• 13F History

Babb Wealth Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$124M
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 19 stock holdings with total value $124M as of Q4 2024. Top holdings included DFAX, DFAC, DFAT, DFUS, and DFCF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 19 $124M $0 $0 DFAX, DFAC, DFAT, DFUS, DFCF 13F-HR 2/6/2025, 08:03 PM