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Clifford P. Haugen

Blb&b Advisors, Llc

Assets Managed
$2.421B
Holdings
272
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
1.2%(2Q avg: 2.23%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Blb&b Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 272 positions.

Assets under management

The assets under management (AUM) of Blb&b Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.421B in assets, with a quarterly growth rate of 1.2% and a 2-quarter average growth rate of 2.23%. The portfolio is managed by Clifford P. Haugen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.98%
9.31%
$225.161M
3.514M shares@ $64.08 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.8%
7.76%
$187.8M
287,503 shares@ $653.22 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.61%
7.14%
$172.647M
2.557M shares@ $67.53 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.03%
6.08%
$147.131M
2.722M shares@ $54.05 avg price
DJP
Ipath Bloomberg Commodity In
Recent Activity
Increased 0.25%
4.71%
$113.801M
2.364M shares@ $48.14 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -8.43%
3.29%
$79.549M
456,128 shares@ $174.4 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 9.48%
3.06%
$73.931M
955,426 shares@ $77.39 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.58%
2.99%
$72.148M
284,281 shares@ $253.8 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.99%
2.4%
$57.899M
465,761 shares@ $124.32 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.67%
2.38%
$57.524M
155,398 shares@ $370.17 avg price

1-10 of 272