Pb Mares Wealth Management LLC Purchases in Q3 2025

Pb Mares Wealth Management LLC

  • $609 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
214K
+ 23.4%
$41.8 - $43.15 $8.93M - $9.22M
1.13M $48.2M
DFAU
Dimensional ETF Tr

ETFs
91K
+ 10.01%
$42.42 - $45.96 $3.86M - $4.18M
1M $45.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12.7K
+ 1.4%
$67.01 - $72.84 $853K - $928K
925K $67M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
70.7K
+ 6.4%
$36.04 - $38.78 $2.55M - $2.74M
1.18M $45.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
76.7K
+ 13.08%
$35.76 - $37.93 $2.74M - $2.91M
663K $25M
DFSD
Dimensional ETF Tr Short Durat

ETFs
69.4K
+ 52.93%
$47.86 - $48.43 $3.32M - $3.36M
201K $9.67M
DFAI
Dimensional ETF Tr

ETFs
44.3K
+ 6.08%
$34.05 - $36.55 $1.51M - $1.62M
774K $28.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
49.7K
+ 19.46%
$29.2 - $32.74 $1.45M - $1.63M
305K $9.71M
DFAE
Dimensional ETF Tr

ETFs
26.5K
+ 7.16%
$28.84 - $31.84 $765K - $845K
397K $12.5M
AAPL
Apple Inc.

Technology
84
+ 0.25%
$202.38 - $256.87 $17K - $21.6K
34.2K $8.72M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
27.1K
+ 5.32%
$47.18 - $48.17 $1.28M - $1.3M
536K $25.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
24.5K
+ 11.36%
$32.78 - $35.79 $803K - $876K
240K $8.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.69K
+ 1.99%
$63.41 - $69.69 $298K - $327K
240K $16.4M
DIHP
Dimensional ETF Tr Dimensional

ETFs
28K
+ 9.46%
$28.69 - $30.59 $804K - $857K
324K $9.85M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.8K
+ 5.67%
$29.55 - $32.52 $378K - $416K
238K $7.65M
BE
Bloom Energy Corp

Industrials
10.8K
New
$22.13 - $86.27 $239K - $930K
10.8K $911K
EPD
Enterprise Products Partners L.P.

Energy
22K
+ 183.26%
$30.74 - $32.14 $677K - $707K
34K $1.06M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
10.3K
+ 6.13%
$29.97 - $32.38 $309K - $334K
179K $5.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
685
+ 20.2%
$567.77 - $614.76 $389K - $421K
4.08K $2.5M
DFAR
Dimensional ETF Tr Dimensional

ETFs
20.1K
+ 10.28%
$22.9 - $24.1 $460K - $484K
215K $5.13M
XOM
Exxon Mobil Corp

Energy
558
+ 0.58%
$105.83 - $117.22 $59.1K - $65.4K
96.9K $10.9M
IVV
Ishares Core S&P 500 ETF

ETFs
612
+ 29.75%
$620.67 - $670.08 $380K - $410K
2.67K $1.79M
TSLA
Tesla, Inc.

Consumer Cyclical
386
+ 14.88%
$293.94 - $444.72 $113K - $172K
2.98K $1.33M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.02%
$498.9 - $609.32 $499 - $609
4.37K $2.66M
ORCL
Oracle Corp

Technology
9
+ 0.12%
$218.96 - $328.33 $1.97K - $2.95K
7.23K $2.03M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.12K
+ 5.91%
$29.65 - $31.77 $211K - $226K
128K $4.04M
VTI
Vanguard Total Stock Market Et

ETFs
487
+ 4.31%
$303.93 - $329.86 $148K - $161K
11.8K $3.87M
HD
Home Depot, Inc.

Consumer Cyclical
691
+ 18.58%
$357.4 - $423.42 $247K - $293K
4.41K $1.79M
JNJ
Johnson & Johnson

Healthcare
28
+ 0.33%
$155.17 - $185.42 $4.34K - $5.19K
8.47K $1.57M
PLTR
Palantir Technologies Inc.

Technology
1.52K
New
$130.68 - $186.97 $199K - $284K
1.52K $277K
QQQ
Invesco Qqq Trust, Series 1

ETFs
142
+ 3.69%
$546.99 - $602.2 $77.7K - $85.5K
3.99K $2.4M
LOW
Lowes Companies Inc

Consumer Cyclical
1.08K
New
$215.01 - $273.02 $231K - $294K
1.08K $270K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15K
New
$16.46 - $17.1 $247K - $256K
15K $254K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.44K
New
$38.52 - $39.39 $248K - $254K
6.44K $252K
XLK
Technology Sector Spdr

ETFs
629
+ 24.16%
$250.97 - $282.66 $158K - $178K
3.23K $910K
NSC
Norfolk Southern Corp

Industrials
812
New
$259.49 - $300.41 $211K - $244K
812 $243K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$617.65 - $666.84 $618 - $667
4.96K $3.3M
XLC
Select Sector Spdr Tr Communic

ETFs
1.99K
New
$105.99 - $119.41 $211K - $238K
1.99K $235K
INTC
Intel Corp

Technology
6.54K
New
$19.31 - $35.5 $126K - $232K
6.54K $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
471
New
$435.72 - $463.74 $205K - $218K
471 $218K
GLD
Spdr Gold Trust

ETFs
382
+ 24.27%
$300.96 - $355.47 $115K - $136K
1.96K $695K
BAC
Bank Of America Corp

Financial Services
2.83K
+ 18.73%
$44.92 - $52.42 $127K - $149K
18K $926K
VHT
Vanguard Health Care ETF

ETFs
814
New
$239.12 - $259.95 $195K - $212K
814 $211K
MA
Mastercard Inc

Financial Services
355
New
$550.18 - $598.96 $195K - $213K
355 $201K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.62K
+ 13.52%
$62.54 - $68.42 $101K - $111K
13.6K $918K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$282.78 - $316.06 $283 - $316
5.86K $1.85M
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.02%
$57.75 - $67.68 $173 - $203
19.2K $1.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
377
+ 3.69%
$108.46 - $120.63 $40.9K - $45.5K
10.6K $1.26M
PNC
Pnc Financial Services Group, Inc.

Financial Services
491
+ 31.78%
$185.88 - $207.44 $91.3K - $102K
2.04K $409K
Activity Summary
Buys All Purchases 98 New Holdings 14 Increased Positions 84 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email