PBMares Wealth Management LLC

CIK: 0001801682SEC EDGAR →

Portfolio Value

$616.9M

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

187

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

DFUSCLOSED
$61.1M
DFACCLOSED
$39.6M
DFCFCLOSED
$38.6M
DFAUCLOSED
$38.5M
DFAICLOSED
$25.2M

Closed Positions (187)

$61.1M · 912K shares
$39.6M · 1.1M shares
$38.6M · 913K shares
$38.5M · 909K shares
$25.2M · 729K shares
$24.4M · 452K shares
$24.2M · 509K shares
$20.9M · 586K shares
$18.8M · 440K shares
$15.4M · 364K shares
$15.0M · 235K shares
$10.7M · 371K shares
$10.4M · 96K shares
$8.7M · 296K shares
$7.8M · 265K shares
$7.5M · 255K shares
$7.1M · 215K shares
$7.0M · 34K shares
$6.7M · 226K shares
$6.3M · 13K shares
$6.3M · 131K shares
$5.8M · 22K shares
$5.0M · 168K shares
$4.6M · 195K shares
$3.7M · 29K shares
$3.6M · 121K shares
$3.4M · 11K shares
$3.3M · 35K shares
$3.3M · 45K shares
$3.1M · 5K shares
$2.7M · 15K shares
$2.5M · 82K shares
$2.4M · 25K shares
$2.2M · 10K shares
$2.2M · 4K shares
$2.1M · 4K shares
$2.1M · 8K shares
$1.9M · 3K shares
$1.8M · 11K shares
$1.8M · 6K shares
$1.7M · 4K shares
$1.7M · 6K shares
$1.7M · 3K shares
$1.7M · 8K shares
$1.6M · 7K shares
$1.5M · 76K shares
$1.5M · 27K shares
$1.5M · 9K shares
$1.4M · 23K shares
$1.4M · 4K shares
$1.3M · 31K shares
$1.3M · 21K shares
$1.3M · 8K shares
$1.3M · 2K shares
$1.3M · 30K shares
$1.2M · 15K shares
$1.2M · 30K shares
$1.2M · 1K shares
$1.2M · 4K shares
$1.1M · 19K shares
$1.1M · 10K shares
$1.1M · 3K shares
$1.0M · 21K shares
$1.0M · 2K shares
$1.0M · 6K shares
$1.0M · 3K shares
$1.0M · 10K shares
$994K · 2K shares
$987K · 7K shares
$973K · 30K shares
$971K · 7K shares
$953K · 19K shares
$946K · 6K shares
$931K · 5K shares
$890K · 16K shares
$837K · 6K shares
$835K · 3K shares
$829K · 24K shares
$824K · 3K shares
$814K · 28K shares
$798K · 12K shares
$781K · 7K shares
$761K · 5K shares
$757K · 12K shares
$748K · 3K shares
$732K · 3K shares
$716K · 15K shares
$692K · 2K shares
$677K · 2K shares
$676K · 9K shares
$671K · 9K shares
$663K · 5K shares
$660K · 7K shares
$659K · 3K shares
$649K · 8K shares
$616K · 16K shares
$616K · 5K shares
$576K · 13K shares
$575K · 1K shares
$549K · 6K shares
$544K · 5K shares
$536K · 687 shares
$527K · 3K shares
$518K · 9K shares
$513K · 4K shares
$496K · 10K shares
$485K · 6K shares
$480K · 2K shares
$470K · 5K shares
$466K · 7K shares
$462K · 2K shares
$440K · 2K shares
$440K · 3K shares
$440K · 2K shares
$440K · 596 shares
$438K · 6K shares
$431K · 12K shares
$430K · 31K shares
$429K · 5K shares
$426K · 7K shares
$419K · 5K shares
$416K · 1K shares
$406K · 3K shares
$401K · 914 shares
$387K · 1K shares
$376K · 3K shares
$374K · 6K shares
$372K · 12K shares
$371K · 5K shares
$371K · 1K shares
$370K · 4K shares
$365K · 12K shares
$361K · 2K shares
$359K · 1K shares
$359K · 2K shares
$358K · 3K shares
$334K · 858 shares
$331K · 18K shares
$329K · 3K shares
$328K · 2K shares
$326K · 1K shares
$320K · 31K shares
$319K · 1K shares
$310K · 30K shares
$305K · 2K shares
$301K · 3K shares
$300K · 2K shares
$296K · 2K shares
$289K · 1K shares
$288K · 2K shares
$286K · 2K shares
$284K · 4K shares
$280K · 4K shares
$280K · 690 shares
$274K · 11K shares
$273K · 1K shares
$268K · 11K shares
$267K · 5K shares
$262K · 3K shares
$260K · 6K shares
$259K · 6K shares
$250K · 1K shares
$250K · 800 shares
$248K · 5K shares
$243K · 5K shares
$242K · 2K shares
$241K · 833 shares
$238K · 178 shares
$236K · 9K shares
$235K · 5K shares
$225K · 6K shares
$219K · 614 shares
$216K · 1K shares
$212K · 300 shares
$212K · 1K shares
$211K · 1K shares
$210K · 2K shares
$209K · 546 shares
$207K · 442 shares
$204K · 2K shares
$202K · 2K shares
$202K · 2K shares
$201K · 2K shares
$64K · 14K shares
$36K · 27K shares
$13K · 13K shares
$13K · 13K shares