TraderTrends

Manager Profile

Babb Wealth Advisors LLC

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

Flagstaff, AZ

Portfolio Value

$182.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

DIMENSIONAL ETF TRUST

Latest disclosed holding

Top 4

25434V880 25434V708 25434V609 25434V401 25434V872

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

No sector classification available yet for this manager.

Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
DIMENSIONAL ETF TRUST

Shares: 1.2M

41M

Position Value
2
DIMENSIONAL ETF TRUST

Shares: 847.3K

32.9M

Position Value
3
DIMENSIONAL ETF TRUST

Shares: 438.2K

27.4M

Position Value
4
DIMENSIONAL ETF TRUST

Shares: 303.5K

21.5M

Position Value
5
DIMENSIONAL ETF TRUST

Shares: 462.9K

19.5M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID