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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, DFAI, SCHZ, VCIT, DFAE, and represent 64.73% of Pioneer Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: BND (+$7.7M), SCHZ (+$6.1M), DFAU, LQD, DFAI, DFAE, VCIT, SCHH, TFLO, DFAT.
Started 5 new stock positions in AMZN, BSV, AVEM, LLY, AVGO.
Reduced shares in these 10 stocks: DFCF (-$6.0M), DFSD, DFNM, AAPL, SCHE, VV, SCHF, VB, ESGD, BRK.B.
Sold out of its positions in BRK.B, DFNM, DFSD, HD.
Pioneer Wealth Management Group was a net buyer of stock by $17M.
Pioneer Wealth Management Group has $424M in assets under management (AUM), dropping by 2.39%.
Central Index Key (CIK): 0001973339

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Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 56 positions in its portfolio as reported in the September 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)	22.1	$94M	+4%	1.8M	52.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.4	$65M	+3%	1.6M	41.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	13.2	$56M	+12%	2.5M	22.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.5	$32M	+3%	404k	78.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.5	$28M	+4%	702k	39.31	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	4.9	$21M	-22%	514k	40.12	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	4.8	$21M	+5%	929k	22.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.3	$14M	+2%	180k	77.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.7	$12M	+3%	173k	66.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.3	$9.7M	+382%	138k	70.15	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	1.6	$6.8M	-5%	19k	351.85	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.3	$5.7M	+12%	113k	50.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.0	$4.1M	-2%	25k	166.80	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.0	$4.1M	-4%	19k	216.08	View chart
Apple (AAPL)	0.9	$3.8M	-13%	12k	333.02	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.9	$3.8M	-2%	86k	44.45	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.9	$3.7M	+1203%	36k	102.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$3.5M	-8%	126k	27.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$3.2M	-15%	89k	36.45	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.8	$3.2M		35k	91.64	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.7M	-9%	27k	103.05	View chart
NVIDIA Corporation (NVDA)	0.6	$2.4M	+9%	11k	228.38	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.5	$2.2M	-4%	51k	42.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.2M	-3%	24k	89.63	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$1.9M	-7%	38k	48.53	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.4	$1.8M	-7%	8.0k	231.04	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.4	$1.6M	+2%	5.8k	272.14	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.4	$1.6M	-15%	5.5k	284.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.4M		20k	70.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.3M	-2%	24k	56.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.2M		15k	82.97	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$1.0M		2.8k	374.22	View chart
Global X Fds S&p Ex Us Etf (CEFA)	0.2	$1.0M	+7%	25k	40.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$570k		9.6k	59.31	View chart
Microsoft Corporation (MSFT)	0.1	$548k	+14%	1.1k	512.99	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$543k		24k	23.00	View chart
Union Pacific Corporation (UNP)	0.1	$539k		2.0k	272.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$531k	-5%	4.1k	128.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$512k		3.1k	166.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$498k	-9%	13k	37.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$445k		635.00	700.68	View chart
Norfolk Southern (NSC)	0.1	$443k		1.4k	309.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$431k		4.6k	94.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$421k	-10%	1.2k	340.74	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$416k		9.3k	44.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$391k	+6%	3.1k	125.68	View chart
salesforce (CRM)	0.1	$359k		1.6k	229.57	View chart
Amazon (AMZN)	0.1	$328k	NEW	1.3k	249.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$319k	NEW	4.2k	76.40	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$281k	NEW	3.0k	94.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$275k	+8%	1.2k	233.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$266k		5.6k	47.36	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$252k		6.3k	40.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$239k	+17%	693.00	344.29	View chart
Eli Lilly & Co. (LLY)	0.1	$221k	NEW	191.00	1157.08	View chart
Broadcom (AVGO)	0.0	$200k	NEW	570.00	351.43	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 Q3 filed Oct. 9, 2026
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

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