Babb Wealth Advisors LLC - Portfolio Stock Holdings
Babb Wealth Advisors LLC disclosed 22 stock positions in a recent SEC 13F filing. $214,850,591 of stock holdings were filed, with the largest holdings including DFAX, DFAC, and DFAT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $209,433,327 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
22Est. Stock Holding Value:
$214,850,591Top Stock Holdings By Sector
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Portfolio Stock Holdings - Babb Wealth Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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