PBMares Wealth Management LLC
Annual return '25
+10.4%
SPY '25
+17.7%
Alpha
-7.3ptsvs SPY
Invested
$84.8M
Holdings
6
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CACC
CREDIT ACCEP CORP MICH
Held since at least Q1 2024
35.7%
02
$CHTR
CHARTER COMMUNICATIONS INC N
Held since at least Q1 2024
21.5%
03
$AER
AERCAP HOLDINGS NV
Held since at least Q1 2024
13.4%
04
$HGV
HILTON GRAND VACATIONS INC
Held since at least Q1 2024
11.5%
05
$BTI
BRITISH AMERN TOB PLC
Held since at least Q1 2024
9.4%
06
$CRMT
AMERICAS CAR-MART INC
Held since at least Q1 2024
8.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.