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BABB WEALTH ADVISORS LLC 13F portfolio summary

BABB WEALTH ADVISORS LLC of BABB WEALTH ADVISORS LLC has 19 current stock holdings with a reported portfolio value of $182.9M. The portfolio 1 year return is +16.02%. Top holdings include DFAX (22.41%), DFAC (18.00%), DFAT (14.96%), DFUS (11.77%), DFCF (10.68%).

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BABB WEALTH ADVISORS LLC

BABB WEALTH ADVISORS LLC
Latest filing: 2026-03-31

BABB WEALTH ADVISORS LLC runs BABB WEALTH ADVISORS LLC and currently holds 19 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $182.92M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BABB WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BABB WEALTH ADVISORS LLC's portfolio at BABB WEALTH ADVISORS LLC has delivered returns of +16.02%. Their 3-year annualized return is +14.04%. Looking at the 5-year horizon, BABB WEALTH ADVISORS LLC has achieved +14.04% annualized returns at BABB WEALTH ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.02%
#0/1000
3 Year
+14.04%
#0/1000
5 Year
+14.04%
#0/1000

Portfolio Value

$182.92M

Alpha Score

13.1

#0 of 1000

Holdings

19

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change