The Analysis of PBMares Wealth Management LLC's Holdings

Currently, PBMares Wealth Management LLC holds 196 types of securities in its portfolio with a total value $616.9M. In the most recent quarter, they have increased their positions in DFCF (+213.6K shares, valued at $9.1M), DFAU (+91.0K shares, valued at $4.2M), DFSD (+69.4K shares, valued at $3.3M); decreased their positions in HLT (-2.6K shares, valued at $674.5K), VV (-997 shares, valued at $307.0K), DFUV (-6.0K shares, valued at $269.6K); initiated new positions in BE (+10.8K shares, valued at $911.7K), PLTR (+1.5K shares, valued at $277.2K), ETHE (+8.1K shares, valued at $276.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST924.7K shares1.40%2025-09-302025-10-27

DFCF DIMENSIONAL ETF TRUST1.1M shares23.40%2025-09-302025-10-27

DFAU DIMENSIONAL ETF TRUST1.0M shares10.01%2025-09-302025-10-27

DFAC DIMENSIONAL ETF TRUST1.2M shares6.40%2025-09-302025-10-27

DFAI DIMENSIONAL ETF TRUST773.5K shares6.08%2025-09-302025-10-27

DFAT DIMENSIONAL ETF TRUST451.9K shares-0.08%2025-09-302025-10-27

DFNM DIMENSIONAL ETF TRUST536.3K shares5.32%2025-09-302025-10-27

DUHP DIMENSIONAL ETF TRUST663.1K shares13.08%2025-09-302025-10-27

Sponsored

DFIV DIMENSIONAL ETF TRUST444.5K shares1.04%2025-09-302025-10-27

DFAS DIMENSIONAL ETF TRUST240.0K shares1.99%2025-09-302025-10-27

DFUV DIMENSIONAL ETF TRUST358.4K shares-1.66%2025-09-302025-10-27

DFAE DIMENSIONAL ETF TRUST397.2K shares7.16%2025-09-302025-10-27

XOM EXXON MOBIL CORP96.9K shares0.58%2025-09-302025-10-27

DIHP DIMENSIONAL ETF TRUST324.3K shares9.46%2025-09-302025-10-27

DFSV DIMENSIONAL ETF TRUST305.0K shares19.46%2025-09-302025-10-27

DFSD DIMENSIONAL ETF TRUST200.6K shares52.93%2025-09-302025-10-27

Sponsored

AAPL APPLE INC34.2K shares0.25%2025-09-302025-10-27

DISV DIMENSIONAL ETF TRUST240.0K shares11.36%2025-09-302025-10-27

DFAX DIMENSIONAL ETF TRUST263.1K shares-0.55%2025-09-302025-10-27

DFEM DIMENSIONAL ETF TRUST238.5K shares5.67%2025-09-302025-10-27

MSFT MICROSOFT CORP12.6K shares-0.99%2025-09-302025-10-27

DFEV DIMENSIONAL ETF TRUST178.6K shares6.13%2025-09-302025-10-27

DFAR DIMENSIONAL ETF TRUST215.3K shares10.28%2025-09-302025-10-27

HLT HILTON WORLDWIDE HLDGS INC19.3K shares-11.88%2025-09-302025-10-27

Sponsored

DFIS DIMENSIONAL ETF TRUST127.8K shares5.91%2025-09-302025-10-27

STLD STEEL DYNAMICS INC28.7K shares0.00%2025-09-302025-10-27

VTI VANGUARD INDEX FDS11.8K shares4.31%2025-09-302025-10-27

DHS WISDOMTREE TR34.6K shares-1.00%2025-09-302025-10-27

SPY SPDR S&P 500 ETF TR5.0K shares0.02%2025-09-302025-10-27

BND VANGUARD BD INDEX FDS44.3K shares-2.20%2025-09-302025-10-27

NOC NORTHROP GRUMMAN CORP4.4K shares0.02%2025-09-302025-10-27

WMT WALMART INC24.6K shares0.00%2025-09-302025-10-27

Sponsored

DFIC DIMENSIONAL ETF TRUST76.5K shares-6.43%2025-09-302025-10-27

VOO VANGUARD INDEX FDS4.1K shares20.20%2025-09-302025-10-27

QQQ INVESCO QQQ TR4.0K shares3.69%2025-09-302025-10-27

PM PHILIP MORRIS INTL INC14.6K shares-0.40%2025-09-302025-10-27

AMZN AMAZON COM INC10.2K shares0.13%2025-09-302025-10-27

VTHR VANGUARD SCOTTSDALE FDS7.4K shares-4.12%2025-09-302025-10-27

NVDA NVIDIA CORPORATION11.2K shares-0.69%2025-09-302025-10-27

ORCL ORACLE CORP7.2K shares0.12%2025-09-302025-10-27

Sponsored

JPM JPMORGAN CHASE & CO.5.9K shares0.02%2025-09-302025-10-27

LMT LOCKHEED MARTIN CORP3.7K shares-1.58%2025-09-302025-10-27

HD HOME DEPOT INC4.4K shares18.58%2025-09-302025-10-27

IVV ISHARES TR2.7K shares29.75%2025-09-302025-10-27

BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares3.49%2025-09-302025-10-27

VBR VANGUARD INDEX FDS8.5K shares0.15%2025-09-302025-10-27

BSVO EA SERIES TRUST75.9K shares0.00%2025-09-302025-10-27

IBM INTERNATIONAL BUSINESS MACHS6.0K shares0.30%2025-09-302025-10-27

Sponsored

IAU ISHARES GOLD TR22.6K shares-1.91%2025-09-302025-10-27

VTV VANGUARD INDEX FDS8.5K shares-0.80%2025-09-302025-10-27

VEA VANGUARD TAX-MANAGED FDS26.4K shares-1.86%2025-09-302025-10-27

JNJ JOHNSON & JOHNSON8.5K shares0.33%2025-09-302025-10-27

TFC TRUIST FINL CORP31.6K shares2.02%2025-09-302025-10-27

GOOG ALPHABET INC5.7K shares-1.40%2025-09-302025-10-27

TSLA TESLA INC3.0K shares14.88%2025-09-302025-10-27

IJH ISHARES TR20.0K shares-6.51%2025-09-302025-10-27

Sponsored

MRK MERCK & CO INC15.5K shares0.00%2025-09-302025-10-27

GOOGL ALPHABET INC5.3K shares-0.19%2025-09-302025-10-27

MO ALTRIA GROUP INC19.2K shares0.02%2025-09-302025-10-27

DFIP DIMENSIONAL ETF TRUST30.1K shares-0.66%2025-09-302025-10-27

IJR ISHARES TR10.6K shares3.69%2025-09-302025-10-27

VGT VANGUARD WORLD FD1.5K shares-1.49%2025-09-302025-10-27

IJS ISHARES TR10.1K shares0.11%2025-09-302025-10-27

MAR MARRIOTT INTL INC NEW4.3K shares0.00%2025-09-302025-10-27

Sponsored

OEF ISHARES TR3.3K shares0.00%2025-09-302025-10-27

IWF ISHARES TR2.3K shares0.00%2025-09-302025-10-27

COST COSTCO WHSL CORP NEW1.2K shares-0.25%2025-09-302025-10-27

EPD ENTERPRISE PRODS PARTNERS L34.0K shares183.26%2025-09-302025-10-27

CSX CSX CORP29.8K shares0.00%2025-09-302025-10-27

PEP PEPSICO INC7.5K shares0.70%2025-09-302025-10-27

DUSB DIMENSIONAL ETF TRUST20.7K shares0.68%2025-09-302025-10-27

ITOT ISHARES TR7.2K shares-0.46%2025-09-302025-10-27

Sponsored

V VISA INC3.0K shares-0.59%2025-09-302025-10-27

VWO VANGUARD INTL EQUITY INDEX F18.3K shares-4.77%2025-09-302025-10-27

LHX L3HARRIS TECHNOLOGIES INC3.1K shares-5.50%2025-09-302025-10-27

BX BLACKSTONE INC5.6K shares0.00%2025-09-302025-10-27

D DOMINION ENERGY INC15.5K shares-1.58%2025-09-302025-10-27

PG PROCTER AND GAMBLE CO6.1K shares2.41%2025-09-302025-10-27

BAC BANK AMERICA CORP18.0K shares18.73%2025-09-302025-10-27

EMXC ISHARES INC13.6K shares13.52%2025-09-302025-10-27

Sponsored

BE BLOOM ENERGY CORP10.8K sharesnew addition2025-09-302025-10-27

XLK SELECT SECTOR SPDR TR3.2K shares24.16%2025-09-302025-10-27

T AT&T INC30.1K shares7.11%2025-09-302025-10-27

TOWN TOWNEBANK PORTSMOUTH VA24.3K shares0.12%2025-09-302025-10-27

CVX CHEVRON CORP NEW5.4K shares1.02%2025-09-302025-10-27

MUB ISHARES TR7.5K shares0.33%2025-09-302025-10-27

MCD MCDONALDS CORP2.5K shares1.60%2025-09-302025-10-27

FERG FERGUSON ENTERPRISES INC3.4K shares0.00%2025-09-302025-10-27

Sponsored

RTX RTX CORPORATION4.5K shares0.02%2025-09-302025-10-27

MDLZ MONDELEZ INTL INC11.4K shares-4.08%2025-09-302025-10-27

CAT CATERPILLAR INC1.5K shares0.00%2025-09-302025-10-27

GLD SPDR GOLD TR2.0K shares24.27%2025-09-302025-10-27

EFA ISHARES TR7.4K shares-0.22%2025-09-302025-10-27

BIV VANGUARD BD INDEX FDS8.7K shares0.00%2025-09-302025-10-27

VZ VERIZON COMMUNICATIONS INC15.2K shares14.21%2025-09-302025-10-27

SCZ ISHARES TR8.6K shares-6.99%2025-09-302025-10-27

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF7.3K shares-4.37%2025-09-302025-10-27

DUK DUKE ENERGY CORP NEW5.3K shares0.98%2025-09-302025-10-27

VLO VALERO ENERGY CORP3.8K shares0.00%2025-09-302025-10-27

EMLP FIRST TR EXCHANGE-TRADED FD16.9K shares2.85%2025-09-302025-10-27

ADP AUTOMATIC DATA PROCESSING IN2.1K shares-4.32%2025-09-302025-10-27

TFLO ISHARES TR12.1K shares23.17%2025-09-302025-10-27

VONG VANGUARD SCOTTSDALE FDS5.0K shares-0.02%2025-09-302025-10-27

RPV INVESCO EXCHANGE TRADED FD T5.8K shares-0.87%2025-09-302025-10-27

Sponsored

IEMG ISHARES INC8.5K shares-0.92%2025-09-302025-10-27

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-0.19%2025-09-302025-10-27

TPR TAPESTRY INC4.9K shares0.00%2025-09-302025-10-27

DFAW DIMENSIONAL ETF TRUST7.7K shares10.79%2025-09-302025-10-27

DFLV DIMENSIONAL ETF TRUST16.6K shares41.08%2025-09-302025-10-27

ABBV ABBVIE INC2.3K shares-3.38%2025-09-302025-10-27

LLY ELI LILLY & CO687 shares0.00%2025-09-302025-10-27

VUG VANGUARD INDEX FDS1.1K shares18.38%2025-09-302025-10-27

Sponsored

STIP ISHARES TR4.7K shares3.70%2025-09-302025-10-27

IWD ISHARES TR2.4K shares0.00%2025-09-302025-10-27

EFV ISHARES TR6.7K shares-0.68%2025-09-302025-10-27

IWO ISHARES TR1.4K shares1.77%2025-09-302025-10-27

IWR ISHARES TR4.6K shares0.00%2025-09-302025-10-27

META META PLATFORMS INC592 shares-0.67%2025-09-302025-10-27

CSCO CISCO SYS INC6.3K shares0.11%2025-09-302025-10-27

GE GE AEROSPACE1.4K shares2.72%2025-09-302025-10-27

Sponsored

MKC MCCORMICK & CO INC6.4K shares0.00%2025-09-302025-10-27

VV VANGUARD INDEX FDS1.4K shares-42.01%2025-09-302025-10-27

PNC PNC FINL SVCS GROUP INC2.0K shares31.78%2025-09-302025-10-27

DVY ISHARES TR2.8K shares0.07%2025-09-302025-10-27

IWB ISHARES TR1.1K shares0.00%2025-09-302025-10-27

VXUS VANGUARD STAR FDS5.4K shares0.13%2025-09-302025-10-27

DOL WISDOMTREE TR6.3K shares0.29%2025-09-302025-10-27

TXN TEXAS INSTRS INC2.1K shares0.05%2025-09-302025-10-27

Sponsored

REFI CHICAGO ATLANTIC REAL ESTATE30.2K shares-2.11%2025-09-302025-10-27

IEFA ISHARES TR4.4K shares-1.51%2025-09-302025-10-27

VSS VANGUARD INTL EQUITY INDEX F2.7K shares0.11%2025-09-302025-10-27

ADBE ADOBE INC1.1K shares0.00%2025-09-302025-10-27

CMCSA COMCAST CORP NEW12.1K shares0.00%2025-09-302025-10-27

DIS DISNEY WALT CO3.3K shares0.00%2025-09-302025-10-27

VYM VANGUARD WHITEHALL FDS2.6K shares-20.78%2025-09-302025-10-27

IJJ ISHARES TR2.8K shares3.38%2025-09-302025-10-27

Sponsored

PK PARK HOTELS & RESORTS INC31.3K shares0.00%2025-09-302025-10-27

WM WASTE MGMT INC DEL1.5K shares-2.42%2025-09-302025-10-27

TMO THERMO FISHER SCIENTIFIC INC690 shares0.00%2025-09-302025-10-27

BA BOEING CO1.5K shares-11.90%2025-09-302025-10-27

UNP UNION PAC CORP1.4K shares0.00%2025-09-302025-10-27

PANW PALO ALTO NETWORKS INC1.6K shares0.00%2025-09-302025-10-27

DTE DTE ENERGY CO2.3K shares0.00%2025-09-302025-10-27

AMAT APPLIED MATLS INC1.6K shares0.00%2025-09-302025-10-27

Sponsored

HDV ISHARES TR2.6K shares48.19%2025-09-302025-10-27

SO SOUTHERN CO3.3K shares0.03%2025-09-302025-10-27

PAA PLAINS ALL AMERN PIPELINE L18.2K shares0.63%2025-09-302025-10-27

IVE ISHARES TR1.5K shares0.14%2025-09-302025-10-27

MMM 3M CO2.0K shares0.00%2025-09-302025-10-27

NEE NEXTERA ENERGY INC4.0K shares0.00%2025-09-302025-10-27

UNH UNITEDHEALTH GROUP INC874 shares9.25%2025-09-302025-10-27

ENVX ENOVIX CORPORATION30.0K shares0.00%2025-09-302025-10-27

Sponsored

KO COCA COLA CO4.5K shares12.48%2025-09-302025-10-27

HON HONEYWELL INTL INC1.4K shares0.00%2025-09-302025-10-27

PFE PFIZER INC11.5K shares4.25%2025-09-302025-10-27

EMR EMERSON ELEC CO2.2K shares0.00%2025-09-302025-10-27

VNQ VANGUARD INDEX FDS3.1K shares5.28%2025-09-302025-10-27

PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-10-27

ELV ELEVANCE HEALTH INC FORMERLY858 shares0.00%2025-09-302025-10-27

FREL FIDELITY COVINGTON TRUST9.9K shares14.17%2025-09-302025-10-27

Sponsored

ETHE GRAYSCALE ETHEREUM TRUST ETF8.1K sharesnew addition2025-09-302025-10-27

SCHO SCHWAB STRATEGIC TR11.2K shares0.00%2025-09-302025-10-27

LOW LOWES COS INC1.1K sharesnew addition2025-09-302025-10-27

VGSH VANGUARD SCOTTSDALE FDS4.5K shares0.00%2025-09-302025-10-27

DFSU DIMENSIONAL ETF TRUST6.3K shares9.33%2025-09-302025-10-27

CRH CRH PLC2.2K shares0.00%2025-09-302025-10-27

QUAL ISHARES TR1.4K shares-1.32%2025-09-302025-10-27

HGV HILTON GRAND VACATIONS INC6.3K shares0.00%2025-09-302025-10-27

Sponsored

ENB ENBRIDGE INC5.2K shares0.06%2025-09-302025-10-27

EEM ISHARES TR4.8K shares-5.84%2025-09-302025-10-27

CTBI COMMUNITY TR BANCORP INC4.6K shares0.00%2025-09-302025-10-27

QYLD GLOBAL X FDS15.0K sharesnew addition2025-09-302025-10-27

XYLD GLOBAL X FDS6.4K sharesnew addition2025-09-302025-10-27

DEM WISDOMTREE TR5.4K shares-4.97%2025-09-302025-10-27

NSC NORFOLK SOUTHN CORP812 sharesnew addition2025-09-302025-10-27

IWM ISHARES TR1.0K shares0.00%2025-09-302025-10-27

Sponsored

GS GOLDMAN SACHS GROUP INC300 shares0.00%2025-09-302025-10-27

XLC SELECT SECTOR SPDR TR2.0K sharesnew addition2025-09-302025-10-27

HCA HCA HEALTHCARE INC546 shares0.00%2025-09-302025-10-27

CB CHUBB LIMITED815 shares-2.16%2025-09-302025-10-27

ETN EATON CORP PLC615 shares0.16%2025-09-302025-10-27

YUM YUM BRANDS INC1.5K shares4.48%2025-09-302025-10-27

VOE VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-27

INTC INTEL CORP6.5K sharesnew addition2025-09-302025-10-27

Sponsored

DIA SPDR DOW JONES INDL AVERAGE471 sharesnew addition2025-09-302025-10-27

GEV GE VERNOVA INC349 sharesnew addition2025-09-302025-10-27

VHT VANGUARD WORLD FD814 sharesnew addition2025-09-302025-10-27

NFLX NETFLIX INC176 shares-1.12%2025-09-302025-10-27

LIN LINDE PLC442 shares0.00%2025-09-302025-10-27

DHR DANAHER CORPORATION1.0K shares-25.43%2025-09-302025-10-27

MA MASTERCARD INCORPORATED355 sharesnew addition2025-09-302025-10-27

ED CONSOLIDATED EDISON INC2.0K shares0.00%2025-09-302025-10-27

Sponsored

EOSE EOS ENERGY ENTERPRISES INC10.0K sharesnew addition2025-09-302025-10-27

BB BLACKBERRY LTD14.0K shares0.00%2025-09-302025-10-27

OPK OPKO HEALTH INC27.0K shares0.00%2025-09-302025-10-27

SHOPIFY INC SHOPIFY INC13.0K shares0.00%2025-09-302025-10-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available