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CIK: 0002047312
Total reported value
$207.5M
$207.5M
18 檔
66.2%
According to the latest 13F quarterly dataset, Babb Wealth Advisors LLC managed an equity portfolio of $207.5M at the end of Q4 2025, spanning 18 distinct U.S. exchange-listed positions.
In Q4 2025, Babb Wealth Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAX | Dimensional World Ex US Core | ETF-Other | 22.32% | -0.37% | +6.27% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.23% | +0.83% | +10.77% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 14.41% | +0.33% | +13.11% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.22% | +0.65% | +8.15% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.37% | -0.46% | +18.79% | |
| 6 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 6.47% | -0.52% | +31.84% | |
| 7 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.45% | -0.13% | +22.06% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 3.38% | -0.22% | +33.09% | |
| 9 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.44% | -0.01% | +27.08% | |
| 10 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.14% | — | +2.08% | |
| 11 | GBCI | Glacier Bancorp Inc | Stock-Financials | 1.05% | +0.02% | — | |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.67% | — | +30.01% | |
| 13 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.59% | -0.08% | +20.33% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.41% | -0.02% | +0.25% | |
| 15 | DFIC | Dimensional International Co | ETF-Other | 0.29% | -0.02% | — | |
| 16 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.26% | -0.02% | +19.65% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.15% | — | -13.42% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.14% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | +0.8% | +31.84% | Add |
| 2 | DFSD | Dimensional Short Duration | +0.4% | +33.09% | Add |
| 3 | DFCF | Dimensional Core Fixed Inc | +0.3% | +18.79% | Add |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.2% | +22.06% | Add |
| 5 | DFSU | Dimensional US Sus Core1 ETF | +0.2% | +27.08% | Add |
| 6 | DFAT | Dimensional US Target Value | +0.1% | +13.11% | Add |
| 7 | DFSB | Dim Glb Sustain Fix Inc ETF | +0.1% | +30.01% | Add |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +20.33% | Add |
| 9 | DFSE | Dimensional Em Sus Core1 ETF | 0% | +19.65% | Add |
| 10 | AAPL | Apple Inc | 0% | -13.42% | Trim |
| 11 | DFUV | Dimensional US Marketwide Va | -0.1% | +0.25% | Add |
| 12 | DFAW | Dimensional World Eqty ETF | -0.1% | +2.08% | Add |
| 13 | DFAC | Dimensional US Core Equity 2 | -0.2% | +10.77% | Add |
| 14 | GBCI | Glacier Bancorp Inc | -0.3% | — | Unchanged |
| 15 | DFUS | Dimensional US Eq Mkt ETF | -0.5% | +8.15% | Add |
| 16 | DFAX | Dimensional World Ex US Core | -0.9% | +6.27% | Add |
| 17 | DFIC | Dimensional International Co | — | NEW | New buy |
| 18 | SCHB | Schwab US Broad Market ETF | — | EXIT | Sold out |
| 19 | DFEM | Dimensional Emrg Mrkt Core | — | NEW | New buy |
| 20 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 21 | PNW | Pinnacle West Capital | — | EXIT | Sold out |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAX, DFAC, DFAT) accounted for 66.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFIC
市值: $514.6K
Top Position Liquidated / Trimmed
SCHB
前期市值: $255.4K
During Q4 2025, Babb Wealth Advisors LLC's top holdings by market value included DFAX (22.3%)、DFAC (18.2%)、DFAT (14.4%). The largest single position, DFAX, represented 22.3% of total portfolio value.
In Q4 2025, Babb Wealth Advisors LLC made 20 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 1 holdings, and fully liquidating 3 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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