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CIK: 0002047312
Total reported value
$207.5M
$207.5M
18 檔
52.0%
According to the latest 13F quarterly dataset, Babb Wealth Advisors LLC managed an equity portfolio of $207.5M at the end of Q2 2025, spanning 18 distinct U.S. exchange-listed positions.
During Q2 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 | 23.78% | -0.37% | -0.42% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.53% | +0.83% | +2.87% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 14.28% | +0.33% | +4.46% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.85% | +0.65% | +1.92% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.27% | -0.46% | +6.44% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.33% | -0.13% | +4.82% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.42% | -0.52% | -2.48% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 2.97% | -0.22% | +1.49% | |
| 9 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.35% | -0.01% | +0.26% | |
| 10 | GBCI | Glacier Bancorp Inc | Stock-Financials | 1.35% | +0.02% | -0.06% | |
| 11 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.32% | — | -14.35% | |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.68% | — | -0.83% | |
| 13 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.59% | -0.08% | -1.74% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.54% | -0.02% | -0.04% | |
| 15 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.26% | -0.02% | +0.21% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.17% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.15% | — | -51.40% | |
| 18 | PNW | Pinnacle West Capital | Stock-Utilities | 0.15% | +0.10% | NEW |
According to official SEC Form 13F filings, Babb Wealth Advisors LLC reported a total U.S. public equity portfolio value of $207.5M across 18 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAX, DFAC, DFAT) accounted for 52.0% of total reported equity market value during Q2 2025.
During Q2 2025, Babb Wealth Advisors LLC's top holdings by market value included DFAX (23.8%)、DFAC (18.5%)、DFAT (14.3%). The largest single position, DFAX, represented 23.8% of total portfolio value.
In Q2 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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