Pb Mares Wealth Management LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $539 Million distributed in 187 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 $61.1M, Dimensional ETF Tr U S Core Eq with a value of $39.6M, Dimensional ETF Tr Core Fxd In with a value of $38.6M, Dimensional ETF Tr with a value of $38.5M, and Dimensional ETF Tr with a value of $25.2M.
Examining the 13F form we can see an increase of $46.9M in the current position value, from $492M to 539M.
Below you can find more details about Pb Mares Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$539 Million
ETFs: $439 Million
Technology: $20.4 Million
Consumer Cyclical: $13.2 Million
Energy: $12.6 Million
Consumer Defensive: $10.9 Million
Industrials: $10.5 Million
Financial Services: $9.13 Million
Healthcare: $5.13 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $200 Billions or more
