Babb Wealth Advisors LLC
CIK: 0002047312SEC EDGAR →
Portfolio Value
$177.1M
Holdings
18
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,208,183 | $39.5M | 22.32% |
| 2 | DIMENSIONAL ETF TRUST | 815,566 | $32.3M | 18.23% |
| 3 | DIMENSIONAL ETF TRUST | 428,563 | $25.5M | 14.40% |
| 4 | DIMENSIONAL ETF TRUST | 291,921 | $21.7M | 12.22% |
| 5 | DIMENSIONAL ETF TRUST | 431,748 | $18.4M | 10.37% |
| 6 | DIMENSIONAL ETF TRUST | 226,158 | $11.5M | 6.47% |
| 7 | DIMENSIONAL ETF TRUST | 217,066 | $11.4M | 6.45% |
| 8 | DIMENSIONAL ETF TRUST | 124,876 | $6.0M | 3.38% |
| 9 | DIMENSIONAL ETF TRUST | 58,916 | $2.6M | 1.44% |
| 10 | DIMENSIONAL ETF TRUST | 27,335 | $2.0M | 1.14% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $176.9M | 99.9% |
| Technology | 1 | $261K | 0.1% |