PBMares Wealth Management LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    williamsburg, VA
  • CIK
    0001801682
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

194

$489.31M
DFUS, DFAC, DFAU, DFCF
13F-HR
Jan 24, 2025
000180168225000001

199

$478.79M
DFUS, DFAC, DFAU, DFAI
13F-HR
Oct 25, 2024
000180168224000005

183

$407.47M
DFAC, DFAU, DFAT, DFNM
13F-HR
Jul 22, 2024
000180168224000003

178

$384.06M
DFAC, DFAU, DFAT, DFIV
13F-HR
Apr 29, 2024
000180168224000002

173

$333.24M
DFAC, DFAT, DFAU, DFIV
13F-HR
Jan 26, 2024
000180168224000001

163

$277.32M
DFAC, DFAT, DFIV, DFUV
13F-HR
Oct 26, 2023
000180168223000004

167

$279.60M
DFAC, DFAT, DFIV, DFUV
13F-HR
Jul 24, 2023
000180168223000003

171

$268.97M
DFAC, DFAT, DFIV, DFUV
13F-HR
Apr 27, 2023
000180168223000002

165

$247.09M
DFAC, DFAT, DFIV, DFUV
13F-HR
Jan 31, 2023
000180168223000001

153

$229.40M
DFAC, DFAT, DFIV, DFUV
13F-HR
Oct 25, 2022
000180168222000005

153

$233.30M
DFAC, DFAT, DFIV, DFUV
13F-HR
Jul 21, 2022
000180168222000004

149

$162.40M
DFAU, DFAI, XOM, VANGUARD MUN BD FDS
13F-HR
Apr 26, 2022
000180168222000003

156

$236.65M
DFAC, DFAT, DFAU, DFIV
13F-HR
Feb 2, 2022
000180168222000002

146

$209.80M
DFAC, DFAT, DFIV, DFAU
13F-HR
Nov 2, 2021
000180168221000006

147

$183.60M
DFAC, DFAT, DFUS, DFAU
13F-HR
Jul 13, 2021
000180168221000004

142

$122.49M
DFAU, VANGUARD MUN BD FDS, XOM, AAPL
13F-HR
Apr 15, 2021
000180168221000003

123

$86.98M
XOM, AAPL, DHS, ENPH
13F-HR
Jan 25, 2021
000180168221000002

107

$68.02M
XOM, AAPL, DHS, SPY
13F-HR
Oct 21, 2020
000180168220000004

105

$66.50M
XOM, DHS, AAPL, BIV
13F-HR
Jul 14, 2020
000180168220000003

109

$63.54M
DHS, XOM, ACN, ISTB
13F-HR
Apr 17, 2020
000180168220000002

122

$84.00M
XOM, DHS, ACN, ISTB
13F-HR
Feb 4, 2020
000180168220000001
Pbmares Wealth Management Llc 13F Filings