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CIK: 0001973339
Total reported value
$413.9M
$413.9M
50 檔
56.0%
According to the latest 13F quarterly dataset, Pioneer Wealth Management Group managed an equity portfolio of $413.9M at the end of Q1 2026, spanning 50 distinct U.S. exchange-listed positions.
In Q1 2026, Pioneer Wealth Management Group displayed an active expansion posture, initiating 2 new positions and adding to 31 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 | 20.64% | +0.87% | +10.23% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 15.53% | -0.41% | +7.64% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 13.02% | -0.45% | +10.23% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.32% | -0.51% | +7.12% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.50% | -0.74% | +6.20% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.29% | +0.23% | +8.31% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-Other | 4.92% | +0.13% | +14.95% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.22% | +0.25% | +7.58% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.69% | +0.12% | +6.73% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 1.78% | -0.08% | -2.41% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.72% | -0.49% | +441.97% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.14% | -0.36% | +13.49% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | -0.07% | +0.14% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.03% | -0.11% | +0.36% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.02% | -0.09% | -0.76% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.99% | -0.05% | +11.21% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.81% | +0.19% | +7.08% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.63% | +0.10% | -8.53% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.01% | +0.18% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.03% | +7.81% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | -0.04% | -0.44% | |
| 22 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.54% | +0.01% | +1.13% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.02% | -4.91% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.45% | -21.92% | |
| 25 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.41% | +0.11% | -3.66% | |
| 26 | PTL | Inspire 500 ETF | ETF-Other | 0.37% | +0.02% | +19.55% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.36% | -0.01% | +35.27% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | -0.02% | +0.66% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | -0.01% | -18.05% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | — | +0.61% | |
| 31 | CEFA | Global X S&p Cath Val Devel | ETF-Other | 0.24% | -0.02% | +24.42% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.23% | +60.58% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | -0.04% | — | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.15% | -0.02% | — | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.15% | -0.02% | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | — | -4.12% | |
| 37 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.14% | — | +39.55% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.13% | — | -4.05% | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.11% | — | +0.28% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | -4.52% | |
| 41 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.10% | +0.01% | +13.66% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.03% | -12.49% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | -0.01% | +12.69% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.08% | -0.01% | +17.42% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.08% | -0.02% | -10.96% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.08% | -0.02% | +0.33% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.08% | -0.01% | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | +0.01% | +2.23% | |
| 49 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | -0.01% | — |
According to official SEC Form 13F filings, Pioneer Wealth Management Group reported a total U.S. public equity portfolio value of $413.9M across 50 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFAI, SCHZ) accounted for 56.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVUS
市值: $552.6K
Top Position Liquidated / Trimmed
DFIP
前期市值: $1.1M
During Q1 2026, Pioneer Wealth Management Group's top holdings by market value included DFAU (20.6%)、DFAI (15.5%)、SCHZ (13.0%). The largest single position, DFAU, represented 20.6% of total portfolio value.
In Q1 2026, Pioneer Wealth Management Group made 51 total portfolio adjustments, initiating 2 new buys, adding to 31 positions, trimming 13 holdings, and fully liquidating 5 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.
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