SEC 13F Intelligence

Managers / Q3 2025

PBMares Wealth Management LLC

CIK 0001801682 · 4801 COURTHOUSE STREET, SUITE 128, WILLIAMSBURG, VA, 23188 · 7572297180

Reported Value
$617M
Q3 2025
Positions
196
Filings on Record
24
2019–present window
Filed
Oct 27, 2025
original filing

Summary

Pbmares Wealth Management LLC reported $617M in U.S.-listed holdings across 196 positions for Q3 2025.

Its largest position, DFUSUSD, represents 10.9% of the portfolio.

Compared with Q2 2025, the fund opened 14 new positions and exited 5.

Portfolio Metrics

Turnover
+0.8%
vs prior filed quarter
Top-10 Concentration
+56.5%
share of reported value
Largest Position
+10.9%
Dimensional Etf
New / Exited
14 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $84MQ4 ’19Q1 ’20: $64MQ2 ’20: $66MQ3 ’20: $68MQ3 ’20Q4 ’20: $87MQ1 ’21: $122MQ2 ’21: $184MQ2 ’21Q3 ’21: $210MQ4 ’21: $237MQ1 ’22: $162MQ1 ’22Q2 ’22: $233MQ3 ’22: $229MQ4 ’22: $247MQ4 ’22Q1 ’23: $269MQ2 ’23: $280MQ3 ’23: $277MQ3 ’23Q4 ’23: $333MQ1 ’24: $384MQ2 ’24: $407MQ2 ’24Q3 ’24: $479MQ4 ’24: $489MQ1 ’25: $500MQ1 ’25Q2 ’25: $546MQ3 ’25: $617Mfilingsflow.com

Portfolio Composition

By security type
ETP: 83.0%Common Stock: 16.5%MLP: 0.2%Other: 0.2%REIT: 0.1%Other: 0.0%
  • ETP · 83.0% · $512M
  • Common Stock · 16.5% · $102M
  • MLP · 0.2% · $1M
  • Other · 0.2% · $933,863
  • REIT · 0.1% · $732,572
  • Other · 0.0% · $13,657

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BEBLOOM ENERGY CORPNEW+10.8K10.8K+$911,697$911,697
PLTRPALANTIR TECHNOLOGIES INCNEW+1.5K1.5K+$277,194$277,194
ETHEGRAYSCALE ETHEREUM TRUST ETFNEW+8.1K8.1K+$276,525$276,525
LOWLOWES COS INCNEW+1.1K1.1K+$270,284$270,284
GLOBAL X FDSNEW+15.0K15.0K+$254,810$254,810
GLOBAL X FDSNEW+6.4K6.4K+$252,677$252,677
NSCNORFOLK SOUTHN CORPNEW+812812+$243,802$243,802
XLCSELECT SECTOR SPDR TRNEW+2.0K2.0K+$235,793$235,793

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

26 positions
#IssuerClass% PortfolioValueShares
1DFUSUSDDIMENSIONAL ETF TRUSTUS EQUITY MARKET · CORE FIXED INCOM · US CORE EQT MKT · US CORE EQUITY 2 · INTL CORE EQT MK · US TARGETED VLU · NATL MUN BD ETF · US HIGH PROFITAB · INTERNATNAL VAL · US SMALL CAP ETF · US MKTWIDE VALUE · EMGR CRE EQT MNG · INTL HIGH PROFIT · US SMALL CAP VAL · SHORT DURATION F · INTL SMALL CAP V · WORLD EX US CORE · EMERGING MKTS CO · EMERGING MKTS VA · US REAL ESTATE E · INTL SMALL CAP E · INTL CORE EQUITY72.62%$448M10.26M
2EXMOCEXXON MOBIL CORPhistory →COM1.77%$11M96.9K
3VTVVANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS · SM CP VAL ETF · VALUE ETF1.58%$10M32.9K
4AAPLAPPLE INChistory →COM1.41%$9M34.2K
5MSFTMICROSOFT CORPhistory →COM1.05%$7M12.6K
6HLTHILTON WORLDWIDE HLDGS INCCOM0.81%$5M19.3K
7STLDSTEEL DYNAMICS INCCOM0.65%$4M28.7K
8WISDOMTREE TRUS HIGH DIVIDEND0.56%$3M34.6K
9SPDR S&P 500 ETF TRTR UNIT0.54%$3M5.0K
10VANGUARD BD INDEX FDSTOTAL BND MRKT0.53%$3M44.3K
11NOCNORTHROP GRUMMAN CORPCOM0.43%$3M4.4K
12WMTWALMART INCCOM0.41%$3M24.6K
13NDQINVESCO QQQ TRUNIT SER 10.39%$2M4.0K
144I1PHILIP MORRIS INTL INCCOM0.38%$2M14.6K
15AMZNAMAZON COM INCCOM0.36%$2M10.2K
16VANGUARD SCOTTSDALE FDSVNG RUS3000IDX0.35%$2M7.4K
17NVDANVIDIA CORPORATIONCOM0.34%$2M11.2K
18ORCLORACLE CORPCOM0.33%$2M7.2K
19JPMJPMORGAN CHASE & CO.COM0.30%$2M5.9K
20LMTLOCKHEED MARTIN CORPCOM0.30%$2M3.7K
21HDHOME DEPOT INCCOM0.29%$2M4.4K
22ISHARES TRCORE S&P500 ETF0.29%$2M2.7K
23BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.29%$2M3.5K
24EA SERIES TRUSTEA BRIDGEWAY OMN0.28%$2M75.9K
25IBMINTERNATIONAL BUSINESS MACHSCOM0.27%$2M6.0K
26IAU*ISHARES GOLD TRISHARES NEW0.27%$2M22.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$617M196Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$546M187Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$500M191Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$489M194Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$479M199Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$407M183Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$384M178Apr 29, 202413F-HRchanges · EDGAR ↗
Q4 2023$333M173Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$277M163Oct 26, 202313F-HRchanges · EDGAR ↗
Q2 2023$280M167Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$269M171Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$247M165Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$229M153Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$233M153Jul 21, 202213F-HRchanges · EDGAR ↗
Q1 2022$162M149Apr 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$237M159Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$210M150Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$184M147Jul 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$122M142Apr 15, 202113F-HRchanges · EDGAR ↗
Q4 2020$87M123Jan 25, 202113F-HRchanges · EDGAR ↗
Q3 2020$68M111Oct 21, 202013F-HRchanges · EDGAR ↗
Q2 2020$66M109Jul 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$64M114Apr 17, 202013F-HRchanges · EDGAR ↗
Q4 2019$84M122Feb 4, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.