PW
Pioneer Wealth Management Group SEC 13F Holdings (Q3 2026) — Top Position: DIMENSIONAL US CORE EQUITY M
Pioneer Wealth Management GroupCIK: 0001973339
Sector-focusedMomentum followerLong-term holder
Total reported value
$423.8M
Reporting period: 2026-09-30 · Number of holdings: 56
Pioneer Wealth Management Group disclosed 56 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $423.8M and a quarterly turnover rate of 10.1%.
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Personality snowflake
- Concentration
- 43.34
- Portfolio Stability
- 10.05
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 77.29
Pioneer Wealth Management Group's disclosed holdings carry a Herfindahl concentration index of 0.108 — mathematically equivalent to about 9 equally-sized positions, well below its 56 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.27), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim DFCF
-22.5% -$7.4M
Add BND
+382.1% $7.6M
Add LQD
+1203.6% $3.4M
Add DFAU
+4.1% $4.8M
Add SCHZ
+12.3% $3.8M
Sold out DFSD
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 22.15% | +0.64% | +4.09% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 15.43% | +0.31% | +3.99% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 13.18% | +0.61% | +12.35% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.47% | -0.34% | +3.26% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.51% | -0.01% | +4.58% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.86% | -1.90% | -22.51% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-Other | 4.83% | -0.22% | +5.13% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.28% | -0.19% | +2.89% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.71% | -0.10% | +3.88% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.28% | +1.77% | +382.07% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 1.61% | -0.09% | -5.54% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.35% | +0.12% | +12.37% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.97% | -0.03% | -2.50% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | -0.08% | -4.85% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.03% | -13.95% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.90% | -0.04% | -2.95% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.87% | +0.80% | +1203.57% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.82% | -0.11% | -8.81% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.76% | -0.16% | -15.72% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.76% | -0.02% | -0.14% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.65% | -0.08% | -9.11% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.10% | +9.96% | |
| 23 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.52% | -0.03% | -4.65% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | -0.08% | -3.22% | |
| 25 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.44% | -0.08% | -7.65% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.43% | -0.07% | -7.48% | |
| 27 | PTL | Inspire 500 ETF | ETF-Other | 0.37% | -0.02% | +2.83% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | -0.11% | -15.62% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | — | +1.33% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.32% | -0.03% | -2.91% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.01% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | — | -0.79% | |
| 33 | CEFA | Global X S&p Cath Val Devel | ETF-Other | 0.24% | +0.02% | +7.00% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | -0.01% | -0.29% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | +0.05% | +14.84% | |
| 36 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.13% | -0.01% | — | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.13% | — | +0.82% | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.13% | -0.01% | -5.28% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | — | +0.85% | |
| 40 | DFIC | Dimensional International Co | ETF-Other | 0.12% | -0.01% | -9.36% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | -0.01% | +0.16% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.10% | -0.01% | +0.21% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.10% | -0.01% | +0.07% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | -0.02% | -10.30% | |
| 45 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.10% | -0.01% | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.09% | +0.01% | +6.07% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.08% | +0.02% | +1.30% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | +0.08% | NEW | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.08% | +0.08% | NEW | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.07% | +0.07% | NEW |
1–50 of 56
Portfolio Performance
Performance for Q4 2026
-0.4%
Performance Last 4 Quarters
+9.9%
- Stdev
- +8.9%
- Beta
- +0.64
- Alpha
- +0.6%
- Max Drawdown
- -4.8%
- Annualized Perf
- +15.7%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +3.36
- Stutzer
- +0.49
- Treynor
- +0.24
- Sterling
- +1.14
- Calmar
- +3.26
- Information Ratio
- -1.24
- Tracking Error
- +6.2%
- Stdev Down
- +4.5%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +23.4%
- Worst 12 Months
- +5.6%
- Efficiency Ratio
- +0.66
- Sharpe
- +1.69
- Stdev Sectors
- +28.7%
- Skewness
- -0.27
- Kurtosis
- +0.02
- Upside Potential
- +4.78
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 56 | $423.8M | 10 | ||
| 2026 Q2 | 55 | $413.9M | 16 | ||
| 2026 Q1 | 50 | $356.5M | 11 | ||
| 2025 Q4 | 53 | $329.4M | 16 | ||
| 2025 Q3 | 52 | $309.8M | 28 | ||
| 2025 Q2 | 45 | $269.7M | 0 | ||
| 2025 Q1 | 38 | $232.2M | 0 | ||
| 2024 Q3 | 42 | $209.7M | 0 | ||
| 2024 Q2 | 40 | $188.3M | 0 | ||
| 2024 Q1 | 39 | $174.9M | 0 | ||
| 2023 Q4 | 37 | $160.7M | 0 | ||
| 2023 Q3 | 36 | $131.3M | 0 | ||
| 2023 Q2 | 37 | $125.9M | 0 | ||
| 2023 Q1 | 31 | $112.4M | 0 | ||
| 2022 Q4 | 33 | $106.1M | 0 |
Holding changes this quarter
Pioneer Wealth Management Group's most significant position changes for 2026-09-30: Sold out: Dimensional Short Duration (DFSD); Sold out: Dimensional National Muni Bd (DFNM); New buy: Amazon.com Inc (AMZN); New buy: Vanguard Short-term Bond ETF (BSV); New buy: Avantis Emerging Markets Eq (AVEM).
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Filing History
FAQ
What is Pioneer Wealth Management Group and what type of investor is it?
Pioneer Wealth Management Group is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $423.8M, spread across 56 disclosed positions.
What are Pioneer Wealth Management Group's largest equity positions?
Based on the latest 13F filing, Pioneer Wealth Management Group's top holdings by market value are:
1. Dimensional US Core Equity M (DFAU) — $93.9M (22.1%)
2. Dimensional International Co (DFAI) — $65.4M (15.4%)
3. Schwab US Aggregate Bond ETF (SCHZ) — $55.8M (13.2%)
4. Vanguard Int-term Corporate (VCIT) — $31.6M (7.5%)
5. Dimensional Emerging Core Eq (DFAE) — $27.6M (6.5%)
What changes did Pioneer Wealth Management Group make in its most recent portfolio filing?
In the latest reported quarter, Pioneer Wealth Management Group made 55 notable position adjustments: 5 new positions were initiated, 25 existing holdings were added to, 21 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Dimensional Short Duration (DFSD); Sold out: Dimensional National Muni Bd (DFNM); New buy: Amazon.com Inc (AMZN); New buy: Vanguard Short-term Bond ETF (BSV); New buy: Avantis Emerging Markets Eq (AVEM)
What sectors does Pioneer Wealth Management Group focus on?
Pioneer Wealth Management Group is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 77.1%
• Industrials: 10.3%
• Communication Services: 6.9%
• Consumer Discretionary: 3.4%
• Health Care: 2.3%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Pioneer Wealth Management Group returned an annualized 15.7% over the trailing 36 months — outperforming the S&P 500 by 0.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.64 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 77.1% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 28 to 10 over the past 4 quarters — a shift toward longer holding periods.
It has added to its DFAU position over the past two quarters (+$20.3M, now $93.9M), while trimming BIL over the same stretch (-$848.6K, still holding $3.2M).
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