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Portfolio (Quarterly)
Guide ↗
Babb Wealth Advisors LLC
·
CIK 0002047312
13F Portfolio
$207M AUM
19 positions
Filed Aug 14, 2026
EDGAR ↗
← All Funds
Q2 2026
Q1 2026
·
All
1 New
10 Added
4 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
FDX
FEDEX CORP
Industrials
567
$202K
0.11%
SOLD
Sector Allocation
Financial Services
90.1%
Utilities
9.9%