BLB&B Advisors, LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$2.4B

Holdings

276

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (276 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED FDS
3,479,727$217.4M9.09%
2
IVVISHARES TR
271,761$186.1M7.78%
3
IJHISHARES TR
2,491,663$164.4M6.87%
4
VWOVANGUARD INTL EQUITY INDEX F
2,642,281$142.0M5.94%
5
NVDANVIDIA CORPORATION
498,165$92.9M3.88%
6
DJPBARCLAYS BANK PLC
2,358,218$88.7M3.71%
7
AAPLAPPLE INC
304,311$82.7M3.46%
8
MSFTMICROSOFT CORP
151,367$73.2M3.06%
9
VCRBVANGUARD MALVERN FDS
872,729$68.0M2.84%
10
IJRISHARES TR
480,162$57.7M2.41%
11
JNKSPDR SERIES TRUST
550,140$53.5M2.24%
12
ITOTISHARES TR
333,658$49.6M2.07%
13
VOVANGUARD INDEX FDS
160,810$46.7M1.95%
14
GOOGLALPHABET INC
145,609$45.6M1.91%
15
AQLTISHARES TR
493,106$44.1M1.84%
16
JPMJPMORGAN CHASE & CO.
126,105$40.6M1.70%
17
IEMGISHARES INC
552,262$37.1M1.55%
18
SCHMSCHWAB STRATEGIC TR
1,232,416$37.1M1.55%
19
AMZNAMAZON COM INC
157,134$36.3M1.52%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
59,380$29.8M1.25%
21
SPYSPDR S&P 500 ETF TR
40,026$27.3M1.14%
22
VBVANGUARD INDEX FDS
104,165$26.9M1.12%
23
EMBISHARES TR
273,765$26.4M1.10%
24
VEUVANGUARD INTL EQUITY INDEX F
327,033$24.1M1.01%
25
PLDPROLOGIS INC.
172,636$22.0M0.92%
26
COSTCOSTCO WHSL CORP NEW
24,380$21.0M0.88%
27
VVISA INC
56,993$20.0M0.84%
28
ABBVABBVIE INC
84,650$19.3M0.81%
29
CVXCHEVRON CORP NEW
125,207$19.1M0.80%
30
ANETARISTA NETWORKS INC
144,440$18.9M0.79%
31
GEVGE VERNOVA INC
28,377$18.5M0.78%
32
PANWPALO ALTO NETWORKS INC
92,732$17.1M0.71%
33
CDNSCADENCE DESIGN SYSTEM INC
52,250$16.3M0.68%
34
CATCATERPILLAR INC
27,886$16.0M0.67%
35
PGPROCTER AND GAMBLE CO
107,816$15.4M0.65%
36
CRMSALESFORCE INC
57,027$15.1M0.63%
37
METAMETA PLATFORMS INC
22,591$14.9M0.62%
38
VUGVANGUARD INDEX FDS
28,918$14.1M0.59%
39
DHRDANAHER CORPORATION
58,962$13.5M0.56%
40
SYKSTRYKER CORPORATION
37,833$13.3M0.56%
41
TJXTJX COS INC NEW
84,537$13.0M0.54%
42
COFCAPITAL ONE FINL CORP
50,204$12.2M0.51%
43
MCDMCDONALDS CORP
39,742$12.1M0.51%
44
JNJJOHNSON & JOHNSON
58,483$12.1M0.51%
45
WMWASTE MGMT INC DEL
54,543$12.0M0.50%
46
SPGIS&P GLOBAL INC
21,244$11.1M0.46%
47
SCHGSCHWAB STRATEGIC TR
317,456$10.4M0.43%
48
VTVVANGUARD INDEX FDS
49,228$9.4M0.39%
49
OREALTY INCOME CORP
165,749$9.3M0.39%
50
DHID R HORTON INC
64,375$9.3M0.39%
51
MPWRMONOLITHIC PWR SYS INC
9,283$8.4M0.35%
52
LINLINDE PLC
18,966$8.1M0.34%
53
ZTSZOETIS INC
55,790$7.0M0.29%
54
XOMEXXON MOBIL CORP
57,738$6.9M0.29%
55
HOODROBINHOOD MKTS INC
57,044$6.5M0.27%
56
NDQINVESCO QQQ TR
10,219$6.3M0.26%
57
XLKSELECT SECTOR SPDR TR
43,145$6.2M0.26%
58
PWRQUANTA SVCS INC
14,489$6.1M0.26%
59
WECWEC ENERGY GROUP INC
57,802$6.1M0.25%
60
IBMINTERNATIONAL BUSINESS MACHS
19,926$5.9M0.25%
61
NFLXNETFLIX INC
60,635$5.7M0.24%
62
XLCSELECT SECTOR SPDR TR
42,784$5.0M0.21%
63
VVVANGUARD INDEX FDS
15,963$5.0M0.21%
64
ISIIONIS PHARMACEUTICALS INC
61,520$4.9M0.20%
65
NEENEXTERA ENERGY INC
60,587$4.9M0.20%
66
AGGISHARES TR
48,097$4.8M0.20%
67
AXPAMERICAN EXPRESS CO
12,699$4.7M0.20%
68
TOLTOLL BROTHERS INC
34,310$4.6M0.19%
69
PNCPNC FINL SVCS GROUP INC
21,910$4.6M0.19%
70
MRKMERCK & CO INC
41,161$4.3M0.18%
71
ADPAUTOMATIC DATA PROCESSING IN
16,081$4.1M0.17%
72
VOOVANGUARD INDEX FDS
6,551$4.1M0.17%
73
ABTABBOTT LABS
31,904$4.0M0.17%
74
XLUSELECT SECTOR SPDR TR
92,795$4.0M0.17%
75
VTIVANGUARD INDEX FDS
10,893$3.7M0.15%
76
VGTVANGUARD WORLD FD
4,348$3.3M0.14%
77
BSVVANGUARD BD INDEX FDS
39,514$3.1M0.13%
78
KOCOCA COLA CO
43,797$3.1M0.13%
79
PEPPEPSICO INC
20,878$3.0M0.13%
80
LLYELI LILLY & CO
2,760$3.0M0.12%
81
HYGISHARES TR
36,137$2.9M0.12%
82
XLVSELECT SECTOR SPDR TR
18,611$2.9M0.12%
83
HONHONEYWELL INTL INC
14,685$2.9M0.12%
84
DEDEERE & CO
6,139$2.9M0.12%
85
GOOGALPHABET INC
9,028$2.8M0.12%
86
BNDXVANGUARD CHARLOTTE FDS
54,556$2.6M0.11%
87
EFAISHARES TR
26,712$2.6M0.11%
88
DUKDUKE ENERGY CORP NEW
21,445$2.5M0.11%
89
SCHDSCHWAB STRATEGIC TR
89,998$2.5M0.10%
90
GLWCORNING INC
27,555$2.4M0.10%
91
EMREMERSON ELEC CO
17,994$2.4M0.10%
92
AVGOBROADCOM INC
6,805$2.4M0.10%
93
XLFISELECT SECTOR SPDR TR
27,188$2.1M0.09%
94
TSLATESLA INC
4,669$2.1M0.09%
95
XLISELECT SECTOR SPDR TR
13,510$2.1M0.09%
96
CSCOCISCO SYS INC
27,129$2.1M0.09%
97
WTRGESSENTIAL UTILS INC
52,976$2.0M0.08%
98
BSYBENTLEY SYS INC
51,961$2.0M0.08%
99
BIVVANGUARD BD INDEX FDS
24,414$1.9M0.08%
100
GEGE AEROSPACE
6,151$1.9M0.08%
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