Babb Wealth Advisors LLC
Net buyer this quarter
$207M
3
+$1.3M
23.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $45.7M | 22.04% | Not reported | +2.9% | Q4 2024 |
 GBCI | $1.93M | 0.93% | 0.03% | Not reported | Q4 2024 |
 PNW | $212K | 0.10% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| DFAX | $41M | 22.41% | Not reported | -0.1% | Q4 2024 |
| GBCI | $1.67M | 0.91% | 0.03% | -11.8% | Q4 2024 |
 FDX | $202K | 0.11% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| DFAX | $39.5M | 22.32% | Not reported | +6.3% | Q4 2024 |
| GBCI | $1.87M | 1.05% | 0.03% | Not reported | Q4 2024 |
 AAPL | $261K | 0.15% | 0.00% | -13.4% | Q4 2024 |
| Q3 2025 | |||||
| DFAX | $35.7M | 23.20% | Not reported | +3.7% | Q4 2024 |
| GBCI | $2.06M | 1.34% | 0.04% | Not reported | Q4 2024 |
| AAPL | $283K | 0.18% | 0.00% | +10.0% | Q4 2024 |
 NVDA | $208K | 0.14% | 0.00% | Not reported | Q4 2024 |
| PNW | $201K | 0.13% | 0.00% | Not reported | Q2 2025 |