Portfolio (Quarterly) Guide ↗

Babb Wealth Advisors LLC

· CIK 0002047312

13F Portfolio $183M AUM 19 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 11 Added 5 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AAPL	APPLE INC	Technology	961	$261K	0.15%	SOLD

Sector Allocation

Financial Services 89.2%

Industrials 10.8%