Pb Mares Wealth Management LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $483 Million distributed in 194 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 $47.7M, Dimensional ETF Tr U S Core Eq with a value of $37.1M, Dimensional ETF Tr with a value of $36M, Dimensional ETF Tr Core Fxd In with a value of $25.4M, and Dimensional ETF Tr U S Target with a value of $23.5M.
Examining the 13F form we can see an increase of $9.21M in the current position value, from $474M to 483M.
Below you can find more details about Pb Mares Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$483 Million
ETFs: $375 Million
Technology: $24.9 Million
Consumer Cyclical: $15.2 Million
Energy: $12.9 Million
Industrials: $11.3 Million
Financial Services: $9.56 Million
Consumer Defensive: $8.95 Million
Healthcare: $6.39 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
