13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001973339
Total reported value
$413.9M
$413.9M
45 檔
45.1%
As reported in its official Q2 2025 Form 13F filing, Pioneer Wealth Management Group's tracked investment portfolio stood at $413.9M with 45 total positions.
In Q2 2025, Pioneer Wealth Management Group displayed an active expansion posture, initiating 11 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 20.44% | +0.87% | +8.05% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 19.18% | -0.45% | +13.29% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 14.63% | -0.41% | +3.31% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.89% | -0.51% | +5.89% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.11% | +0.23% | +3.11% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-Other | 4.81% | +0.13% | +8.83% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.03% | +0.25% | +6.77% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.79% | -0.74% | -9.37% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.42% | +0.12% | +1.90% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 2.32% | -0.08% | +62.79% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | -0.07% | -7.70% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.17% | -0.11% | +14.78% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.12% | -0.09% | -0.77% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.11% | -0.05% | -22.10% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.87% | +0.19% | +8.82% | |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.82% | +0.10% | -3.02% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.75% | -0.04% | +63.97% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.01% | +8.27% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.73% | -0.01% | +56.32% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.02% | +51.05% | |
| 21 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.60% | +0.01% | +10.78% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.57% | -0.03% | +10.02% | |
| 23 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.49% | +0.11% | +8.99% | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.48% | -0.49% | -0.16% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.02% | +85.22% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | — | +3.09% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.23% | — | |
| 28 | PTL | Inspire 500 ETF | ETF-Other | 0.30% | +0.02% | +92.07% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.30% | -0.01% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.06% | NEW | |
| 31 | CEFA | Global X S&p Cath Val Devel | ETF-Other | 0.21% | -0.02% | +76.75% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | -0.04% | — | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.17% | — | — | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.17% | -0.02% | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.16% | — | +51.35% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.16% | -0.02% | — | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.14% | — | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | +55.97% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.45% | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.12% | -0.02% | — | |
| 41 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.10% | — | — | |
| 42 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.10% | +0.01% | — | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.10% | -0.01% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | -0.01% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.01% | +6.08% |
According to official SEC Form 13F filings, Pioneer Wealth Management Group reported a total U.S. public equity portfolio value of $413.9M across 45 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, SCHZ, DFAI) accounted for 45.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
NVDA
市值: $817.6K
Top Position Liquidated / Trimmed
BIL
前期市值: $236.7K
During Q2 2025, Pioneer Wealth Management Group's top holdings by market value included DFAU (20.4%)、SCHZ (19.2%)、DFAI (14.6%). The largest single position, DFAU, represented 20.4% of total portfolio value.
In Q2 2025, Pioneer Wealth Management Group made 47 total portfolio adjustments, initiating 11 new buys, adding to 25 positions, trimming 7 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.