13F Filings History of Babb Wealth Advisors LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$177,136,063
Signature - Title
Kathleen Schroeder - Chief Compliance Officer
Location
Flagstaff, AZ
Summary
This page shows a list of all the recent 13F filings made by Babb Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Babb Wealth Advisors LLC reported 18 stock holdings with total value $177,136,063 as of Q4 2025. Top holdings included DFAX, DFAC, DFAT, DFUS, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 18 $177,136,063 +$21,164,629 -$704,654 +$20,459,975 DFAX, DFAC, DFAT, DFUS, DFCF 13F-HR 11 Feb 2026, 17:24
Q3 2025 19 $153,801,967 +$10,414,765 -$74,064 +$10,340,701 DFAX, DFAC, DFAT, DFUS, DFCF 13F-HR 10 Nov 2025, 13:58
Q2 2025 18 $135,435,813 +$3,353,077 -$1,371,755 +$1,981,322 DFAX, DFAC, DFAT, DFUS, DFCF 13F-HR 08 Aug 2025, 20:18
Q1 2025 19 $124,786,292 +$4,028,016 -$1,215,446 +$2,812,570 DFAX, DFAC, DFAT, DFUS, DFCF 13F-HR 05 May 2025, 19:36
Q4 2024 19 $124,098,186 $0 $0 $0 DFAX, DFAC, DFAT, DFUS, DFCF 13F-HR 06 Feb 2025, 20:03