Long-term investor
Babb Wealth Advisors LLC @babbwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002047312).
Record
- Tracked since 2025-06-30 (445 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +18.1% · all +18.1%
- Max drawdown n/a · win rate 60% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAX · 22.0% · long · since 2025-06-30
- DFAC · 18.8% · long · since 2025-06-30
- DFAT · 15.3% · long · since 2025-06-30
- DFUS · 12.4% · long · since 2025-06-30
- DFCF · 10.2% · long · since 2025-06-30
- DFGX · 6.7% · long · since 2025-06-30
- DUSB · 5.3% · long · since 2025-06-30
- DFSD · 3.2% · long · since 2025-06-30
- DFSU · 1.4% · long · since 2025-06-30
- DFAW · 1.2% · long · since 2025-06-30
- GBCI · 0.9% · long · since 2025-06-30
- DFSB · 0.7% · long · since 2025-06-30