Pioneer Wealth Management Group

Pioneer Wealth Management Group as of June 30, 2026

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