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Pioneer Wealth Management Group

Latest statistics and disclosures from Pioneer Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, SCHZ, DFAI, VCIT, DFAE, and represent 68.47% of Pioneer Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: DFAU, DFAI, SCHZ, BIL, VCIT, AAPL, SCHH, DFAE, DFAT, DFAS.
Started 7 new stock positions in VGT, ORCL, GOOG, CHRW, BIL, VTEB, DFLV.
Reduced shares in these 10 stocks: NVDA, VEU, VBR, TFLO, VB, VTV, SCHE, DFAC, ESGD, NSC.
Pioneer Wealth Management Group was a net buyer of stock by $27M.
Pioneer Wealth Management Group has $310M in assets under management (AUM), dropping by 14.85%.
Central Index Key (CIK): 0001973339

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Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 52 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	20.8	$65M	+8%	1.4M	45.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	18.2	$56M	+7%	2.4M	23.47	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	14.7	$46M	+10%	1.3M	36.35	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.6	$27M	+9%	317k	84.11	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.1	$19M	+5%	603k	31.53	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	4.8	$15M	+13%	697k	21.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.1	$9.7M	+10%	141k	68.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.6	$7.9M	+12%	136k	58.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.5	$7.7M		180k	42.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.2	$6.8M		22k	307.86	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$3.7M	-2%	20k	186.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.1	$3.4M	-2%	103k	33.37	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.0	$3.2M	NEW	35k	91.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.2M		137k	23.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$3.1M	-2%	81k	38.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$2.6M	+3%	18k	145.60	View chart
Apple (AAPL)	0.8	$2.6M	+566%	10k	254.63	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.7	$2.3M		24k	92.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$2.1M	+4%	23k	91.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.9M	-8%	7.6k	254.29	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.6	$1.8M	+5%	51k	35.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.8M	-15%	8.7k	208.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.7M	-18%	24k	71.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.7M	+6%	22k	74.37	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$1.4M		32k	44.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.2M	+11%	20k	59.92	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.4	$1.1M	+27%	4.5k	249.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.1M	+15%	3.3k	328.18	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$1.1M	-17%	21k	50.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$924k	+14%	15k	60.03	View chart
Global X Fds S&p Ex Us Etf (CEFA)	0.2	$671k	+14%	19k	35.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$581k		1.2k	502.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$579k		4.0k	145.65	View chart
NVIDIA Corporation (NVDA)	0.2	$551k	-42%	3.0k	186.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$538k	+12%	9.9k	54.18	View chart
Union Pacific Corporation (UNP)	0.2	$484k		2.0k	236.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$479k		15k	32.79	View chart
Norfolk Southern (NSC)	0.1	$427k	-5%	1.4k	300.41	View chart
Microsoft Corporation (MSFT)	0.1	$404k	+56%	780.00	518.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$388k		634.00	612.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$378k	+13%	1.8k	215.74	View chart
salesforce (CRM)	0.1	$373k	+2%	1.6k	237.00	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$348k	+24%	14k	24.15	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$301k	+3%	7.2k	41.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$268k		2.4k	111.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$268k	NEW	359.00	746.49	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$265k	NEW	2.0k	132.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$256k	NEW	1.1k	243.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$256k	NEW	5.1k	50.07	View chart
Oracle Corporation (ORCL)	0.1	$240k	NEW	854.00	281.24	View chart
Home Depot (HD)	0.1	$234k	-7%	578.00	405.19	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$207k	NEW	6.3k	32.90	View chart

Past Filings by Pioneer Wealth Management Group

SEC 13F filings are viewable for Pioneer Wealth Management Group going back to 2022

Pioneer Wealth Management Group 2025 Q3 filed Oct. 14, 2025
Pioneer Wealth Management Group 2025 Q2 filed July 11, 2025
Pioneer Wealth Management Group 2025 Q1 filed April 9, 2025
Pioneer Wealth Management Group 2024 Q3 filed Oct. 7, 2024
Pioneer Wealth Management Group 2024 Q2 filed July 12, 2024
Pioneer Wealth Management Group 2024 Q1 filed April 11, 2024
Pioneer Wealth Management Group 2023 Q4 filed Jan. 10, 2024
Pioneer Wealth Management Group 2023 Q3 filed Nov. 7, 2023
Pioneer Wealth Management Group 2023 Q2 filed July 12, 2023
Pioneer Wealth Management Group 2023 Q1 filed April 24, 2023
Pioneer Wealth Management Group 2022 Q4 filed April 21, 2023

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