Pb Mares Wealth Management LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $609 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $67M, Dimensional ETF Tr Core Fxd In with a value of $48.2M, Dimensional ETF Tr with a value of $45.8M, Dimensional ETF Tr U S Core Eq with a value of $45.3M, and Dimensional ETF Tr with a value of $28.1M.
Examining the 13F form we can see an increase of $70.1M in the current position value, from $539M to 609M.
Below you can find more details about Pb Mares Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$609 Million
ETFs: $499 Million
Technology: $23.4 Million
Energy: $14 Million
Consumer Cyclical: $13.5 Million
Industrials: $12.7 Million
Consumer Defensive: $10.7 Million
Financial Services: $10.2 Million
Healthcare: $5.6 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
