PBMares Wealth Management LLC - Portfolio overview

PBMares Wealth Management LLC has 195 reported holdings in this dataset, with the latest filing dated 2025-10-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 10.86%
2. DFCF - DIMENSIONAL ETF TRUST, 7.81%
3. DFAU - DIMENSIONAL ETF TRUST, 7.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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