Pb Mares Wealth Management LLC Portfolio Holdings

Pb Mares Wealth Management LLC

  • $539 Million
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.02B
$243,000 0.05% of portfolio
4,593
Q2 2024 New
$1.07B
$35,000 0.01% of portfolio
27,021
Q4 2024 Added 29.25%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $539 Million
  • Prior Value $492 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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