Pioneer Wealth Management Group

Pioneer Wealth Management Group as of March 31, 2026

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