Pioneer Wealth Management Group

Pioneer Wealth Management Group as of Dec. 31, 2025

Portfolio Holdings for Pioneer Wealth Management Group

Pioneer Wealth Management Group holds 53 positions in its portfolio as reported in the December 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) 21.0 $69M 1.5M 46.80
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 15.3 $50M 1.3M 38.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 12.9 $42M 1.8M 23.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.5 $28M 335k 83.75
Dimensional Etf Trust Core Fixed Incom (DFCF) 7.7 $25M 597k 42.56
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.1 $20M 612k 32.57
Schwab Strategic Tr Us Reit Etf (SCHH) 4.5 $15M 710k 20.89
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.2 $11M 150k 69.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.6 $8.6M 144k 59.54
Vanguard Index Fds Large Cap Etf (VV) 2.1 $6.8M 22k 314.80
Vanguard Index Fds Value Etf (VTV) 1.2 $3.8M 20k 190.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $3.6M 111k 32.75
Spdr Series Trust State Street Spd (BIL) 1.1 $3.6M 39k 91.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $3.5M 148k 24.04
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $3.2M 82k 39.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $2.8M 19k 148.98
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $2.5M 26k 95.09
Apple (AAPL) 0.7 $2.3M 8.6k 271.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.1M 24k 88.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.9M 8.9k 211.78
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.9M 7.2k 257.95
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $1.8M 52k 35.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.8M 24k 74.07
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $1.5M 34k 44.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.3M 18k 73.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 20k 62.47
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $1.1M 22k 50.46
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.3 $1.1M 4.5k 248.19
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $1.1M 25k 41.55
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $965k 16k 59.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $933k 2.8k 335.28
Global X Fds S&p Ex Us Etf (CEFA) 0.2 $684k 19k 36.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $591k 4.0k 148.69
NVIDIA Corporation (NVDA) 0.2 $561k 3.0k 186.49
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $554k 24k 22.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $534k 9.9k 53.76
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $504k 15k 34.46
Union Pacific Corporation (UNP) 0.1 $474k 2.0k 231.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $449k 893.00 502.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $416k 664.00 627.10
Norfolk Southern (NSC) 0.1 $410k 1.4k 288.72
Alphabet Cap Stk Cl C (GOOG) 0.1 $407k 1.3k 313.80
salesforce (CRM) 0.1 $407k 1.5k 264.91
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $400k 8.4k 47.95
Microsoft Corporation (MSFT) 0.1 $377k 780.00 483.74
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.1 $361k 15k 24.20
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $354k 9.3k 38.03
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $343k 1.6k 219.74
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $291k 7.0k 41.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $282k 5.6k 50.29
Vanguard World Inf Tech Etf (VGT) 0.1 $271k 359.00 753.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $260k 2.4k 110.20
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $215k 6.3k 34.21