Babb Wealth Advisors LLC Portfolio Holdings

Babb Wealth Advisors LLC

  • $135 Billion
  • Q2 2025

Babb Wealth Advisors LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $32.2B, Dimensional ETF Tr U S Core Eq with a value of $25.1B, Dimensional ETF Tr U S Target with a value of $19.3B, Dimensional ETF Tr U S Equity with a value of $17.4B, and Dimensional ETF Tr Core Fxd In with a value of $13.9B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $125B to 135B.

Babb Wealth Advisors LLC is based out at Flagstaff, AZ

Below you can find more details about Babb Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $80.8 Billion
Financial Services: $1.82 Billion
Technology: $207 Million
Utilities: $200 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.2 Billion 23.78% of portfolio
1,096,575
Q2 2025 Reduced 0.42%
$0
$25.1 Billion 18.53% of portfolio
700,112
Q2 2025 Added 2.87%
$0
$19.3 Billion 14.28% of portfolio
358,514
Q2 2025 Added 4.46%
$0
$17.4 Billion 12.85% of portfolio
259,755
Q2 2025 Added 1.92%
$0
$13.9 Billion 10.27% of portfolio
329,237
Q2 2025 Added 6.44%
Dimensional ETF Trust
-
$8.57 Billion 6.33% of portfolio
-
Q2 2025 Added 4.82%
Dimensional ETF Trust
-
$5.98 Billion 4.42% of portfolio
-
Q2 2025 Reduced 2.48%
$0
$4.03 Billion 2.97% of portfolio
83,916
Q2 2025 Added 1.49%
$5.06B
$1.82 Billion 1.35% of portfolio
42,343
Q2 2025 Reduced 0.06%
-
$1.83 Billion 1.35% of portfolio
-
Q2 2025 Added 0.26%
Dimensional ETF Trust
-
$1.79 Billion 1.32% of portfolio
-
Q2 2025 Reduced 14.35%
-
$925 Million 0.68% of portfolio
-
Q2 2025 Reduced 0.83%
-
$796 Million 0.59% of portfolio
-
Q2 2025 Reduced 1.74%
$0
$725 Million 0.54% of portfolio
17,148
Q2 2025 Reduced 0.04%
-
$353 Million 0.26% of portfolio
-
Q2 2025 Added 0.21%
$0
$237 Million 0.17% of portfolio
9,933
Q1 2025 Reduced 21.37%
$3.69T
$207 Million 0.15% of portfolio
1,009
Q2 2025 Reduced 51.4%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $135 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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