PBMares Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801682
Institutional-grade research for retail investors
13F Reported Value
ⓘ$616.9M
Holdings
196
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
PBMares Wealth Management LLC disclosed 196 positions worth $616.9M in its Form 13F-HR for Q3 2025. During the quarter the fund opened 12 new positions and exited 3 — including a new stake in $BE. The portfolio is most concentrated in Other (83.2% of disclosed assets). All figures are sourced directly from PBMares Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1801682.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST
10.9% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
7.8% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
7.4% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
7.3% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
4.6% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
6 quarters accumulating
DIMENSIONAL ETF TRUST
6 quarters accumulating
DIMENSIONAL ETF TRUST
6 quarters accumulating
DIMENSIONAL ETF TRUST
6 quarters accumulating
DIMENSIONAL ETF TRUST
6 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryEnergyFinancialsIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$67.0M924,690 shDIMENSIONAL ETF TRUST
—Quality
$48.2M1,126,525 shDIMENSIONAL ETF TRUST
—Quality
$45.8M1,000,245 shDIMENSIONAL ETF TRUST
—Quality
$45.3M1,175,254 shDIMENSIONAL ETF TRUST
—Quality
$28.1M773,507 shDIMENSIONAL ETF TRUST
—Quality
$26.3M451,899 shDIMENSIONAL ETF TRUST
—Quality
$25.7M536,316 shDIMENSIONAL ETF TRUST
—Quality
$25.0M663,147 shDIMENSIONAL ETF TRUST
—Quality
$20.5M444,454 shDIMENSIONAL ETF TRUST
—Quality
$16.4M239,977 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $67.0M | 924,690 |
| DIMENSIONAL ETF TRUST | — | $48.2M | 1,126,525 |
| DIMENSIONAL ETF TRUST | — | $45.8M | 1,000,245 |
| DIMENSIONAL ETF TRUST | — | $45.3M | 1,175,254 |
| DIMENSIONAL ETF TRUST | — | $28.1M | 773,507 |
| DIMENSIONAL ETF TRUST | — | $26.3M | 451,899 |
| DIMENSIONAL ETF TRUST | — | $25.7M | 536,316 |
| DIMENSIONAL ETF TRUST | — | $25.0M | 663,147 |
| DIMENSIONAL ETF TRUST | — | $20.5M | 444,454 |
| DIMENSIONAL ETF TRUST | — | $16.4M | 239,977 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PBMares Wealth Management LLC's 196 positions.
Showing top 10 of 196 holdings.
Sector Allocation
Other
$513.2M
Technology
$31.9M
Consumer Discretionary
$17.0M
Energy
$13.7M
Financials
$9.7M
Industrials
$8.8M
Consumer Staples
$7.1M
Healthcare
$5.4M
Full Holdings — PBMares Wealth Management LLC (Q3 2025)
All 196 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $67.0M | 10.9% | +1% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $48.2M | 7.8% | +23% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $45.8M | 7.4% | +10% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $45.3M | 7.3% | +6% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $28.1M | 4.6% | +6% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $26.3M | 4.3% | -0% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $25.7M | 4.2% | +5% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $25.0M | 4.1% | +13% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $20.5M | 3.3% | +1% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $16.4M | 2.7% | +2% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $16.0M | 2.6% | -2% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $12.5M | 2.0% | +7% | — |
| 13 |  $XOM | EXXON MOBIL CORP | $10.9M | 1.8% | +1% | 61.8 |
| 14 | — | DIMENSIONAL ETF TRUST | $9.9M | 1.6% | +9% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $9.7M | 1.6% | +19% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $9.7M | 1.6% | +53% | — |
| 17 |  $AAPL | Apple Inc. | $8.7M | 1.4% | +0% | 76.1 |
| 18 | — | DIMENSIONAL ETF TRUST | $8.6M | 1.4% | +11% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $8.3M | 1.3% | -1% | — |
| 20 | — | DIMENSIONAL ETF TRUST | $7.6M | 1.2% | +6% | — |
| 21 |  $MSFT | MICROSOFT CORP | $6.5M | 1.1% | -1% | 83.7 |
| 22 | — | DIMENSIONAL ETF TRUST | $5.7M | 0.9% | +6% | — |
| 23 | — | DIMENSIONAL ETF TRUST | $5.1M | 0.8% | +10% | — |
| 24 |  $HLT | Hilton Worldwide Holdings Inc. | $5.0M | 0.8% | -12% | 73.1 |
| 25 | — | DIMENSIONAL ETF TRUST | $4.0M | 0.7% | +6% | — |
| 26 |  $STLD | STEEL DYNAMICS INC | $4.0M | 0.7% | +0% | 56 |
| 27 | — | VANGUARD INDEX FDS | $3.9M | 0.6% | +4% | — |
| 28 | — | WISDOMTREE TR | $3.5M | 0.6% | -1% | — |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $3.3M | 0.5% | +0% | — |
| 30 | — | VANGUARD BD INDEX FDS | $3.3M | 0.5% | -2% | — |
| 31 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.7M | 0.4% | +0% | 60.5 |
| 32 |  $WMT | Walmart Inc. | $2.5M | 0.4% | +0% | 63.2 |
| 33 | — | DIMENSIONAL ETF TRUST | $2.5M | 0.4% | -6% | — |
| 34 | — | VANGUARD INDEX FDS | $2.5M | 0.4% | +20% | — |
| 35 | — | INVESCO QQQ TR | $2.4M | 0.4% | +4% | — |
| 36 |  $PM | Philip Morris International Inc. | $2.4M | 0.4% | -0% | 80.5 |
| 37 |  $AMZN | AMAZON COM INC | $2.2M | 0.4% | +0% | 74.6 |
| 38 | — | VANGUARD SCOTTSDALE FDS | $2.2M | 0.3% | -4% | — |
| 39 |  $NVDA | NVIDIA CORP | $2.1M | 0.3% | -1% | 90.2 |
| 40 |  $ORCL | ORACLE CORP | $2.0M | 0.3% | +0% | 67.2 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.3% | +0% | 35.6 |
| 42 |  $LMT | LOCKHEED MARTIN CORP | $1.8M | 0.3% | -2% | 65 |
| 43 |  $HD | HOME DEPOT, INC. | $1.8M | 0.3% | +19% | 69.2 |
| 44 | — | ISHARES TR | $1.8M | 0.3% | +30% | — |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.3% | +3% | 64.5 |
| 46 | — | VANGUARD INDEX FDS | $1.8M | 0.3% | +0% | — |
| 47 | — | EA SERIES TRUST | $1.7M | 0.3% | +0% | — |
| 48 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.3% | +0% | 66.7 |
| 49 | — | ISHARES GOLD TR | $1.6M | 0.3% | -2% | — |
| 50 | — | VANGUARD INDEX FDS | $1.6M | 0.3% | -1% | — |
| 51 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.3% | -2% | — |
| 52 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.3% | +0% | 72.8 |
| 53 |  $TFC | TRUIST FINANCIAL CORP | $1.4M | 0.2% | +2% | — |
| 54 |  $GOOGL | Alphabet Inc. | $1.4M | 0.2% | -1% | 80.2 |
| 55 |  $TSLA | Tesla, Inc. | $1.3M | 0.2% | +15% | 50.1 |
| 56 | — | ISHARES TR | $1.3M | 0.2% | -7% | — |
| 57 |  $MRK | Merck & Co., Inc. | $1.3M | 0.2% | +0% | 70.9 |
| 58 |  $GOOG | Alphabet Inc. | $1.3M | 0.2% | -0% | 80.2 |
| 59 |  $MO | ALTRIA GROUP, INC. | $1.3M | 0.2% | +0% | 72.1 |
| 60 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.2% | -1% | — |
| 61 | — | ISHARES TR | $1.3M | 0.2% | +4% | — |
| 62 | — | VANGUARD WORLD FD | $1.1M | 0.2% | -1% | — |
| 63 | — | ISHARES TR | $1.1M | 0.2% | +0% | — |
| 64 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.1M | 0.2% | +0% | 65.9 |
| 65 | — | ISHARES TR | $1.1M | 0.2% | +0% | — |
| 66 | — | ISHARES TR | $1.1M | 0.2% | +0% | — |
| 67 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.2% | -0% | 67 |
| 68 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.1M | 0.2% | +183% | 66.4 |
| 69 |  $CSX | CSX CORP | $1.1M | 0.2% | +0% | 66.4 |
| 70 |  $PEP | PEPSICO INC | $1.1M | 0.2% | +1% | 62.7 |
| 71 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.2% | +1% | — |
| 72 | — | ISHARES TR | $1.0M | 0.2% | -0% | — |
| 73 |  $V | VISA INC. | $1.0M | 0.2% | -1% | 83.5 |
| 74 | — | VANGUARD INTL EQUITY INDEX F | $994,168 | 0.2% | -5% | — |
| 75 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $960,394 | 0.2% | -5% | 66.5 |
| 76 |  $BX | Blackstone Inc. | $956,088 | 0.1% | +0% | 68 |
| 77 |  $D | DOMINION ENERGY, INC | $947,976 | 0.1% | -2% | 74.9 |
| 78 |  $PG | PROCTER & GAMBLE Co | $934,082 | 0.1% | +2% | 72.9 |
| 79 |  $BAC | BANK OF AMERICA CORP /DE/ | $926,640 | 0.1% | +19% | 68.4 |
| 80 | — | ISHARES INC | $918,541 | 0.1% | +14% | — |
| 81 |  $BE | Bloom Energy Corp | $911,697 | 0.1% | NEW | 54.4 |
| 82 | — | SELECT SECTOR SPDR TR | $910,972 | 0.1% | +24% | — |
| 83 |  $T | AT&T INC. | $851,039 | 0.1% | +7% | 71.9 |
| 84 | — | TOWNEBANK PORTSMOUTH VA | $839,918 | 0.1% | +0% | — |
| 85 |  $CVX | CHEVRON CORP | $833,723 | 0.1% | +1% | 54.7 |
| 86 | — | ISHARES TR | $798,470 | 0.1% | +0% | — |
| 87 |  $MCD | MCDONALDS CORP | $773,442 | 0.1% | +2% | 73.9 |
| 88 |  $FERG | Ferguson Enterprises Inc. /DE/ | $770,983 | 0.1% | +0% | 58.9 |
| 89 |  $RTX | RTX Corp | $760,157 | 0.1% | +0% | 70 |
| 90 |  $MDLZ | Mondelez International, Inc. | $709,434 | 0.1% | -4% | 53.9 |
| 91 |  $CAT | CATERPILLAR INC | $707,297 | 0.1% | +0% | 67.8 |
| 92 | — | SPDR GOLD TR | $695,299 | 0.1% | +24% | — |
| 93 | — | ISHARES TR | $688,100 | 0.1% | -0% | — |
| 94 | — | VANGUARD BD INDEX FDS | $682,975 | 0.1% | +0% | — |
| 95 |  $VZ | VERIZON COMMUNICATIONS INC | $667,821 | 0.1% | +14% | 71.6 |
| 96 | — | ISHARES TR | $659,085 | 0.1% | -7% | — |
| 97 |  $GBTC | Grayscale Bitcoin Trust ETF | $656,668 | 0.1% | -4% | — |
| 98 |  $DUK | Duke Energy CORP | $652,149 | 0.1% | +1% | 64 |
| 99 |  $VLO | VALERO ENERGY CORP/TX | $649,425 | 0.1% | +0% | 51.4 |
| 100 | — | FIRST TR EXCHANGE-TRADED FD | $646,852 | 0.1% | +3% | — |
| 101 |  $ADP | AUTOMATIC DATA PROCESSING INC | $630,145 | 0.1% | -4% | 77.9 |
| 102 | — | ISHARES TR | $610,166 | 0.1% | +23% | — |
| 103 | — | VANGUARD SCOTTSDALE FDS | $599,859 | 0.1% | -0% | — |
| 104 | — | INVESCO EXCHANGE TRADED FD T | $576,503 | 0.1% | -1% | — |
| 105 | — | ISHARES INC | $563,249 | 0.1% | -1% | — |
| 106 | — | VANGUARD SPECIALIZED FUNDS | $554,616 | 0.1% | -0% | — |
| 107 |  $TPR | TAPESTRY, INC. | $553,202 | 0.1% | +0% | 76.4 |
| 108 | — | DIMENSIONAL ETF TRUST | $552,581 | 0.1% | +11% | — |
| 109 | — | DIMENSIONAL ETF TRUST | $546,107 | 0.1% | +41% | — |
| 110 |  $ABBV | AbbVie Inc. | $529,961 | 0.1% | -3% | 59.3 |
| 111 |  $LLY | ELI LILLY & Co | $524,534 | 0.1% | +0% | 89.3 |
| 112 | — | VANGUARD INDEX FDS | $519,111 | 0.1% | +18% | — |
| 113 | — | ISHARES TR | $489,925 | 0.1% | +4% | — |
| 114 | — | ISHARES TR | $484,103 | 0.1% | +0% | — |
| 115 | — | ISHARES TR | $452,440 | 0.1% | -1% | — |
| 116 | — | ISHARES TR | $441,259 | 0.1% | +2% | — |
| 117 | — | ISHARES TR | $439,592 | 0.1% | +0% | — |
| 118 |  $META | Meta Platforms, Inc. | $434,648 | 0.1% | -1% | 80.9 |
| 119 |  $CSCO | CISCO SYSTEMS, INC. | $432,391 | 0.1% | +0% | 72.3 |
| 120 |  $GE | GENERAL ELECTRIC CO | $431,086 | 0.1% | +3% | 74.8 |
| 121 |  $MKC | MCCORMICK & CO INC | $428,224 | 0.1% | +0% | 73.7 |
| 122 | — | VANGUARD INDEX FDS | $423,700 | 0.1% | -42% | — |
| 123 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $409,121 | 0.1% | +32% | 70.9 |
| 124 | — | ISHARES TR | $402,206 | 0.1% | +0% | — |
| 125 | — | ISHARES TR | $399,202 | 0.1% | +0% | — |
| 126 | — | VANGUARD STAR FDS | $395,437 | 0.1% | +0% | — |
| 127 | — | WISDOMTREE TR | $392,245 | 0.1% | +0% | — |
| 128 |  $TXN | TEXAS INSTRUMENTS INC | $389,934 | 0.1% | +0% | 70.4 |
| 129 |  $REFI | Chicago Atlantic Real Estate Finance, Inc. | $385,746 | 0.1% | -2% | — |
| 130 | — | ISHARES TR | $380,960 | 0.1% | -2% | — |
| 131 | — | VANGUARD INTL EQUITY INDEX F | $380,075 | 0.1% | +0% | — |
| 132 |  $ADBE | ADOBE INC. | $379,206 | 0.1% | +0% | 80.4 |
| 133 |  $CCZ | COMCAST CORP | $379,123 | 0.1% | +0% | 70.4 |
| 134 |  $DIS | Walt Disney Co | $375,005 | 0.1% | +0% | 68.9 |
| 135 | — | VANGUARD WHITEHALL FDS | $368,559 | 0.1% | -21% | — |
| 136 | — | ISHARES TR | $357,174 | 0.1% | +3% | — |
| 137 |  $PK | Park Hotels & Resorts Inc. | $346,826 | 0.1% | +0% | 40.3 |
| 138 |  $WM | WASTE MANAGEMENT INC | $337,920 | 0.1% | -2% | 70.7 |
| 139 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $334,697 | 0.1% | +0% | 63.7 |
| 140 |  $BA | BOEING CO | $327,677 | 0.1% | -12% | 51.8 |
| 141 |  $UNP | UNION PACIFIC CORP | $327,488 | 0.1% | +0% | 74 |
| 142 |  $PANW | Palo Alto Networks Inc | $326,810 | 0.1% | +0% | 66.5 |
| 143 |  $DTB | DTE ENERGY CO | $325,430 | 0.1% | +0% | — |
| 144 |  $AMAT | APPLIED MATERIALS INC /DE | $319,804 | 0.1% | +0% | 74.8 |
| 145 | — | ISHARES TR | $316,688 | 0.1% | +48% | — |
| 146 |  $SO | SOUTHERN CO | $310,965 | 0.1% | +0% | 65.1 |
| 147 | — | PLAINS ALL AMERN PIPELINE L | $310,132 | 0.1% | +1% | — |
| 148 | — | ISHARES TR | $306,024 | 0.1% | +0% | — |
| 149 |  $MMM | 3M CO | $305,482 | 0.1% | +0% | 60.7 |
| 150 |  $NEE | NEXTERA ENERGY INC | $304,382 | 0.1% | +0% | 71.7 |
| 151 |  $UNH | UNITEDHEALTH GROUP INC | $301,851 | 0.1% | +9% | 66.8 |
| 152 |  $ENVX | Enovix Corp | $299,100 | 0.1% | +0% | 25.2 |
| 153 |  $KO | COCA COLA CO | $299,001 | 0.1% | +12% | 74 |
| 154 |  $HON | HONEYWELL INTERNATIONAL INC | $294,279 | 0.1% | +0% | 65.7 |
| 155 |  $PFE | PFIZER INC | $294,213 | 0.1% | +4% | 69 |
| 156 |  $EMR | EMERSON ELECTRIC CO | $291,220 | 0.1% | +0% | 65.9 |
| 157 | — | VANGUARD INDEX FDS | $282,585 | 0.1% | +5% | — |
| 158 |  $PLTR | Palantir Technologies Inc. | $277,194 | 0.0% | NEW | 85.8 |
| 159 |  $ELV | Elevance Health, Inc. | $277,153 | 0.0% | +0% | 59.4 |
| 160 | — | FIDELITY COVINGTON TRUST | $276,654 | 0.0% | +14% | — |
| 161 | — | GRAYSCALE ETHEREUM TRUST ETF | $276,525 | 0.0% | NEW | — |
| 162 | — | SCHWAB STRATEGIC TR | $274,207 | 0.0% | +0% | — |
| 163 |  $LOW | LOWES COMPANIES INC | $270,284 | 0.0% | NEW | 63.5 |
| 164 | — | VANGUARD SCOTTSDALE FDS | $267,672 | 0.0% | +0% | — |
| 165 | — | DIMENSIONAL ETF TRUST | $266,176 | 0.0% | +9% | — |
| 166 | — | CRH PLC | $264,026 | 0.0% | +0% | — |
| 167 | — | ISHARES TR | $262,566 | 0.0% | -1% | — |
| 168 |  $HGV | Hilton Grand Vacations Inc. | $262,149 | 0.0% | +0% | 48.1 |
| 169 |  $ENB | ENBRIDGE INC | $261,660 | 0.0% | +0% | — |
| 170 | — | ISHARES TR | $258,349 | 0.0% | -6% | — |
| 171 | — | COMMUNITY TR BANCORP INC | $256,978 | 0.0% | +0% | — |
| 172 | — | GLOBAL X FDS | $254,810 | 0.0% | NEW | — |
| 173 | — | GLOBAL X FDS | $252,677 | 0.0% | NEW | — |
| 174 | — | WISDOMTREE TR | $250,385 | 0.0% | -5% | — |
| 175 |  $NSC | NORFOLK SOUTHERN CORP | $243,802 | 0.0% | NEW | 70.8 |
| 176 | — | ISHARES TR | $242,176 | 0.0% | +0% | — |
| 177 |  $GS | GOLDMAN SACHS GROUP INC | $238,642 | 0.0% | +0% | — |
| 178 | — | SELECT SECTOR SPDR TR | $235,793 | 0.0% | -23% | — |
| 179 |  $HCA | HCA Healthcare, Inc. | $232,705 | 0.0% | +0% | 70.5 |
| 180 |  $CB | Chubb Ltd | $230,034 | 0.0% | -2% | — |
| 181 |  $ETN | Eaton Corp plc | $229,986 | 0.0% | +0% | — |
| 182 |  $YUM | YUM BRANDS INC | $226,602 | 0.0% | +4% | 71.7 |
| 183 | — | VANGUARD INDEX FDS | $225,024 | 0.0% | +0% | — |
| 184 |  $INTC | INTEL CORP | $219,303 | 0.0% | NEW | 41.5 |
| 185 | — | SPDR DOW JONES INDL AVERAGE | $218,571 | 0.0% | NEW | — |
| 186 |  $GEV | GE Vernova Inc. | $214,332 | 0.0% | NEW | 70.1 |
| 187 | — | VANGUARD WORLD FD | $211,294 | 0.0% | -47% | — |
| 188 |  $NFLX | NETFLIX INC | $210,866 | 0.0% | -1% | 86.7 |
| 189 |  $LIN | LINDE PLC | $209,817 | 0.0% | +0% | — |
| 190 |  $DHR | DANAHER CORP /DE/ | $204,604 | 0.0% | -25% | 63.9 |
| 191 |  $MA | Mastercard Inc | $201,918 | 0.0% | NEW | 81.7 |
| 192 |  $ED | CONSOLIDATED EDISON INC | $201,040 | 0.0% | +0% | 71.6 |
| 193 |  $EOSE | Eos Energy Enterprises, Inc. | $113,900 | 0.0% | NEW | 29.2 |
| 194 |  $BB | BLACKBERRY Ltd | $68,320 | 0.0% | +0% | — |
| 195 |  $OPK | OPKO HEALTH, INC. | $41,883 | 0.0% | +0% | 20 |
| 196 |  $SHOP | SHOPIFY INC. | $13,657 | 0.0% | +0% | — |
New Positions (12)
$BE Bloom Energy Corp$911,697$PLTR Palantir Technologies Inc.$277,194 GRAYSCALE ETHEREUM TRUST ETF$276,525
$LOW LOWES COMPANIES INC$270,284 GLOBAL X FDS$254,810
GLOBAL X FDS$252,677
$NSC NORFOLK SOUTHERN CORP$243,802$INTC INTEL CORP$219,303 SPDR DOW JONES INDL AVERAGE$218,571
$GEV GE Vernova Inc.$214,332$MA Mastercard Inc$201,918$EOSE Eos Energy Enterprises, Inc.$113,900
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AI-Powered Hedge Fund Analysis: PBMares Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For PBMares Wealth Management LLC (SEC CIK: 1801682), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PBMares Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.