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CIK: 0002047312
Total reported value
$207.5M
$207.5M
19 檔
46.9%
At the close of Q1 2025, Babb Wealth Advisors LLC disclosed equity holdings valued at approximately $207.5M, spread across 19 reported holdings.
During Q1 2025, Babb Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAX | Dimensional World Ex US Core | ETF-Other | 23.12% | -0.37% | +2.88% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 17.99% | +0.83% | -0.26% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 14.16% | +0.33% | +3.89% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.35% | +0.65% | +0.84% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.43% | -0.46% | +5.83% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.42% | -0.13% | +6.24% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.91% | -0.52% | +15.96% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 3.15% | -0.22% | -3.22% | |
| 9 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.53% | — | -1.88% | |
| 10 | GBCI | Glacier Bancorp Inc | Stock-Financials | 1.50% | +0.02% | -14.17% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.33% | -0.01% | -23.71% | |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.73% | — | +36.13% | |
| 13 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.58% | -0.08% | -9.85% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.57% | -0.02% | -0.24% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.37% | — | +18.97% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | — | +32.73% | |
| 17 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.25% | -0.02% | -2.44% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | — | -21.37% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | -7.60% |
According to official SEC Form 13F filings, Babb Wealth Advisors LLC reported a total U.S. public equity portfolio value of $207.5M across 19 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAX, DFAC, DFAT) accounted for 46.9% of total reported equity market value during Q1 2025.
During Q1 2025, Babb Wealth Advisors LLC's top holdings by market value included DFAX (23.1%)、DFAC (18.0%)、DFAT (14.2%). The largest single position, DFAX, represented 23.1% of total portfolio value.
In Q1 2025, Babb Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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