Babb Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Babb Wealth Advisors LLC held in its portfolio 18 assets valued at $177,136,063 (i.e. $177.14M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($39.54M), DIMENSIONAL ETF TRUST ($32.29M), and DIMENSIONAL ETF TRUST ($25.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Babb Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1208183 | 39543840 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 815566 | 32288260 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 428563 | 25516641 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 291921 | 21651806 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 431748 | 18375200 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 226158 | 11454926 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 217066 | 11425269 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 124876 | 5987804 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 58916 | 2558713 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 27335 | 2022211 | WORLD EQUITY ETF |
| GLACIER BANCORP INC NEW | 42343 | 1865209 | COM |
| DIMENSIONAL ETF TRUST | 22953 | 1188965 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 24341 | 1042894 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 15764 | 734429 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 14934 | 514626 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 11004 | 456452 | EMERGING MARKETS |
| APPLE INC | 961 | 261214 | COM |
| DIMENSIONAL ETF TRUST | 7485 | 247604 | EMERGING MKTS CO |
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