13F Filings History of PBMares Wealth Management LLC

Latest 13F report
Q3 2025 - Oct 27, 2025
Value $
$617M
Signature - Title
Christine Gravelle - Director- Operations
Location
Williamsburg, VA
Summary
This page shows a list of all the recent 13F filings made by PBMares Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PBMares Wealth Management LLC reported 196 stock holdings with total value $617M as of Q3 2025. Top holdings included DFUS, DFCF, DFAU, DFAC, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 196 $617M +$40.2M -$4.46M +$35.7M DFUS, DFCF, DFAU, DFAC, DFAI 13F-HR 10/27/2025, 01:03 PM
Q2 2025 187 $546M +$27M -$14.2M +$12.8M DFUS, DFAC, DFCF, DFAU, DFAI 13F-HR 7/18/2025, 09:56 AM
Q1 2025 191 $500M +$36.3M -$19.3M +$17M DFUS, DFCF, DFAU, DFAC, DFAI 13F-HR 4/23/2025, 10:21 AM
Q4 2024 194 $489M +$26.4M -$8.31M +$18.1M DFUS, DFAC, DFAU, DFCF, DFAT 13F-HR 1/24/2025, 11:10 AM
Q3 2024 199 $479M +$73.1M -$25.8M +$47.2M DFUS, DFAC, DFAU, DFAI, DFAT 13F-HR 10/25/2024, 10:04 AM
Q2 2024 183 $407M +$31.9M -$9.45M +$22.4M DFAC, DFAU, DFAT, DFNM, DFCF 13F-HR 7/22/2024, 12:53 PM
Q1 2024 178 $384M +$38M -$7.4M +$30.6M DFAC, DFAU, DFAT, DFIV, DFUV 13F-HR 4/29/2024, 02:42 PM
Q4 2023 173 $333M +$39.2M -$7.53M +$31.7M DFAC, DFAT, DFAU, DFIV, DFUV 13F-HR 1/26/2024, 08:45 AM
Q3 2023 163 $277M +$12.5M -$6.14M +$6.38M DFAC, DFAT, DFIV, DFUV, DFNM 13F-HR 10/26/2023, 11:09 AM
Q2 2023 167 $280M +$6.61M -$5.88M +$730K DFAC, DFAT, DFIV, DFUV, DFNM 13F-HR 7/24/2023, 01:16 PM
Q1 2023 171 $269M +$16.9M -$4.03M +$12.8M DFAC, DFAT, DFIV, DFUV, DFUS 13F-HR 4/27/2023, 03:17 PM
Q4 2022 165 $247M +$17.7M -$22.4M -$4.77M DFAC, DFAT, DFIV, DFUV, DFNM 13F-HR 1/31/2023, 09:24 AM
Q3 2022 153 $229M +$23.4M -$15.2M +$8.26M DFAC, DFAT, DFIV, DFUV, DFUS 13F-HR 10/25/2022, 08:20 AM
Q2 2022 153 $233M +$109M -$18.7M +$90.3M DFAC, DFAT, DFIV, DFUV, DFAU 13F-HR 7/21/2022, 11:18 AM
Q1 2022 149 $162M +$19.5M -$92.1M -$72.6M DFAU, DFAI, XOM, VTEB, AAPL 13F-HR 4/26/2022, 11:28 AM
Q4 2021 155 $236M +$22.3M -$9.61M +$12.7M DFAC, DFAT, DFAU, DFIV, DFUS 13F-HR 2/2/2022, 03:38 PM
Q3 2021 145 $210M +$33.1M -$4.56M +$28.5M DFAC, DFAT, DFIV, DFAU, DFUS 13F-HR 11/2/2021, 09:24 AM
Q2 2021 146 $184M +$60M -$5.52M +$54.5M DFAC, DFAT, DFUS, DFAU, VTEB 13F-HR 7/13/2021, 01:41 PM
Q1 2021 142 $122M +$32.1M -$2.73M +$29.3M DFAU, VTEB, XOM, AAPL, DFAI 13F-HR 4/15/2021, 12:30 PM
Q4 2020 123 $87M +$16.2M -$3.68M +$12.5M XOM, AAPL, DHS, ENPH, STLD 13F-HR 1/25/2021, 08:55 AM
Q3 2020 106 $68M +$7.19M -$6.04M +$1.15M XOM, AAPL, DHS, SPY, NOC 13F-HR 10/21/2020, 01:41 PM
Q2 2020 104 $66.5M +$4.04M -$8.52M -$4.49M XOM, DHS, AAPL, BIV, ISTB 13F-HR 7/14/2020, 10:23 AM
Q1 2020 108 $63.4M +$5.68M -$9.96M -$4.29M DHS, XOM, ACN, ISTB, BIV 13F-HR 4/17/2020, 09:03 AM
Q4 2019 121 $84M $0 $0 XOM, DHS, ACN, ISTB, NOC 13F-HR 2/4/2020, 04:06 PM