced -373	-373 -0.3%
18	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		113,387	$9.3m1.56%	1.56%	Reduced -724	-724 -0.6%
19	ISHARES GOLD TR ISHARES NEW IAU	IAU	109,438	$8.3m1.39%	1.39%	Added +10.1k	+10,144 10.2%
20	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	78,075	$7.0m1.18%	1.18%	Added +4.8k	+4,833 6.6%
21	AMAZON COM INC COM AMZN	AMZN	28,971	$6.9m1.16%	1.16%	Added +1.2k	+1,156 4.2%
22	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	51,409	$6.9m1.15%	1.15%	Added +3.3k	+3,253 6.8%
23	USCF ETF TR SUMMERHAVEN K1 SDCI	SDCI	235,561	$6.2m1.05%	1.05%	Added +16.2k	+16,154 7.4%
24	MICROSOFT CORP COM MSFT	MSFT	16,564	$6.2m1.04%	1.04%	Added +1.5k	+1,544 10.3%
25	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	31,541	$6.0m1.01%	1.01%	Added +2.2k	+2,216 7.6%
26	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	71,858	$5.8m0.98%	0.98%	Reduced -8.4k	-8,366 -10.4%
27	FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD FTGC	FTGC	213,091	$5.8m0.97%	0.97%	Added +6.3k	+6,253 3.0%
28	ISHARES TR MSCI EAFE ETF EFA	EFA	55,428	$5.8m0.97%	0.97%	Reduced -137	-137 -0.2%
29	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	60,876	$5.6m0.93%	0.93%	Added +4.7k	+4,656 8.3%
30	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,371	$5.5m0.92%	0.92%	Reduced -41	-41 -0.6%
31	CVS HEALTH CORP COM CVS	CVS	48,299	$5.0m0.84%	0.84%	Added +4.5k	+4,475 10.2%
32	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	50,596	$4.8m0.80%	0.80%	Reduced -2.7k	-2,657 -5.0%
33	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	41,841	$4.2m0.71%	0.71%	Reduced -9.2k	-9,171 -18.0%
34	BROADCOM INC COM AVGO	AVGO	11,031	$4.2m0.70%	0.70%	Reduced -54	-54 -0.5%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	11,574	$4.1m0.69%	0.69%	Reduced -202	-202 -1.7%
36	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		105,963	$4.1m0.69%	0.69%	Reduced -1.2k	-1,224 -1.1%
37	COSTCO WHSL CORP NEW COM COST	COST	4,277	$4.0m0.67%	0.67%	Added +179	+179 4.4%
38	VANGUARD MUN BD FDS LONG TERM TAX EX VTEL	VTEL	37,917	$4.0m0.67%	0.67%	Added +26.9k	+26,948 245.7%
39	ENERSYS COM ENS	ENS	16,873	$3.9m0.66%	0.66%	Added +1.5k	+1,491 9.7%
40	PIMCO ETF TR SHTRM MUN BD ACT SMMU	SMMU	77,211	$3.9m0.65%	0.65%	Added +16.0k	+16,025 26.2%
41	SPDR GOLD TR GOLD SHS GLD	GLD	10,520	$3.9m0.65%	0.65%	Reduced -189	-189 -1.8%
42	COHEN & STEERS ETF TRUST REAL EST ACT ETF CSRE	CSRE	135,945	$3.9m0.65%	0.65%	Added +29.8k	+29,818 28.1%
43	SYNCHRONY FINANCIAL COM SYF	SYF	48,206	$3.7m0.62%	0.62%	Added +6.9k	+6,869 16.6%
44	ROKU INC COM CL A ROKU	ROKU	25,090	$3.5m0.58%	0.58%	Added +2.0k	+2,018 8.8%
45	INVESCO ACTIVELY MANAGED EXC ROCH HIG YIE ETF IROC	IROC	67,582	$3.5m0.58%	0.58%	Added +13.9k	+13,949 26.0%
46	DBX ETF TR XTRACKERS SHRT SHYL	SHYL	76,428	$3.4m0.57%	0.57%	Added +894	+894 1.2%
47	FIRST TR EXCH TRADED FD III MANAGD MUN ETF FMB	FMB	64,829	$3.3m0.56%	0.56%	Added +13.5k	+13,517 26.3%
48	KLA CORP COM NEW KLAC	KLAC	10,856	$3.3m0.55%	0.55%	Reduced -774	-774 -6.7%
49	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	61,346	$3.1m0.52%	0.52%	Added +6.1k	+6,145 11.1%
50	FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL ROBT	ROBT	55,097	$3.1m0.52%	0.52%	New
51	ISHARES TR GLOBAL ENERG ETF IXC	IXC	62,535	$3.1m0.52%	0.52%	Added +5.6k	+5,603 9.8%
52	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	60,551	$3.1m0.51%	0.51%	Reduced -97	-97 -0.2%
53	PIMCO ETF TR ULTRA SHORT GOVT BILZ	BILZ	27,945	$2.8m0.47%	0.47%	Reduced -25.1k	-25,114 -47.3%
54	ISHARES TR 7-10 YR TRSY BD IEF	IEF	29,329	$2.8m0.47%	0.47%	Added +5.1k	+5,088 21.0%
55	FIRST TR EXCHANGE TRADED FD INDXX GLOBAL AGR FTAG	FTAG	95,309	$2.8m0.46%	0.46%	Added +11.5k	+11,488 13.7%
56	MICRON TECHNOLOGY INC COM MU	MU	2,272	$2.6m0.44%	0.44%	New
57	ISHARES TR CORE S&P SCP ETF IJR	IJR	17,304	$2.6m0.43%	0.43%	Reduced -66	-66 -0.4%
58	ISHARES TR RUS MID CAP ETF IWR	IWR	22,914	$2.5m0.42%	0.42%	Reduced -336	-336 -1.4%
59	ISHARES INC CORE MSCI EMKT IEMG	IEMG	29,529	$2.4m0.41%	0.41%	Reduced -25	-25 -0.1%
60	FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH FXH	FXH	19,911	$2.4m0.41%	0.41%	New
61	FEDERATED HERMES INC CL B FHI	FHI	43,773	$2.4m0.41%	0.41%	Added +6.0k	+5,969 15.8%
62	NORTHERN TR CORP COM NTRS	NTRS	13,865	$2.4m0.40%	0.40%	New
63	DELL TECHNOLOGIES INC CL C DELL	DELL	5,317	$2.3m0.38%	0.38%	Reduced -4.4k	-4,394 -45.2%
64	CISCO SYS INC COM CSCO	CSCO	19,168	$2.3m0.38%	0.38%	Reduced -691	-691 -3.5%
65	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,611	$2.1m0.35%	0.35%	Added +1.9k	+1,931 114.9%
66	JPMORGAN CHASE & CO COM JPM	JPM	6,400	$2.1m0.35%	0.35%	Reduced -480	-480 -7.0%
67	CIRRUS LOGIC INC COM CRUS	CRUS	13,401	$2.0m0.33%	0.33%	Added +1.9k	+1,922 16.7%
68	DECKERS OUTDOOR CORP COM DECK	DECK	19,979	$2.0m0.33%	0.33%	Added +2.8k	+2,822 16.4%
69	ISHARES TR CORE S&P TTL STK ITOT	ITOT	12,035	$2.0m0.33%	0.33%	Reduced -583	-583 -4.6%
70	NETFLIX INC COM NFLX	NFLX	26,859	$1.9m0.32%	0.32%	Added +2.5k	+2,517 10.3%
71	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	12,841	$1.7m0.28%	0.28%	Added +1.0k	+1,016 8.6%
72	FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH FTGS	FTGS	45,503	$1.7m0.28%	0.28%	Added +165	+165 0.4%
73	UNION PAC CORP COM UNP	UNP	6,187	$1.7m0.28%	0.28%	Added +783	+783 14.5%
74	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	22,196	$1.7m0.28%	0.28%	Reduced -13.9k	-13,921 -38.5%
75	ENCOMPASS HEALTH CORP COM EHC	EHC	16,422	$1.7m0.28%	0.28%	Added +2.3k	+2,346 16.7%
76	ALPHABET INC CAP STK CL C GOOG	GOOG	4,592	$1.6m0.27%	0.27%	Reduced -221	-221 -4.6%
77	CHEVRON CORP NEW COM CVX	CVX	9,641	$1.6m0.27%	0.27%	Added +3.1k	+3,057 46.4%
78	EQUINIX INC COM EQIX	EQIX	1,526	$1.6m0.27%	0.27%	Added +163	+163 12.0%
79	FLOWSERVE CORP COM FLS	FLS	20,843	$1.5m0.26%	0.26%	Added +3.1k	+3,055 17.2%
80	ISHARES TR CORE S&P500 ETF IVV	IVV	2,036	$1.5m0.26%	0.26%	Unchanged
81	ENVISTA HOLDINGS CORPORATION COM NVST	NVST	54,219	$1.4m0.24%	0.24%	Added +7.6k	+7,591 16.3%
82	ARISTA NETWORKS INC COM SHS ANET	ANET	8,338	$1.4m0.24%	0.24%	Unchanged
83	UBER TECHNOLOGIES INC COM UBER	UBER	18,240	$1.3m0.22%	0.22%	Added +2.5k	+2,543 16.2%
84	ISHARES TR NATIONAL MUN ETF MUB	MUB	11,441	$1.2m0.21%	0.21%	Reduced -935	-935 -7.5%
85	VISA INC COM CL A V	V	3,587	$1.2m0.21%	0.21%	Reduced -145	-145 -3.9%
86	WALMART INC COM WMT	WMT	10,680	$1.2m0.20%	0.20%	Reduced -81	-81 -0.8%
87	META PLATFORMS INC CL A META	META	2,097	$1.2m0.20%	0.20%	Reduced -84	-84 -3.9%
88	ISHARES TR AGGRES ALLOC ETF AOA	AOA	11,846	$1.2m0.19%	0.19%	Added +181	+181 1.6%
89	EBAY INC. COM EBAY	EBAY	10,008	$1.1m0.19%	0.19%	Reduced -425	-425 -4.1%
90	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,223	$1.1m0.19%	0.19%	Added +88	+88 4.1%
91	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,596	$1.1m0.18%	0.18%	Added +214	+214 15.5%
92	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,550	$1.1m0.18%	0.18%	Added +2.3k	+2,284 100.8%
93	BONDBLOXX ETF TRUST BLOOMBERG SIX MN XHLF	XHLF	21,102	$1.1m0.18%	0.18%	Added +14.0k	+14,001 197.2%
94	ARCHER DANIELS MIDLAND CO COM ADM	ADM	13,765	$1.1m0.18%	0.18%	New
95	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,414	$1.0m0.17%	0.17%	Reduced -96	-96 -6.4%
96	ELI LILLY & CO COM LLY	LLY	837	$1.0m0.17%	0.17%	Unchanged
97	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	19,726	$997.7k0.17%	0.17%	Reduced -375	-375 -1.9%
98	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	11,151	$987.1k0.17%	0.17%	Reduced -265	-265 -2.3%
99	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,842	$931.4k0.16%	0.16%	Unchanged
100	ISHARES TR CORE S&P MCP ETF IJH	IJH	11,847	$913.5k0.15%	0.15%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO DB US DLR INDEX TR UUP	UUP	167,696	$4.7m167.7k shares
DOMINOS PIZZA INC DPZ	DPZ	5,771	$2.1m5.8k shares
ISHARES TR SHV	SHV	8,287	$914.8k8.3k shares
ZOETIS INC ZTS	ZTS	5,478	$647.6k5.5k shares
FEDEX CORP FDX	FDX	650	$231.7k650 shares
INTUIT INTU	INTU	514	$222.2k514 shares
SPROTT ASSET MANAGEMENT LP CEF	CEF	4,506	$215.0k4.5k shares