Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Babb Wealth Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Babb Wealth Advisors LLC (CIK 2047312) reported $182.9M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAX ($41.0M, 22.41%), DFAC ($32.9M, 18.00%), DFAT ($27.4M, 14.96%), DFUS ($21.5M, 11.77%), DFCF ($19.5M, 10.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFAXDIMENSIONAL ETF TRUST$41.0M22.41%1.2MTrimmed
2DFACDIMENSIONAL ETF TRUST$32.9M18.00%847,345Added
3DFATDIMENSIONAL ETF TRUST$27.4M14.96%438,199Added
4DFUSDIMENSIONAL ETF TRUST$21.5M11.77%303,546Added
5DFCFDIMENSIONAL ETF TRUST$19.5M10.68%462,863Added
6DFGXDIMENSIONAL ETF TRUST$12.4M6.79%236,805Added
7DUSBDIMENSIONAL ETF TRUST$10.7M5.84%210,509Trimmed
8DFSDDIMENSIONAL ETF TRUST$6.3M3.46%132,004Added
9DFSUDIMENSIONAL ETF TRUST$2.6M1.43%63,664Added
10DFAWDIMENSIONAL ETF TRUST$2.1M1.16%28,783Added
11GBCIGLACIER BANCORP INC NEW$1.7M0.91%37,343Trimmed
12DFSBDIMENSIONAL ETF TRUST$1.3M0.72%25,315Added
13DFSIDIMENSIONAL ETF TRUST$1.1M0.57%24,806Added
14DFUVDIMENSIONAL ETF TRUST$746,2670.41%15,400Trimmed
15DFICDIMENSIONAL ETF TRUST$509,7130.28%14,346Trimmed
16DFSEDIMENSIONAL ETF TRUST$470,4720.26%11,104Added
17DFEMDIMENSIONAL ETF TRUST$241,6080.13%6,993Trimmed
18FDXFEDEX CORP$201,9540.11%567New
19VTIVANGUARD INDEX FDS$209,8100.11%654New
20AAPLAPPLE INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31