Pb Mares Wealth Management LLC Incresed Positions 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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
142
+ 3.69%
$546.99 - $602.2 $77.7K - $85.5K
3.99K $2.4M
XLK
Technology Sector Spdr

ETFs
629
+ 24.16%
$250.97 - $282.66 $158K - $178K
3.23K $910K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$617.65 - $666.84 $618 - $667
4.96K $3.3M
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
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
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.15%
$195.41 - $212.37 $2.54K - $2.76K
8.5K $1.77M
VUG
Vanguard Growth ETF

ETFs
168
+ 18.38%
$433.97 - $484.08 $72.9K - $81.3K
1.08K $518K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
119
+ 3.49%
$459.11 - $506.91 $54.6K - $60.3K
3.53K $1.77M
TFLO
Ishares Treasury Floating Rate

ETFs
2.27K
+ 23.17%
$50.45 - $50.65 $114K - $115K
12.1K $610K
IJS
Ishares S&P Smallcap 600 Value

ETFs
11
+ 0.11%
$98.99 - $112.2 $1.09K - $1.23K
10.1K $1.12M
TFC
Truist Financial Corp

Financial Services
624
+ 2.02%
$42.83 - $47.07 $26.7K - $29.4K
31.6K $1.44M
HDV
Ishares Core High Dividend ETF

ETFs
841
+ 48.19%
$118.16 - $123.66 $99.4K - $104K
2.59K $316K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$144.19 - $167.33 $144 - $167
4.54K $760K
VZ
Verizon Communications Inc

Communication Services
1.89K
+ 14.21%
$40.84 - $45.06 $77.2K - $85.2K
15.2K $667K
CVX
Chevron Corp

Energy
54
+ 1.02%
$145.57 - $161.83 $7.86K - $8.74K
5.37K $833K
GE
General Electric CO

Industrials
38
+ 2.72%
$244.75 - $305.63 $9.3K - $11.6K
1.43K $431K
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
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