Babb Wealth Advisors LLC
Babb Wealth Advisors LLC is an SEC-registered investment adviser headquartered in Flagstaff, Arizona. Founded in 1981, the firm specializes in comprehensive financial planning and investment advice with a fiduciary approach. They primarily serve individuals and families, aiming to develop meaningful, long-term client relationships built on trust and prudent, unbiased financial guidance. The firm employs a client-centric philosophy and offers custom-fit solutions tailored to each client's needs. The company reportedly has a small close-knit team and is affiliated with the Babb Financial Group.
Investment Strategy
Babb Wealth Advisors LLC utilizes a prudent, unbiased financial planning and investment advisory process focusing on custom-fit solutions tailored to clients’ individual needs. Their strategy centers around delivering fiduciary advice, long-term portfolio management, and risk-adjusted investment recommendations to individuals and families. The firm’s approach aims to build and preserve wealth over time while addressing retirement, estate planning, and financial security goals. Investments are diversified across broad asset classes, emphasizing sound advice and financial education for clients.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAX | DIMENSIONAL ETF TRUST | 23.78% | $32.2M | 1,096,575 | $24.90 | $29.37 | +$3.4M |
D DFAC | DIMENSIONAL ETF TRUST | 18.53% | $25.1M | 700,112 | $34.62 | $35.84 | +$2.6M |
D DFAT | DIMENSIONAL ETF TRUST | 14.28% | $19.3M | 358,514 | $55.44 | $53.96 | +$1.7M |
D DFUS | DIMENSIONAL ETF TRUST | 12.85% | $17.4M | 259,755 | $63.78 | $67.02 | +$2.0M |
D DFCF | DIMENSIONAL ETF TRUST | 10.27% | $13.9M | 329,237 | $41.37 | $42.26 | +$903.4K |