Pioneer Wealth Management Group Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$329.4M
Holdings
53
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 1,479,327 | $69.2M | 21.02% | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,320,003 | $50.3M | 15.27% | |
| 3 | SCHZSCHWAB STRATEGIC TR | 1,814,258 | $42.4M | 12.87% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 334,618 | $28.0M | 8.51% | |
| 5 | DFCFDIMENSIONAL ETF TRUST | 596,465 | $25.4M | 7.71% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 611,819 | $19.9M | 6.05% | |
| 7 | SCHHSCHWAB STRATEGIC TR | 709,659 | $14.8M | 4.50% | |
| 8 | DFASDIMENSIONAL ETF TRUST | 150,163 | $10.5M | 3.18% | |
| 9 | DFATDIMENSIONAL ETF TRUST | 144,039 | $8.6M | 2.60% | |
| 10 | VVVANGUARD INDEX FDS | 21,729 | $6.8M | 2.08% | |
| 11 | VTVVANGUARD INDEX FDS | 20,125 | $3.8M | 1.17% | |
| 12 | SCHESCHWAB STRATEGIC TR | 111,045 | $3.6M | 1.10% | |
| 13 | BILSPDR SERIES TRUST | 39,145 | $3.6M | 1.09% | |
| 14 | SCHFSCHWAB STRATEGIC TR | 147,516 | $3.5M | 1.08% | |
| 15 | DFACDIMENSIONAL ETF TRUST | 81,467 | $3.2M | 0.98% | |
| 16 | ESGUISHARES TR | 18,993 | $2.8M | 0.86% | |
| 17 | ESGDISHARES TR | 25,862 | $2.5M | 0.75% | |
| 18 | AAPLAPPLE INC | 8,591 | $2.3M | 0.71% | |
| 19 | VNQVANGUARD INDEX FDS | 24,021 | $2.1M | 0.65% | |
| 20 | VBRVANGUARD INDEX FDS | 8,890 | $1.9M | 0.57% | |
| 21 | VBVANGUARD INDEX FDS | 7,224 | $1.9M | 0.57% | |
| 22 | NUEMNUSHARES ETF TR | 51,496 | $1.8M | 0.56% | |
| 23 | BNDVANGUARD BD INDEX FDS | 24,411 | $1.8M | 0.55% | |
| 24 | NUSCNUSHARES ETF TR | 33,679 | $1.5M | 0.46% | |
| 25 | VEUVANGUARD INTL EQUITY INDEX F | 18,085 | $1.3M | 0.40% | |
| 26 | VEAVANGUARD TAX-MANAGED FDS | 19,975 | $1.2M | 0.38% | |
| 27 | TFLOISHARES TR | 22,331 | $1.1M | 0.34% | |
| 28 | PTLNORTHERN LTS FD TR IV | 4,460 | $1.1M | 0.34% | |
| 29 | DFIPDIMENSIONAL ETF TRUST | 25,279 | $1.1M | 0.32% | |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 16,099 | $964K | 0.29% | |
| 31 | VTIVANGUARD INDEX FDS | 2,784 | $933K | 0.28% | |
| 32 | CEFAGLOBAL X FDS | 18,511 | $683K | 0.21% | |
| 33 | ITOTISHARES TR | 3,975 | $591K | 0.18% | |
| 34 | NVDANVIDIA CORPORATION | 3,009 | $561K | 0.17% | |
| 35 | DFARDIMENSIONAL ETF TRUST | 24,176 | $553K | 0.17% | |
| 36 | VWOVANGUARD INTL EQUITY INDEX F | 9,936 | $534K | 0.16% | |
| 37 | DFICDIMENSIONAL ETF TRUST | 14,618 | $503K | 0.15% | |
| 38 | UNPUNION PAC CORP | 2,047 | $473K | 0.14% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 893 | $448K | 0.14% | |
| 40 | VOOVANGUARD INDEX FDS | 664 | $416K | 0.13% | |
| 41 | NSCNORFOLK SOUTHN CORP | 1,421 | $410K | 0.12% | |
| 42 | GOOGALPHABET INC | 1,297 | $406K | 0.12% | |
| 43 | CRMSALESFORCE INC | 1,535 | $406K | 0.12% | |
| 44 | DFSDDIMENSIONAL ETF TRUST | 8,350 | $400K | 0.12% | |
| 45 | MSFTMICROSOFT CORP | 780 | $377K | 0.11% | |
| 46 | IBDNORTHERN LTS FD TR IV | 14,924 | $361K | 0.11% | |
| 47 | DUHPDIMENSIONAL ETF TRUST | 9,308 | $353K | 0.11% | |
| 48 | VIGVANGUARD SPECIALIZED FUNDS | 1,560 | $342K | 0.10% | |
| 49 | TPSCTIMOTHY PLAN | 7,027 | $291K | 0.09% | |
| 50 | VTEBVANGUARD MUN BD FDS | 5,614 | $282K | 0.09% | |
| 51 | VGTVANGUARD WORLD FD | 359 | $270K | 0.08% | |
| 52 | LQDISHARES TR | 2,360 | $260K | 0.08% | |
| 53 | DFLVDIMENSIONAL ETF TRUST | 6,276 | $214K | 0.06% |