Institutional Manager · CIK 0002013339
Abel Hall, LLC
BATON ROUGE, LA · File #028-23994
Latest AUM
$428.2M
Positions
714
Top-10 Concentration
59.6%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025714 pos · $428.2M
- 13F HOLDINGS REPORTQ/E Sep 2025324 pos · $247.6M
- 13F HOLDINGS REPORTQ/E Jun 2025289 pos · $216.3M
- 13F HOLDINGS REPORTQ/E Mar 2025202 pos · $165.7M
- 13F HOLDINGS REPORTQ/E Dec 2024166 pos · $156.9M
- 13F HOLDINGS REPORTQ/E Sep 2024160 pos · $152.7M
- 13F HOLDINGS REPORTQ/E Jun 2024148 pos · $141.4M
- 13F HOLDINGS REPORTQ/E Mar 2024149 pos · $133.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 1,058,653 | $41.9M | 19.60% |
| 2 | NVIDIA CORPORATION | NVDA | 66,623 | $12.4M | 5.81% |
| 3 | DIMENSIONAL ETF TRUST | 25434V799 | 344,807 | $11.9M | 5.56% |
| 4 | DIMENSIONAL ETF TRUST | 25434V831 | 282,815 | $10.8M | 5.03% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 319,571 | $10.5M | 4.92% |
| 6 | MICROSOFT CORP | MSFT | 21,138 | $10.2M | 4.78% |
| 7 | APPLE INC | AAPL | 34,175 | $9.3M | 4.34% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 180,818 | $8.5M | 3.96% |
| 9 | AMAZON COM INC | AMZN | 28,115 | $6.5M | 3.03% |
| 10 | SPDR S&P 500 ETF TR | SPY | 8,170 | $5.6M | 2.61% |
| 11 | DIMENSIONAL ETF TRUST | 25434V781 | 137,899 | $5.2M | 2.45% |
| 12 | BROADCOM INC | AVGO | 12,980 | $4.5M | 2.10% |
| 13 | META PLATFORMS INC | META | 6,398 | $4.2M | 1.97% |
| 14 | TESLA INC | TSLA | 8,481 | $3.8M | 1.78% |
| 15 | ALPHABET INC | GOOG | 11,876 | $3.7M | 1.74% |
| 16 | EXXON MOBIL CORP | XOM | 30,396 | $3.7M | 1.71% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 11,248 | $3.6M | 1.69% |
| 18 | ALPHABET INC | GOOG | 10,846 | $3.4M | 1.59% |
| 19 | DIMENSIONAL ETF TRUST | 25434V765 | 106,934 | $3.4M | 1.58% |
| 20 | DIMENSIONAL ETF TRUST | 25434V732 | 79,280 | $2.6M | 1.23% |