Babb Wealth Advisors LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $154 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 $35.7B, Dimensional ETF Tr U S Core Eq with a value of $28.4B, Dimensional ETF Tr U S Target with a value of $22.1B, Dimensional ETF Tr U S Equity with a value of $19.6B, and Dimensional ETF Tr Core Fxd In with a value of $15.5B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $135B to 154B.

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 $154 Billion
ETFs: $91 Billion
Financial Services: $2.06 Billion
Technology: $491 Million
Utilities: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $154 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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