account_balance

Investment manager · 13F filer · SEC CIK 2047312

Babb Wealth Advisors LLC

Reported value$215Mas of Sep 30, 2026
Positions21 3 new, 1 sold out
Top 10 weight96.3%DFAX alone is 22%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAX Dimensional ETF Trust 22.3% Added +4%
DFAC Dimensional ETF Trust 18.9% Added +4%
DFAT Dimensional ETF Trust 14.6% Added +4%
DFUS Dimensional ETF Trust 12.7% Added +4%
DFCF Dimensional ETF Trust 10.2% Added +9%
DFGX Dimensional ETF Trust 6.5% Added +7%
DUSB Dimensional ETF Trust 5.0% Held
DFSD Dimensional ETF Trust 3.3% Added +9%
DFSU Dimensional ETF Trust 1.6% Added +18%
DFAW Dimensional ETF Trust 1.1% Held
DFSB Dimensional ETF Trust 0.8% Added +22%
GBCI Glacier Bancorp, Inc. 0.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFSB +22%
  • DFSU +18%
  • DFSI +17%
  • DFSE +17%
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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