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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, DFCF, and represent 65.01% of Pioneer Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$6.8M), TFLO, SCHZ, DFAI, SCHH, VCIT, DFAE, DFCF, DFAS, DFAT.
Started 2 new stock positions in AVUS, HD.
Reduced shares in these 10 stocks: DFIP, DFAR, AAPL, BRK.B, DFSD, DUHP, VEU, ESGD, VV, VB.
Sold out of its positions in BRK.B, DFAR, DUHP, DFIP, DFSD.
Pioneer Wealth Management Group was a net buyer of stock by $28M.
Pioneer Wealth Management Group has $357M in assets under management (AUM), dropping by 8.25%.
Central Index Key (CIK): 0001973339

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

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Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 50 positions in its portfolio as reported in the March 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)	20.6	$74M	+10%	1.6M	45.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.5	$55M	+7%	1.4M	38.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	13.0	$46M	+10%	2.0M	23.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.3	$30M	+7%	358k	82.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	7.5	$27M	+6%	634k	42.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.3	$22M	+8%	663k	33.86	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	4.9	$18M	+14%	816k	21.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.2	$12M	+7%	162k	71.13	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.7	$9.6M	+6%	154k	62.45	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.8	$6.3M	-2%	21k	298.84	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.7	$6.1M	+441%	121k	50.63	View chart
Spdr Series Trust State Street Spd (BIL)	1.1	$4.1M	+13%	44k	91.64	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$4.0M		20k	196.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.0	$3.7M		111k	32.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.6M		146k	24.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$3.5M	+11%	91k	38.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$2.9M	+7%	20k	141.42	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.3M	-8%	24k	95.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.1M		24k	88.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.9M	+7%	26k	73.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.9M		8.9k	217.24	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.5	$1.9M		52k	36.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.8M	-4%	6.9k	261.91	View chart
Apple (AAPL)	0.5	$1.7M	-21%	6.7k	253.78	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$1.5M	-3%	32k	45.06	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.4	$1.3M	+19%	5.3k	250.56	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$1.3M	+35%	22k	59.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M		20k	64.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.1M	-18%	15k	75.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$899k		2.8k	320.83	View chart
Global X Fds S&p Ex Us Etf (CEFA)	0.2	$850k	+24%	23k	36.89	View chart
NVIDIA Corporation (NVDA)	0.2	$843k	+60%	4.8k	174.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$566k		4.0k	142.43	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$553k	NEW	5.0k	111.18	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$519k		15k	35.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$515k	-4%	9.5k	54.05	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.1	$497k	+39%	21k	23.86	View chart
Union Pacific Corporation (UNP)	0.1	$477k	-4%	2.0k	242.62	View chart
Norfolk Southern (NSC)	0.1	$409k		1.4k	287.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$379k	-4%	634.00	597.39	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.1	$339k	+13%	8.0k	42.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$326k	-12%	1.1k	286.86	View chart
Microsoft Corporation (MSFT)	0.1	$326k	+12%	879.00	370.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$302k	+17%	2.8k	109.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$299k	-10%	1.4k	215.02	View chart
salesforce (CRM)	0.1	$288k		1.5k	186.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$280k		5.6k	49.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$256k	+2%	367.00	697.69	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$224k		6.3k	35.71	View chart
Home Depot (HD)	0.1	$209k	NEW	634.00	328.88	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 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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