13F Insight
DOSSIER · 13F-HR · Q3 2025

PBMares Wealth Management LLC

PBMares Wealth's asset manager based in Stamford, CT — $517M in tracked AUM across 98 positions as of Q3 2025.

PW
PBMares Wealth·Stamford, CT·Asset Manager
CIK 0001801682 · last filed Sep 30, 2025
Total AUM
$517M
▲ 16.7%
vs prior
Holdings
98
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q3 2025 · Q3 2025
Comprehensive Analysis of PBMares Wealth Management LLC SEC 13F Filing
1. Portfolio Overview

PBMares Wealth Management LLC manages a portfolio with a total value of approximately $517.4 million as of September 30, 2025. This represents a decrease of 5.3% from the previous quarter's value of $546.45 million. The portfolio consists of 98 holdings, indicating a moderately diversified approach. However, the distribution of capital is highly concentrated, with the top 10 positions ...

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$67M925K12.9%
02
DFCF
DIMENSIONAL ETF TRUST
$48M1.1M9.3%
03
DFAU
DIMENSIONAL ETF TRUST
$46M1.0M8.8%
04
DFAC
DIMENSIONAL ETF TRUST
$45M1.2M8.8%
05
DFAI
DIMENSIONAL ETF TRUST
$28M774K5.4%
06
DFAT
DIMENSIONAL ETF TRUST
$26M452K5.1%
07
DFNM
DIMENSIONAL ETF TRUST
$26M536K5.0%
08
DUHP
DIMENSIONAL ETF TRUST
$25M663K4.8%
09
DFIV
DIMENSIONAL ETF TRUST
$20M444K4.0%
10
DFAS
DIMENSIONAL ETF TRUST
$16M240K3.2%

Filing history

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