Babb Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationflagstaff, AZ
- Num holdings
18
- Value ($000)
$177,136
- Date Filed02/11/2026
- Form type13F-HR
- CIK0002047312
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $39.54M | 22 % | 1,208,183 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $32.29M | 18 % | 815,566 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $25.52M | 14 % | 428,563 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $21.65M | 12 % | 291,921 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $18.38M | 10 % | 431,748 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $11.45M | 7 % | 226,158 | ||
DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $11.43M | 6 % | 217,066 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.99M | 3 % | 124,876 | ||
DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $2.56M | 1 % | 58,916 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $2.02M | 1 % | 27,335 |
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