Able Wealth Management LLC

Position in ADAM — Adamas Trust, Inc.

CIK 2011908 Toms River, NJ

Position in ADAM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$141,018

New position

Shares Held

15,034

first reported quarter

Ownership

0.017%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#116

of 206 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Able Wealth Management LLC holds $639,193 across 4 REIT - Mortgage names. ADAM ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRSP	BrightSpire Capital, Inc.	44,128	$240,497
2	ARI	Apollo Commercial Real Estate Finance, Inc.	15,719	$167,878
3	ADAM	Adamas Trust, Inc. This page	15,034	$141,018
4	FBRT	Franklin BSP Realty Trust, Inc.	11,032	$89,800

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,018	15,034	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.