Pioneer Wealth Management Group
CIK: 0001973339Latest portfolio: $329.4M · Q4 2025
Holdings
53
Total Value
$329.4M
New Positions
4
Closed Positions
3
Top Holdings
View All 53 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 1,479,327 | $69.2M | 21.02% | +69K | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,320,003 | $50.3M | 15.27% | +63K | |
| 3 | SCHZSCHWAB STRATEGIC TR | 1,814,258 | $42.4M | 12.87% | -581,419 | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 334,618 | $28.0M | 8.51% | +17K | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 596,465 | $25.4M | 7.71% | +417K | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 611,819 | $19.9M | 6.05% | +9K | |
| 7 | SCHHSCHWAB STRATEGIC TR | 709,659 | $14.8M | 4.50% | +13K | |
| 8 | DFASDIMENSIONAL ETF TRUST | 150,163 | $10.5M | 3.18% | +9K | |
| 9 | DFATDIMENSIONAL ETF TRUST | 144,039 | $8.6M | 2.60% | +8K | |
| 10 | VVVANGUARD INDEX FDS | 21,729 | $6.8M | 2.08% | -212 | |
| 11 | VTVVANGUARD INDEX FDS | 20,125 | $3.8M | 1.17% | +222 | |
| 12 | SCHESCHWAB STRATEGIC TR | 111,045 | $3.6M | 1.10% | +9K | |
| 13 | BILSPDR SERIES TRUST | 39,145 | $3.6M | 1.09% | +4K | |
| 14 | SCHFSCHWAB STRATEGIC TR | 147,516 | $3.5M | 1.08% | +11K | |
| 15 | DFACDIMENSIONAL ETF TRUST | 81,467 | $3.2M | 0.98% | +73 | |
| 16 | ESGUISHARES TR | 18,993 | $2.8M | 0.86% | +985 | |
| 17 | ESGDISHARES TR | 25,862 | $2.5M | 0.75% | +1K | |
| 18 | AAPLAPPLE INC | 8,591 | $2.3M | 0.71% | -1,663 | |
| 19 | VNQVANGUARD INDEX FDS | 24,021 | $2.1M | 0.65% | +633 | |
| 20 | VBRVANGUARD INDEX FDS | 8,890 | $1.9M | 0.57% | +194 | |
| 21 | VBVANGUARD INDEX FDS | 7,224 | $1.9M | 0.57% | -336 | |
| 22 | NUEMNUSHARES ETF TR | 51,496 | $1.8M | 0.56% | +239 | |
| 23 | BNDVANGUARD BD INDEX FDS | 24,411 | $1.8M | 0.55% | +2K | |
| 24 | NUSCNUSHARES ETF TR | 33,679 | $1.5M | 0.46% | +1K | |
| 25 | VEUVANGUARD INTL EQUITY INDEX F | 18,085 | $1.3M | 0.40% | -6,062 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($6.923250305423994e+161T)
Technology0.0% ($2335.6T)
Industrials0.0% ($473.4M)
Unknown0.0% ($448K)
Communication Services0.0% ($406K)
Filing History
Fund Information
Pioneer Wealth Management Group is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $329.4M across 53 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAU), representing 21.0% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.