Notify me when PBMares Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 196 | $616,925,238 | +$40,186,224 | -$4,456,635 | +$35,729,589 | DFUS, DFCF, DFAU, DFAC, DFAI | 13F-HR | 27 Oct 2025, 13:03 |
| Q2 2025 | 187 | $546,454,720 | +$27,023,481 | -$14,224,044 | +$12,799,437 | DFUS, DFAC, DFCF, DFAU, DFAI | 13F-HR | 18 Jul 2025, 09:56 |
| Q1 2025 | 191 | $499,537,094 | +$36,306,311 | -$19,321,131 | +$16,985,180 | DFUS, DFCF, DFAU, DFAC, DFAI | 13F-HR | 23 Apr 2025, 10:21 |
| Q4 2024 | 194 | $489,306,734 | +$26,358,488 | -$8,307,147 | +$18,051,341 | DFUS, DFAC, DFAU, DFCF, DFAT | 13F-HR | 24 Jan 2025, 11:10 |
| Q3 2024 | 199 | $478,786,971 | +$73,066,052 | -$25,821,243 | +$47,244,809 | DFUS, DFAC, DFAU, DFAI, DFAT | 13F-HR | 25 Oct 2024, 10:04 |
| Q2 2024 | 183 | $407,467,903 | +$31,858,368 | -$9,454,230 | +$22,404,138 | DFAC, DFAU, DFAT, DFNM, DFCF | 13F-HR | 22 Jul 2024, 12:53 |
| Q1 2024 | 178 | $384,061,044 | +$38,014,720 | -$7,395,825 | +$30,618,895 | DFAC, DFAU, DFAT, DFIV, DFUV | 13F-HR | 29 Apr 2024, 14:42 |
| Q4 2023 | 173 | $333,237,104 | +$39,206,508 | -$7,531,075 | +$31,675,433 | DFAC, DFAT, DFAU, DFIV, DFUV | 13F-HR | 26 Jan 2024, 08:45 |
| Q3 2023 | 163 | $277,316,672 | +$12,515,037 | -$6,136,812 | +$6,378,225 | DFAC, DFAT, DFIV, DFUV, DFNM | 13F-HR | 26 Oct 2023, 11:09 |
| Q2 2023 | 167 | $279,599,398 | +$6,608,360 | -$5,878,707 | +$729,653 | DFAC, DFAT, DFIV, DFUV, DFNM | 13F-HR | 24 Jul 2023, 13:16 |
| Q1 2023 | 171 | $268,971,749 | +$16,869,790 | -$4,025,783 | +$12,844,007 | DFAC, DFAT, DFIV, DFUV, DFUS | 13F-HR | 27 Apr 2023, 15:17 |
| Q4 2022 | 165 | $247,087,734 | +$17,651,361 | -$22,422,592 | -$4,771,231 | DFAC, DFAT, DFIV, DFUV, DFNM | 13F-HR | 31 Jan 2023, 09:24 |
| Q3 2022 | 153 | $229,397,000 | +$23,440,277 | -$15,183,216 | +$8,257,061 | DFAC, DFAT, DFIV, DFUV, DFUS | 13F-HR | 25 Oct 2022, 08:20 |
| Q2 2022 | 153 | $233,299,000 | +$109,033,305 | -$18,697,109 | +$90,336,196 | DFAC, DFAT, DFIV, DFUV, DFAU | 13F-HR | 21 Jul 2022, 11:18 |
| Q1 2022 | 149 | $162,400,000 | +$19,519,947 | -$92,080,130 | -$72,560,183 | DFAU, DFAI, XOM, VTEB, AAPL | 13F-HR | 26 Apr 2022, 11:28 |
| Q4 2021 | 155 | $235,612,000 | +$22,314,316 | -$9,606,052 | +$12,708,264 | DFAC, DFAT, DFAU, DFIV, DFUS | 13F-HR | 02 Feb 2022, 15:38 |
| Q3 2021 | 145 | $209,776,000 | +$33,072,088 | -$4,561,314 | +$28,510,774 | DFAC, DFAT, DFIV, DFAU, DFUS | 13F-HR | 02 Nov 2021, 09:24 |
| Q2 2021 | 146 | $183,570,000 | +$59,990,554 | -$5,523,757 | +$54,466,797 | DFAC, DFAT, DFUS, DFAU, VTEB | 13F-HR | 13 Jul 2021, 13:41 |
| Q1 2021 | 142 | $122,492,000 | +$32,051,124 | -$2,734,526 | +$29,316,598 | DFAU, VTEB, XOM, AAPL, DFAI | 13F-HR | 15 Apr 2021, 12:30 |
| Q4 2020 | 123 | $86,978,000 | +$16,172,640 | -$3,677,202 | +$12,495,438 | XOM, AAPL, DHS, ENPH, STLD | 13F-HR | 25 Jan 2021, 08:55 |
| Q3 2020 | 106 | $67,990,000 | +$7,190,870 | -$6,036,703 | +$1,154,167 | XOM, AAPL, DHS, SPY, NOC | 13F-HR | 21 Oct 2020, 13:41 |
| Q2 2020 | 104 | $66,453,000 | +$4,038,134 | -$8,524,322 | -$4,486,188 | XOM, DHS, AAPL, BIV, ISTB | 13F-HR | 14 Jul 2020, 10:23 |
| Q1 2020 | 108 | $63,385,000 | +$5,678,212 | -$9,964,135 | -$4,285,923 | DHS, XOM, ACN, ISTB, BIV | 13F-HR | 17 Apr 2020, 09:03 |
| Q4 2019 | 121 | $83,997,000 | $0 | $0 | $0 | XOM, DHS, ACN, ISTB, NOC | 13F-HR | 04 Feb 2020, 16:06 |