Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, DFAI, SCHZ, VCIT, DFCF, and represent 63.77% of Pioneer Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: SCHZ (+$5.8M), DFAU, DFAI, VCIT, AAPL, DFSD, SCHH, DFCF, DFNM, DFAS.
Started 5 new stock positions in BRK.B, GOOGL, AGG, DFSD, DFNM.
Reduced shares in these 10 stocks: TFLO, BIL, VV, SCHE, SCHF, ITOT, DFAC, VB, VTV, AVUS.
Pioneer Wealth Management Group was a net buyer of stock by $29M.
Pioneer Wealth Management Group has $414M in assets under management (AUM), dropping by 16.10%.
Central Index Key (CIK): 0001973339

Tip: Access up to 7 years of quarterly data

Positions held by Pioneer Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	21.5	$89M	+5%	1.7M	51.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.1	$63M	+6%	1.5M	41.25	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	12.6	$52M	+12%	2.2M	23.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.8	$32M	+9%	391k	82.65	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	6.8	$28M	+4%	663k	42.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.5	$27M		672k	40.21	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	5.1	$21M	+8%	883k	23.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.5	$14M	+8%	175k	82.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$12M	+8%	166k	69.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$7.0M	-3%	21k	343.92	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.2	$5.1M	-17%	100k	50.63	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$4.3M	-2%	20k	217.93	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.0	$4.1M	+24%	25k	163.67	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.9	$3.9M	-2%	88k	44.36	View chart
Apple (AAPL)	0.9	$3.9M	+98%	13k	289.36	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$3.8M	-5%	138k	27.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.9	$3.8M	-5%	105k	36.26	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.8	$3.2M	-20%	35k	91.64	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.7	$3.0M	+23%	29k	102.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.4M	+4%	25k	96.43	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.6	$2.3M	+3%	54k	42.44	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$2.2M	+28%	42k	52.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$2.1M	+8%	29k	73.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$2.1M	-2%	8.6k	243.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.0M	-4%	6.6k	303.13	View chart
NVIDIA Corporation (NVDA)	0.5	$1.9M	+99%	9.6k	200.09	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$1.9M	NEW	39k	47.75	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.4	$1.6M	+5%	5.6k	286.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.4M	+12%	25k	58.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.4M		20k	71.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.2M		15k	83.75	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$1.1M	NEW	23k	48.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M		2.8k	370.07	View chart
Global X Fds S&p Ex Us Etf (CEFA)	0.2	$925k		23k	39.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$575k		9.6k	59.69	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$561k	+13%	24k	23.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$561k	-11%	4.4k	128.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$545k		15k	37.26	View chart
Union Pacific Corporation (UNP)	0.1	$534k		2.0k	272.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$502k	-23%	3.1k	164.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$487k	+21%	1.4k	353.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$451k	NEW	4.6k	98.98	View chart
Norfolk Southern (NSC)	0.1	$450k		1.4k	314.59	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$447k	+16%	9.3k	47.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$435k		634.00	686.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$351k	+699%	2.9k	119.52	View chart
Microsoft Corporation (MSFT)	0.1	$347k	+5%	930.00	373.10	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$302k		2.8k	109.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$284k		5.6k	50.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$258k	-21%	1.1k	236.56	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$248k		6.3k	39.54	View chart
salesforce (CRM)	0.1	$242k		1.5k	156.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$232k	NEW	464.00	500.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$211k	NEW	589.00	357.63	View chart
Home Depot (HD)	0.1	$209k	-6%	593.00	352.68	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 2026 Q2 filed July 7, 2026
Pioneer Wealth Management Group 2026 Q1 filed April 8, 2026
Pioneer Wealth Management Group 2025 Q4 filed Jan. 12, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z