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Ashley Meredith

Abel Hall, Llc

Assets Managed
$469.477M
Holdings
811
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
9.64%(2Q avg: 41.28%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Abel Hall, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 811 positions.

Assets under management

The assets under management (AUM) of Abel Hall, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 469.477M in assets, with a quarterly growth rate of 9.64% and a 2-quarter average growth rate of 41.28%. The portfolio is managed by Ashley Meredith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.8%
9.19%
$43.113M
1.109M shares@ $38.86 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 0.4%
2.62%
$12.299M
346,155 shares@ $35.53 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.67%
2.55%
$11.929M
68,401 shares@ $174.41 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 1.83%
2.43%
$11.402M
325,397 shares@ $35.04 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 2.88%
2.28%
$10.695M
290,952 shares@ $36.76 avg price
AAPL
Apple Inc
Recent Activity
Increased 16.16%
2.15%
$10.075M
39,696 shares@ $253.8 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.02%
1.74%
$8.156M
180,771 shares@ $45.13 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.61%
1.26%
$5.891M
28,286 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -25.03%
1.25%
$5.866M
15,847 shares@ $370.19 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -0.59%
1.16%
$5.406M
137,075 shares@ $39.45 avg price

1-10 of 811