Babb Wealth Advisors LLC - Portfolio overview

Babb Wealth Advisors LLC has 23 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAX - DIMENSIONAL ETF TRUST, 22.30%
2. DFAC - DIMENSIONAL ETF TRUST, 17.91%
3. DFAT - DIMENSIONAL ETF TRUST, 14.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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