Babb Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 21 total positions held by the firm.
The largest holding disclosed in the report is Dimensional ETF Trust’s US Equity Market ETF, which the firm holds 327,587 shares. The firm also holds significant positions in other Dimensional ETF Trust funds, including US Targeted Value (471,678 shares), World Ex US Core (1,293,234 shares), and US Core Equity 2 ETF (914,796 shares).
Other notable individual stock holdings include Amazon.com Inc., with 860 shares, and Apple Inc., with 829 shares. The firm also holds positions in Glacier Bancorp Inc. (37,343 shares) and NVIDIA Corporation (1,536 shares).
The filing indicates that all positions are held in a sole capacity with no shared voting or investment power. The report was signed by Kathleen Schroeder, Chief Compliance Officer, on October 30, 2026.
