PBMares Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$489M
Signature - Title
Christine Gravelle - Director, Wealth 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 194 stock holdings with total value $489M as of Q4 2024. Top holdings included DFUS, DFAC, DFAU, DFCF, and DFAT.
Holdings Value