StockDriftsStockDriftsTop 50 Pbmares Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 10.86% | 924.7K | $67.0M | +1.40%(+12.74K) | $57.08(+31.62%) | 2025-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.81% | 1.13M | $48.2M | +23.40%(+213.65K) | $42.07(+1.38%) | 2025-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 7.42% | 1.00M | $45.8M | +10.01%(+90.98K) | $34.00(+39.51%) | 2025-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.35% | 1.18M | $45.3M | +6.40%(+70.69K) | $27.95(+43.60%) | 2025-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.56% | 773.5K | $28.1M | +6.08%(+44.33K) | $29.58(+29.76%) | 2025-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.26% | 451.9K | $26.3M | -0.08%(-358) | $46.15(+31.04%) | 2025-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 4.17% | 536.3K | $25.7M | +5.32%(+27.07K) | $47.73(+0.85%) | 2025-09-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.06% | 663.1K | $25.0M | +13.08%(+76.71K) | $30.02(+28.30%) | 2025-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.32% | 444.5K | $20.5M | +1.04%(+4.57K) | $32.96(+51.89%) | 2025-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.66% | 240.0K | $16.4M | +1.99%(+4.69K) | $60.01(+18.62%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.68% | +62.96% | — | — | +62.96% |
| Top 20 Holdings Unweighted | +18.01% | +64.35% | — | — | +64.35% |
Pbmares Wealth Management Llc reports $616.93M in US-listed equity holdings across 196 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (10.9%), DFCF (7.8%) and DFAU (7.4%). The top 20 holdings account for 72.99% of reported assets. Its disclosed equity book has returned +62.96% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pbmares Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801682). View Pbmares Wealth Management Llc’s 13F filings on SEC