Babb Wealth Advisors LLC
All 13F Filings
- Location
- Flagstaff, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 214,851
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 21 | 214,851 | 13F-HR | Babb Wealth Advisors LLC |
| Q2 2026 | 8/13/2026 | 19 | 207,487 | 13F-HR | Babb Wealth Advisors LLC |
| Q1 2026 | 5/14/2026 | 19 | 182,924 | 13F-HR | Babb Wealth Advisors LLC |
| Q4 2025 | 2/11/2026 | 18 | 177,136 | 13F-HR | Babb Wealth Advisors LLC |
| Q3 2025 | 11/10/2025 | 19 | 153,802 | 13F-HR | Babb Wealth Advisors LLC |
| Q2 2025 | 8/11/2025 | 18 | 135,436 | 13F-HR | Babb Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.454 K | 1.1% | 316 | 0 | 316 |
| ETFs | 212.4 K | 98.9% | 7.049 K | 0 | 7.049 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
214,851
Holdings
21
QoQ value change ($000)
7,364
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.