§ 13F · FUND PROFILE
Babb Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.4T (13F)Positions · 18Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$762.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | 1.21M | $39.5T | 22.3% | +6% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 816K | $32.3T | 18.2% | +11% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 429K | $25.5T | 14.4% | +13% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 292K | $21.7T | 12.2% | +8% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 432K | $18.4T | 10.4% | +19% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 226K | $11.5T | 6.5% | +32% |
| 7 | DFGX | DIMENSIONAL ETF TRUST | 217K | $11.4T | 6.5% | +22% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 125K | $6.0T | 3.4% | +33% |
| 9 | DFSU | DIMENSIONAL ETF TRUST | 59K | $2.6T | 1.4% | +27% |
| 10 | DFAW | DIMENSIONAL ETF TRUST | 27K | $2.0T | 1.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BABB SIGNAL
AC read
Babb Wealth Advisors LLC is a Other fund managing $135435.8 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed