Pb Mares Wealth Management LLC Portfolio Holdings

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224M
$385,000 0.06% of portfolio
30,160
Q3 2025 Reduced 2.11%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $609 Million
  • Prior Value $539 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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