Babb Wealth Advisors LLC Portfolio Holdings

Babb Wealth Advisors LLC

  • $124 Billion
  • Q4 2024

Babb Wealth Advisors LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $26.6B, Dimensional ETF Tr U S Core Eq with a value of $23.6B, Dimensional ETF Tr U S Target with a value of $18.4B, Dimensional ETF Tr U S Equity with a value of $16.1B, and Dimensional ETF Tr Core Fxd In with a value of $12.1B.

Examining the 13F form we can see an increase of $124B in the current position value.

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 $124 Billion
ETFs: $75.2 Billion
Financial Services: $2.48 Billion
Technology: $712 Million
Consumer Cyclical: $293 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.62B
$2.48 Billion 2.0% of portfolio
49,363
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $124 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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